央企共赢ETF（517090）涨超1.5%，布局宏观经济“压舱石”战略价值

Group 1 - The core viewpoint of the article highlights the blueprint for state-owned enterprise (SOE) reform during the "14th Five-Year Plan" period, emphasizing the concentration of state capital in key areas related to national security and economic stability [1] - The policy goals focus on value creation and functional enhancement, shifting SOEs from "scale expansion" to "functional leadership and quality contribution" through five main lines: "stabilizing growth, strengthening innovation, optimizing layout, deepening reform, and strict regulation" [1] - The article outlines the need for SOEs to activate domestic demand by developing high-visibility "new infrastructure" scenarios such as smart logistics and charging networks, while also playing a critical investment role in infrastructure and industrial upgrades [1] Group 2 - The Central Enterprise Win-Win ETF (517090) tracks the FTSE China State-Owned Enterprises Open Win-Win Index, which selects constituent securities from listed state-owned enterprises to reflect the overall performance of SOEs excelling in globalization and sustainable development [1] - The index compilation emphasizes the global layout and sustainable development capabilities of enterprises, focusing on dimensions such as overseas revenue and green income, while favoring quality, low volatility, and high dividend styles in its selection [1]