化工行业新材料周报：本周再生PET片材、磷酸铁锂价格上涨，我国首部能源法明确推进氢能开发利用

Investment Rating - The report maintains a recommendation for investment in the chemical industry, particularly in new materials [1]. Core Insights - The report highlights significant price increases for recycled PET sheets (+2.61%), lithium iron phosphate (+1.06%), and valine (+0.79%) during the week, while epoxy resin, oxygen, and nitrogen saw notable declines [9]. - The first energy law in China has been enacted, emphasizing the promotion of hydrogen energy development and utilization [9]. Summary by Sections Industry Tracking - Chemical Materials - Recycled PET sheets have an average price of $890 per ton, reflecting a 1.14% increase week-on-week. The market for virgin polyester remains stable, with limited support for the recycled bottle market due to reduced consumption of soft drinks and stable cleaning plant operations [9]. - Lithium iron phosphate prices are reported at 33,500 yuan per ton, up 1.06% from the previous week. The supply of lithium iron phosphate has increased, with major manufacturers ramping up production to meet rising demand in the automotive sector [9]. - Valine prices in the domestic market are at 12.70 yuan per kilogram, with a slight increase of 0.79%. The market is characterized by tight supply and subdued downstream demand [9]. Hydrogen Energy - The newly passed energy law outlines specific regulations for the development and utilization of renewable energy sources, including hydrogen, which is expected to drive growth in the hydrogen energy sector [9]. Photovoltaic Industry - In the first three quarters of 2024, the photovoltaic sector added 160.88 GW of new capacity, a year-on-year increase of 24.8%. The total installed capacity reached 770 million kilowatts, marking a 48.4% increase compared to the previous year [1]. Synthetic Biology - A partnership between L'Oréal and Evonik has been established, investing 35 million euros in a French synthetic biology company, aiming to innovate products for healthcare, cosmetics, and chemicals [1]. Market Trends - The report notes a significant increase in the sales of fuel cell vehicles, with a year-on-year growth of 1400% in September, indicating a strong market trend towards hydrogen-powered vehicles [7].