全市场规模最大建材ETF（159745）昨日净流入超5亿份！建材ETF（159745）涨超2%，雅江万亿工程催化建材板块！

Group 1 - The core viewpoint of the news highlights a significant inflow of over 500 million units into the building materials ETF (159745), driven by optimistic market sentiment regarding demand recovery due to the commencement of the Yarlung Tsangpo River downstream hydropower project [1] - The Yarlung Tsangpo River downstream hydropower project, which began construction on July 19, will involve the establishment of five tiered power stations over a ten-year period, with a total investment of approximately 1.2 trillion yuan [1] - The project is expected to stimulate demand for essential building materials such as steel, cement, non-ferrous metals, and waterproof materials, acting as a stabilizer against short-term demand fluctuations [1] Group 2 - The Ministry of Industry and Information Technology announced that a growth stabilization plan for ten key industries, including steel, non-ferrous metals, petrochemicals, and building materials, is set to be released, indicating a move towards supply-side reform 2.0 [1] - The building materials ETF (159745) is the largest in the market, closely tracking the CSI All Share Construction Materials Index, and is positioned to benefit from the recovery in consumption and the real estate market [2] - As of July 21, 2025, the building materials ETF has a scale of 1.111 billion yuan, ranking first among three similar products, indicating strong market interest and potential for growth in the building materials sector [2]