基建需求回暖，带动建材板块集体走强，建材ETF（516750）盘中涨超3%

Group 1 - The core viewpoint of the article highlights the recovery in the construction materials sector driven by increased infrastructure investment and the issuance of local special bonds, leading to a positive sentiment in the market [1] Group 2 - Since the beginning of 2026, the construction materials sector has shown signs of improvement, with the construction materials ETF (516750) rising over 3% during trading on January 20, 2026, and nearly 80% of the stocks in the sector experiencing gains [1] - Research institutions indicate that the construction materials sector benefits from both policy support and marginal demand improvement, with infrastructure investment providing support for traditional materials like cement and waterproofing materials [1] - The supply-side constraints in the industry remain, allowing for potential price and profit recovery, which has attracted increased attention from funds towards cyclical sectors amid low valuation [1] - The construction materials ETF (516750) covers various sub-sectors including cement, waterproofing, glass, and pipes, focusing on leading companies in the industry, providing investors with a convenient tool to capitalize on the recovery in the construction chain [1]