Industry Developments - Kolon Industries announced an expansion of its optical PVA film production line in Saijo, Japan, to meet the growing demand for larger polarizer screens, with an expected annual output of 38 million square meters, increasing total capacity from 296 million to 334 million square meters by December 2027[1] - Xinjiang Shuguang Greenhua's 100,000 tons/year BDO and 120,000 tons PBAT project successfully passed acceptance inspection, enhancing the chemical new materials industry base in southern Xinjiang[1] Investment and Financing - Puxin Crystal completed nearly 500 million yuan in B+ round financing, aimed at developing ultra-pure polymer specialty materials, with funds allocated for production line completion and market expansion[1] - Shenzhen Sufang New Energy Technology Co., Ltd. announced the completion of a 10 million yuan angel round financing, focusing on the development of lithium-rich manganese-based cathode materials[2] Market Performance - The Wande New Materials Index (884057.WI) rose by 5.12% during the week of June 23-27, 2025, while the CSI 300 Index increased by 1.95%[3]

Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is experiencing significant developments, including the expansion of production capacities by companies like Kolon Industries, which plans to increase its optical PVA film production line in Japan to meet the growing demand for larger screen sizes. The new production line is expected to have an annual capacity of 38 million square meters, raising Kolon’s total capacity from 296 million square meters to 334 million square meters by December 2027 [1] - The successful completion of the 100,000 tons/year BDO and 120,000 tons PBAT project by Xinjiang Shuguang Greenhua marks a significant milestone, contributing to the development of an integrated industrial chain in the region [1] - Recent financing activities in the industry include a nearly 500 million yuan B+ round for Porcine Crystal, aimed at enhancing production capabilities for ultra-pure polymer materials, and a million yuan angel round for Shenzhen Sufang New Energy Technology, focusing on the development of lithium-rich manganese-based cathode materials [2] Summary by Sections Industry Development Dynamics - Kolon Industries announced an expansion of its optical PVA film production line in Japan, with a new line set to be operational by December 2027, increasing annual capacity to 38 million square meters [1] - Xinjiang Shuguang Greenhua's BDO and PBAT project has passed construction acceptance, enhancing the local chemical new materials industry [1] Investment and Financing Dynamics - Porcine Crystal completed a nearly 500 million yuan B+ round financing to support the construction and market expansion of its ultra-pure polymer materials production line [2] - Shenzhen Sufang New Energy Technology secured a million yuan angel round financing for the development of lithium-rich manganese-based cathode materials [2] Secondary Market Dynamics - The Wande New Materials Index rose by 5.12% during the week of June 23-27, 2025, while the CSI 300 Index increased by 1.95% [2]