新材料周报：苏州发布生物制造发展行动计划，永成新材T1100碳纤维实现量产

Investment Rating - The report maintains a rating of "Outperform" for the new materials sector [2]. Core Insights - The new materials sector has shown a slight increase of 0.48% this week, underperforming the ChiNext Index by 0.49% [2][15]. - The wind power sector is expected to see a high installation capacity in 2025, with new installations projected to be between 105-115 GW, marking a new era of annual additions of 100 GW [5]. - The report highlights a recovery in profitability for companies in the wind power sector as the price war for wind turbines eases [5]. Summary by Sections Market Performance - The new materials index increased by 0.48%, while the synthetic biology index rose by 3.16%. In contrast, semiconductor materials and electronic chemicals saw declines of 4.18% and 2.64%, respectively [2][15]. - The overall market performance for the week (March 10-14, 2025) showed the Shanghai Composite Index rising by 1.39% and the ChiNext Index by 0.97% [11]. Price Tracking - Amino acids prices showed varied changes: valine at 14,500 RMB/ton (+1.75%), arginine at 32,000 RMB/ton (unchanged), and methionine at 21,250 RMB/ton (+0.47%) [3]. - Prices for biodegradable plastics remained stable, with PLA (injection grade) at 18,000 RMB/ton and PBAT at 10,100 RMB/ton (+1.00%) [3]. Investment Recommendations - The report suggests focusing on companies like "时代新材" and "麦加芯彩" due to their potential in the recovering wind power sector [5].