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“十五五”建议加快新材料领域集群发展
Mei Ri Jing Ji Xin Wen· 2025-11-17 01:55
Core Insights - The New Materials 50 ETF (516710) increased by 0.29%, with significant gains in constituent stocks such as Tianhua Xinneng rising over 10%, Nanda Optoelectronics over 6%, and Jinfatech over 5% [1] Industry Overview - The "14th Five-Year Plan" suggests the development of emerging pillar industries, accelerating the growth of strategic emerging industry clusters in areas such as new energy, new materials, aerospace, and low-altitude economy, which could create several trillion-yuan markets [1] - According to Guoyuan Securities, new materials are crucial for new industrialization, and during the "14th Five-Year" period, materials like rare earth magnetic materials and tin-tungsten minor metals, which are critical, will receive policy support amid increasing international competition [1] Market Potential - These critical materials are not only essential for aerospace but also meet the demands of new energy batteries and high-end equipment industries, indicating that the market size will continue to expand alongside the development of downstream clusters [1] - The New Materials 50 ETF closely tracks the CSI New Materials Theme Index, which selects 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and other key strategic materials to reflect the overall performance of new materials theme stocks [1]