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]

新材料ETF国泰（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业务的上市公司证券作为指数样本，以反映新材料相 关上市公司证券的整体表现。指数成分覆盖化工、有色金属、电子等多个行业，体现了新材料领域的多 样性和成长性，并展现了中国在新型材料研发与应用方面的进展。 2月6日，新材料ETF国泰（159761）涨超1.3%，产业前景获机构关注。 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。该产业属于基石性产业，是其他产业的物质基础。 其核心逻辑在于新材料受到下游应用板块催化，正逐步放量迎来景气周期。报告筛选了支撑社会发展的 重要领域进行持续追踪，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 ...