The Shanxi Securities Research Report points out that new chemical materials play an important role in the domestic transformation cycle. Moving towards high-end and differentiation, it is recommended to focus on bio-manufacturing, supply and demand pattern optimization sectors, and new technology trends. The new materials industry faces huge opportunities in the process of high-quality development, including government support, market demand, industrial upgrading and import substitution, and international market expansion. It is recommended to focus on investment opportunities in the three directions of autonomy, sustainability, and new application in the new materials industry, seize structural opportunities from the bottom up, explore emerging market opportunities driven by new quality productivity and industrial upgrading, and segments of the supply and demand pattern optimization sector. 1) Biofabrication: One of the representatives of new quality productivity. Synthetic biotechnology has advantages such as green and cost reduction. It is recommended to pay attention to: Huaheng Biology, Lanxiao Technology, etc. 2) Focus on supply-side pattern optimization and demand-side boom repair sectors, including vitamins, wind power materials, functional protective sleeves for new energy vehicles, polyester industrial yarn and tire cord cloth. It is recommended to focus on: Xinhesheng, Times New Materials, etc. 3) The penetration rate of folding screen phones continues to increase. It is recommended to pay attention to: Stik, etc.

The Shanxi Securities Research Report points out that new chemical materials play an important role in the domestic transformation cycle. Moving towards high-end and differentiation, it is recommended to focus on bio-manufacturing, supply and demand pattern optimization sectors, and new technology trends. The new materials industry faces huge opportunities in the process of high-quality development, including government support, market demand, industrial upgrading and import substitution, and international market expansion. It is recommended to focus on investment opportunities in the three directions of autonomy, sustainability, and new application in the new materials industry, seize structural opportunities from the bottom up, explore emerging market opportunities driven by new quality productivity and industrial upgrading, and segments of the supply and demand pattern optimization sector. 1) Biofabrication: One of the representatives of new quality productivity. Synthetic biotechnology has advantages such as green and cost reduction. It is recommended to pay attention to: Huaheng Biology, Lanxiao Technology, etc. 2) Focus on supply-side pattern optimization and demand-side boom repair sectors, including vitamins, wind power materials, functional protective sleeves for new energy vehicles, polyester industrial yarn and tire cord cloth. It is recommended to focus on: Xinhesheng, Times New Materials, etc. 3) The penetration rate of folding screen phones continues to increase. It is recommended to pay attention to: Stik, etc.