新材料周报：长鑫科技启动IPO辅导，国内首创打破可乐丽垄断-20250714

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 [46]. Core Insights - The Wind New Materials Index closed at 3954.95 points, up 2.88% week-on-week, with notable gains in semiconductor materials and organic silicon materials [3][9]. - Changxin Technology, a leading domestic DRAM company, has initiated its IPO process, marking a significant step in the semiconductor industry [4][27]. - Anhui Wanwei Group has successfully delivered key equipment for the domestic production of large-size polyvinyl alcohol optical films, breaking the monopoly of foreign companies [4][27]. - The semiconductor materials sector is experiencing accelerated domestic production, with significant expansion in downstream wafer fabrication plants [4][27]. - The demand for high-performance materials is expected to rise as domestic manufacturing upgrades continue, leading to rapid growth in the new materials industry [4][27]. Market Overview - The semiconductor materials index reported a week-on-week increase of 1.77%, while the organic silicon materials index rose by 8.82% [3][9]. - The top gainers in the market included Hongbai New Materials (up 24.72%) and Chenguang New Materials (up 23.3%), while the biggest losers were Ruile New Materials (down 15.98%) and Jiuri New Materials (down 7.36%) [23][24]. Recent Industry Highlights - The U.S. EVA export volume decreased by 14% year-on-year in Q1 2025, indicating a shift in export focus towards Latin America and Africa due to reduced shipments to Asia [27][28]. - A partnership was signed between Yunlu Composite Materials and XPeng Huitian to collaborate on high-performance carbon fiber composite materials for eVTOL applications [27][28].