建材ETF（159745）涨超0.7%，水泥行业具备支撑

Core Viewpoint - The cement industry is experiencing a trend of rising prices with difficulty in price declines under the backdrop of "anti-involution" [1] Group 1: Industry Outlook - The real estate market is expected to stabilize, which will significantly benefit the building materials sector, a core industry in the real estate chain [1] - The supply of cement is anticipated to accelerate clearing, showing a noticeable year-on-year improvement [1] Group 2: Investment Vehicle - The Building Materials ETF (159745) tracks the Building Materials Index (931009), which selects listed companies involved in the production and sales of traditional and new building materials such as cement, glass, and ceramics [1] - The building materials industry exhibits strong cyclical characteristics, heavily influenced by the real estate market and infrastructure construction [1]