新材料受益多方面催化，新材料ETF指数基金(516890)涨超1.5%

Group 1 - NVIDIA has halted the production of its H20 chip due to sales difficulties in China, indicating a potential acceleration in domestic semiconductor replacement [1] - The U.S. Department of Defense plans to procure approximately 7,480 tons of alloy-grade cobalt over the next five years, with a maximum procurement amount of $500 million [1] Group 2 - The New Materials ETF index fund closely tracks the CSI New Materials Theme Index, which selects 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and other strategic materials [1] - The New Materials ETF index fund has risen over 1.5% due to multiple catalysts [1] - As of July 31, 2025, the top ten weighted stocks in the CSI New Materials Theme Index (H30597) include CATL, North Huachuang, Wanhua Chemical, LONGi Green Energy, Huayou Cobalt, Tongwei Co., Sanan Optoelectronics, Feilihua, and Baofeng Energy, collectively accounting for 51.53% of the index [1]