建材ETF（159745）涨超1%，把握建材存量链主线

Group 1 - The core viewpoint is that by 2026, the focus should be on existing supply chains to identify opportunities for demand optimization and supply clearance in the construction materials sector [1] - The demand for construction materials is expected to undergo a qualitative change, with the current renovation demand accounting for approximately 50% and projected to reach nearly 70% after 2030 [1] - This shift is anticipated to drive industry demand back to historical highs, mirroring the demand patterns seen in the United States and Japan, while also optimizing the downstream demand structure, making the consumption characteristics of construction materials more pronounced [1] Group 2 - The construction materials ETF (159745) tracks the construction materials index (931009), which selects listed companies involved in the production and sales of materials such as cement, glass, and ceramics to reflect the overall performance of the construction materials industry [1] - The index exhibits strong cyclical characteristics, closely related to the real estate market and infrastructure investment [1]