Core Viewpoint - The construction materials ETF (159745) has risen over 2%, indicating a potential turning point for the real estate supply chain's performance in 2026, driven by improved CPI and PPI figures, reflecting a reduction in competition and burdens within the sector [1] Group 1: Market Indicators - CPI and PPI have performed better than expected, attributed to anti-involution factors, which are positively impacting the real estate supply chain [1] - The price recovery in the real estate supply chain suggests that the clearing process is nearing its end, with significant improvements expected in the market structure [1] Group 2: ETF and Index Information - The construction materials ETF (159745) tracks the building materials index (931009), which reflects the overall performance of publicly listed companies in the building materials sector [1] - The index includes companies from various sub-sectors such as cement, glass, and new building materials, focusing on firms with high market share and promising growth prospects [1]
建材ETF（159745）涨超2%，26年或迎来地产链业绩拐点
Mei Ri Jing Ji Xin Wen·2026-01-20 10:40