基础化工行业新材料周报：华海诚科收购衡所华威，上海官宣大力支持PEEK、PI、LCP等特种工程塑料研发和产业化

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - The report highlights the acquisition of 30% equity in Hengsuohuawei by Huahai Chengke, a leading polymer company, for a total valuation of 1.6 billion yuan, with projected revenue of 460 million yuan in 2023 and a net profit margin of 7% [3][35] - Shanghai's government has announced strong support for the research and industrialization of specialty engineering plastics such as PEEK, PI, and LCP, aiming for a new materials output value of 350 billion yuan by 2027 [3][34] - The semiconductor materials sector is expected to benefit from rapid expansion in downstream wafer factories, with a focus on domestic companies like Tongcheng New Materials and Huate Gas [3][34] Summary by Sections Overall Market Review - The Wind New Materials Index closed at 3669.68 points, down 3.98% week-on-week. The semiconductor materials index fell 0.64%, while the carbon fiber index rose 3.8% [13][41] Key Company Weekly Review - Top gainers included Lanyao Technology (12.54%), Aolaide (12.28%), and Jinbo Co., Ltd. (8.86%). Top losers included Yanggu Huatai (-18.68%) and Sidi Ke (-15.83%) [29][31] Recent Industry Hotspots - The report tracks significant developments such as the strategic cooperation between Juhua Group and China Aerospace Science and Technology Corporation, focusing on energy-saving and environmental protection technologies [3][38] - The announcement of a major integrated circuit project by BOE, with a total investment of 33 billion yuan, aims to address the growing demand for 28nm and above mature process nodes [3][37]