新材料周报：发改委出台《西部地区鼓励类产业目录》，日本东曹扩产HDI

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a positive outlook for investment opportunities in this industry [2]. Core Insights - The biodegradable materials market is expected to grow significantly, with a projected market size of approximately $27.703 billion by 2030, reflecting a compound annual growth rate (CAGR) of 21.73% [8]. - Domestic and international policies supporting biodegradable materials are anticipated to enhance market penetration, with various regions in China offering tax incentives and bans on non-degradable plastics [2][8]. - The new materials sector has shown resilience, with the biodegradable plastics segment experiencing a notable increase of 4.64% in the past week, outperforming other segments [3][29]. Market Performance - The new materials index increased by 1.45%, underperforming the ChiNext index by 0.48% [3]. - Over the past five trading days, various segments within the new materials sector have shown positive growth, with biodegradable plastics leading at 4.64% [3][29]. Price Tracking - The report provides a detailed weekly price tracking of various materials, including biodegradable plastics, which have seen price stability or slight decreases in some categories [4][5]. - Specific prices for biodegradable materials include PLA injection grade at 18,600 CNY/ton and PBAT at 9,950 CNY/ton, with PBAT experiencing a decrease of 1.49% [1]. Industry News - Recent policies in Jiangsu and Shanghai aim to promote high-quality development in the chemical industry, which may further benefit the new materials sector [1][2]. - The report highlights significant price increases in the vitamin market, which may impact the overall chemical raw materials landscape [1]. Investment Recommendations - The report suggests focusing on companies involved in biodegradable materials, specifically mentioning Haizheng Biomaterials and Jindan Technology as potential investment targets [8].