固态电池望进入核心催化期，新材料50ETF（159761）涨超1.8%

Core Insights - The new materials industry is currently developing, offering superior performance compared to traditional materials, and is considered a cornerstone of the modern industrial system [1] - Investment in new materials is viewed as an investment in future emerging industries and the transformation and upgrading of industrial structures [1] - The New Materials 50 ETF (159761) has risen over 1.8% as of November 6, indicating positive market sentiment towards this sector [1] Industry Overview - New materials are often in the development or introduction phase, with development phase investments driven by thematic investment and emotional factors, requiring attention to strong depth and clear logic [1] - Investments during the introduction phase rely on the continuous realization of industrialization, where terminal value is more important than valuation, necessitating a focus on penetration rates and market shares [1] Market Focus - Current market attention is on specific sub-sectors such as solid-state batteries and electronic fabrics, with solid-state batteries expected to enter a core catalytic period in November [1] - The New Materials 50 ETF tracks the New Materials Index (H30597), which selects listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials to reflect the overall performance of the new materials industry [1] Composition of Index - The index's constituent stocks are primarily distributed across the chemical, non-ferrous metals, and high-tech sectors, showcasing significant growth and innovation characteristics [1]