新材料行业周报：新材料周报（250113-0117）生物塑料行业碳足迹评价标准公示，长鸿高科拟建15万吨生物新材料

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The biodegradable plastics industry is expected to see an increase in penetration rates due to policy drivers, including the establishment of carbon footprint evaluation standards and various plastic bans in multiple provinces [4]. - The global biodegradable materials market was approximately $5.732 billion in 2023 and is projected to grow to about $27.703 billion by 2030, with a compound annual growth rate (CAGR) of 21.73% [4]. Market Performance - The new materials index increased by 4.46%, slightly underperforming compared to the ChiNext index, which rose by 4.66% [2][14]. - Over the past five trading days, various sectors within new materials showed positive performance: - Semiconductor materials up 6.45% - Electronic chemicals up 4.02% - Degradable plastics up 1.21% - Industrial gases up 2.76% [2][14]. Price Tracking - Amino acids prices remained stable for several products, while methionine saw a slight increase of 2.55% [3]. - Prices for biodegradable materials such as PLA remained unchanged, indicating stability in this segment [3]. Industry Developments - The establishment of standards for the carbon footprint of bio-based plastics is expected to guide the industry's development and promote the healthy growth of biodegradable plastics [4]. - Internationally, the EU has approved regulations to accelerate the transition towards a circular economy, further supporting the shift from traditional plastics to biodegradable alternatives [4].