上海发布楼市“沪七条”,基建ETF(159619)盘中涨超2%,关注传统板块边际改善机会
Mei Ri Jing Ji Xin Wen·2026-02-25 08:26

Group 1 - Shanghai has released the "Shanghai Seven Measures" to further optimize and adjust the city's real estate policies, effective from February 26, 2026, which includes reducing housing purchase restrictions to promote balanced living and working conditions [1] - The demand for infrastructure is expected to remain robust in 2026, with fiscal departments continuing to implement more proactive fiscal policies to stabilize investment [1] - In 2025, the eight major state-owned construction enterprises achieved a year-on-year increase in new contracts, indicating a potential marginal improvement in the operations of construction companies [1] Group 2 - The Infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects listed companies involved in mechanical manufacturing and construction to reflect the overall performance of infrastructure-related securities [2] - The index components cover traditional infrastructure and some advanced manufacturing sectors, providing a high level of industry representation [2]

上海发布楼市“沪七条”,基建ETF(159619)盘中涨超2%,关注传统板块边际改善机会 - Reportify