Shanxi Securities research reports point out that chemical new materials play an important role in the domestic reform cycle, moving towards high-end differentiation. It is recommended to focus on the biomanufacturing sector, supply and demand pattern optimization sector, as well as 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, international market expansion, among other aspects. It is recommended to focus on investment opportunities in the direction of self-sufficiency, sustainability, and new applications in the new materials sector, grasp structural opportunities from the bottom up, explore new quality productivity and emerging market opportunities driven by industrial upgrading, as well as sub-sectors of the supply and demand pattern optimization sector. 1) Biomanufacturing: One of the representatives of new quality productivity. Synthetic biotechnology has advantages such as green and cost reduction, and it is recommended to focus on: Huaheng Biology, Sunresin New Materials, and more. 2) Focus on optimizing the supply side pattern, demand side recovery sectors, including vitamins, wind power materials, protective tubes for new energy vehicle functionalities, polyester industrial yarn and tire cord fabric, it is recommended to focus on: Zhejiang Nhu, Zhuzhou Times New Material Technology, and more. 3) The penetration rate of foldable screen phones continues to increase, it is recommended to focus on: Jiangsu Sidike and more.