基建ETF（159619）盘中涨超2%，行业发展前景广阔

Core Viewpoint - The article highlights that a series of investment-promoting policies implemented since the second half of 2025 are expected to accelerate infrastructure investment in key projects and sectors by the first half of 2026, driven by new financial tools and increased demand from AI and commercial space sectors [1] Group 1: Investment Policies - A range of investment-promoting policies has been introduced since the second half of 2025, which are expected to lead to an acceleration in infrastructure investment [1] - The implementation of new policy financial tools, ultra-long-term special government bonds, and additional special bonds is anticipated to facilitate this investment [1] Group 2: Infrastructure Investment - Infrastructure investment is expected to see a significant increase in the first half of 2026, particularly in key projects and sectors [1] - The construction and engineering sectors are highlighted as having a high concentration in the infrastructure investment landscape [1] Group 3: Sectoral Insights - AI is driving an increase in electricity demand, leading to a substantial rise in investment from the State Grid under its 14th Five-Year Plan [1] - The commercialization of the commercial space sector is accelerating, with emerging areas such as space photovoltaics gaining traction [1] Group 4: ETF and Index - The infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects representative listed companies in construction and engineering from the Shanghai and Shenzhen markets [1] - The index primarily covers sectors related to infrastructure construction and specialized engineering, reflecting the overall performance of listed companies in the infrastructure engineering field [1]