Market Performance - The new materials sector experienced an increase this week, with the new materials index rising by 2.57%, outperforming the ChiNext index which rose by 2.09% [1][2] - Over the past five trading days, the synthetic biology index increased by 2.17%, semiconductor materials by 2.90%, electronic chemicals by 1.91%, biodegradable plastics by 3.34%, industrial gases by 2.03%, and battery chemicals by 1.81% [1][2] Price Tracking - Amino acids showed the following prices with week-on-week changes: valine at 13,900 CNY/ton (-2.11%), arginine at 23,250 CNY/ton (-3.12%), tryptophan at 44,500 CNY/ton (-2.20%), and methionine at 22,400 CNY/ton (-0.88%) [3] - Biodegradable materials prices remained stable: PLA (FY201 injection grade) at 17,800 CNY/ton, PLA (REVODE201 film grade) at 17,200 CNY/ton, PBS at 17,800 CNY/ton, and PBAT at 9,850 CNY/ton [3] - Vitamin prices were as follows: Vitamin A at 64,000 CNY/ton (unchanged), Vitamin E at 67,500 CNY/ton (-0.74%), Vitamin D3 at 225,000 CNY/ton (unchanged), calcium pantothenate at 40,500 CNY/ton (unchanged), and inositol at 26,000 CNY/ton (unchanged) [3] - Industrial gases and wet electronic chemicals prices remained unchanged: UPSSS grade hydrofluoric acid at 11,000 CNY/ton and EL grade hydrofluoric acid at 5,300 CNY/ton [3] - In the plastics and fibers category, carbon fiber remained at 83,750 CNY/ton (unchanged), polyester industrial yarn at 8,900 CNY/ton (+2.30%), and aramid at 87,300 CNY/ton (-1.21%) [3] Investment Opportunities - Occidental Petroleum updated the progress of its DAC project, indicating potential opportunities in domestic DAC adsorbents and equipment [4] - The company has signed most of its CDR agreements before 2030, reflecting strong market demand for carbon dioxide removal technologies [5] - New projects include a partnership with XRG to evaluate the development of a DAC project in South Texas, which is expected to enhance U.S. energy independence [5] - Companies like Bluestar Technology and Jianlong Micro-Nano are recommended for their advancements in carbon capture materials and technologies [6]

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a leading position in the market [2]. Core Insights - The new materials sector has shown a positive market performance, with the new materials index rising by 2.57%, outperforming the ChiNext index which increased by 2.09% [3][19]. - The report highlights significant growth in various sub-sectors, including biodegradable plastics (up 3.34%), semiconductor materials (up 2.90%), and industrial gases (up 2.03%) [3][19]. - The report emphasizes the potential of Direct Air Capture (DAC) technology, particularly in the context of carbon capture and storage, with companies like Occidental Petroleum making progress in this area [6][7]. Summary by Sections Market Performance - The new materials sector has experienced an overall increase, with specific indices showing notable gains over the past week [3][19]. - The report details the performance of individual stocks, noting that 73.03% of stocks in the new materials sector achieved positive returns, with standout performers including Astone (up 32.78%) and Zhongchuan Special Gas (up 17.03%) [25][27]. Price Tracking - The report provides a weekly price update for various chemical products, including amino acids, biodegradable materials, vitamins, and industrial gases, indicating fluctuations in prices [4][30][39]. - For instance, the price of valine is reported at 13,900 RMB/ton, showing a decrease of 2.11% week-on-week [30]. Investment Recommendations - The report suggests focusing on companies involved in DAC technology, particularly those producing adsorption materials and related equipment, such as Blue Sky Technology and Jianlong Micro-Nano [6][7]. - It also highlights the importance of technological advancements in reducing costs associated with DAC systems, which are crucial for the sector's growth [6][7]. Industry News - The report notes the upcoming World Robot Conference and its implications for advancements in humanoid robot materials, indicating a growing intersection between robotics and new materials [2]. - It also mentions the strategic partnerships formed by companies like Blue Sky Technology with global carbon capture firms, enhancing their market position [7].