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本周六开幕 | 2025新材料产业创新发展大会暨北京大学卓越工程师金普行
DT新材料· 2025-12-03 16:04
Group 1 - The event "2025 New Materials Industry Innovation Development Conference and Peking University Excellent Engineer Jinpu Xing" is scheduled for December 5-7, 2025, in Dalian, focusing on the theme "Intelligent Start of the 14th Five-Year Plan for Material Innovation" [4][5] - The conference aims to align with the national "14th Five-Year Plan" strategic deployment, emphasizing the importance of key core materials and promoting the development of "new engineering" [4][5] - Various institutions are involved in organizing the event, including Peking University's College of Materials Science and Engineering and the Dalian Jinpu New Area Management Committee [4][5] Group 2 - The agenda includes a series of keynote speeches and industry reports from notable figures, such as Zhang Jin, a member of the Chinese Academy of Sciences, discussing the impact of artificial intelligence on materials science [5] - Other reports will cover topics like the development opportunities in the new materials industry from a policy perspective and challenges faced by the petrochemical industry [5] - The event will also feature a site visit to key locations related to new materials development in Dalian [5][6] Group 3 - Registration for the conference is free, but participants are responsible for their own accommodation and transportation costs [6] - Attendees are encouraged to prepare in advance and submit necessary materials for the conference [6] - The event is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd., which will handle the conference services [6]
宁德时代、小鹏入股,搭载固态电池的人形机器人亮相
DT新材料· 2025-12-03 16:04
Group 1 - The core product T800, a full-size humanoid robot, was officially launched by the company on December 1, featuring a high-performance solid-state battery that provides stable operation for 4-5 hours [2] - T800 is designed with a full-joint active cooling system and high-precision temperature control technology to ensure reliable energy support for continuous operation [2] - The humanoid robot has a height of 1.73 meters and weighs 75 kilograms, utilizing aerospace-grade magnesium-aluminum alloy for lightweight and structural stability [2] Group 2 - T800 is equipped with a 360° omnidirectional LiDAR and multi-dimensional sensing dexterous hands, enabling millisecond-level environmental modeling and AI path planning [3] - The product is available in four versions: Basic, Ecological (open-source), Sharpened (Pro), and Flagship (Max), with a starting price of 180,000 yuan [3] - The company has completed technical validation for various core scenarios and is set to achieve mass production at its digital manufacturing base in Shenzhen [3] Group 3 - The company was founded in October 2023 by Zhao Tongyang, who previously led the development of the Xiaopeng PX5 humanoid robot [3] - The company has secured investments from notable firms including Xiaopeng Motors, JD.com, and CATL's investment institutions, with several listed companies as indirect shareholders [3] Group 4 - The Carbontech New Energy Carbon Materials and Battery Conference will be held on December 8-9, focusing on advancements in silicon-carbon anodes, solid-state batteries, and sodium batteries [4] - The conference aims to explore the research progress and industrialization paths of carbon materials in various applications, including porous carbon, silicon-carbon anodes, and conductive additives [22]
毛率高达47%!金发科技客户,华为/宁德时代供应商,新材料“小巨人”,冲IPO
DT新材料· 2025-12-03 16:04
Core Viewpoint - The article discusses the recent developments of Zhuhai Guoneng New Materials Co., Ltd. (Guoneng New Materials), including its IPO preparation and significant growth in revenue and net profit, driven by high-frequency and high-speed copper-clad laminates and other advanced materials [2][3]. Company Overview - Guoneng New Materials was established in 2002 and is recognized as a national-level "little giant" enterprise, as well as an innovative small and medium-sized enterprise in Guangdong Province [2]. - The company has invested 1.5 billion yuan in a 23,000 square meter headquarters and 2.3 billion yuan in a 38,000 square meter production base [2]. Product Lines - The company specializes in two main product categories: high-frequency and high-speed copper-clad laminates, and modified composite materials [2]. - Key products include PTFE series, hydrocarbon series, and high-speed series copper-clad laminates, as well as antenna covers for 4G/5G communications and components for electric vehicles [2]. Recent Achievements - The GNC3004Y high-frequency microwave substrate developed by the company has passed authoritative certification, filling a domestic technology gap in high-end high-frequency materials [3]. - Major suppliers include Jinfa Technology and China Jushi, with clients such as Huawei, Ericsson, and BYD [3]. Financial Performance - In 2023, the company reported revenues of 114 million yuan and a net profit of 7.61 million yuan, with a net profit growth of 113.21% in 2024 [3][4]. - For the first half of 2025, revenues reached 92.45 million yuan with a net profit of 23.81 million yuan, achieving a gross margin of 47.08% [4]. Market Trends - The demand for high-end printed circuit boards (PCBs) is increasing due to the rapid development of high-tech industries such as AI and autonomous driving [5]. - The shortage and price increase of high-end materials in the PCB supply chain are driven by the growing demand for AI servers and related components [6]. Future Outlook - The ongoing demand for AI data centers is expected to further boost the market for high-frequency and high-speed PCBs, indicating a positive growth trajectory for the industry [6][7].
