新材料周报：《碳达峰碳中和的中国行动》白皮书发布，六氟磷酸锂价格强势反弹-20251112

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a positive outlook compared to the market [1]. Core Insights - The new materials sector has shown resilience, with the new materials index rising by 1.11%, outperforming the ChiNext index by 0.46% during the week [4][20]. - The report highlights the strong rebound in lithium hexafluorophosphate prices, which have increased to 121,500 CNY/ton as of November 7, 2025, following a significant drop in previous years [6][8]. - The demand for lithium hexafluorophosphate is driven by the automotive and energy storage industries, leading to a notable increase in procurement by electrolyte manufacturers [8]. Market Performance - The new materials sector has experienced varied performance across sub-sectors, with the battery chemicals rising by 8.24%, while semiconductor materials and electronic chemicals saw declines of 4.58% and 2.53%, respectively [4][20]. - The report notes that 53.93% of stocks in the new materials sector achieved positive returns, with notable performers including Yishitong (16.96%) and Qiaoyuan Co. (13.51%) [26]. Price Tracking - The report provides detailed weekly price updates for various materials, including amino acids, biodegradable plastics, and industrial gases, indicating fluctuations in prices across the board [5][29][39]. - For instance, the price of valine is reported at 12,550 CNY/ton, reflecting a week-on-week increase of 1.21% [29]. Industry Developments - The release of the "Carbon Peak and Carbon Neutrality Action in China" white paper emphasizes the focus on renewable energy, particularly wind power, which is expected to drive growth in related materials [6]. - The report suggests that the wind power sector will maintain a high growth trajectory, with cumulative installed capacity projected to reach 1.3 billion kW by 2030 and 5 billion kW by 2060 [6]. Investment Recommendations - The report recommends focusing on companies within the lithium hexafluorophosphate supply chain, such as Tianji Co., Tianci Materials, and Xinzhou Bang, due to the anticipated price increases and recovery in profitability [8]. - Additionally, it suggests monitoring companies involved in wind power materials, such as Times New Materials and Maijia Xincai, as they are expected to benefit from the growing demand in the renewable energy sector [6].