化工新材料产业周报：2024Q3全球硅晶圆出货量同增6.8%，星舰将于月日第六次试飞1118

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1]. Core Viewpoints - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid downstream demand growth. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth [2]. - The report emphasizes the importance of new materials as a foundational industry that supports other sectors, including electronic information, new energy, biotechnology, and energy conservation and environmental protection [2]. Summary by Relevant Sections 1. New Materials Industry Dynamics 1.1 Electronic Information Sector - The report highlights a focus on semiconductor materials, display materials, and 5G materials [3]. - According to SEMI, global silicon wafer shipments increased by 5.9% quarter-on-quarter in Q3 2024, reaching 3,214 million square inches, a 6.8% increase year-on-year [3][32]. - Demand for advanced wafers for artificial intelligence remains strong, while demand for automotive and industrial silicon wafers is weak [3][32]. 1.2 Aerospace Sector - The report focuses on PI films, precision ceramics, and carbon fibers [3]. 1.3 New Energy Sector - Key areas of interest include photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [7]. - China's annual production of new energy vehicles has surpassed 10 million units for the first time, with expectations to exceed 12 million by the end of the year [8]. 1.4 Biotechnology Sector - The report emphasizes synthetic biology and scientific services [9]. - Invizyne Technologies, Inc. recently went public, raising $15 million, marking a significant development in the field of biomanufacturing [9]. 1.5 Energy Conservation and Environmental Protection Sector - Focus areas include adsorption resins, membrane materials, and biodegradable plastics [10]. 2. Sector Data Tracking - The report tracks key companies and their earnings forecasts, highlighting several companies with "Buy" ratings based on their performance and future earnings projections [14]. 3. Industry Rating and Investment Strategy - The new materials sector is expected to benefit from downstream application catalysts, entering a favorable economic cycle, thus maintaining a "Recommended" rating for the new materials industry [13].