**Secondary Market Performance**
Market and Sector Performance: The new materials sector posted gains this week. The New Materials Index rose 5.69%, underperforming the ChiNext Index by 2.89%. Over the past five trading days, the Synthetic Biology Index gained 1.53%, Semiconductor Materials rose 4.27%, Electronic Chemicals climbed 6.77%, Biodegradable Plastics increased 3.16%, Industrial Gases surged 8.51%, and Battery Chemicals advanced 5.74%.
**Weekly Price Tracking of Industrial Chains (figures in parentheses show week-over-week changes)**
Amino Acids: Valine (13,450 yuan/ton, -3.24%), Arginine (23,250 yuan/ton, unchanged), Tryptophan (43,500 yuan/ton, -2.25%), Methionine (22,300 yuan/ton, -0.45%)
Biodegradable Materials: PLA (FY201 injection grade) (17,800 yuan/ton, unchanged), PLA (REVODE201 blown film grade) (17,200 yuan/ton, unchanged), PBS (17,800 yuan/ton, unchanged), PBAT (9,850 yuan/ton, unchanged)
Vitamins: Vitamin A (64,000 yuan/ton, unchanged), Vitamin E (67,500 yuan/ton, unchanged), Vitamin D3 (225,000 yuan/ton, unchanged), Calcium Pantothenate (40,500 yuan/ton, unchanged), Inositol (26,000 yuan/ton, unchanged)
Industrial Gases and Wet Electronic Chemicals: UPSSS-grade Hydrofluoric Acid (11,000 yuan/ton, unchanged), EL-grade Hydrofluoric Acid (5,300 yuan/ton, unchanged)
Plastics and Fibers: Carbon Fiber (83,750 yuan/ton, unchanged), Polyester Industrial Yarn (8,650 yuan/ton, -2.81%), Polyester Tire Cord June export average price (16,453 yuan/ton, -1.12%), Aramid Fiber (87,300 yuan/ton, -1.21%), Spandex (27,000 yuan/ton, unchanged), PA66 (15,500 yuan/ton, unchanged), Sebacic Acid June export average price 28,295 yuan/ton, down 0.33% from the previous month.
**Investment Recommendations**
The first World Humanoid Robot Sports Games concluded successfully, recommend focusing on material developments in the humanoid robot sector. On August 17, the 2025 World Humanoid Robot Sports Games completed all competitions and concluded successfully. The event attracted over 500 robots from 280 teams across 16 countries, competing in 487 thrilling matches across 26 categories including competitive events, performance events, scenario events, and peripheral events, producing 26 gold medals total. The competition fully demonstrated the capabilities of humanoid robots.
Unitree Robotics claimed four gold medals (1500m, 400m, 100m obstacle race, 4×100m relay), showcasing exceptional athletic ability and explosive power. In the 100m sprint final, Embodied Intelligence Ultra achieved a historic milestone by completing the race in 21.50 seconds without any human intervention, becoming the first humanoid robot "sprint champion" in history.
According to Qianzhan Industry Research Institute data, the global humanoid robot market is projected to grow from $2.16 billion in 2023 to $32.4 billion in 2029, representing a compound annual growth rate of 57%.
PEEK materials offer excellent performance characteristics, enabling humanoid robots to achieve lightweight design while maintaining sufficient strength and rigidity to meet load and flexibility requirements. This positions PEEK materials to benefit significantly from the growth of the humanoid robot industry. According to China Insights Industry Research Institute projections, China's PEEK materials market is expected to reach 2.1 billion yuan in 2025, representing 10.53% year-over-year growth, with promising future prospects.
We recommend attention to DFBP (PEEK synthesis monomer) company Sinochem Lantian Co., Ltd., PEEK material manufacturers and modifiers Sinopec Research Institute of Petroleum Processing and Pret Corporation, and PEEK component manufacturer Kent Corporation. Functional protective conduits with bend-resistant and wear-resistant properties can be used for internal wire harness protection in humanoid robots. We recommend attention to functional protective conduit manufacturer Shenzhen Jundingda Co., Ltd.
**Risk Warnings**
Risks of significant raw material price fluctuations; policy risks; risks of technological development falling short of expectations; risks of intensified industry competition.
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