Core Insights - The research team from Dalian University of Technology has achieved a breakthrough in the uniform distribution of carbonyls in polyketone chains, enabling "customized" material properties and efficient compatibility between polyethylene and nylon, paving new paths for mixed plastic recycling [1][2] - Over 300 million tons of plastic waste are generated globally each year, with polyethylene and nylon being difficult to recycle together due to their differing chemical properties, often ending up in landfills or oceans [1] Group 1 - The study reveals the phase evolution mechanism between non-polar polyethylene and polar alternating polyketone, breaking the limitations of traditional alternating copolymerization [2] - The non-alternating structure is shown to be a new dimension for performance regulation, akin to building a molecular zipper bridge between polyethylene and nylon, allowing them to "shake hands" at the interface [2] - The non-alternating copolymerization reaction is a homogeneous polymerization process, avoiding issues related to slurry polymerization reactors, and making metal catalysts easier to recover and industrially scalable [2] Group 2 - The research received support from the National Natural Science Foundation's integrated project, Dalian Municipal Science and Technology Innovation Fund for applied basic research, and the Ministry of Education's Frontier Science Center for Intelligent Materials and Chemical Engineering [2]

Core Insights - The "China New Energy Storage Development Report (2025)" highlights significant growth in China's new energy storage industry, with installed capacity reaching 73.76 million kilowatts by the end of 2024, a 130% increase compared to the end of the 13th Five-Year Plan, accounting for over 40% of global installed capacity [1][2] Policy Developments - A comprehensive policy framework has been established to support new energy storage, including multiple documents such as "Notice on Promoting New Energy Storage Grid Connection and Dispatch" and "Guiding Opinions on Supporting Innovation and Development of New Operating Entities in the Power Sector" [1] - Provincial policies have been tailored to local conditions, with initiatives in Shandong, Guangdong, Jiangsu, and Tibet focusing on capacity compensation mechanisms and independent storage revenue models [1] Application and Utilization - The application of new energy storage has shown significant improvement, with several provinces achieving over 1,000 equivalent utilization hours annually, enhancing the integration of renewable energy [2] - During peak summer periods, new energy storage has played a crucial role in ensuring power supply during high-demand times [2] Standardization and Technology - The standardization of energy storage has advanced, with over 20 electrochemical storage standards implemented in 2024, covering various operational aspects [2] - Lithium-ion batteries dominate the market, accounting for 96.4% of installed capacity, while other technologies like compressed air and flow batteries represent 1% each [2] Cost Trends - The cost of new energy storage has been decreasing, with lithium-ion battery EPC contract prices dropping by approximately 25% and system prices by about 44% compared to 2023 [3] - The price of all-vanadium flow systems has also decreased by 20% [3] Future Development - The National Energy Administration plans to enhance top-level design and coordinate technological innovation and sustainable development in the new energy storage sector [4] - Future initiatives include developing a "15th Five-Year" implementation plan, improving market incentive mechanisms, and focusing on core technology advancements in large-capacity lithium batteries and high-performance flow batteries [4]

"选择射阳，既是对这里发展潜力的认可，更是政企协同推进绿色发展的必然。"正泰新能源公司副总裁 黄启银介绍说，项目将打造新能源装备制造孵化产业园及配套风光储应用示范基地，依托正泰的行业龙 头优势，吸引产业链上下游企业集聚。 中化新网讯 8月4日，正泰新能源装备制造项目签约活动在江苏省盐城市射阳县举行，项目总投资达50 亿元。 正泰新能源拥有自主知识产权的1千瓦~3.125兆瓦全系列光伏逆变器产品。此次签约的正泰新能源装备 制造项目落户射阳港经济开发区，计划分两期建设，重点布局逆变器、储能集装箱系统设备等核心板 块，将进一步填补区域新能源装备制造领域的关键环节，为射阳构建更具竞争力的新能源产业生态体系 注入动能。 据悉，近年来，射阳锚定绿色低碳发展方向，全面推进射阳港零碳产业园建设,一体布局"风光火气氢", 协同发展"源网荷储用"，多元化拓展智能制造、园区协同、虚拟电厂等应用场景，入选省首批沿海新型 电力系统园区级试点，新能源装机规模316万千瓦，新能源发电量占全社会用电量的113%。 ...

