新材料行业周报：新材料周报（250224-0228）工信部公布首批先进适用技术名单，海辰化学40万吨己二腈开工建设

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a positive outlook compared to the market [2]. Core Insights - The new materials sector has shown mixed performance, with the new materials index declining by 0.46%, while outperforming the ChiNext index by 4.41% [3]. - The humanoid robot market is on the verge of a breakthrough, with a projected market size of approximately $1 billion in 2024, expected to reach $15 billion by 2030, reflecting a compound annual growth rate (CAGR) of over 56% [6]. - PBO fiber and PEEK materials are anticipated to experience rapid growth due to their applications in humanoid robots, with PBO fiber's market size expected to reach $220 million by 2032, growing at a CAGR of about 12.07% from 2025 to 2032 [6][7]. Summary by Sections 1. Market Performance - The new materials sector has experienced a decline, with specific indices showing varied performance: synthetic biology index down 1.25%, semiconductor materials up 2.65%, and battery chemicals up 5.56% [3][14]. - The overall market performance for the week showed a decline in the basic chemical and new materials sectors, with the Shanghai Composite Index down 1.72% [11]. 2. Price Tracking - Amino acids prices showed slight declines, with valine at 14,700 RMB/ton (-1.67%) and tryptophan at 55,500 RMB/ton (-1.77%) [4]. - Prices for biodegradable plastics remained stable, with PLA injection grade at 18,000 RMB/ton [4]. 3. Investment Recommendations - The report suggests focusing on companies involved in PBO fiber, such as Dinglong Technology, and those producing PEEK materials, including Zhongxin Fluorine Materials and Zhongyan Co., Ltd [7]. - The report emphasizes the potential of the humanoid robot industry to drive growth in related materials, particularly PBO and PEEK [6][7]. 4. Company Performance - The report highlights individual company performances within the new materials sector, noting that 32.58% of stocks achieved positive returns, with notable performers including Guanghua Technology (up 13.67%) and Tianyue Advanced (up 11.14%) [22]. - Conversely, companies like Jinfat Technology and Dinglong Technology faced significant declines, with losses of -10.31% and -9.29%, respectively [22].