行业ETF风向标丨地产股早盘获资金追捧，两只房地产ETF半日涨幅超1.5%

Market Overview - The market experienced fluctuations in the morning session, with the ChiNext Index leading the decline [1] - Real estate stocks showed a rebound, with companies like Yucheng Development and Shahe Shares hitting the daily limit [1] ETF Performance - Real estate-related ETFs performed well, with the Real Estate ETF Fund (515060) and Real Estate ETF (159768) both rising over 1.5% during the morning session [1][2] - The Real Estate ETF Fund (515060) increased by 1.71%, while the Real Estate ETF (159768) rose by 1.53% [2] - The estimated scale of the Real Estate ETF Fund (515060) is 6.186 billion, with a morning trading volume of 155 million [2] Investment Logic - The real estate policy is expected to strengthen in the second half of the year, particularly regarding special bonds for acquiring idle land and accelerating the progress of existing housing [2] - Analysts suggest focusing on two areas: (1) leading real estate companies with land acquisition capabilities and reasonable land reserves; (2) top intermediary institutions benefiting from active second-hand housing transactions [2] Key Stocks in Real Estate ETFs - The top weighted stocks in the CSI All Real Estate Index include Poly Development, Vanke A, and China Merchants Shekou [3][4][5] - The estimated scale of the Real Estate ETF (159768) is 631 million, with a half-day trading volume of 27.326 million [3] - The Real Estate ETF (159707) saw a half-day increase of 1.37%, with an estimated scale of 481 million and a trading volume of 25.0215 million [4][5]