基础化工行业新材料周报：彤程新材Q3扣非净利润同增19.85%，广东省大力推动光芯片关键装备研发和国产化替代

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [1] Core Insights - The Wind New Materials Index closed at 3534.92 points, up 6.96% week-on-week. The semiconductor materials index rose 4.85%, while the organic silicon materials index increased by 14.96% [1][6] - Tongcheng New Materials reported a 19.85% year-on-year growth in non-net profit for Q3 2024, with total revenue for the first three quarters reaching 2.425 billion yuan, a 10.45% increase [1][21] - Guangdong Province is actively promoting the research and development of key equipment for optical chips, aiming for significant breakthroughs in core technologies by 2030 [1][21] Summary by Sections Overall Market Review - The Wind New Materials Index increased by 6.96% this week, with notable gains in various sub-indices, including a 14.96% rise in the organic silicon materials index [1][6] Key Company Performance - Tongcheng New Materials achieved a total revenue of 849 million yuan in Q3 2024, a 2.72% increase year-on-year, while its net profit decreased by 1.13% [1][21] - The top-performing companies this week included Zhonghuan Co. (up 28.7%) and Hesheng Silicon (up 24.48%) [1][17] Recent Industry Trends - The Guangdong government has launched an action plan to accelerate the innovation and development of the optical chip industry, targeting the establishment of a new trillion-level industrial cluster by 2030 [1][21] - A significant breakthrough in lithium extraction technology has been achieved, reducing the production cycle from 1-2 years to 1-2 months [1][21]