化工行业新材料周报：本周缬氨酸、磷酸铁锂、废油脂生物柴油价格上涨；UCO被取消13%出口退税

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 valine (+4.72%), lithium iron phosphate (+2.39%), and waste oil biodiesel (+1.56%) this week, while oxygen (-3.5%), nitrogen (-2.46%), and Asian recycled transparent PET sheet (-1.12%) saw notable declines [1][31]. - Valine's market price is reported at 13.30 CNY/kg, with expectations of a strong adjustment in the short term due to market conditions [1][31]. - Lithium iron phosphate is priced at 34,300 CNY/ton, with strong cost pressures from raw materials and a positive demand outlook driven by a surge in vehicle purchases [1][31]. Summary by Sections Price Trends - Valine, lithium iron phosphate, and waste oil biodiesel experienced price increases, while oxygen, nitrogen, and recycled PET saw declines [1][31]. - The domestic market for valine is showing a strong adjustment trend, with some manufacturers halting production [1][31]. - Lithium iron phosphate prices are supported by rising costs of key materials, with a stable supply and increased production from major manufacturers [1][31]. Market Dynamics - The report notes a recovery in supply for lithium iron phosphate, with major manufacturers operating at 80-90% capacity and increased orders from smaller firms [1][31]. - The automotive market is experiencing a surge in demand, contributing to the positive outlook for lithium iron phosphate and related products [1][31]. Company Developments - Huahai Chengke plans to acquire a 30% stake in Hengsu Huawai, with the transaction valued at 480 million CNY, indicating strategic moves in the industry [2]. - The report mentions the successful IPO of Invizyne Technologies, which focuses on cell-free synthetic biology, marking a significant development in the synthetic biology sector [2].