+"行动意见，AI 新材料有望实现高速 发 展 - 新 材 料 周 报 （ 250825-0829 ） 2025.9.3 【山证新材料】FDA 计划淘汰合成色素， 国内天然色素企业或受益于需求爆发-天 然色素行业点评 2025.9.3 执业登记编码：S0760523120002 邮箱：jiyongjie@sxzq.com 化学原料行业近一年市场表现 资料来源：最闻 相关报告： 王锐 执业登记编码：S0760524090001 申向阳 邮箱：shenxiangyang@sxzq.com 新材料 新材料周报（250901-0905） 领先大市-B(维持) DAC 项目入选上海关键技术研发计划，关注国内吸附材料及设备机遇 2025 年 9 月 10 日 行业研究/行业周报 摘要 二级市场表现 市场与板块表现：本周新材料板块下跌。新材料指数跌幅为 0.31%，跑输创 业板指 2.67%。近五个交易日，合成生物指数下跌 0.51%，半导体材料下跌 4.74%， 电子化学品下跌 1.54%，可降解塑料上涨 0.02%，工业气体下跌 1.20%，电池化 学品上涨 13.36%。 产业链周度价格跟踪（括号为周环比变化） 氨基 ...

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]