交通运输ETF（159666）持续走强，近两个交易日流入405万元

Group 1 - The A-share market showed mixed performance on August 21, 2025, with the transportation ETF (159666) rising by 0.59%, indicating strong momentum in the sector [1] - In the first seven months of this year, fixed asset investment in rural roads reached 206.24 billion yuan, with 51% of the annual target already completed through the construction of 51,000 kilometers of new and renovated rural roads [1] - During the "14th Five-Year Plan" period, a total of 716,000 kilometers of rural roads are planned to be newly constructed or renovated, resulting in a total length of 4.644 million kilometers, which is a 6% increase compared to the end of the "13th Five-Year Plan" [1] Group 2 - Dongxing Securities believes that the highway sector will benefit from a long-term interest rate cut cycle due to its stable performance and high dividend willingness, suggesting a strong outlook for the sector [1] - The transportation ETF (159666) and its linked funds (019405/019404) are the only ETFs tracking the CSI All-Transportation Index, reflecting the overall performance of listed companies in the A-share transportation industry, including logistics, railways, highways, shipping ports, and airports [1] - Companies within the transportation sector are characterized by high dividends, low valuations, and stable performance, making them attractive investment opportunities [1]