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新材料50ETF(159761)涨超1.4%,行业技术突破与供需格局引关注
Mei Ri Jing Ji Xin Wen· 2025-08-15 04:43
Group 1 - The new materials industry is experiencing a simultaneous increase in both volume and price, indicating a potential turning point, with a positive outlook on the investment chain [1] - In the fiberglass market, demand for high-end electronic yarn remains stable, and some products are in short supply [1] - The cement sector is expected to benefit from key projects like the Xinjiang-Tibet Railway, with discussions on staggered production in regions like the Yangtze River Delta and Hubei, which could lead to a recovery in cement prices [1] Group 2 - Demand for photovoltaic glass is strong, with slight price increases and a continuous decline in inventory [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), focusing on listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - The index is characterized by high growth potential and technological innovation, primarily focusing on sectors closely related to new materials research and application, such as chemicals, non-ferrous metals, and electronics [1]