建材概念股走强，东方雨虹涨超8%，旗滨集团涨超5%，北新建材涨超4%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 159787 | 建材ETF易方达 | 0.791 | 0.029 | 3.81% | | 159745 | 建材ETF | 0.720 | 0.026 | 3.75% | | 516750 | 建材ETF | 0.786 | 0.026 | 3.42% | 有券商表示，行业目前盈利已触底，价格经历多年竞争目前已无向下空间，此次借助反内卷政策行业对提价及盈利改善诉求强烈。 2025年防水、涂料、石膏板等多品类持续发布提价函，行业盈利有望触底，2026年可期待龙头企业的盈利改善。 （文章来源：每日经济新闻） 受盘面影响，建材相关ETF涨超3%。 ...

Core Viewpoint - On September 1, the three major indices opened higher, indicating a positive market sentiment with the Shanghai Composite Index rising by 0.31%, the Shenzhen Component Index increasing by 0.61%, and the ChiNext Index up by 0.85% [1] Sector Performance - The sectors that performed well included gold concepts, Alibaba concepts, semiconductors, industrial machinery, and steel, showing strong investor interest and potential growth opportunities [1] - Conversely, sectors that faced declines included liquor concepts, duty-free concepts, building materials, and aviation, indicating potential challenges and risks in these areas [1]