新材料行业周报：新材料周报（250106-250110）山东省发布2025年重大项目名单，上海洁达尼龙一体化一期项目建成

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a leading market performance [2]. Core Insights - The new materials sector has shown resilience with a weekly increase of 0.15%, outperforming the ChiNext Index by 2.17%. However, specific sub-sectors like synthetic biology and biodegradable plastics have experienced declines of 5.63% and 4.14%, respectively [2][19]. - The Shandong Province has announced significant projects for 2025, including multiple wind power initiatives, which are expected to drive demand and improve profitability in the wind energy sector [5]. Summary by Sections 1. Secondary Market Performance - The new materials sector has outperformed the broader market indices, with the new materials index rising by 0.15% compared to declines in the Shanghai Composite and ChiNext indices [2][16]. 2. Industry Chain Price Tracking - Prices for amino acids such as valine remain stable at 15,500 CNY/ton, while arginine has decreased by 3.45% to 28,000 CNY/ton. The price of vitamin A has dropped by 7.55% to 122,500 CNY/ton [4]. 3. Investment Recommendations - The report suggests focusing on companies like "Shidai New Materials" and "Maijia Xincai" due to the expected growth in the wind energy sector driven by policy support and increasing demand [5].