雅江超级工程核心受益标的建材ETF（159745）继续狂飙，“反内卷”双重利好，资金持续布局

Group 1 - The "Yarlung Zangbo River" hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to significantly boost demand for construction materials, estimated to be 4-5 times that of the Three Gorges Dam project [2] - The construction materials ETF (159745) has seen a surge, with a nearly 3% increase today and a net inflow of over 4.4 billion yuan yesterday, currently holding over 11 billion yuan in assets [1][11] - The central government's investment in Tibet, amounting to 317.54 billion yuan across 75 projects, is anticipated to further increase demand for construction materials, particularly cement [3] Group 2 - The ongoing urban renewal policies are expected to drive demand for various construction materials such as pipes, waterproofing, and coatings, leading to significant improvements in the fundamentals of construction companies [4] - The Ministry of Industry and Information Technology is implementing a new round of measures to optimize supply in key industries, including construction materials, which may enhance market performance [5] - The construction materials ETF (159745) tracks the construction materials index and has been experiencing continuous net inflows, indicating strong investor interest [7]