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新材料50ETF(159761)涨超2.3%,行业多元化发展支撑景气延续
Mei Ri Jing Ji Xin Wen·2025-08-15 07:24

Group 1 - The new materials industry, particularly refrigerants and glyphosate, is experiencing high demand due to summer heat, leading to a steady increase in refrigerant demand and tight supply conditions [1] - Prices for refrigerants such as R32 and R134a are rising, with R32 seeing a weekly increase of 2.73% and a profit margin increase of 1549 yuan per ton [1] - Glyphosate prices have risen to 26,399 yuan per ton due to tight spot supply and strong overseas orders, despite some factories operating at low capacity [1] Group 2 - The MDI price has significantly increased due to supply constraints from equipment maintenance [1] - The New Materials 50ETF (159761) tracks the New Materials Index (H30597), which includes representative listed companies in the new materials sector, reflecting the overall performance and development trends of these companies [1] - Investors without stock accounts can consider the Guotai Zhongzheng New Materials Theme ETF Initiated Link A (014908) and Link C (014909) [1]