新材料50ETF（159761）涨超1%，技术突破与政策驱动成行业双主线

Core Viewpoint - The new materials industry is experiencing a dual drive from technological breakthroughs and policy support, with significant advancements in nuclear fusion and quantum technology, as well as improvements in perovskite solar cells [1] Group 1: Technological Advancements - The nuclear fusion sector is seeing accelerated technological progress, with a clear long-term commercialization outlook, particularly focusing on the Tokamak technology route and key components such as high-temperature superconducting magnets and first-wall materials [1] - The industrialization process of quantum technology is speeding up, with China having a visible window to catch up, concentrating on three core areas: quantum computing, quantum communication, and quantum precision measurement, along with upstream key hardware [1] - In the perovskite field, the silicon-perovskite tandem solar cells are reaching a cost-performance inflection point, with gigawatt-level production lines expected to be established, emphasizing the importance of complete line equipment and upstream auxiliary materials [1] Group 2: Policy and Industry Outlook - The "14th Five-Year Plan" has identified new materials-related technologies as a core direction for future industries, indicating that the sector is poised to become a new economic growth point [1] - The New Materials 50 ETF (159761) 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, reflecting the overall performance of related listed securities [1] - The index exhibits high characteristics of technological innovation and growth, with a focus on sectors such as chemicals, non-ferrous metals, and electronics [1]