新材料行业周报：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]. - Wind power companies have signed a self-discipline convention, which is expected to support prices in the sector. The consensus among 12 wind turbine manufacturers aims to resist vicious low-price competition, potentially improving supply dynamics and alleviating the downward trend in wind turbine prices [1]. - The demand for wind power remains robust, with domestic project bids for wind turbine manufacturers reaching 76.59 GW in the first half of 2024, a year-on-year increase of 97.40% [1]. - The report suggests focusing on the wind power industry chain, highlighting companies such as "Times New Material" and "Meijia Xincai" as potential investment opportunities [1]. Market Performance - The new materials sector has experienced significant gains across various sub-sectors over the past week, 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 Data Tracking - The report includes price tracking for various chemical raw materials, with notable prices such as: - Valine at 12,600 CNY/ton (unchanged) - Arginine at 30,000 CNY/ton (unchanged) - Tryptophan at 54,500 CNY/ton (unchanged) - Methionine at 19,950 CNY/ton (down 0.99%) [1]. - Prices for biodegradable materials such as PLA (injection grade) are at 18,800 CNY/ton (unchanged) and PBS at 20,500 CNY/ton (unchanged) [1]. Industry News - The report notes that BASF has postponed the resumption of VE and VA production, and the market regulatory authority is supporting the development of the synthetic biology industry [1].