国海证券指出，新材料是化工行业未来发展的一个重要方向，正处于下游需求迅速增长阶段，随着政策 支持与技术突破，国内新材料有望迎来加速成长期。新材料产业属于基石性产业，是支撑其他产业的物 质基础。具体关注支撑社会发展的重要领域，包括：1）电子信息板块，重点关注半导体材料、显示材 料、5G材料等；2）航空航天板块，重点关注PI薄膜、精密陶瓷、碳纤维；3）新能源板块，重点关注 光伏、锂离子电池、质子交换膜、储氢材料等；4）生物技术板块，重点关注合成生物学、科学服务 等；5）节能环保板块，重点关注吸附树脂、膜材料、可降解塑料等。新材料受到下游应用板块催化， 正逐步放量迎来景气周期。 （文章来源：每日经济新闻） 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，成分股涵盖先进 基础材料、关键战略材料及前沿新材料等领域的代表性企业，以反映新材料行业从研发到应用的全产业 链整体表现。 ...

Group 1 - The new materials industry is experiencing high demand from downstream sectors and opportunities for substitution, with leading companies expected to enter a rapid growth phase due to high technological barriers [1] - New types of glass and carbon fiber are benefiting from sustained demand from high-growth downstream sectors such as renewable energy, with short-term support for the electronic yarn market coming from high-end products and low dielectric fields [1] - The fiberglass industry is seeing a demand boost from wind power, leading to inventory reduction and price increases, while the photovoltaic glass market is stabilizing with a slowdown in inventory growth [1] Group 2 - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which is compiled by China Securities Index Co., Ltd., selecting listed companies from the A-share market involved in advanced steel, non-ferrous metals, chemicals, and inorganic non-metallic materials [1] - The index emphasizes technological innovation and industrial upgrading, showcasing high growth potential and industry representation [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]