新材料50ETF（159761）盘中跌超4%，市场关注建材板块政策利好

Group 1 - The core viewpoint is that the valuation of glass varieties is currently below the 50th percentile of the past three years, while cement valuations are relatively high, with companies like China National Building Material and Anhui Conch Cement at the 80th percentile level [1] - The Ministry of Industry and Information Technology, along with five other departments, has jointly released the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)", which outlines industry goals and measures for the next two years in response to weak market demand and structural issues [1] - The "anti-involution" policy is expected to accelerate capacity reduction, improving the competitive landscape of the industry, combined with an improved funding environment, leading to a positive outlook for undervalued building materials [1] Group 2 - In the new materials sector, new glass and carbon fiber are experiencing high demand from downstream markets, and leading companies with high technological barriers are expected to enter a rapid growth phase [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which selects listed companies engaged in the research, production, and application of new materials, focusing on advanced basic materials, key strategic materials, and cutting-edge new materials [1]