新材料周报：国务院印发“人工智能+”行动意见，AI新材料有望实现高速发展-20250903

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 3.72%, although it underperformed compared to the ChiNext index, which rose by 4.01% [3]. - The report highlights the rapid growth of the AI server market, driven by increasing demand for computing power, with the global AI server market projected to reach $125.1 billion in 2024 and $158.7 billion in 2025 [5]. - The implementation of the "Artificial Intelligence +" action plan by the State Council is expected to significantly boost the development of AI-related new materials [5]. Market Performance - The new materials sector has experienced varied performance across sub-sectors, with semiconductor materials up by 3.85%, electronic chemicals up by 4.43%, and biodegradable plastics down by 0.50% [17]. - The report notes that the industrial gas sector saw an increase of 3.22%, while battery chemicals rose by 5.82% [17]. Price Tracking - Amino acids such as valine and arginine have seen slight decreases in price, with valine at 13,000 RMB/ton (-0.76%) and arginine at 23,150 RMB/ton (-0.22%) [4]. - Prices for biodegradable materials like PLA remain stable, with injection-grade PLA at 17,800 RMB/ton [4]. Investment Recommendations - The report suggests focusing on companies like Shengquan Group and Dongcai Technology, which are positioned to benefit from the increasing demand for high-frequency and high-speed copper-clad laminate materials [5]. - The report emphasizes the potential for rapid growth in the AI server market, which will drive demand for core raw materials such as PPO resin and low-dielectric constant electronic fabrics [5].