化工新材料转型升级催化，新材料ETF国泰（159761）涨超1.6%

Group 1 - The core viewpoint is that the chemical new materials sector is a key focus for the transformation and upgrading of the chemical industry, driven by policies aimed at creating new demand through quality supply [1] - The demand for new energy materials is expected to increase due to growth in the domestic energy storage market and a steady increase in the shipment of power batteries [1] - The deepening and broadening of domestic substitution is anticipated to drive the demand for electronic chemicals, particularly in advanced processes and packaging [1] Group 2 - The aerospace, wind power, and low-altitude economy sectors are expected to support the growth of high-performance materials due to their need for refined and customized materials [1] - National and local "plastic ban and restriction" policies are expected to create market demand for biodegradable materials, alongside increasing demand in high-value-added fields such as healthcare [1] - The new materials ETF Guotai (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 new materials industry [1]