基建ETF（159619）盘中涨超1.3%，基建投资有望加速落地

Core Viewpoint - In 2025, China's infrastructure investment is projected to reach 24.5 trillion yuan, reflecting a 1.5% decrease from the previous year, with a narrow infrastructure growth rate of -2.2% [1] Group 1: Infrastructure Investment Trends - Key sectors such as pipeline transportation, warehousing, and internet services are expected to maintain a rapid growth rate in infrastructure investment, while sectors like ecological protection, water conservancy, road transportation, and public facilities are experiencing significant declines [1] - A series of investment-promoting policies implemented since the second half of 2025 are anticipated to lead to an acceleration in key engineering and sector-specific infrastructure investments in the first half of 2026, despite a lag in the physical work volume due to funding and project formation delays [1] Group 2: Investment Tools and Indices - The infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects listed company securities involved in construction, engineering, and machinery manufacturing from the Shanghai and Shenzhen markets to reflect the overall performance of securities related to infrastructure construction [1]