在"双碳"目标的倒逼下， 节能与减排 正成为材料产业最强劲的创新驱动力。过去十年在隔热涂料、保温材料、低碳制冷剂等方向上取得了长足进展，但一个 更具想象力的"新材料"正在悄然崛起—— 让材料自己"散热"降温，而不再依赖能量输入 。 这种被称为" 辐射制冷（Radiative Cooling） "的技术，灵感来自大自然。该技术的原理基于夜晚地表会自动向外太空辐射热量，使得温度低于周围空气；科 研人员正是借鉴这一机制， 通过特殊的分子设计和微纳结构，让材料能够高效反射太阳光、同时将热量以红外辐射的形式"排放"到太空，实现 全天候、被动 式降温 。 从 高反射高发射比的聚合物薄膜 、到 红外选择透过的无机涂层 、再到 可卷可覆的辐射制冷膜卷材、以及辐射制冷涂料 越来越多的化工新材料企 业正切入这一赛道 。 值得注意的是 中国目前部分辐射制冷材料科技企业正推动该技术向多场景系统化方向演进，例如将 无电被动式辐射制冷降温功能与 车载冷却、电池热管 理、电子器件热管理等 具体载体深度集成，形成完整的解决方案。 这一趋势标志着行业已从"材料为本"的技术阶段，进入"应用导向、系统驱动"的工程转 化新阶段 本文我们将 盘点那些 ...

【DT新材料】 获悉，近日，两大固态电池项目落地。 （1）屹锂全固态电池项目落地上海 据"上海经信委"消息，10月14日， 屹锂新能源全固态电池 落地仪式暨上海慧丰科技园重点项目签约活动顺利举行。 屹锂新能源 成立于2021年5月17日，是上海交通大学科技成果转化企业，专注于硫化物全固态电池研发。今年8月22日，公司完成工商变更，新增紫金矿业全资子 公司紫金矿业投资（上海）有限公司等股东，持股比例为2.35%。 在产品技术方面，屹锂新能源关键材料电解质电导率达17mS/cm，成为多家国内头部电池企业及一线整车厂的核心供应商。硫化物全固态锂电池已突破能量密度 450Wh/kg的核心技术，自主品牌3C类全固态锂电池已完成全国首张商业订单交付。 目前，屹锂新能源在上海、南京、江苏等地建设生产基地。根据规划， 屹锂新能源将在2026年前对电池产线建设投入总计7亿元，构建起总产能达2GWh的电池 生产线， 并在电解质生产上实现年产十吨级的规模化生产。 （2）国晟科技拟投建固态电池制造项目 10月15日，国晟科技发布公告称，公司二级控股子公司安徽国晟新能源科技有限公司（以下简称"安徽国晟新能源"）拟向国晟环球新能源（铁岭 ...

【DT新材料】 获悉，近日， 巴斯夫涂料 宣布扩大与 小米 的合作， 支持该汽车制造商在未来三年内共同开发100种汽车涂料颜色的计划， 旨在推动 汽车色彩设计的创新和个性化，重新定义智能移动的视觉语言。 据悉， 自2023年以来，巴斯夫涂料一直为小米提供全层涂料解决方案 ，已经为Xiaomi SU7和Xiaomi YU7系列车型提供全涂层解决方案，包括 CathoGuard® 800电泳、SecuBloc中涂、ColorBrite水性色漆和ProGloss系列双组份清漆产品 。此次，巴斯夫涂料 为包括"竞速红"、"流金粉（哑 光）"、"暮光玫瑰"、"嫩芽黄"在内的颜色提供从电泳到清漆的全涂层解决方案 ，并以创新双层清漆工艺打造璀璨耀眼"紫水晶"，赋予定制车型色彩独 特美感和卓越质感。 在竞争激烈的的汽车市场，与众不同的车漆颜色，正成为包括小米汽车"脱颖而出"的关键，是定制服务的重要一项，这源于消费的"口味"在变。 2024年巴斯夫汽车原厂漆色彩报告显示，中国市场对白色的喜爱正逐渐流失，随着驾驶者愈发重视时尚感和个性化， 灰色、黄色和黑色大受欢迎 。尤 其是黄色，其需求量几乎翻了一番，而绿色也有显著增长，表明人 ...

"十四五"期间，我国复合材料产业正向绿色、低碳、可持续方向转型，国家政策持续支持竹、秸秆、绿色树脂等可再生原料与复合技术研发。目前， 绿色复合材料产业仍面临原料来源不稳定、工艺不成熟、成本高、回收难等挑战。在此背景下，绿色复合材料产业该如何发力，怎样加速下游 领域的应 用推广？ DT新材料携手三位行业重量级专家，将于 11月 30 日 在 浙江· 杭州 召开 第四届绿色复合材料论坛（简称 GCMF 2025） ， 宁波诺丁汉大学益小苏 教授 担任大会主席， 中国科学院宁波材料所刘小青研究员 与 浙江大学张兴宏教授 担任执行主席。 论坛以 "绿色复合，创新未来"为主题，聚焦树脂与纤维、 复合技术、下游应用三大主题 ，搭建产学研用交流平台，推动绿色复合材料的技术突破与产 业融合。 益小苏 宁波诺丁汉大学教授 长三角碳纤维及复合材料技术创新中心执行主任 原中国航空工业集团公司复合材料技术首席专家， 长期从事于复合材料技术研究与航空复材应用，关注生物与天然高分子材料(热塑性淀粉，植物纤维利用 等)，绿色蜂窝和夹层，生物源树脂和复合材料等方向 ，推动可持续发展材料技术的应用。 刘小青 中国科学院宁波材料技术与工程研究所 ...

