新材料周报：工信部出台制造业中试平台建设指引，碳纤维重载铁路货车正式下线

Investment Rating - The report maintains a "Leading Market-B" rating for the new materials sector [2]. Core Insights - Recent policies from the Ministry of Industry and Information Technology and Zhejiang Province are expected to benefit the synthetic biology sector, suggesting a focus on the synthetic biology industry chain and related companies such as Huaheng Biological, Lanyao Technology, and Kaisa Biological [2]. - The successful launch of the world's first carbon fiber composite lightweight heavy-duty railway freight car marks a significant breakthrough in the manufacturing and application of new materials for heavy-duty railway transport, indicating further expansion in the carbon fiber application sector [2]. Market Performance - The new materials sector index decreased by 2.43%, underperforming the ChiNext index by 1.03%. Over the past five trading days, the synthetic biology index fell by 0.51%, semiconductor materials by 2.58%, and electronic chemicals by 0.51%. In contrast, biodegradable plastics rose by 1.19%, and industrial gases increased by 2.31% [3][15]. Price Tracking - Amino acids prices: Valine at 13,150 CNY/ton (-0.75%), Arginine at 31,000 CNY/ton (unchanged), Tryptophan at 57,500 CNY/ton (-1.71%), Methionine at 20,200 CNY/ton (unchanged) [1]. - Degradable materials prices: PLA (FY201 injection grade) at 18,800 CNY/ton (unchanged), PBS at 21,000 CNY/ton (-4.55%), PBAT at 10,400 CNY/ton (-0.95%) [1]. - Vitamin prices: Vitamin A at 225,000 CNY/ton (-8.16%), Vitamin E at 137,500 CNY/ton (-1.79%), Vitamin D3 at 265,000 CNY/ton (unchanged) [1]. Industry News - The report highlights the recent developments in the synthetic biology sector and the carbon fiber industry, emphasizing the importance of these advancements for future growth and investment opportunities [2][3].