Core Insights - The construction materials ETF (159745) has seen a net inflow of 69 million units, indicating strong investor interest in construction assets [1] - The Cement Association released a document on July 1 to respond to anti-involution policies, which is expected to enhance the enforcement of production limitation policies [1] - The implementation of these policies is anticipated to lead to a continuous decline in cement production capacity and a significant increase in capacity utilization [1] Industry Summary - The cement industry is currently experiencing a seasonal low in demand and pricing, with a reported year-on-year decline of 6.2% in cement production for August 2025 [1] - The policy catalyst is expected to improve the supply-demand dynamics within the industry [1] - The construction materials ETF (159745) tracks the CSI All-Share Construction Materials Index, which includes segments such as cement, glass, and consumer building materials [1] Investment Opportunity - Investors interested in construction materials may consider the construction materials ETF (159745), which has a scale of 1.142 billion and ranks first among three similar products [1]
全市场规模最大建材ETF（159745）净流入近7000万份，一键布局“水泥+玻璃+消费建材”等细分板块
Sou Hu Cai Jing·2025-10-14 07:09