Group 1 - The building materials sector has seen significant capital inflow, with the building materials ETF (159745) experiencing over 1.3 billion yuan in net inflows over the past 20 trading days, currently holding over 2 billion yuan, ranking first among its peers [1] - Huatai Securities indicates that policy support is ongoing, with Shanghai piloting the storage of second-hand houses for affordable rental housing, aiming to match rental and purchase demands precisely, thus promoting a dual-track development of "commercial + guaranteed" [1] - Zhongyou Securities notes that in the consumer building materials sector, industry profitability has bottomed out, with frequent price increase notices, and leading companies are expected to benefit from anti-involution policies and improved downstream demand [1]
建材ETF（159745）吸金超10亿元，资金或博弈地产政策继续宽松
Sou Hu Cai Jing·2026-02-06 03:31