The expansion of the foundation continues to increase, and the infrastructure ETF (516950) has great promotion in the second half of the year

On September 20, the infrastructure sector opened. Tianyi Shangjia led the rise. Roman and Yongfu shares rose. The current valuation of infrastructure ETF (516950) is relatively low. The tracked China Stock Exchange Infrastructure Index has been located at 18.70%of the valuation of the P / E ratio since it was listed, and has the configuration value.

Anxin Securities said that the State often proposed to continue to use the special debt to make up shortcomings, and revitalize the 500 billion yuan special debt limit deposited in 2019 in accordance with the law. The region is tilted, and the local area must be issued before the end of October, prioritizing support for projects, and forming more physical work during the year. Through the issuance of new special bonds, it focuses on supporting transportation infrastructure, energy, agricultural and forestry water conservancy, ecological environmental protection, social undertakings, urban -rural cold chains and other logistics infrastructure, government industrial park infrastructure, major national strategic projects, affordable housing projects, new energy sources, new energy sources Project and new infrastructure project construction. In the 4th quarter and the whole year's infrastructure investment or entering the speed -up stage, the fundamental improvement of the subsequent industry is worthy of attention, the main line of investment is unchanged, and infrastructure ushered in development opportunities.

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