国务院印发“人工智能 +”行动意见，AI新材料有望实现高速发展

Core Viewpoint - The new materials sector has shown an overall increase this week, with the new materials index rising by 3.72%, although it underperformed compared to the ChiNext index which increased by 4.01% [1][2]. Market and Sector Performance - The new materials index increased by 3.72% this week, lagging behind the ChiNext index's 4.01% rise [1][2]. - Over the past five trading days, the synthetic biology index decreased by 1.53%, while semiconductor materials rose by 3.85%, electronic chemicals increased by 4.43%, biodegradable plastics fell by 0.50%, industrial gases rose by 3.22%, and battery chemicals saw a significant increase of 5.82% [1][2]. Price Tracking of Industry Chain - Amino acids: Valine at 13,000 CNY/ton (-0.76%), Arginine at 23,150 CNY/ton (-0.22%), Tryptophan at 41,500 CNY/ton (-2.35%), Methionine at 22,200 CNY/ton (-0.22%) [3]. - Biodegradable materials: PLA (FY201 injection grade) at 17,800 CNY/ton (unchanged), PLA (REVODE201 film grade) at 17,200 CNY/ton (unchanged), PBS at 17,800 CNY/ton (unchanged), PBAT at 9,850 CNY/ton (unchanged) [3]. - Vitamins: Vitamin A at 64,000 CNY/ton (unchanged), Vitamin E at 65,500 CNY/ton (-2.96%), Vitamin D3 at 227,500 CNY/ton (+1.11%), Calcium Pantothenate at 40,500 CNY/ton (unchanged), Inositol at 26,000 CNY/ton (unchanged) [3]. - Industrial gases and wet electronic chemicals: UPSSS grade hydrofluoric acid at 11,000 CNY/ton (unchanged), EL grade hydrofluoric acid at 5,600 CNY/ton (+5.66%) [3]. - Plastics and fibers: Carbon fiber at 83,750 CNY/ton (unchanged), polyester industrial yarn at 8,700 CNY/ton (+2.35%), polyester tire cord fabric export average price in July at 16,353 CNY/ton (-0.61%), aramid at 102,700 CNY/ton (+17.62%), spandex at 27,000 CNY/ton (unchanged), PA66 at 15,400 CNY/ton (-0.65%), and sebacic acid export average price in July at 28,797 CNY/ton (+1.78%) [3]. Investment Recommendations - The State Council's issuance of the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action" is expected to drive rapid development in AI new materials [4]. - With the rapid proliferation of AI and large model technologies, the demand for computing power is surging, leading to significant growth in the AI server market. According to IDC, the global AI server market is projected to reach 125.1 billion USD in 2024, increasing to 158.7 billion USD in 2025, and potentially reaching 222.7 billion USD by 2028. The AI computing power market in China is expected to reach 19 billion USD in 2024, a year-on-year increase of 86.9%, and is projected to reach 25.9 billion USD in 2025, a year-on-year increase of 36.2% [5]. - The requirements for AI servers in terms of signal transmission rate, data transmission loss, and wiring density are increasing, necessitating upgrades in core raw materials for high-frequency and high-speed copper-clad laminates, such as PPO resin, hydrocarbon resin, and low-dk electronic cloth. Companies to watch include Shengquan Group, Dongcai Technology, and Zhongcai Technology [5].