Core Viewpoint - The UK government has announced a ten-year infrastructure strategy, planning to invest at least £725 billion to enhance national infrastructure, emphasizing its critical role in economic growth and job creation [1] Group 1: Key Areas of Investment - Housing: A ten-year affordable housing plan aims to deliver 1.5 million new homes during the current parliamentary term through investments from the National Housing Bank [2] - Transportation: The strategy includes the Thames Tideway Tunnel project and the establishment of a "structural fund" to renovate the road network [3] - Water: Water companies are expected to quadruple their investment in new infrastructure over the next five years, including the construction of nine new reservoirs [4] Group 2: Leveraging Private Investment - The strategy aims to leverage the National Wealth Fund to attract private sector investment, thereby driving economic growth across the UK [5] Group 3: Energy and Education Initiatives - Clean Energy: Investments will be made in the UK's first regional hydrogen transport network and energy storage facilities, along with strategic transmission network and electric vehicle charging infrastructure [5] - Schools: Under the existing "School Rebuilding Program," over 500 schools will be rebuilt, with an additional 250 schools included in the plan, ensuring funding through the fiscal year 2034/2035 [6] Group 4: Healthcare and Digital Infrastructure - Hospitals: The "New Hospitals Program" will see the construction of 35 new hospitals in England [7] - Digital Connectivity: The strategy will continue to advance the "Gigabit Project" to promote high-speed internet access [9] Group 5: Flood Defense and Justice - Flood Defense: A ten-year flood investment plan will be implemented [10] - Justice: Three new prisons will be constructed in England by 2031 [11] Group 6: Defense Spending - The government commits to increasing defense spending to 2.6% of GDP by 2027 [12] Group 7: Implementation and Political Context - The newly established National Infrastructure and Services Transformation Agency (NISTA) will lead the implementation of the strategy, with the first infrastructure projects to be announced in July [12] - The strategy is seen as a means to convert public investment into political capital ahead of the next general election, particularly focusing on traditional Labour strongholds in Northern and Central England and Wales [12]

证券代码：601669 股票简称：中国电建 公告编号：临 2025-034 中国电力建设股份有限公司 2025 年 1 月至 5 月主要经营情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 现将中国电力建设股份有限公司2025年1月至5月主要经营情况公布如下，供投 资者参阅。 一、按业务类型统计 | 业务类型 | 新签项目数量（个） | 新签合同金额 | 同比增减 | | --- | --- | --- | --- | | 能源电力 | 2408 | 3012.48 | 4.44% | | 水电 | 488 | 653.87 | 60.66% | | 其中：抽水蓄能 | 238 | 256.51 | 4.63% | | 风电 | 531 | 1018.01 | 67.33% | | 太阳能发电 | 482 | 854.81 | -32.61% | | 火电 | 224 | 146.99 | -62.28% | | 新型储能 | 65 | 107.50 | / | | 其他 | 618 | 231.30 | / | | ...

港股红利ETF基金（513820）标的指数成分股中，中国财险涨超2%，中国联通、北控水务集团、北方 控股等涨超1%。 日前，不少投资者对港股红利指数中谁是更偏基准类指数"课代表"话题展开讨论。有投资者认为，中证 港股通高股息指数采用相对纯粹的股息率加权策略，或可被视为"港股红利类指数的基准指数"。 值得注意的是，中证港股通高股息指数也是港股红利ETF基金（513820）所跟踪的标的指数。 6月5日，港股红利ETF基金（513820）震荡回调，当前跌0.59%，连续3日净流入，据了解，港股红利 ETF基金（513820）已连续11次分红，在港股红利类ETF中分红次数领先！ 那么，港股红利ETF基金（513820）标的指数有何独特之处呢？ 作为纯正的红利指数，港股红利ETF基金（513820）标的指数近12月股息率水平超8%，同类领先。 【纯正的红利策略指数】 按照投资地区、标的公司属性和指数加权因子来对港股通市场上的红利指数进行分类，可将其分为港股 通+红利，港股通+红利+内地企业，港股通+红利+其他因子（质量、低波等因子）、港股通+红利+央国 企等指数。 其中，港股红利ETF基金（513820）标的指数为纯正 ...