倒计时8天!中石化/万华/中资环集团/金发/惠城环保/霍尼韦尔/伊士曼/恒逸/精工/利安德巴赛尔......
DT新材料· 2025-12-03 16:04
大会概 况 高分子循环利用已成为缓解全球资源紧缺与环境压力的重要途径,世界许多国家都已出台强制使用再生高分子的政策法规。新央企中国资源循环集团的 重磅成立,或标志着我国高分子循环利用产业将迈向新的发展地位,战略意义凸显。 世界不同区域对于高分子循环回收的最新态度和举措是什么?面向"十五五",国家对于高分子循环利用产业的顶层设计将有何指导?高分子循环回收到 底能不能挣钱?究竟哪种先进技术能实现大规模可复制?循环高分子材料的应用能为制品企业带来多少的税收减免红利?产品的碳足迹怎样追溯与核 算?如何在强制法规与产业"内卷"中脱颖而出?分子可逆设计能否从根本上打破高分子难回收枷锁? 第三届高分子循环再利用大会 将于 12月11-13日 在 浙江宁波 召开,本届大会围绕 政策趋势、化学回收&物理回收技术、循环材料高值化利用(纺 织、家电、汽车、包装、风机叶片)、动态可持续高分子 展开交流与合作。大会将邀请国际领先企业、代表性专家学者、政府、园区、资本、协会和 联盟等各方共探高分子循环利用之路。 组织机 构 2025(第三届)高分子循环再利用大会 ——化学回收、物理回收、创新应用、动态高分子 主办单位: 宁波德泰中研信息 ...
恩力动力,完成数亿元融资,固态电池产品供应无人机与机器人
DT新材料· 2025-12-03 16:04
【DT新材料】 获悉 ,11月28日, 恩力动力 宣布,公司近日完成B+轮融资,融资金额为数亿元。本轮融资中,北京市绿色能源和低碳产业投资基金、北京市新 材料产业投资基金作为战略投资方参与,老股东绿动资本继续加持。资金将主要用于固态电池研发、市场拓展及产业扩张。 恩力动力自成立以来,专注固态电池技术研发与产业化,采用"半固态-准固态-全固态"的阶段性发展路径,逐步解决界面阻抗和材料稳定性问题。 目前,半固态电池能量密度为300-400Wh/kg并实现量产,锂金属准固态电池产品能量密度为400-520Wh/kg,已在工业无人机、eVTOL、机器人、高端电摩等场景 中应用;全固态电池处于中试开发和量产转化阶段。 技术方面, 公司聚焦硫化物固态电解质路线 ,开发出3.5Ah至100Ah多规格软包电池,能量密度270-600Wh/kg,可在-40℃至100℃环境下运行,应用于无人机、 机器人、高端电摩等领域。 恩力动力在界面工程、锂金属负极保护和超离子导体材料等方面取得技术突破,并通过可控粒径技术和原位自填充工艺,实现零外加压力下的均匀界面接触。 在产业化推进方面 ,公司规划了阶段性产能布局:2026年推出1–20A ...
