有色金属行业周报：工信部、国家发改委两部门部署建设新材料中试平台

Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" [4] Core Viewpoints - The Ministry of Industry and Information Technology and the National Development and Reform Commission have jointly issued guidelines for the construction of new material pilot platforms, aiming to establish around 300 local pilot platforms by 2027, focusing on key common technologies in five major fields [24][27] - TrendForce forecasts that by 2025, domestic wafer foundries will be the main contributors to the growth of mature process capacity, with a projected 6% increase in capacity among the top ten global mature process foundries [2][25] Summary by Sections 1. Overall Market Review - The Shenwan Metal New Materials Index closed at 5888.92, with a week-on-week increase of 7.60% and a year-on-year increase of 5.61% [10] - The Wind Lithium Ore Index rose by 7.03% week-on-week but fell by 9.34% year-on-year [10] - The Wind Lithium Battery Positive Electrode Index increased by 10.13% week-on-week, with a year-on-year decrease of 6.76% [10] 2. Key Company Weekly Market Review - The top ten companies with the highest weekly gains include Daqo New Energy (58.32%), Maolai Optics (43.04%), and Shenzhen New Star (42.60%) [17] - The bottom ten companies with the largest weekly declines include Qiangli New Materials (-0.51%) and Fushun Special Steel (-0.28%) [20] 3. Recent Industry Hotspots Tracking - The construction of new material pilot platforms is aimed at addressing issues in the new materials sector, with a focus on enhancing the quality and service support of these platforms [24][27] - The development of a new type of rare earth welding wire steel by Baogang Group has achieved significant performance improvements over traditional welding wire steel [27] 4. Related Data Tracking - In September, the sales of new energy vehicles reached 1.2868 million units, a year-on-year increase of 42.3% and a month-on-month increase of 17.0% [28] - The production of smartphones in August was 12.247 million units, reflecting a year-on-year increase of 8.0% and a month-on-month increase of 26.14% [28]