Group 1 - The new materials industry is experiencing high downstream demand and opportunities for domestic substitution, with leading companies expected to enter a rapid growth phase due to high technical barriers [1] - The photovoltaic glass market is performing well, with inventory continuously decreasing and component companies actively stocking up; August order prices are expected to rise slightly [1] - The electronic yarn market is supported by stable demand, with high-end product supply tightening and overall demand performing relatively well [1] Group 2 - Glass fiber prices are at relatively low levels, and future demand from wind power and other sectors is expected to drive industry destocking and price increases [1] - New materials such as new-type glass and carbon fiber are benefiting from the high demand in the renewable energy sector, with growth potential expected to continue [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), focusing on companies in advanced basic materials, key strategic materials, and cutting-edge new materials, reflecting the overall performance and market trends of related listed companies [1]
新材料50ETF（159761）涨超1.3%，下游需求与国产替代成关注焦点
Mei Ri Jing Ji Xin Wen·2025-08-11 06:14