新材料行业周报：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 rating of "Outperform" for the new materials sector, indicating a positive outlook for investment opportunities in this industry [3]. Core Insights - The Central Economic Work Conference emphasized the development of new productive forces and a comprehensive green transition, which is expected to drive growth in the synthetic biology and green energy sectors [2][3]. - The biodegradable plastics segment showed a price decrease for PLA and PBAT, while other materials like PBS remained stable [1]. - The synthetic biology market is projected to reach nearly 2 trillion yuan by 2033, with a CAGR of 16.6% from 2023 to 2033, highlighting significant growth potential [2]. Market Performance - The new materials index decreased by 1.89%, underperforming the ChiNext index by 0.49% during the week [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 declines: PLA (Injection Grade) at 18,000 yuan/ton (-3.23%), PLA (Blow Film Grade) at 17,000 yuan/ton (-3.95%), and PBAT at 9,800 yuan/ton (-1.51%) [1]. - Vitamins remained stable, with Vitamin A at 161,000 yuan/ton and Vitamin E at 147,500 yuan/ton [1]. Industry News - The report highlights the release of new policies in Jiangsu Province aimed at high-quality development in the chemical industry, which may create favorable conditions for investment [1][2]. - The expansion of HDI production by Japan's Tosoh is noted as a significant development in the new materials sector [1].