《通知》要求，有关省（自治区）能源主管部门、能源央企要高度重视，加强对试点工作的组织、指导 和支持，及时协调解决项目建设、运行过程中遇到的问题。对于建设进度缓慢的项目，要加强督促指 导。试点项目企业要发挥主体作用，加快试点项目建设，于2026年12月底前建成投产、2027年6月底前 实现高负荷稳定生产。要以创新为第一动力，努力突破相关技术瓶颈，提升装备水平，降低生产成本， 保障试点工作取得实效。第一批绿色液体燃料技术攻关和产业化试点工作应于2027年12月底前完成。 绿色甲醇、绿氨、纤维素燃料乙醇等绿色液体燃料是新兴技术，相应配套政策尚不健全。《通知》提 出，要通过试点发现政策堵点和短板，推动营造良好的政策环境。国家能源局将对符合条件的试点项目 优先推荐纳入制造业中长期贷款支持，符合条件的技术装备优先纳入能源领域首台（套）重大技术装 备，享受相关支持政策。支持依托试点项目，承担相关科技攻关任务、制定绿色液体燃料相关标准。 据悉，绿色液体燃料是以可持续航空燃料（SAF）、可持续柴油、生物燃料乙醇、绿色甲醇、绿氨等为 代表的低碳燃料。 根据通知，首批绿色液体燃料技术攻关和产业化试点项目共9个。其中包括国投生物3万 ...

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].