新材料周报：六部门发布《可再生能源指导意见》，多政策出台支持合成生物发展

Investment Rating - The report maintains an investment rating of "Outperform" for the new materials sector [1]. Core Insights - The chemical raw materials sector has shown a market performance of -0.40% this week, outperforming the ChiNext Index by 4.74%. The synthetic biology index increased by 0.03%, while semiconductor materials and electronic chemicals decreased by 5.42% and 1.18%, respectively. Degradable plastics and battery chemicals saw increases of 4.24% and 3.87% [1][19]. Summary by Sections 1. Secondary Market Performance - The new materials sector experienced a decline this week, with the new materials index down by 0.40%. The overall market, represented by the Shanghai Composite Index, fell by 0.84%, while the ChiNext Index dropped by 5.14% [1][15]. 2. Industry Chain Price Tracking - Amino Acids: Prices for various amino acids remained stable, with tryptophan at 53,500 CNY/ton (-1.83%) and methionine at 19,950 CNY/ton [2]. - Degradable Materials: Prices for PLA remained unchanged at 18,800 CNY/ton for injection molding grade and 17,900 CNY/ton for film blowing grade [2]. - Vitamins: Vitamin A decreased by 19.44% to 145,000 CNY/ton, while Vitamin E increased by 2.31% to 133,000 CNY/ton [2]. - Industrial Gases: Prices for hydrogen fluoride remained stable at 11,000 CNY/ton, while EL grade hydrogen fluoride increased by 8.33% to 5,850 CNY/ton [2]. 3. Investment Recommendations - The report highlights the potential for growth in the wind power industry driven by new policies aimed at renewable energy. The domestic wind power installed capacity reached 12.84 GW in Q3 2024, marking a year-on-year increase of 16.73% and a quarter-on-quarter increase of 27.51%. The report suggests focusing on companies within the wind power supply chain, such as "Shidai New Materials" and "Maijia Xincai" [3]. - The report also emphasizes the support for synthetic biology industries from local governments, with significant growth expected in the domestic bio-manufacturing market, projected to approach 2 trillion CNY by 2033, with a CAGR of 16.6% from 2023 to 2033. Recommended companies include "Huaheng Biology," "Kaisai Biology," and "Lanxiao Technology" [6].