基础化工行业新材料周报：到2027年制定100+项新材料标准，电子胶龙头拟投10亿元再建4.8亿平项目

Investment Rating - The report maintains a "Strongly Outperform" rating for the industry, indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% over the next six months [41]. Core Insights - The report highlights the acceleration of domestic semiconductor material localization, with rapid expansion in downstream wafer factories, suggesting that leading companies will maximize their industry dividend advantages [19]. - The Ministry of Industry and Information Technology has set a target to establish over 100 new material standards by 2027, aiming for a more optimized standard system and significantly enhanced standard supply capabilities [60][81]. - The report notes that the price of gallium surged by 17% within a week following China's strengthened export controls, reaching $595 per kilogram, the highest price since 2011 [83]. Summary by Sections Overall Market Review - The Wind New Materials Index closed at 3614.66 points, down 1.71% week-on-week. Among six sub-industries, the semiconductor materials index fell to 6458.15 points, down 0.94% [18][26]. Key Company Weekly Performance - The top five gainers this week included Lianrui New Materials (20.36%), Huitian New Materials (11.06%), and Puyang Huicheng (9.4%) [57][36]. - The top five decliners were Changyang Technology (-12.54%), Jinbo Shares (-9.01%), and Aoke Shares (-8.34%) [58][80]. Recent Industry Hotspots - The report discusses the investment of approximately 1 billion yuan by Shanghai Jinhua Adhesive New Materials Co., Ltd. to expand its production capacity for new adhesive materials, including electronic and automotive adhesives [41][83]. - The report emphasizes the importance of the electronic glue sector, which is expected to see significant growth due to increased production capacity [41]. Related Data Tracking - In November, China's integrated circuit export value reached $13.755 billion, a year-on-year increase of 11%, while imports amounted to $33.864 billion, a year-on-year increase of 3.68% [86].