八部门印发《汽车行业稳增长工作方案》，关注汽车上游新材料机遇

Market Performance - The new materials sector experienced an increase this week, with the new materials index rising by 2.50%, outperforming the ChiNext index by 0.39% [1][2] - Over the past five trading days, the synthetic biology index rose by 2.88%, semiconductor materials increased by 9.04%, electronic chemicals went up by 6.88%, biodegradable plastics rose by 3.41%, industrial gases increased by 5.64%, and battery chemicals surged by 13.68% [1][2] Price Tracking - Amino acids showed the following prices and weekly changes: valine at 12,600 CNY/ton (-1.18%), arginine at 22,700 CNY/ton (-0.87%), tryptophan at 37,500 CNY/ton (-5.06%), and methionine at 21,900 CNY/ton (-0.68%) [3] - Biodegradable materials prices remained stable: PLA (FY201 injection grade) at 17,800 CNY/ton, PLA (REVODE201 film grade) at 17,200 CNY/ton, PBS at 17,800 CNY/ton, and PBAT at 9,850 CNY/ton [3] - Vitamin prices included: Vitamin A at 63,000 CNY/ton (-1.56%), Vitamin E at 60,500 CNY/ton (-6.20%), Vitamin D3 at 227,500 CNY/ton (unchanged), calcium pantothenate at 40,500 CNY/ton (unchanged), and inositol at 26,000 CNY/ton (unchanged) [3] - Industrial gases and wet electronic chemicals prices were stable: UPSSS grade hydrofluoric acid at 11,000 CNY/ton and EL grade hydrofluoric acid at 5,600 CNY/ton [3] - In plastics and fibers, carbon fiber remained at 83,750 CNY/ton, polyester industrial yarn at 8,400 CNY/ton (-1.18%), and aramid at 102,700 CNY/ton (+17.62%) [3] Investment Recommendations - The "Automobile Industry Steady Growth Work Plan" suggests focusing on upstream new materials in the automotive sector [4] - The State Council emphasized the need for rational competition governance in the new energy vehicle sector, aiming for improved profitability in the supply chain [5] - The Ministry of Industry and Information Technology's plan aims for approximately 32.3 million vehicle sales in 2025, with new energy vehicle sales projected at around 15.5 million, reflecting a 20% year-on-year growth [5] - Companies such as Times New Material and Jundingda are recommended for attention [5]