工业母机ETF（159667）跌近3%，机构解读行业复苏与出口韧性，回调或为布局机会

Group 1 - The core viewpoint indicates that the excavator sales are expected to grow rapidly by 2025, showing clear signs of industry recovery, driven by a new round of concentrated replacement cycles and the commencement of large projects, which will boost domestic demand [1] - The overseas market is experiencing structural prosperity, with continuous growth in infrastructure construction demand in countries along the "Belt and Road" initiative, leading to an increase in exports [1] - The overall industry fundamentals are showing a positive trend, with significant improvements in overall performance and structural opportunities existing in specific segments [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing and key component supply from the Shanghai and Shenzhen markets [1] - This index covers multiple fields including machinery, electronics, new energy, and robotics, reflecting the overall performance of listed companies in China's machine tool industry [1]