Investment Rating - The report rates the electronic industry as "Outperform" compared to the market [1]. Core Insights - The semiconductor new materials, particularly synthetic diamond, are gaining attention due to their superior properties over traditional semiconductor materials [6][10]. - The electronic industry index increased by 8.49% in the week of October 20-24, outperforming the CSI 300 index, which rose by 3.24% [2][35]. - The report highlights the significant performance of the printed circuit board sector, which led the electronic industry with a 14.05% increase [2][39]. Summary by Sections Section 1: Synthetic Diamond Performance - Synthetic diamond exhibits superior performance compared to traditional semiconductor materials, with a bandgap width of 5.50 eV, electron mobility of 2200 cm²/V·s, and thermal conductivity of 20 W/cm·K [6][10]. - The increasing power design thermal (TDP) of GPUs, such as NVIDIA's chips, necessitates advanced cooling solutions, where synthetic diamond can reduce GPU temperatures by up to 60% [20][18]. Section 2: Market Dynamics - The report notes that the SW electronic industry index ranked second among 31 sectors, with significant contributions from the printed circuit board and digital chip design sectors [2][35]. - The report also mentions the recent export control measures on industrial-grade synthetic diamond, which may enhance the focus on wide bandgap semiconductor materials [5][10]. Section 3: Company Performance - The report identifies key companies in the semiconductor new materials sector, such as Tianyue Advanced and InnoScience, which are expanding their downstream applications and production capacity [2][10]. - The report provides insights into the performance of individual stocks within the electronic sector, highlighting significant gains for companies like Yuanjie Technology and Tiancheng Technology [42][39].