发改委印发《意见》鼓励绿电使用，陶氏出售DowAksa全部股权

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 0.77%, although it underperformed compared to the ChiNext index, which rose by 0.56% [2]. - The report highlights a strong performance in specific sub-sectors, including synthetic biology (up 2.69%), semiconductor materials (up 0.90%), electronic chemicals (up 2.54%), biodegradable plastics (up 2.39%), industrial gases (up 1.77%), and battery chemicals (up 2.35%) [2][18]. - The National Development and Reform Commission and the National Energy Administration have issued opinions supporting green development, which is expected to drive high demand for wind power installations, with projections of 105-115 GW of new wind power capacity in 2025 [5]. Summary by Relevant Sections 1. Market Performance - The new materials sector has experienced a positive market performance, with the new materials index increasing by 0.77% in the past week [2]. - The synthetic biology index has risen by 2.69%, while other sectors such as semiconductor materials and electronic chemicals have also shown gains [18]. 2. Price Tracking - Prices for various amino acids and biodegradable plastics have remained stable, with slight fluctuations noted in specific products [3]. - The report provides detailed price tracking for industrial gases and electronic chemicals, indicating stability in pricing for many products [3][13]. 3. Industry News - The report discusses the implications of government policies aimed at promoting green electricity usage, which is expected to enhance the profitability of wind power companies [5]. - The anticipated recovery in wind turbine prices in Q4 2024 is highlighted, suggesting a potential bottoming out of the wind power industry [5]. 4. Investment Recommendations - The report suggests focusing on companies such as "Times New Material" and "Meijiaxin Color" as potential investment opportunities within the new materials sector [5].