此次突破采用自研碳布的超高效催化电极，显著提升电化学反应效率；选取质子传导率与长期运行稳定 性兼优的离子交换膜，保障了电池的高效与耐久性；创新电堆结构设计，应用流道双极板，并通过精准 的压缩比控制技术，实现了反应物与电流的均匀分布，有效提升了整体性能。 中化新网讯 近日，寰泰储能研发团队在室温25摄氏度、硫酸电解液体系下，成功开发运行电流密度突 破500毫安/平方厘米的科研级电池单元。该电池活性面积达50平方厘米，能量效率不低于80%，为液流 电池高功率密度开发提供了解决方案。 ...

在此基础上，未来的服装能够实时监测穿戴者的心率、血压等健康指标，甚至在运动时通过收集人体动 能来为电子设备充电。这种材料的布状质地使其比传统塑料传感器更加舒适，能够直接融入服装中，实 现真正的"智能穿戴"。此外，由于静电纺丝技术非常适合生产大片材，这对于构建高效的能量收集系统 尤为重要。 研究团队正积极探索通过后续处理进一步优化材料性能的方法。目前，静电纺丝板材的多孔结构虽然有 利于空气流通和轻量化设计，但通过加热和压力使其致密化，可以进一步提高材料的灵敏度和能量输出 效率，为未来的应用开辟更多可能性。 该材料的首个应用是制造口罩。由于这种材料能携带电荷，可有效吸引并捕获空气中的细菌和病毒，为 佩戴者提供更高级别的防护。这仅仅是其潜力的冰山一角，该材料在传感器和能量收集器领域同样展现 出广泛的应用前景。 中化新网讯 近日，美国宾夕法尼亚州立大学研究团队开发出一种创新制造方法，通过优化静电纺丝纤 维的内部结构，显著提升其在电子应用中的性能。这项技术的出现有助于开发自供电智能服装、健康监 测及可持续能量收集技术的研究和突破。 据悉，新技术的核心在于一种名为聚偏二氟乙烯-三氟乙烯的聚合物。这种材料轻质、柔韧，以其独 ...

Core Viewpoint - The signing of the Guosheng (Tieling) Future Energy Industrial Park project marks a significant investment in the renewable energy sector, with a total investment of 3 billion yuan aimed at establishing a comprehensive industrial chain for high-performance solid-state battery materials and advanced renewable energy technologies [1] Group 1: Project Overview - The Guosheng (Tieling) Future Energy Industrial Park project has a total investment of 3 billion yuan and covers an area of 230 acres, located at the former Jibao Automobile Factory in the Tieling Economic and Technological Development Zone [1] - The project will be developed in two phases, focusing on the production and recycling of high-performance solid-state battery anode and cathode materials, cell manufacturing, and Pack line operations [1] - The project aims to explore integrated applications of "wind-solar-storage" technologies and establish itself as a benchmark for the Northeast renewable energy industry [1] Group 2: Company Background - Guosheng Energy Co., Ltd. was established in 2022, with its main business activities including solar thermal power generation products, solar thermal power generation equipment, generator sets, photovoltaic equipment, and battery manufacturing [1] - Guosheng Technology (603778) has accumulated photovoltaic module orders totaling 2.685 billion yuan and has established five production bases in Jiangsu Xuzhou, Anhui Huaibei, Huainan, Suzhou, and Hebei Zhangjiakou, with additional bases under construction in Shandong Laizhou, Xinjiang Ruoqiang, Hebei Tangshan, and Inner Mongolia Ulat Front Banner [1]

Group 1 - WinGD has successfully installed the X52DF-A engine on a 46,000 cubic meter LPG/ammonia transport vessel for EXMAR, marking it as the first company to bring ammonia-fueled two-stroke marine engines to market [1] - The X-DF-A engine utilizes high-pressure ammonia injection technology and operates with approximately 5% low-dose pilot fuel at full load, achieving comparable load handling, dynamic response, and fuel efficiency to WinGD's diesel fuel X-series engines [1] - Key emissions metrics for the ammonia fuel engine, including nitrous oxide (N2O) and ammonia slip, have shown ideal results during testing, with emissions reduced to single-digit parts per million (PPM) without additional post-treatment devices [1] Group 2 - The 52-cylinder engine was manufactured by HD Hyundai Heavy Industries and installed on the first of four series vessels built by HD Hyundai Shipbuilding & Marine [2] - WinGD's CEO anticipates a more diversified fuel mix in the future, with liquefied natural gas (LNG) as a transitional choice, followed by methanol, and ultimately ammonia becoming mainstream [2] - WinGD has expanded its X-DF platform, initially designed for LNG, to include methanol and ammonia, and has recently introduced the X-DF-P version capable of using LPG [2]

