化工新材料行业周报：陶氏投资建设新工厂开发新能源汽车材料，合肥威迈芯材半导体光刻胶项目开工

Investment Rating - The report rates the chemical new materials industry as "Outperform the Market" [2] Core Insights - The report highlights the increasing investment in new energy materials, particularly in the electric vehicle sector, with Dow's announcement to build a carbonate solvent plant in the U.S. to meet the growing demand [24] - The semiconductor materials sector is experiencing rapid domestic production acceleration, with a focus on key players benefiting from industry growth [25] - The report emphasizes the importance of high-performance materials in driving industry upgrades and innovations, suggesting a robust growth outlook for the new materials sector [25] Market Overview - The Wind New Materials Index closed at 3067.58 points, down 1.66% week-on-week. The semiconductor materials index fell by 7.12% to 4731.23 points, while the display device materials index rose by 0.78% to 1037.82 points [9][30] - The organic silicon materials index decreased by 3.51% to 5571.54 points, and the lithium battery index saw a slight increase of 0.05% to 1800.59 points [9][30] Recent Industry Developments - Dow announced plans to invest in a new plant for carbonate solvents to cater to the electric vehicle and energy storage markets, marking its entry into the new energy battery materials sector [24] - Hefei Weimai Semiconductor's high-end photoresist project has commenced, with an investment of 300 million yuan aimed at becoming the largest domestic production base for high-end semiconductor photoresist materials [25] - The report notes significant investments in coal-based new materials projects in Xinjiang, with a focus on producing MMA (methyl methacrylate) [27] - The establishment of JSR's semiconductor headquarters in Shanghai is progressing, with the facility expected to focus on photoresist business [28]