新材料50ETF(159761)收涨超0.5%,行业估值与全球扩张空间引关注
Mei Ri Jing Ji Xin Wen·2026-01-09 08:18

Group 1 - The new materials industry shows profitability comparable to global leaders, with valuations at reasonable levels, but there is significant room for global expansion [1] - Domestic leading companies in the new materials sector have slightly lower revenue and net profit compared to international leaders, but exhibit strong return on equity (ROE) driven by turnover and leverage [1] - Domestic new materials companies have slightly lower gross margins than overseas leaders, but their research and development (R&D) investments are comparable, and they demonstrate stronger cost control with lower sales and management expense ratios [1] Group 2 - 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 to reflect the overall performance of the sector [1] - The index focuses on the new materials industry, aiming to represent industry development trends and market dynamics, characterized by significant growth potential and technological innovation [1] - Domestic leading companies have a total market value comparable to that of overseas leaders, but their relative valuations are generally lower than those of international counterparts [1]