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 core viewpoint is that the new materials sector is a crucial direction for the future development of the chemical industry, currently experiencing rapid downstream demand growth, supported by policy and technological breakthroughs [1] - The new materials industry is foundational, supporting the development of key fields such as electronic information, new energy, biotechnology, and environmental protection [1] - In the electronic information sector, focus areas include display materials and 5G materials; in aerospace, attention is on PI films, precision ceramics, and carbon fibers; in new energy, the focus is on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials; in biotechnology, the emphasis is on synthetic biology and scientific services; and in environmental protection, key materials include adsorption resins, membrane materials, and biodegradable plastics [1] Group 2 - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which primarily covers listed companies engaged in the research and production of advanced foundational materials, key strategic materials, and cutting-edge new materials [1] - The index constituents are characterized by high technological content and high added value, widely distributed across the chemical, non-ferrous metals, and electronics industries, reflecting the overall performance of listed companies in the new materials sector [1] - Investors without stock accounts can consider the Guotai Zhongzheng New Materials Theme ETF Initiated Link A (014908) and Guotai Zhongzheng New Materials Theme ETF Initiated Link C (014909) [1]

Market Performance - The A-share market is experiencing a significant rise, with the Kexin New Materials ETF (589180) increasing by 2.65% [1] - Notable stocks include China Shipbuilding Gas, which hit the daily limit with a 20% increase, and Guanggang Gas, which rose over 13% [1] New Materials Industry Outlook - The new materials sector is identified as a crucial direction for the chemical industry, currently witnessing rapid downstream demand growth [3] - With policy support and technological breakthroughs, the domestic new materials industry is expected to enter an accelerated growth phase [3] Sector Focus Areas 1. **Electronic Information Sector** - Key areas of focus include semiconductor materials, display materials, and 5G materials [4] - In Q2 2025, global silicon wafer shipments reached 3,327 million square inches, a 9.6% increase year-over-year [4] 2. **Aerospace Sector** - Focus on PI films, precision ceramics, and carbon fibers [5] - The successful launch of the "Forged Star 1" satellite marks a significant milestone in space manufacturing technology [5] 3. **New Energy Sector** - Key areas include photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [6] 4. **Biotechnology Sector** - Focus on synthetic biology and scientific services [7] - Hainan Province is enhancing cooperation in biomedicine and high-end consumer goods manufacturing [7] 5. **Energy Conservation and Environmental Protection Sector** - Focus on adsorbent resins, membrane materials, and biodegradable plastics [8] - A new action plan for heavy metal pollution prevention has been issued, aiming for significant improvements by 2030 [8]