2025年10月10日A股三大指数集体低开，全市场超2300只个股下跌，从板块上来看，煤炭、纺织服装、 建筑材料、非银金融板块领涨，电子、电力设备、计算机板块领跌。交通运输ETF（159666）逆势走强 上涨0.6%，持仓股东莞控股涨超5%，华夏航空、海峡股份涨超3%。 交通运输ETF（159666）及其联接基金（019405/019404）是全市场唯一跟踪中证全指运输指数的ETF基 金，交通运输板块中的公司具备高股息、低估值和稳健业绩的特征，其涵盖了A股市场包括物流、铁路 公路、航运港口、机场等，能够充分反映出A股运输行业上市公司的整体表现。 （文章来源：每日经济新闻） 消息面，2025年国庆假期出行客流创历史同期新高。国庆及中秋假期八天，全社会跨区域人员流动量累 计达到24.33亿人次，日均同比+6.3%，较2019年同期+30.8%；其中铁路/公路/民航/水运累计客运量分别 为1.54亿/22.48亿/1914万/1166万人次，日均同比分别+2.6%/+6.6%/+3.3%/+4.1%。 ...

Group 1 - The A-share market showed mixed performance on September 5, with over 3,000 stocks declining, while sectors such as electric equipment, non-ferrous metals, and basic chemicals led the gains, and retail, comprehensive, and beauty care sectors lagged [1] - As of the end of Q2, insurance capital significantly increased holdings in industries such as transportation, communication, and public utilities, with notable increases in shares of CITIC Bank, Beijing-Shanghai High-Speed Railway, and China Telecom, each exceeding 200 million shares [1] - According to招商证券, by the end of Q2 2025, the top five industries by insurance capital holdings in A-shares will be banking, transportation, communication, real estate, and electric and public utilities, indicating a stable growth outlook for highway enterprises and their low volatility dividend attributes [1] Group 2 - The Transportation ETF (159666) and its linked funds are the only ETFs tracking the CSI All-Transportation Index, which includes logistics, railways, highways, shipping ports, and airports, reflecting the overall performance of A-share transportation industry listed companies [2]

Group 1 - The A-share market showed mixed performance on August 21, 2025, with the transportation ETF (159666) rising by 0.59%, indicating strong momentum in the sector [1] - In the first seven months of this year, fixed asset investment in rural roads reached 206.24 billion yuan, with 51% of the annual target already completed through the construction of 51,000 kilometers of new and renovated rural roads [1] - During the "14th Five-Year Plan" period, a total of 716,000 kilometers of rural roads are planned to be newly constructed or renovated, resulting in a total length of 4.644 million kilometers, which is a 6% increase compared to the end of the "13th Five-Year Plan" [1] Group 2 - Dongxing Securities believes that the highway sector will benefit from a long-term interest rate cut cycle due to its stable performance and high dividend willingness, suggesting a strong outlook for the sector [1] - The transportation ETF (159666) and its linked funds (019405/019404) are the only ETFs tracking the CSI All-Transportation Index, reflecting the overall performance of listed companies in the A-share transportation industry, including logistics, railways, highways, shipping ports, and airports [1] - Companies within the transportation sector are characterized by high dividends, low valuations, and stable performance, making them attractive investment opportunities [1]