建材ETF（159745）涨超1.1%，错峰生产磋商或推动水泥价格修复

Group 1 - The core viewpoint is that companies in regions such as the Yangtze River Delta, Hubei, Hunan, and Sichuan-Chongqing are actively discussing staggered production plans, which may lead to a recovery in cement prices if industry self-discipline measures are effectively implemented [1] - The establishment of Xinjiang Railway Co., Ltd. with a registered capital of 95 billion yuan, along with key projects like the Three Gorges Waterway and the Zhejiang-Jiangxi-Guangdong Canal, is expected to bring incremental demand for cement [1] - The average shipment rate of enterprises in key regions of the cement market is approximately 44%, and the medium to long-term supply-demand pattern is expected to improve with the recovery of infrastructure demand [1] Group 2 - The Building Materials ETF (159745) tracks the construction materials index (931009), which selects listed companies involved in cement, glass, ceramics, and other basic and new building materials to reflect the overall performance of related securities [1] - The index has both cyclical and growth characteristics, covering the entire industrial chain of building and decoration materials [1] - Investors without stock accounts can consider the Guotai CSI All-Share Building Materials ETF Initiated Link C (013020) and Guotai CSI All-Share Building Materials ETF Initiated Link A (013019) [1]