近来，"反内卷"信号不断，深受"内卷"困扰的光伏产业积极响应，动作频频。在日前举行的"光伏行业 2025年上半年发展回顾与下半年形势展望研讨会"上，专家指出，尽管今年上半年光伏应用装机与累计 装机均创下新高，但产业仍处于深度调整期，制造端大幅下降趋势明显。未来一段时间内最重要的工作 仍是治理"内卷"，确保行业回到健康发展轨道。 装机创下"双新高"制造端大幅下降趋势明显 从2025年上半年产业发展情况来看，光伏产业仍有"朝气"。 但"大幅下降"的趋势也无法回避。此前，中国光伏行业协会在年度报告中指出，2024年光伏行业各环节 产品价格较年初均较大幅度下滑，多晶硅、硅片、电池片降幅分别达到40%、50%、40%。随着光伏产 业链价格快速下跌，企业盈利空间遭受严重挤压，部分中小企业宣告破产。 工业和信息化部电子信息司二级巡视员吴国纲指出，目前行业伴随周期性波动，正处于新一轮深度调整 期。商道咨询合伙人、零碳倡议项目首席顾问曹原认为，目前光伏行业应着力打破"需求压制"的问题， 发展不均、大量人口电力获取不足仍是重要挑战。 "反内卷"在路上 多方携手克时艰 如何直面挑战，平稳度过"深度调整期"？多位专家认为，需要多方协 ...

Group 1 - Multiple listed companies are actively announcing investments and acquisitions, driving the new materials industry to gain momentum [1] - Suzhou Jinfeng Technology Co., Ltd. plans to invest approximately 1.014 billion yuan in a new production base focused on thermal management materials for consumer electronics and new energy [1] - China National Chemical Corporation intends to acquire 100% of Nantong Xingchen Composite Materials Co., Ltd., which has a complete industrial chain from raw materials to high-end materials [1] - Suzhou Kema Material Technology Co., Ltd. aims to acquire 73% of Suzhou Kaixin Semiconductor Technology Co., Ltd. for 102 million yuan, enhancing its capabilities in silicon carbide materials [1] - Other companies like Xin Fengming Group and Dongmu New Materials Group are also expanding into various new materials sectors, including bio-based materials and plastic modification [1] Group 2 - New materials are considered a core element for driving the transformation and upgrading of the manufacturing industry, especially in the context of global technological competition [2] - Key areas such as flame-retardant materials for electric vehicle batteries and lightweight composite materials for low-altitude economy are expected to attract significant capital focus [2] - Companies with independent intellectual property rights are likely to receive more policy and capital support, accelerating the industrialization of technology through collaborative mergers and acquisitions [2] - The new materials industry features high technical barriers and significant added value, with leading companies enhancing competitiveness through vertical integration [2] - Head companies are pursuing technological mergers and industry chain collaboration to achieve breakthroughs, while facing pressure from compressed profit margins [2]

Core Viewpoint - Yike Carbon's new high-end special graphite materials are expected to enhance the competitiveness of the carbon industry, showcasing significant advancements in performance and production capabilities [1] Company Summary - Yike Carbon officially launched three series of high-end special graphite materials (HY, HK, HZ) after over 20 years of research and an investment exceeding 150 million yuan, achieving an annual production capacity of 12,000 tons [1] - The new materials have a density range of 1.7 to 2 grams per cubic centimeter, with a minimum flexural strength of 61 MPa and a minimum compressive strength of 149 MPa, surpassing both domestic counterparts and the international Sigri R6510 series [1] - The company has achieved controllable production of particle sizes between 3 to 10 microns, with uniform structure reaching international leading levels [1] Industry Summary - The carbon material production is characterized as a secondary utilization of energy, representing a typical circular economy industry, with special graphite materials being a crucial form in carbon material production [1] - The carbon industry is currently facing overcapacity in several products, leading to severe competition; however, Yike Carbon's products are seen as injecting confidence and momentum into the industry [1]