As of 11:20 on October 18, 2024, the Shanghai Stock Exchange Science and Technology Innovation Board New Materials Index (000689) rose 2.29% strongly, the constituent stocks of aviation materials rose 7.54%, Tiancheng Technology rose 6.55%, Debang Technology rose 6.38%, and individual stocks such as Feiwotai and Yishitong followed suit. Kechuang New Materials ETF (588010) rose 2.31%, the latest price was 0.53 yuan, and the intraday turnover has reached 37.9165 million yuan, with a turnover rate of 5.73%.

In the long run, as of October 17, 2024, the Science and Technology Innovation Materials ETF has risen by 27.76% in the past 1 month.

In terms of scale, the scale of the Science and Technology Innovation Materials ETF increased by 586 million yuan in the past January, achieving significant growth, and the new scale ranked 1/2 of comparable funds.

In terms of shares, the share of Kechuang New Materials ETF has increased by 1.045 billion shares in the past two weeks, achieving significant growth, and the new share ranks 1/2 of comparable funds.

In terms of capital inflow, the Science and Technology Innovation Materials ETF has attracted a total of 731 million yuan in the past 8 trading days.

Recently, the Ministry of Industry and Information Technology (MIIT) released the 2024 project application guidelines for the National Key R&D Program, covering a total of 16 key projects, including "high-end functional and intelligent materials, advanced structures and composite materials, new display and strategic electronic materials, high-performance manufacturing technology and major equipment, micro-nano electronic technology, and new energy vehicles".

Huafu Securities pointed out that the localization of semiconductor materials is accelerating, and the downstream wafer factories are expanding rapidly, and they are optimistic about maximizing the industrial dividend advantages of leading enterprises. The photoresist sector is a key core link on the road to China's independence and controllability, and it is optimistic about the rapid progress of import substitution. In terms of special gases, continuous innovation and research and development have been realized to achieve import substitution, and the dual layout of air separation equipment has been superimposed on the southwest base, and the integrated industrial chain layout has begun to appear. In terms of electronic chemicals, downstream wafer factories have been gradually completed, and chip production capacity is expected to continue to be released. Downstream demand promotes industrial upgrading and innovation, and the industry has entered a period of rapid development. China continues to promote manufacturing upgrading, the demand for high-standard and high-performance materials will be gradually released, and the new material industry is expected to develop rapidly.

The SSE Science and Technology Innovation Board New Materials Index closely tracks the SSE Science and Technology Innovation Board New Materials Index, which selects 50 securities of listed companies with large market capitalization in the fields of advanced steel, advanced non-ferrous metals, advanced chemicals, advanced inorganic non-metals and other basic materials, as well as key strategic materials from the STAR Market, as index samples, reflecting the overall performance of the securities of listed companies in the representative new materials industry in the STAR Market.

According to the data, as of September 30, 2024, the top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board New Materials Index (000689) are Shanghai Silicon Industry (688126), Western Superconductor (688122), Cathay Biotechnology (688065), Anji Technology (688019), Tianyue Advanced (688234), Rongbai Technology (688005), Tiannai Technology (688116), Xiamen Tungsten New Energy (688778), Juhe Materials (688503), Jinhong Gases (688106), the top ten weighted stocks accounted for 52.98% of the total