Group 1 - The core viewpoint is that the building materials ETF (159745) is expected to benefit from improved real estate policies and "anti-involution" policies, leading to a nearly 2% increase in its price and a net inflow of nearly 300 million yuan over the past two trading days [1] - The Shanghai Housing Provident Fund Management Committee has issued a notice to optimize the housing provident fund withdrawal and loan policies, effective from August 26, 2025, which includes increasing the loan limit for green buildings by 15% and allowing fund withdrawals for down payments on new pre-sale properties [1] - Dongxing Securities indicates that the combination of intense market competition and the implementation of various policies will accelerate the elimination of outdated production capacity in the building materials industry, enhancing the growth certainty of leading companies and leading to valuation recovery and performance elasticity [1] Group 2 - Investors without stock accounts can access investment opportunities in the building materials sector through the building materials ETF's connecting fund (013020) [2]