半导体板块延续强势表现，新材料50ETF（516710）上涨2.10%，彤程新材涨停

Group 1 - The new materials sector showed strong performance, with the New Materials 50 ETF (516710) rising by 2.10%, and key stocks such as Tongcheng New Materials hitting the daily limit, while Nanda Optoelectronics and Anji Technology increased by over 13% [1] - The price of storage chips is expected to rise significantly by 2025, leading to capacity expansion among storage manufacturers and directly boosting demand for upstream materials [1] - Domestic storage leaders are raising funds through IPOs for expansion, and the increase in equipment localization rates is facilitating the entry of domestic materials into the supply chain validation and bulk procurement stages [1] Group 2 - The linkage between semiconductors and new materials is fundamentally a "manufacturing → equipment → materials" industry chain transmission, combined with the long-term logic of technological iteration and domestic substitution, making materials a core beneficiary during periods of semiconductor strength [1] - The New Materials 50 ETF (516710) closely tracks the CSI New Materials Theme Index, which selects 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and other key strategic materials to reflect the overall performance of new materials theme listed companies [1]