新材料行业周报：新材料周报（241111-1115）上海市出台新材料发展新方案，叶酸市场价格大幅上涨

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The report highlights the introduction of the "Shanghai Implementation Plan for High-Quality Development of New Materials Industry (2025-2027)", which focuses on building a bio-manufacturing innovation hub and supports the development of synthetic biological materials to replace traditional chemical materials. The domestic bio-manufacturing market is expected to approach 2 trillion yuan by 2033, with a CAGR of 16.6% from 2023 to 2033 [2]. - The new materials sector has experienced a decline, with the new materials index falling by 3.98%, underperforming the ChiNext index by 0.62%. The synthetic biology index decreased by 3.16%, while semiconductor materials increased by 2.44% [3][30]. Summary by Sections 1. Secondary Market Performance - The new materials sector and basic chemicals both saw declines, with the Shanghai Composite Index dropping by 3.52% and the ChiNext Index by 3.36% during the week [24]. 2. Industry Chain Data Tracking 2.1 Amino Acids - Valine price increased to 13,300 yuan/ton, up by 4.72% [5]. 2.2 Degradable Plastics - Prices for PLA injection grade decreased by 1.06% to 18,600 yuan/ton, while PBAT remained unchanged at 10,000 yuan/ton [1]. 2.3 Industrial Gases - UPSSS grade hydrofluoric acid price remained stable at 11,000 yuan/ton [5]. 2.4 Electronic Chemicals - The report does not provide specific price changes for electronic chemicals [11]. 2.5 Vitamins - Vitamin A price increased by 7.33% to 161,000 yuan/ton, while Vitamin D3 remained unchanged at 260,000 yuan/ton [1]. 2.6 High-Performance Fibers - The report does not provide specific price changes for high-performance fibers [11]. 2.7 Important Basic Chemicals - The report does not provide specific price changes for important basic chemicals [11]. 3. Industry News - The report mentions the release of multiple policies supporting the development of synthetic biology, emphasizing the importance of this sector in the future [2]. 4. Investment Recommendations - The report suggests focusing on platform-type leading companies in the synthetic biology industry, such as Huaheng Biological, Kaisa Biological, and Lanxiao Technology [2].