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]

Group 1 - The new materials sector is identified as a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand, supported by policy and technological advancements [1] - The new materials industry is considered a foundational sector, serving as the material basis for other industries, with a core logic that it is catalyzed by downstream application sectors, entering a prosperous cycle [1] - Key areas of focus for ongoing tracking include: (1) Electronics sector, emphasizing semiconductor materials, display materials, and 5G materials; (2) Aerospace sector, focusing on PI films, precision ceramics, and carbon fibers; (3) New energy sector, highlighting photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials; (4) Biotechnology sector, concentrating on synthetic biology and scientific services; (5) Energy-saving and environmental protection sector, with attention to adsorbent resins, membrane materials, and biodegradable plastics [1] Group 2 - The new materials ETF Guotai (159761) tracks the new materials index (H30597), which focuses on the new materials industry by selecting listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [2] - The index components cover multiple industries, including chemicals, non-ferrous metals, and electronics, reflecting the diversity and growth potential of the new materials field, as well as China's progress in the research and application of new materials [2]