新材料50ETF（159761）涨超2%，政策与需求双轮驱动细分领域机会

Group 1 - The core viewpoint is that the commercial aerospace industry is entering a rapid development phase driven by policy support, which will significantly boost the carbon fiber market [1] - The National Space Administration's action plan aims for a highly efficient and collaborative commercial aerospace ecosystem by 2027, indicating substantial growth in the industry [1] - The carbon fiber composite market in commercial aerospace is expected to double in size within five years, with annual demand projected to increase from hundreds of tons to thousands of tons [1] Group 2 - China's actual carbon fiber consumption is expected to reach 96,446 tons in 2025, representing a year-on-year increase of 71.89%, primarily driven by the wind power and aerospace sectors [1] - Companies that can consistently supply high-performance products are gradually regaining pricing power, as evidenced by price increases announced by Toray Industries and Jilin Chemical Fiber, ranging from 10% to 20% [1] - The high-end carbon fiber industry is anticipated to enter a new phase of high-quality growth due to improved supply-demand dynamics and accelerated technological breakthroughs [1] Group 3 - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), focusing on representative listed companies in advanced materials, strategic materials, and cutting-edge new materials [1] - The index primarily covers sub-sectors such as chemicals and non-metallic metals, emphasizing companies with high technical barriers, strong growth potential, and innovative capabilities [1]