新材料行业周报：新材料周报（241021-1025）风电企业签署《自律公约》，英威达己二胺工厂停止关停

Investment Rating - The report maintains an investment rating of "Outperform" for the new materials sector [1]. Core Insights - The new materials sector has shown strong performance, with the new materials index increasing by 6.96%, outperforming the ChiNext index which rose by 4.97% [1]. - The wind power industry is experiencing a positive shift as 12 wind turbine manufacturers signed a self-discipline convention to combat price competition, which is expected to stabilize prices [1]. - The demand for wind power is robust, with a significant increase in project wins, indicating a potential recovery in industry profitability [1]. Market Performance - The new materials sector saw various sub-sectors perform well, including: - Synthetic biology index up by 8.84% - Semiconductor materials up by 16.03% - Electronic chemicals up by 7.58% - Degradable plastics up by 6.61% - Industrial gases up by 9.28% - Battery chemicals up by 16.99% [1][12]. Industry Chain Data Tracking - The report includes price tracking for various chemical raw materials, indicating stability or slight changes in prices for amino acids, biodegradable materials, vitamins, and industrial gases [1]. Investment Recommendations - The report suggests focusing on the wind power industry supply chain, highlighting specific companies such as "Shidai New Materials" and "Maijia Xincai" as potential investment opportunities [1].