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 "Leading the Market-B" rating for the new materials sector [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 0.48%, although it underperformed compared to the ChiNext index by 0.49% [2]. - The wind power sector is expected to maintain high growth, with a record bidding volume of 224.8GW in 2024, leading to a projected installation of 105-115GW in 2025 [5]. - The report highlights a recovery in profitability for companies in the wind power sector, as the price decline of wind turbines has stabilized [5]. Summary by Sections 1. Market Performance - The new materials sector index rose by 0.48%, while the synthetic biology index increased 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 showed that the basic chemicals and new materials sectors both experienced gains [11]. 2. Price Tracking - Amino acids prices showed mixed results, with valine at 14,500 RMB/ton (up 1.75%) and methionine at 21,250 RMB/ton (up 0.47%) [3]. - Prices for biodegradable plastics remained stable, with PLA (injection grade) at 18,000 RMB/ton [3]. 3. Industry News - The Ministry of Industry and Information Technology announced the first batch of advanced applicable technologies, which includes a 400,000-ton adiponitrile project by Haichen Chemical [2]. - The report notes the production of T1100 carbon fiber by Yongcheng New Materials, marking a significant milestone in the new materials sector [2]. 4. Investment Recommendations - The report suggests focusing on companies such as "Shidai New Materials" and "Maijia Xincai" due to their potential for growth in the wind power sector [5].