——新材料产业周报：我国将推出动力电池十五五专项规划-20251116

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1]. Core Viewpoints - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials supports one generation of industry," highlighting the foundational role of the new materials industry in supporting other sectors [5][12]. Summary by Relevant Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials [6]. - A breakthrough in flexible electronics was reported, with a team from Nanjing University achieving a quantum efficiency of over 45% for tandem perovskite LEDs, setting a new world record [23]. 2. Aerospace Sector - Key areas of interest include PI films, precision ceramics, and carbon fibers [10]. 3. New Energy Sector - The upcoming "15th Five-Year" special plan for power batteries aims to promote the development of new battery industries. Recent data indicates that the energy density of battery cells has exceeded 300 Wh/kg, with rapid charging capabilities and average ranges exceeding 500 km [12]. 4. Biotechnology Sector - Focus on synthetic biology and scientific services [13]. 5. Energy Conservation and Environmental Protection Sector - Key areas include adsorption resins, membrane materials, and biodegradable plastics [15]. Industry Rating and Investment Strategy - The new materials sector is catalyzed by downstream application sectors, gradually entering a prosperous cycle, thus maintaining a "Recommended" rating for the new materials industry [16].