建材ETF（159745）涨超1.2%，“反内卷”支撑下水泥行业或现企稳信号

Group 1 - The core viewpoint of the article highlights the positive impact of the Central Political Bureau's meeting on the cement industry, emphasizing a "steady growth" approach and a framework to combat "involution" [1] - The cement industry is expected to have a good collaborative foundation with supported demand in the short term, leading to more pronounced price recovery effects [1] - In the medium to long term, the industry may benefit from a combination of market, administrative, and legal measures to promote capacity governance, with expectations of price stabilization and recovery in the fundamentals driven by infrastructure and real estate demand improvements [1] Group 2 - The construction materials ETF (159745) has risen over 1.2%, tracking the building materials index (931009), which includes listed companies involved in cement, glass, ceramics, and other building materials [1] - The index constituents exhibit both cyclical and growth characteristics, primarily concentrated in the infrastructure and real estate sectors [1] - Investors without stock accounts can consider the Guotai CSI All-Share Construction Materials ETF Initiated Link A (013019) and Link C (013020) [1]