新材料50ETF（159761）涨超1%，自主可控和产业升级或可关注

Core Insights - The new materials industry is identified as a crucial component for developing new productive forces, with a focus on self-sufficiency and industrial upgrading amid major power competition [1] Industry Trends - Three key directions are highlighted for the industry: 1. Emerging blue ocean markets with significant growth potential, such as solid-state battery materials and PEEK materials, with accelerated technology iteration and increasing semi-solid loading [1] 2. The AI and electronic materials sector, which is experiencing rapid growth due to surging demand for AI computing power and accelerated domestic substitution, including advanced packaging materials, high-frequency resins, and OLED materials [1] 3. Established sectors with clear market leaders, such as PA6, photovoltaic quartz sand, and carbon fiber, where performance is being realized [1] Market Dynamics - Electronic gases, as core consumables in the semiconductor sector, are seeing rapid domestic substitution, with high storage market conditions [1] - The price of lithium hexafluorophosphate has recently surged significantly, driven by supply-demand dynamics, with expectations of continued upward momentum in Q4 [1] Investment Vehicle - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which selects listed companies involved in the research, production, and application of advanced materials, covering various fields such as new metal materials, inorganic non-metal materials, and polymer materials, reflecting the overall performance and development trends of the new materials industry [1]