化工行业新材料周报：本周氧气、赖氨酸、磷酸铁锂价格上涨，2024年前三季度光伏新增装机160.88GW

Investment Rating - The report maintains a "Recommendation" rating for the chemical industry, indicating an expectation of growth in the sector over the next 3-6 months [4][249]. Core Insights - The chemical industry is experiencing price increases in key materials such as oxygen (+2.61%), lysine (+0.73%), and lithium iron phosphate (+0.61%), while epoxy resin prices have decreased (-3.33%) [13][45]. - The photovoltaic sector has seen significant growth, with 160.88 GW of new installations in the first three quarters of 2024, representing a year-on-year increase of 24.8% [2]. - The establishment of the International Alliance for Synthetic Cells marks a significant step in the field of synthetic biology, indicating a trend towards international collaboration and rapid development in this area [2]. Summary by Sections Price Trends - Oxygen prices are reported at 433 CNY/ton, with a slight increase due to localized supply tightness [13][46]. - Lysine's average price is 11.06 CNY/kg, with a slight increase attributed to improved production rates and lower raw material costs [13][46]. - Lithium iron phosphate is priced at 33,100 CNY/ton, with stable supply and strong demand from leading manufacturers [13][47]. - Epoxy resin prices have decreased to 13,340 CNY/ton, with reduced demand impacting market activity [13][48]. Industry Developments - The synthetic biology sector is gaining traction, with significant investments and advancements in technology expected to drive growth [22][126]. - The establishment of the National Integrated Circuit Industry Investment Fund Phase III, with a registered capital of 344 billion CNY, aims to support high-value sectors such as HBM DRAM chips and upstream materials [13]. - The hydrogen energy sector is being bolstered by government policies encouraging low-carbon hydrogen to replace high-carbon hydrogen, indicating a strategic shift towards sustainable energy solutions [15][108]. Market Opportunities - The report highlights the potential for domestic companies to capture market share in the electronic gas sector, particularly as the semiconductor industry grows [14][191]. - The demand for biodegradable plastics is expected to rise, driven by regulatory changes and increasing consumer awareness [169][171]. - The lithium extraction industry is projected to grow significantly, with domestic companies poised to benefit from advancements in extraction technologies [17][28]. Company Focus - Companies such as Blue Sky Technology and New Chemical Co. are highlighted for their innovative approaches in lithium extraction and synthetic biology, respectively, indicating strong growth potential in these niches [30][140]. - The report emphasizes the importance of collaboration between chemical companies and downstream manufacturers to enhance product offerings and market reach [55][56].