政策拉动工业器械需求，资金抢筹工业母机，工业母机ETF（159667）上一交易日资金净流入超5000万元

Group 1 - The first central document of the "14th Five-Year Plan" focuses on modernizing farmland construction, which will significantly drive demand for excavation, roadbed repair, material unloading, and site leveling, particularly boosting the market for excavators, especially small excavators [1] - In January 2026, both domestic and export sales of earthmoving machinery saw substantial growth, with domestic excavator sales increasing by 61.4% year-on-year and export sales rising by 40.5%. Loader domestic sales grew by 42.8% and export sales by 53.4% [1] - Major projects across the country are gradually commencing, with increased investments in transportation infrastructure, urban renewal, and private investment projects, further expanding the application scenarios for earthmoving machinery and continuously releasing construction demand [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing, CNC systems, bearings, and other key components from the Shanghai and Shenzhen markets [1] - This index primarily covers industries such as machinery, electronics, new energy, and robotics, reflecting the overall performance of listed companies in the machine tool industry chain [1] - The index emphasizes small and mid-cap stocks, combining profitability and growth potential while focusing on research and innovation capabilities [1]