新材料50ETF（159761）涨超1.5%，行业技术升级与替代双轮驱动

Core Viewpoint - The new materials industry is benefiting from China's technological self-reliance and the implementation of new technologies, leading to continuous demand release and industry chain development [1] Group 1: Industry Growth Drivers - The maturity of the industrial system, along with emerging industries such as wind power, new energy vehicles, and electronics, is driving the demand for high-end materials [1] - Despite a decline in real estate demand, the price of fiberglass remains stable, primarily due to new demand from the wind power sector [1] - The Ministry of Industry and Information Technology and five other departments have released the "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)," emphasizing the growth of advanced inorganic non-metallic materials, including high-performance fibers and composite materials [1] Group 2: Market Performance - High-end electronic fabrics and low-dielectric products are experiencing simultaneous volume and price increases, leading to high revenue and profit growth for related companies [1] - The new materials industry is expected to achieve sustained growth by relying on emerging demand, with policies in 2026 continuing to focus on the development of new productive forces [1] Group 3: Investment Opportunities - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which selects listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - This index reflects the overall performance of listed companies related to the new materials sector, focusing on high growth and innovation characteristics, with a sector allocation biased towards chemicals, non-ferrous metals, and electronics [1]