工业母机ETF（159667）飘红，产业升级趋势明确

Core Insights - The mechanical and automation equipment industries are expected to benefit from external demand and the "two new" (emerging industries and new infrastructure) related chains by 2025 [1] - There is a noticeable "temperature difference" at the mid-level, with high prosperity in emerging sectors like the AI industry chain and high-end equipment manufacturing, while traditional sectors are experiencing lower prosperity due to weak investment and consumption [1] - Investment in equipment tools has seen a cumulative year-on-year growth of 13.0% in the first ten months of 2025, and the added value of high-tech manufacturing has increased by 9.3%, indicating a clear trend of industrial upgrading [1] - Under the "14th Five-Year Plan," traditional manufacturing is expected to improve supply-demand balance through "optimization and upgrading" policies by 2026, potentially narrowing the prosperity gap between emerging and traditional sectors, thus expanding overall industry profitability [1] - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing, component supply, and related services to reflect the overall performance of the machine tool industry chain [1] - The index covers the entire industry chain from upstream materials to downstream applications, with a particular focus on the high-end equipment manufacturing sector [1]