Group 1 - The new materials industry, particularly refrigerants and glyphosate, is experiencing high demand due to summer heat, leading to a steady increase in refrigerant demand and tight supply conditions [1] - Prices for refrigerants such as R32 and R134a are rising, with R32 seeing a weekly increase of 2.73% and a profit margin increase of 1549 yuan per ton [1] - Glyphosate prices have risen to 26,399 yuan per ton due to tight spot supply and strong overseas orders, despite some factories operating at low capacity [1] Group 2 - The MDI price has significantly increased due to supply constraints from equipment maintenance [1] - The New Materials 50ETF (159761) tracks the New Materials Index (H30597), which includes representative listed companies in the new materials sector, reflecting the overall performance and development trends of these companies [1] - Investors without stock accounts can consider the Guotai Zhongzheng New Materials Theme ETF Initiated Link A (014908) and Link C (014909) [1]

中邮证券指出，基础化工行业盈利持续处于底部区间，主要受成本端供需偏紧与商品端供需宽松的双重 影响。近期草酸、甲酸等产品因出口需求增加及供应收缩价格显著上涨。行业整体估值处于历史低位 （PB为1.94倍），叠加美国制造业库存回升及国内房地产政策刺激预期，内外需有望改善。新材料领域 关注国产替代主线，包括特种气体、电子化学品等方向。 新材料50ETF（159761）跟踪的是新材料指数（H30597），该指数从市场中选取涉及先进基础材料、关 键战略材料以及前沿新材料等领域的上市公司证券作为指数样本，以反映新材料产业相关上市公司证券 的整体表现。成分股通常具备较高的科技含量和成长性，代表了中国新材料产业的发展水平与未来方 向。 没有股票账户的投资者可关注国泰中证新材料主题ETF发起联接A（014908），国泰中证新材料主题 ETF发起联接C（014909）。 8月11日午后，新材料50ETF（159761）涨超2.2%。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 新材料50ETF（159761）跟踪的是新材料指数（H30597），该指数聚焦于新材料产业，从市场中选 取涉及先进基础材料、关键战略材料及前沿新材料等领域的上市公司证券作为指数样本，涵盖金属、化 工、建材等行业中具有技术创新和高成长性的企业，以反映新材料相关上市公司证券的整体表现和市场 趋势。 没有股票账户的投资者可关注国泰中证新材料主题ETF发起联接A（014908），国泰中证新材料主 题ETF发起联接C（014909）。 天风证券指出，新材料行业面临下游需求高景气和国产替代机遇，龙头公司凭借高技术壁垒有望迎 来快速成长期。当前光伏玻璃市场成交良好，库存持续下降，组件企业备货积极，8月订单价格预计小 幅上调；电子纱市场刚需支撑稳定，高端产品货源趋紧，需求表现相对良好。玻纤价格处于相对低位， 后续风电 ...

Group 1 - The new materials industry is experiencing stable demand with global supply dominance, focusing on segments such as sucralose, pesticides, MDI, and amino acids [1] - Domestic demand is expected to mitigate tariff impacts in sub-industries like refrigerants, fertilizers, civil explosives, and dyes [1] - Sub-industries with earlier capacity releases, such as organic silicon and spandex, are likely to recover first, with organic silicon seeing a weekly increase of 1.9% and significant growth in pre-sale orders, reducing inventory pressure [1] Group 2 - Emerging fields like OLED materials, catalytic materials, and synthetic biology are also worth attention [1] - The basic chemical sector has shown strong recent performance, with organic silicon, synthetic resins, and civil explosive products leading in growth [1] - The potassium chloride market is supported by low inventory and tight spot prices, while DMF prices continue to rise due to favorable supply and demand [1] Group 3 - The New Materials 50 ETF tracks a new materials index compiled by China Securities Index Co., selecting listed companies from the Shanghai and Shenzhen markets involved in advanced steel, non-ferrous metals, and chemical materials [1] - This index focuses on high-tech and high-value-added new materials, prioritizing companies in new materials research and application fields to reflect the overall performance of related listed securities [1] - Investors without stock accounts can consider the Guotai CSI New Materials Theme ETF Initiated Link A (014908) and Guotai CSI New Materials Theme ETF Initiated Link C (014909) [1]