Group 1 - The building materials sector has seen significant capital inflow, with the building materials ETF (159745) experiencing over 1 billion yuan in net inflows in the last 10 trading days, currently reaching a scale of over 2.3 billion yuan, ranking first among its peers [1] - Shanghai has initiated the purchase of second-hand houses for the purpose of securing rental housing, alongside various policies such as home purchase subsidies, relaxed housing fund regulations, and monetary compensation for urban renovation, which enhance expectations for demand recovery in the post-real estate cycle [1] - Although prices for cement and glass have faced short-term pressure, inventory levels are decreasing, supply-side adjustments are accelerating, and following a period of negative growth in the Producer Price Index (PPI), expectations for a recovery in the production capacity cycle are rising, indicating ample room for valuation recovery as the sector is currently at historical lows [1]
建材ETF（159745）吸金超10亿元，资金或博弈政策力度进一步加大
Sou Hu Cai Jing·2026-02-10 01:55