新材料周报：小米YU7正式上市，亿纬锂能将在2026年推出全固态电池-20250630

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 [50]. Core Insights - The Wind New Materials Index closed at 3795.82 points, up 5.12% week-on-week, with significant gains in various sub-indices, particularly the lithium battery index which rose by 9.05% [3][9]. - EVE Energy plans to launch a solid-state battery with an energy density of 350Wh/kg and 800Wh/L by 2026, followed by a high-energy solid-state battery exceeding 1000Wh/L by 2028 [4][27]. - Xiaomi officially launched the YU7 model on June 26, 2025, with three configurations priced at 253,500 CNY, 279,900 CNY, and 329,900 CNY [4][31]. Market Overview - The semiconductor materials index rose to 6144.52 points, up 4.01%, while the organic silicon materials index reached 5880.86 points, up 4.85% [3][9]. - The carbon fiber index increased by 8.85%, indicating strong performance in this sub-sector [3][9]. - The domestic manufacturing upgrade is expected to drive demand for high-standard and high-performance materials, leading to rapid growth in the new materials industry [4][27]. Key Companies to Watch - The report highlights several companies with strong growth potential, including Tongcheng New Materials for its progress in import substitution in the photoresist sector, and Huate Gas for its integrated industrial chain in electronic specialty gases [4][27]. - Guocera Materials is noted for its rapid growth across three major business segments, particularly in the dental sector and explosive growth in the new energy business [4][27]. - The report also emphasizes the importance of polymer additives in enhancing polymer material performance, with a focus on domestic leaders like Lianlong and Zhuhai New Base [4][27].