Core Viewpoint - The company has successfully launched its POE industrialization project, producing qualified POE products that meet or exceed the performance of similar products in the market [2]. Group 1: Project Launch and Production - On October 16, the company announced the successful production of its POE industrialization facility, achieving stable operations and meeting performance indicators comparable to international competitors [2]. - The project has received market recognition from clients such as Shanghai Jinfa Technology Development Co., Ltd. and Suzhou Hechang Polymer Materials Co., Ltd. [2]. Group 2: Future Expansion Plans - The company plans to start the construction of the POE high-end new materials project in March 2024, following the approval of the investment proposal at the shareholder meeting on January 11, 2023 [2]. - After the first phase of production, the company intends to initiate a second phase to increase production capacity by an additional 200,000 tons/year of POE and 300,000 tons/year of ethylene for α-olefins [2]. - Long-term plans include establishing a complete petrochemical new materials industry matrix with additional capacities for liquid-phase polyethylene, ethylene vinyl acetate, and CO2 reforming technology [2].

Core Insights - The article highlights the establishment of a bio-based materials project by Yako Co., Ltd. in Huai'an Industrial Park, with an initial investment of 1 billion yuan and an expected annual sales revenue of 3 billion yuan from the first phase [1] - Yako Co., Ltd. is advancing the industrialization of FDCA and PEF based on a non-grain biomass technology route developed in collaboration with the Ningbo Institute of Materials Technology and Engineering [2] - The company has achieved a FDCA purity of 99.9% and is capable of supplying PEF at a ton-scale, focusing on applications in packaging [5] Group 1 - Yako Co., Ltd. was founded in 2003 and has evolved into a national high-tech enterprise with a diverse business scope, including life sciences, new materials, and green energy [4] - The FDCA's aromatic ring structure provides excellent thermal stability and rigidity, making it an ideal substitute for PTA, which has a significant global demand [4] - Yako's technology utilizes non-grain biomass such as corn cobs and plant straw, offering a more sustainable and cost-effective production method compared to mainstream routes [4] Group 2 - The company has completed trial samples with dozens of packaging enterprises and expects to enter mass production of its thousand-ton demonstration line by the second half of 2025 [5] - Yako Co., Ltd. has also achieved stable operation of a 50-ton/year demonstration line for PECF, which has better toughness compared to PEF [5] - The company is set to receive the New Leaf Award 2025 for its innovative materials at the 10th Bio-based Conference and Exhibition in May 2025 [5] Group 3 - The article mentions a forthcoming forum on high-value utilization of non-grain biomass, scheduled for November 2025, aimed at discussing strategic directions for biomass applications [6] - The forum will gather industry representatives and experts to explore topics such as biomass green pretreatment and sustainable aviation fuel [6] - The article emphasizes the need for addressing industrialization challenges in non-grain biomass utilization while highlighting emerging opportunities in the sector [5]

【DT新材料】 获悉，彭博社报道， 欧盟方面正探讨为中国在欧投资设置一系列前置条件，其中包括技术与知识产权的移交，同时确保中国投资能为欧 盟带来新的就业岗位。 根据最新规定，境外销售任何原产自中国、或使用了中国稀土冶炼分离技术的产品，都必须获得中国商务部的出口许可证。 外国公司出口含有哪怕是微量中国稀土材料的产品，都需事先获得批准。这是中国首次将其出口管制措施的效力延伸至海外。 其核心目标是"保护欧洲的工业，特别是汽车产业"。若该政策落地，将彻底改变欧盟处理对华投资的方式。 中国外交部发言人林剑表示，中方反对强制技术转让，以及"以提升竞争力为名搞保护主义、歧视性做法"。 欧盟近几个月来对华立场逐步强硬化。 上周，欧盟委员会提议对超出配额的进口钢铁征收50%的关税，以应对由中国主导的全球产能过剩问题。 荷兰政府更是罕见地动用了已有70年历史的法律， 强制接管了中资控股的芯片制造商安世半导体，其图在于确保欧洲对关键芯片的"不受限制的访问 权"。 点击阅读 ： 突发！闻泰科技：荷兰子公司安世半导体遭冻结，控制权暂时受限 这些行动的背后，是欧洲在地缘政治风险下对供应链安全的深层焦虑。 欧盟官员尤其担心，中国最新稀土出 ...

