建材ETF(159745)强势吸金,10日吸金超10亿元,今日盘中申购超1.2亿份,地产政策有望持续宽松
Mei Ri Jing Ji Xin Wen·2026-02-05 08:41

Group 1 - The building materials sector is attracting significant investment, with the building materials ETF (159745) seeing over 120 million shares subscribed today and a total of over 1.1 billion yuan in inflows over the past 10 days, leading to a current scale of over 2 billion yuan, making it the largest in its category [1] - The real estate policies remain supportive, with recent data indicating stabilization in sales area supported by second-hand housing sales. Multiple regions have announced easing policies to boost the real estate sector [1] - Specific initiatives include Shanghai's plan to acquire second-hand homes for rental housing projects, and Fujian's multi-faceted approach to stabilize the market by optimizing supply and supporting housing consumption [1] Group 2 - In the consumer building materials sector, industry profitability has bottomed out, with frequent price increases expected to benefit leading companies due to improved downstream demand and anti-competition policies [1] - Investors are encouraged to consider the building materials ETF (159745) for exposure to cement, glass, and consumer building materials [1]