新材料行业周报：新材料周报（241209-1213）中央经济工作会议举行，强调新质生产力发展和全面绿色转型

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a leading position in the market performance [3]. Core Insights - The Central Economic Work Conference emphasized the development of new productive forces and comprehensive green transformation, which is expected to drive high growth in green and low-carbon industries [2]. - The synthetic biology market in China is projected to approach 2 trillion yuan by 2033, with a CAGR of 16.6% from 2023 to 2033, highlighting significant investment opportunities in the synthetic biology industry chain [2]. - The wind power industry is expected to benefit from the ongoing emphasis on green transformation and sustainable development, with recommendations to focus on specific companies in this sector [2]. Market Performance - The new materials sector experienced a decline, with the new materials index falling by 1.89%, underperforming the ChiNext index by 0.49% [3]. - Over the past five trading days, the synthetic biology index increased by 2.96%, while semiconductor materials and electronic chemicals saw declines of 1.06% and 0.36%, respectively [3][32]. Price Tracking - Prices for biodegradable materials showed slight decreases, with PLA injection-grade at 18,000 yuan/ton (-3.23%) and PLA blown film-grade at 17,000 yuan/ton (-3.95%) [1]. - Vitamin prices remained stable, with Vitamin A at 161,000 yuan/ton and Vitamin E at 147,500 yuan/ton [1]. - Industrial gases and electronic chemicals maintained stable pricing, with UPSSS grade hydrofluoric acid at 11,000 yuan/ton [1]. Investment Recommendations - The report suggests focusing on platform-type companies within the synthetic biology industry chain, such as Huaheng Biological, Kaisa Biological, and Lanxiao Technology [2]. - It also recommends attention to companies in the wind power sector, including Times New Materials and Meijia Xincai, as they are expected to benefit from green energy policies [2].