新材料50ETF（159761）盘中涨超2%，行业催化与国产替代成焦点

Core Insights - The New Materials 50 ETF (159761) experienced an intraday increase of over 2% on October 20, indicating positive market sentiment towards the new materials sector [1] - The domestic self-sufficiency process in the new materials field is accelerating, with domestic alternative material companies continuing to expand production [1] - The semiconductor industry is steadily advancing in localization, supported by ongoing capital investments in downstream sectors, leading to stable performance among semiconductor material companies [1] - In the renewable materials sector, subfields such as modified plastics are showing month-on-month growth due to improved demand [1] - The lubricants and plastic additives industries are maintaining steady growth, with leading companies like Lianlong and Ruifeng New Materials showing significant year-on-year profit increases [1] - Overall, various subfields within the new materials sector are presenting structural opportunities driven by domestic substitution and demand growth [1] Industry Overview - The New Materials 50 ETF tracks the New Materials Index (H30597), which focuses on the new materials industry by selecting listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - The New Materials Index is characterized by significant growth and innovation, serving as an important indicator of the development level of China's new materials industry [1]