基础化工行业新材料周报：新材料研发重点或将受益，万盛股份拟收购熵能新材布局功能性新材料

Investment Rating - The industry rating is "Outperform the Market" [3][38]. Core Insights - The Wind New Materials Index closed at 3135.76 points, down 4.79% week-on-week. Among six sub-industries, the semiconductor materials index rose 18.79%, while the biodegradable plastics index fell 6.08% [8][14]. - The Ministry of Industry and Information Technology has released a project application guide for 2024, highlighting 16 key special projects, including high-end functional materials and new energy vehicles, which will benefit related companies [21][22]. - Wansheng Co. plans to acquire 59.33% of Guangzhou Entropy New Materials for 377 million yuan, positioning itself in the functional materials sector [21][22]. Market Overview - The semiconductor materials index reported a significant increase of 18.79%, while the display device materials index rose by 2.13%. Other indices, such as organic silicon and carbon fiber, also showed positive growth [8][14]. - The top five gainers this week included Dinglong Co. (11.24%) and Kaisa Bio (4.61%), while the biggest losers included Shanshan Co. (-13.63%) and Plit (-12.97%) [14][19]. Recent Industry Highlights - Wansheng Co.'s acquisition of Entropy New Materials is a strategic move to enhance its portfolio in functional materials [21]. - The Ministry of Industry and Information Technology's focus on high-end materials and new energy vehicles indicates a growing opportunity for companies in these sectors [22][24]. - Evonik announced a major restructuring of its coatings and adhesives business, which could impact the market dynamics [25].