Group 1 - The core viewpoint is that state-owned enterprises are significantly enhancing their support for Tibet's high-quality development, with 16 central enterprises signing investment agreements for 75 industrial projects totaling 317.54 billion yuan [1] - The signed projects primarily focus on critical areas such as clean energy, green minerals, electric communication, and infrastructure, which are urgently needed in Tibet [1] - There is an anticipated surge in demand for cement and building materials due to the aid projects, with local leading companies expected to benefit from the logistics constraints [1] Group 2 - The building materials sector is expected to see a sustained improvement in fundamentals, particularly in the context of the previous supply-side reforms, which led to a cumulative increase of 45.75% in the building materials industry by the end of 2017 [1] - The Building Materials ETF (159745) closely tracks the CSI All Share Building Materials Index, focusing on the performance of the building materials industry [1] - With the recovery of consumption and the real estate market, the building materials industry is poised for a new growth cycle [1]