新材料周报：风电光伏累计装机首超火电，西格里碳素关闭Lavradio碳钎维基地-20250513

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a positive outlook for investment opportunities [3]. Core Insights - The new materials sector has shown a weekly increase of 3.51%, although it underperformed compared to the ChiNext Index by 0.62%. Key sub-sectors such as industrial gases and battery chemicals have seen significant gains, with increases of 5.09% and 4.85% respectively [6][17]. - The wind and solar power sectors have reached a cumulative installed capacity of 1.482 billion kilowatts, surpassing thermal power for the first time. This trend is expected to continue, with annual new installations projected to exceed 100 GW starting in 2025 [6]. Market Performance - The new materials index has outperformed the broader market indices, with specific sub-sectors like semiconductor materials and electronic chemicals showing strong performance, increasing by 3.67% and 3.22% respectively [17][18]. - The report highlights the price stability of various chemical raw materials, with amino acids and vitamins maintaining consistent pricing, while some biodegradable plastics have seen slight declines [4][18]. Price Tracking - The report provides a detailed weekly price tracking of key chemical products, noting that valine remains stable at 13,450 CNY/ton, while tryptophan has decreased by 2.15% to 45,500 CNY/ton [4]. - The price of PLA (biodegradable plastic) remains unchanged at 16,700 CNY/ton, indicating a stable market for this product [4]. Investment Recommendations - The report suggests focusing on the wind power industry supply chain, particularly companies like "Shidai New Materials" and "Maijia Xincai," which are expected to benefit from the ongoing growth in renewable energy installations [6].