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，新材料行业需求稳定且全球供给主导，重点关注三氯蔗糖、农药、MDI、氨基酸等细分 领域。内需驱动下，制冷剂、化肥、民爆、染料等子行业有望对冲关税冲击。有机硅和氨纶等产能先投 放的子行业或优先恢复，其中有机硅周涨幅达1.9%，企业预售订单显著增加，库存压力减轻。此外， OLED材料、催化材料、合成生物学等新兴领域也值得关注。基础化工板块近期表现较强，子行业中有 机硅、合成树脂、民爆制品涨幅居前。氯化钾市场因低库存和现货偏紧支撑价格，DMF因供需向好报 价持续上探。整体来看，新材料行业在供需格局改善和新兴应用推动下具备结构性机会。 新材料50ETF跟踪的是新材料指数，该指数由中证指数有限公司编制，从沪深市场中选取涉及先进钢 铁、有色金属、化工材料等领域的上市公司证券作为指数样本。该指数聚焦于具有高技术含量和高附加 值的新材料行业，重点配置新材料研发及应用领域的企业，以反映新材料相关上市公司证券的整体表 现。 （文章来源：每日经济新闻） 注：如提及个股仅供参考，不代表投资 ...

Core Points - The Shanghai Stock Exchange Sci-Tech Innovation Board New Materials Index increased by 1.52%, reaching 891.34 points with a trading volume of 9.69 billion yuan [1] - The index has risen by 6.62% in the past month, 2.64% in the past three months, and 12.76% year-to-date [1] - The index comprises 50 large-cap companies from advanced steel, advanced non-ferrous metals, advanced chemicals, and other key strategic materials [1] Index Composition - The top ten weighted companies in the index are: Hu Silicon Industry (9.73%), Western Superconducting (7.95%), Anji Technology (5.9%), Kaisa Biotechnology (5.88%), Tiannai Technology (4.67%), Rongbai Technology (3.9%), Tianyue Advanced (3.45%), Xiamen Tungsten New Energy (3.36%), Guanggang Gas (2.75%), and Aviation Materials (2.61%) [1] - The index is fully composed of companies listed on the Shanghai Stock Exchange [1] Industry Breakdown - The industry composition of the index shows that Information Technology accounts for 40.12%, Industry for 29.91%, Materials for 27.57%, and Healthcare for 2.39% [2] - The index samples are adjusted quarterly, with adjustments occurring in the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]