Group 1 - The construction materials, building, electrical grid, chemical raw materials, and industrial machinery sectors have seen significant gains, with the construction materials ETF (516750) hitting a 10% limit up at a price of 0.712 and a trading volume of 400 million shares, totaling 284 million yuan [1] - Among the index constituents, 18 stocks including Jinyu Group, Qingsong Jianhua, Subote, Longquan Co., and Lezhi Group have also reached the 10% limit up, with 41 stocks in total showing positive performance, and 26 stocks rising over 5% [1] - The Belt and Road ETF (515150) and the Central Enterprise Innovation ETF (159974), which also include construction materials and decoration industries, have increased by 3.13% and 2.96% respectively [1] Group 2 - The Yarlung Tsangpo River downstream hydropower project commenced construction on July 19, with a total investment of 1.2 trillion yuan, which is expected to directly benefit the cement and steel industries during the construction phase, with a projected total cement demand of 20 to 30 million tons and an average annual demand of 1 to 1.5 million tons [1] - The "anti-involution" policy guidance and industry self-discipline are expected to further clear excess capacity in the construction materials industry, effectively enhancing the overall profitability of the sector [1]