建材ETF（159745）盘中涨超1%，机构：行业利润或得修复

Core Viewpoint - The cement industry is expected to see a gradual easing of supply-demand conflicts by 2025, despite ongoing declines in demand due to unstable real estate and limited infrastructure support [1] Group 1: Industry Outlook - Cement demand is projected to continue declining, but the industry's awareness of "anti-involution" is increasing, which may lead to a slight recovery in average cement prices [1] - Industry profits are anticipated to experience a certain degree of recovery due to improved collaboration and carbon emission controls, which are expected to gradually enhance the supply-demand landscape [1] Group 2: Investment Opportunities - Leading cement companies are expected to stand out due to their cost advantages and high dividend attractiveness, making them appealing for investment [1] - The Building Materials ETF (159745) tracks the construction materials index (931009), which includes publicly listed companies involved in the manufacturing and sales of cement, glass, ceramics, and other building materials [1] - The index constituents exhibit significant cyclical characteristics, closely related to the real estate and infrastructure sectors, with a primary focus on traditional manufacturing industries [1]