基建ETF（159619）盘中上涨1%，市场关注行业前景与政策动向

Group 1 - The central viewpoint is that a series of pro-cyclical policies are being implemented to support high-quality economic development, including interest rate cuts and a potential for further reductions in reserve requirements and interest rates this year [1] - The new signed orders for Pudong Construction are expected to show a significant year-on-year recovery by Q4 2025, indicating a general recovery in construction demand in key regions [1] - The State Grid has announced that its fixed asset investment during the 14th Five-Year Plan period will reach 4 trillion yuan, a 40% increase compared to the previous plan, focusing on technological innovation and the construction of new power systems [1] Group 2 - The Infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects listed companies from the construction and engineering, and machinery manufacturing sectors to reflect the overall performance of the infrastructure construction field [1] - The index constituents cover multiple sub-sectors within infrastructure construction and professional engineering, demonstrating high industry concentration and representativeness [1]