新材料周报：广东发布节能降碳行动方案，礼来减肥药替尔泊肽正式上架销售

Investment Rating - The report maintains a rating of "Outperform" for the new materials sector [5]. Core Insights - The Guangdong Provincial Government has introduced an energy-saving and carbon reduction action plan, which is expected to drive rapid development in the wind power industry chain, benefiting companies like "Times New Materials" and "Meijia Xincai" [2]. - The new materials sector has experienced a decline, with the new materials index falling by 0.97%, underperforming the ChiNext index by 0.75% [2]. - The report highlights the significant potential for growth in the solid-phase synthesis carrier market due to the launch of Eli Lilly's weight loss drug, Tirzepatide, in China, with an expected global market demand reaching 3.53 billion by 2030 and a compound annual growth rate (CAGR) of 17.9% from 2024 to 2030 [6]. Market Performance - The new materials sector has seen a decline in the past week, with the synthetic biology index down 3.29%, semiconductor materials down 1.23%, electronic chemicals down 1.66%, and biodegradable plastics down 2.26%, while industrial gases increased by 0.13% [40]. - The overall market performance for the week (December 23-27, 2024) shows the CSI 300 index increased by 1.36%, and the Shanghai Composite index increased by 0.95% [27]. Price Tracking - The report provides a detailed price tracking of various chemical raw materials, including: - Biodegradable materials: PLA (Injection Grade) at 18,000 CNY/ton, PLA (Blown Film Grade) at 17,000 CNY/ton, PBS at 19,000 CNY/ton, and PBAT at 9,800 CNY/ton [1]. - Vitamins: Vitamin A at 137,500 CNY/ton (-14.60%), Vitamin E at 142,500 CNY/ton (-3.39%), Vitamin D3 at 265,000 CNY/ton (+0.95%) [1]. - Industrial gases: UPSSS grade hydrofluoric acid at 11,000 CNY/ton and EL grade hydrofluoric acid at 5,700 CNY/ton [1]. Investment Recommendations - The report suggests focusing on companies that are likely to benefit from the energy-saving and carbon reduction policies, particularly in the wind power sector [2]. - It also recommends monitoring companies involved in the solid-phase synthesis carrier market due to the anticipated growth driven by the new weight loss drug [6].