Building materials ETF (159745) rose nearly 1%, Oriental Yuhong and Beixin Building Materials rose more than 3%

Dongfang Yuhong and Beixin building materials rose more than 3%, and Mona Lisa rose more than 2%.Building materials ETF (159745) rose nearly 1%, and the turnover exceeded 32 million yuan. The net inflow yesterday exceeded 11 million yuan.

China Merchants Securities believes that from the fundamental point of view, real estate soil auction and sales recovery, increased infrastructure operating rate, and high price of raw materials have fallen. The judgment is reported as the bottom of the building materials sector's performance, callbacks or opportunities, and preferred leading enterprises.In the infrastructure chain, the needs of waterproofing and pipelines can be benefited from the implementation of infrastructure/municipal projects.In the real estate chain, "insurance delivery" attaches further improvement, and is expected to promote accelerated repair.Policies, the waterproof industry bidding, and the tiles are limited by carbon neutralization. Relevant departments have announced that the new buildings of new buildings will be fully implemented by the city in 2025.The consumer building materials leading has the advantages of capital/production capacity/channels. Therefore, the long -term growth is still there, the market share is expected to further improve, and the quality of business will also improve.

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