Core Viewpoint - The article highlights the recent developments in the eVTOL industry, particularly focusing on the financing and growth of the company沃兰特, as well as the broader market trends and opportunities within the low-altitude economy sector [2][3]. Group 1: Company Developments -沃兰特 has completed a multi-billion B round financing, indicating strong investor interest in the eVTOL sector [2]. - The company, established in June 2021, specializes in the development of electric vertical take-off and landing aircraft, with its first product, the VE25-100 "Tianxing," targeting the commercial passenger market [2]. - The operational cost of the VE25-100 is estimated to be only 1/8 to 1/10 of similar helicopters per kilometer, which positions it competitively in the market [2]. -沃兰特 has secured confirmation orders from leading domestic airlines and leasing companies, including 南航通航 and 亚捷航空 [2]. Group 2: Industry Trends - The low-altitude economy sector has seen a decrease in heat compared to last year, but the maturity of the industry and policy support continue to improve [3]. - In June, the China Securities Regulatory Commission announced the reintroduction of a listing standard for unprofitable companies, which now includes the low-altitude economy sector, providing targeted support for eVTOL companies [3]. Group 3: Market Participation - Several automotive companies are actively entering the eVTOL market, including 吉利, 小鹏, and 广汽集团, each developing their own eVTOL models with various technological advancements [2]. - Recent announcements from listed companies indicate a growing interest in the eVTOL sector, particularly from battery manufacturers like 赣锋锂业 and 孚能科技, which are developing high-energy batteries suitable for low-altitude applications [4]. - The collaboration between battery manufacturers and eVTOL companies is expected to enhance the performance and viability of eVTOL aircraft in the market [4][5].

Core Viewpoint - The article discusses the significance of uniform heat spreaders in various applications, particularly in consumer electronics and AI servers, highlighting their role in thermal management [3] Group 1: Industry Overview - Uniform heat spreaders are essential components in modern electronic devices, facilitating efficient heat dissipation and improving overall performance [3] - The demand for advanced thermal management solutions is increasing due to the rising power density in electronic components, especially in AI and high-performance computing [3] Group 2: Applications - In consumer electronics, uniform heat spreaders help maintain optimal operating temperatures, enhancing device longevity and user experience [3] - AI servers utilize these heat management solutions to handle the significant heat generated during intensive computational tasks, ensuring reliability and efficiency [3] Group 3: Market Trends - The market for thermal management solutions, including uniform heat spreaders, is expected to grow significantly, driven by technological advancements and increasing adoption in various sectors [3] - Companies are investing in research and development to innovate and improve the performance of heat spreaders, aiming to meet the evolving needs of the industry [3]

Core Viewpoint - Daicel Corporation will acquire all operations of Polyplastics Co., Ltd. through an absorption merger starting April 1, 2026, aiming to enhance collaboration in technical services and solutions, integrate talent resources, and improve operational efficiency [1]. Group 1: Acquisition Details - Daicel will absorb Polyplastics' engineering plastics business and manage its subsidiaries and affiliates, while Polyplastics will retain its corporate identity [1]. - The acquisition is intended to leverage Polyplastics' expertise in technical services and solutions, enhancing synergies with Daicel's safety and materials businesses [1]. Group 2: Product Overview - Polyplastics' key products include LCP, POM, COC, and PBT, with core technologies derived from Celanese [2]. - The company has developed additional products such as PPS, LFT, high-performance resin powders, and PEK [2]. Group 3: LCP Product Insights - Polyplastics' LCP, branded as LAPEROS®, is based on Celanese's Vectra® technology, tailored for Asian market demands, particularly in 5G communication and miniaturized electronic components [3]. - The total production capacity for LCP in Japan and Taiwan is approximately 20,000 tons, with a target to increase to 25,000 tons per year to meet global demand [4]. Group 4: POM Product Insights - The Duracon® POM brand is based on Celanese's POM technology, optimized for high-precision engineering plastics, with a total annual supply capacity of 338,000 tons across four production facilities [5]. - The South China facility is set to begin production with a capacity of 90,000 tons in late 2024, followed by an additional 60,000 tons in 2026 [5]. Group 5: COC and PBT Product Insights - Polyplastics' COC, branded as TOPAS®, has an annual capacity of 30,000 tons, making it the largest global supplier of cyclic olefin copolymers, used in medical and food packaging [6]. - The DURANEX® PBT product line, also derived from Celanese, features excellent thermal and electrical properties, with various series developed for hydrolysis resistance and flame retardance [7]. Group 6: PPS and Other Innovations - The DURAFIDE® PPS product line was developed in collaboration with Wu Yu Chemical Industry Co., and has been marketed globally since 2012 [8]. - Polyplastics has introduced innovative products such as long-fiber reinforced thermoplastics (LFT) and high-performance resin powders for 3D printing applications [9][10]. Group 7: Future Developments - The Sarpek PEK, launched in 2024, is designed for high-temperature applications, offering superior heat resistance and mechanical strength, suitable for metal replacement [11]. - The company aims to continue enhancing its R&D capabilities to reduce dependency on Celanese and compete effectively against emerging domestic polymer manufacturers in China [11].