新材料周报：美国撤销“AI扩散规则”并拟全球禁用华为AI芯片，碳纤维巨头官宣涨价-20250518

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 to 12 months [56]. Core Insights - The Wind New Materials Index closed at 3636.37 points, reflecting a week-on-week increase of 0.57%. Among the six sub-industries, the semiconductor materials index decreased by 1.1%, while the carbon fiber index increased by 3.51% [3][11]. - Jilin Chemical Fiber announced a price increase of 10,000 yuan per ton for its wet-process 3K carbon fiber products, driven by rising demand from the low-altitude economy and drones, leading to a supply shortage [4][34]. - The U.S. Department of Commerce announced the withdrawal of the "AI Diffusion Rule" and plans to globally ban the use of Huawei AI chips, which may impact the semiconductor industry [4][34][36]. Market Overview - The semiconductor materials index reported a decrease to 6016.16 points, while the organic silicon materials index rose to 6017.89 points, reflecting a 2.75% increase. The carbon fiber index reached 1258.11 points, up 3.51% [3][11]. - The top five gainers in the week included companies like Stik (10.77%) and Kaisheng Technology (7.81%), while the top five losers included Huate Gas (-6.9%) and Aladdin (-6.88%) [25][27]. Recent Industry Trends - The recent U.S.-China trade talks resulted in the cancellation of 91% of tariffs imposed by the U.S. on Chinese goods, which is expected to positively influence bilateral trade relations [29][31]. - BYD is making significant moves into the electric two-wheeler market, indicating a growing trend in electric vehicle adoption [34]. Key Companies to Watch - The report highlights several companies with strong growth potential, including Tongcheng New Materials in the photoresist sector, Huate Gas in specialty gases, and Guocera Materials in the new materials sector [4][34].