新材料50ETF（159761）涨超1.6%，光伏玻璃价格回落或触底，碳纤维供需紧平衡延续

Group 1 - The New Materials 50 ETF (159761) rose over 1.6%, indicating a potential recovery in photovoltaic glass prices [1] - The China Construction Industry Association announced a call for new products and materials in the construction supply chain, focusing on green building materials and new materials [1] - Tianfeng Securities highlighted a differentiated supply-demand pattern in the new materials industry, with stable demand but limited supply in areas like refrigerants and phosphates, while other sectors like MDI and agricultural chemicals show stable supply but growing demand [1] Group 2 - The chemical raw materials and chemical products manufacturing industry saw a year-on-year increase of 5.9% in May, indicating resilience in industry demand [1] - Certain products, such as methanol, experienced an 11% price increase due to geopolitical conflicts, while ammonium sulfate prices rose by 20% driven by international urea prices [1] - The current cycle may have reached a relative bottom, suggesting structural opportunities arising from changes in supply and demand [1]