基建ETF（159619）盘中涨超1%，政策加码与需求改善预期引关注

Group 1 - The core viewpoint of the news is that the infrastructure ETF (159619) has seen a rise of over 1% due to policy support and expectations of improved demand [1] - In early January, policies were introduced to support infrastructure, with the National Development and Reform Commission recently approving or planning multiple major infrastructure projects, totaling over 400 billion yuan [1] - The expected growth rate of fixed asset investment in the first quarter is anticipated to turn positive, supported by the early release of a "dual" construction project list and a central budget investment plan of 295 billion yuan [1] Group 2 - The construction industry new orders index has risen for four consecutive months to 47.4% in December, indicating a marginal improvement in industry demand [1] - The infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects listed companies involved in infrastructure construction, specialized engineering, engineering machinery, and housing construction [1] - The index's constituent stocks are primarily concentrated in the industrial sector, with a broad market capitalization distribution and high weight among the top constituent stocks, reflecting strong market representation and industry concentration characteristics [1]