新材料周报：2024年全球芯片销售额将同比增长20%，瑞华泰新建聚酰亚胺薄膜项目

Investment Rating - The industry is rated as "Outperform the Market" [3] Core Insights - The report highlights a projected 20% year-on-year growth in global semiconductor sales for 2024, driven by strong demand for AI data centers and rising prices across memory products [2][35] - The establishment of a new polyimide film project by Ruihua Tai, with an investment of approximately 653 million yuan, aims to promote the import substitution of functional polyimide film materials [2][31] - The semiconductor materials sector is experiencing accelerated domestic production, with significant expansion in downstream wafer fabrication plants, indicating a favorable environment for leading companies to maximize industry benefits [2] Summary by Sections Overall Market Review - The Wind New Materials Index closed at 3694.63 points, up 0.85% week-on-week. The semiconductor materials index rose 2.31% to 6755.22 points, while the carbon fiber index fell 6.62% to 1282.99 points [10][26] Key Company Weekly Review - Top gainers included Huangma Technology (up 18.06%), Bayi Space (up 18%), and Jianghua Micro (up 16.95%). Conversely, major losers included Ruifeng High Materials (down 12.56%) and Aoke Shares (down 11.83%) [26][28] Recent Industry Hotspots - Japan's Sumitomo Chemical announced the transfer of its caprolactam production technology to HighChem Co., Ltd., which will enhance global licensing of this technology [31] - The successful continuous preparation of coal-based POE in China marks a significant advancement in domestic production capabilities [32][34]