新材料50ETF（159761）涨超1.3%，供需格局改善或支撑细分领域景气

Group 1 - The new materials industry is experiencing stable demand with global supply dominance, focusing on segments such as sucralose, pesticides, MDI, and amino acids [1] - Domestic demand is expected to mitigate tariff impacts in sub-industries like refrigerants, fertilizers, civil explosives, and dyes [1] - Sub-industries with earlier capacity releases, such as organic silicon and spandex, are likely to recover first, with organic silicon seeing a weekly increase of 1.9% and significant growth in pre-sale orders, reducing inventory pressure [1] Group 2 - Emerging fields like OLED materials, catalytic materials, and synthetic biology are also worth attention [1] - The basic chemical sector has shown strong recent performance, with organic silicon, synthetic resins, and civil explosive products leading in growth [1] - The potassium chloride market is supported by low inventory and tight spot prices, while DMF prices continue to rise due to favorable supply and demand [1] Group 3 - The New Materials 50 ETF tracks a new materials index compiled by China Securities Index Co., selecting listed companies from the Shanghai and Shenzhen markets involved in advanced steel, non-ferrous metals, and chemical materials [1] - This index focuses on high-tech and high-value-added new materials, prioritizing companies in new materials research and application fields to reflect the overall performance of related listed securities [1] - Investors without stock accounts can consider the Guotai CSI New Materials Theme ETF Initiated Link A (014908) and Guotai CSI New Materials Theme ETF Initiated Link C (014909) [1]