新材料行业周报：2024年7月中国5G手机出货量同增37%，台积电有望提供多项目晶圆服务2nm

Investment Rating - The report recommends a "Buy" rating for several companies in the new materials sector, indicating a positive outlook for the industry [10]. Core Insights - The new materials industry is positioned for accelerated growth due to rapid downstream demand, policy support, and technological breakthroughs. It is considered a foundational industry that supports various sectors such as electronic information, new energy, biotechnology, and environmental protection [2][3]. - The report highlights the significant growth in 5G mobile phone shipments, with a year-on-year increase of 37.2% in July 2024, indicating strong demand for related materials [3][18]. - The report emphasizes the importance of companies with strong R&D capabilities and excellent management within the new materials supply chain [2]. Summary by Sections 1. New Materials Industry Dynamics 1.1 Electronic Information Sector - The establishment of a new integrated circuit investment fund in Beijing with a capital of 8.5 billion RMB aims to support the semiconductor industry [15]. - The launch of a joint venture for AI glasses development between Thunderbird Innovation and Doctor Glasses is expected to enhance product offerings in the AI eyewear market [15]. - The report notes a projected 23% growth in 4G/5G Fixed Wireless Access (FWA) CPE shipments, reaching 37.5 million units in 2024 [16]. 1.2 Aerospace Sector - The report highlights the focus on materials such as PI films, precision ceramics, and carbon fibers, which are critical for aerospace applications [6]. 1.3 New Energy Sector - The new energy sector is expected to see continued rapid growth, particularly in solar energy and lithium-ion batteries, with significant increases in installed capacity [7]. 1.4 Biotechnology Sector - The biotechnology sector is witnessing advancements in synthetic biology, with companies like Weiyuan Synthetic completing significant funding rounds to expand their operations [8]. 1.5 Energy Conservation and Environmental Protection Sector - The report discusses the government's push for green transformation in traditional industries, emphasizing the importance of low-carbon technologies and sustainable practices [9]. 2. Investment Strategy - The new materials sector is expected to benefit from downstream application catalysts, leading to increased production and a favorable economic cycle [9].