新材料周报：2024Q3全球折叠屏手机市场联想第二华为第三，普利特签署LCP薄膜量产合作

Investment Rating - The industry is rated as "Outperform the Market" [3] Core Insights - The Wind New Materials Index closed at 3663.52 points, down 0.17% week-on-week. Among six sub-industries, the semiconductor materials index fell by 3.08%, while the organic silicon materials index rose by 1.07% [1][11] - The global foldable smartphone market is expected to grow by 22% year-on-year in 2024, significantly outpacing the overall smartphone market growth of 5.8%. This growth is driven by improvements in design, durability, and functionality, despite high average prices [2][36] - Shanghai Pulit has signed a strategic cooperation agreement with Guangzhou Lianmao and Shanghai Lunai New Materials to develop and mass-produce LCP film products for applications in electronic communications, AI servers, and new energy vehicles [2][33] Summary by Sections Overall Market Review - The Wind New Materials Index and various sub-indices experienced fluctuations, with notable declines in semiconductor and display device materials indices, while organic silicon and lithium battery indices showed slight increases [1][11] Key Company Weekly Review - Top gainers included Aok Shares (30.8%), Pulit (22.44%), and Silicon Treasure (17.96%), while top losers included Blue Sky Technology (-9.16%) and Shandong Heda (-8.65%) [28][30] Recent Industry Hotspots - Pulit signed a cooperation agreement for LCP film production [33] - Chemical giants Solvay and SABIC announced capacity expansions for polyphenylsulfone and ULTEM™ resin, respectively, to meet growing demand in various sectors [34] - Jiurich New Materials has commenced trial production of a new photolithography resin project with an annual capacity of 4500 tons [33]