新材料周报：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 "B" rating for the new materials sector, indicating a leading position in the market [2]. Core Insights - The new materials sector has shown an increase, with the new materials index rising by 4.46%, slightly underperforming compared to the ChiNext index by 0.20%. Over the past five trading days, various sub-sectors have experienced growth, including semiconductor materials (up 6.45%) and electronic chemicals (up 4.02%) [2][14]. - The biodegradable plastics market is expected to grow significantly, driven by policy changes and increasing environmental awareness. The global market size for biodegradable materials was approximately $5.732 billion in 2023, projected to reach about $27.703 billion by 2030, with a compound annual growth rate (CAGR) of 21.73% [4]. Summary by Sections Market Performance - The new materials sector has outperformed the broader market indices, with specific sub-sectors like semiconductor materials and electronic chemicals showing notable gains [2][14]. - The biodegradable plastics segment is highlighted as a key growth area, supported by regulatory changes and increasing market penetration [4]. Price Tracking - Prices for various amino acids and biodegradable plastics have remained stable, with slight fluctuations noted in specific products such as methionine (up 2.55%) and vitamins (with vitamin A down 4.08%) [3][4]. Investment Recommendations - The report suggests focusing on companies involved in the production of biodegradable plastics, as the market is expected to expand due to regulatory support and environmental initiatives [4].