新材料行业周报：新材料周报（250210-0214）《国家重点推广低碳技术目录》公布，深交所受理美瑞新材定增材料

Investment Rating - The report maintains a "Leading the Market-B" rating for the new materials sector [2] Core Insights - The new materials sector experienced a slight decline, with the new materials index down by 0.11%, underperforming the ChiNext index by 1.99%. Over the past five trading days, the synthetic biology index rose by 6.08%, while semiconductor materials and electronic chemicals saw declines of 0.75% and 0.59%, respectively [2][13] - The report highlights the potential of AI in synthetic biology, suggesting that companies like Huaheng Biological and Kaisa Biological are worth monitoring due to their strategic investments in AI-driven protein optimization platforms [4][5] Summary by Sections 1. Market Performance - The new materials sector saw a decline, with the new materials index down 0.11% and synthetic biology index up 6.08% [2][13] - The overall market performance for the week showed the CSI 300 index up by 1.19% and the Shanghai Composite index up by 1.3% [9] 2. Price Tracking 2.1 Amino Acids - Valine price at 15,350 CNY/ton, down 0.32%; Arginine at 29,000 CNY/ton, up 3.57%; Tryptophan at 56,500 CNY/ton, up 1.80% [25] 2.2 Biodegradable Plastics - PLA (FY201 injection grade) priced at 18,000 CNY/ton, unchanged; PBS at 19,000 CNY/ton, unchanged [28] 2.3 Industrial Gases - Oxygen priced at 358 CNY/ton, down 6.04%; Nitrogen at 385 CNY/ton, down 1.53% [32] 3. Investment Recommendations - The report suggests focusing on companies like Huaheng Biological and Kaisa Biological due to their advancements in AI applications in synthetic biology, which is expected to grow significantly, with the domestic biomanufacturing market projected to reach nearly 2 trillion CNY by 2033, with a CAGR of 16.6% from 2023 to 2033 [4][5]