建材ETF（159745）、基建ETF（159619）纳入第五届指数投资大赛标的

Group 1 - The core viewpoint of the articles highlights the positive impact of the Yajiang project on the construction materials and infrastructure sectors, leading to significant market activity and investment opportunities [1][2] - The Yajiang project, a national strategic initiative, is expected to enhance Tibet's GDP growth rate to over 8% annually and generate over 2 trillion yuan in related investments over the next decade, significantly boosting demand for cement and construction materials [1] - Recent government policies aimed at stabilizing growth in key industries, including construction materials, are expected to optimize the industry structure and improve the fundamentals for leading companies in the construction and materials sectors [1][2] Group 2 - The construction materials sector has seen a downturn in recent years, but recent data indicates that various sub-industries are approaching profitability bottoms, with expectations for recovery in 2025 [2] - Demand-side factors, such as urban renewal initiatives and support for home renovations, are anticipated to drive consumption of construction materials like pipes, waterproofing, and coatings [2] - The trend of "anti-involution" is expected to lead to positive changes in supply-side dynamics, with potential improvements in industry structure and profit margins for companies in the construction materials sector [2]