倒计5天!120+报告 近400家展商!金刚石+电池+碳纤维年度盛会,观展攻略请收好!
DT新材料· 2025-12-02 16:05
尊敬的各位展商、嘉宾、参会代表、观众、合作单位、媒体及业界朋友们: 您好! 诚挚欢迎您参加 Carbontech2025第九届国际碳材料大会暨产业展览会 。本届展会以 "材料创新驱动产业变革" 为主线,其中 N1半导体碳材料馆 聚焦金刚 石及超硬材料的最新成果与产业化应用, N2能源与装备碳材料馆 集中展示碳材料在风电、空天、汽车、储氢及电池等战略性领域的应用与创新解决方案。 Carbontech2025将举办 4大应用端大会,以及新品发布、钻石宣讲、供需对接等7大同期活动 。我们诚邀国内外知名学者、技术专家、产业领军企业及创 新团队莅临参与! 展会名称: Carbontech 2025第九届国际碳材料大会暨产业展览会 展会主题: 材料创新驱动产业变革 展会时间 : 202 5年12月9-11日 展会地点: 展馆分布: N1半导体碳材料馆、N2能源与装备碳材料馆 应用大会: 2025金刚石年会 (金刚石全场景应用拓展 & 材料制造大会、超精密加工与制造大会) 、碳纤维高端装备制造大会、新能源碳材料与电 池大会 同期活动: 新品发布、供需对接、科研成果展示、应用产品展示、培育钻石看货会...... 会务信息 组 ...
倒计5天!Carbontech新能源碳材料与电池大会+第九届国际碳材料展览会
DT新材料· 2025-12-02 16:05
Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Industry Exhibition will be held from December 9-11, 2025, in Shanghai, focusing on advancements in carbon materials and their applications in energy storage and battery technologies [22]. Group 1: Conference Overview - The conference will cover topics such as silicon-carbon anodes, solid-state batteries, and sodium batteries, discussing the latest research and industrialization paths for carbon materials [3][22]. - The event will feature various sessions, including keynote speeches, expert panels, and product launches, aimed at fostering collaboration and innovation in the carbon materials sector [21][22]. Group 2: Supporting Organizations - The conference is organized by DT New Materials and supported by several institutions, including the National Engineering Research Center for Vehicle Supercapacitors and various leading companies in the new energy and battery sectors [4][22]. - Notable supporting media include DT New Materials, Carbontech, and other industry-specific publications, highlighting the event's significance in the carbon materials industry [4]. Group 3: Agenda Highlights - Key sessions include discussions on cutting-edge battery materials, the outlook for the new materials industry, and advancements in silicon-based anodes [5][6][8]. - The agenda features presentations from prominent experts in the field, covering topics such as carbon nanotubes, graphene applications, and the development of high-performance silicon-based anode materials [6][8][10]. Group 4: Exhibition Details - The exhibition will showcase a wide range of carbon materials, including porous carbon, silicon-carbon composites, and carbon fibers, along with production and processing equipment [22]. - The event aims to connect industry players, researchers, and investors, facilitating knowledge exchange and potential partnerships in the carbon materials domain [22].
中科院宁波材料所刘小青:环氧树脂的化学降解回收——心腹之患与燃眉之急
DT新材料· 2025-12-02 16:05
可化学降解环氧树脂不止能用于以上场景,还包括: PPWR的核心逻辑,其实是 " 把外部成本内部化 ",让包装的环境成本,真正体现在生产和消费环 节。 然而,对于可化学降解环氧树脂如何大规模商用,还面临着许多难题。 废弃环氧树脂的回收设计中如何处理其他废弃物组分?回收的经济性究竟如何?如何降低回收工艺中 的能耗与污染?在实际商业化应用中真实表现如何? 中科院宁波材料所 刘小青 研究员 将出席 12月11-13日 于 宁波 召开的 2025(第三届)高 分子循环再利用大会 ,并在 现场分享题为" 环氧树脂灌封电子电器的高值化学降解回收 "的 报告! 环氧树脂作为重要热固性材料,凭借优异的粘接性、绝缘性、耐化学性和机械强度,广泛应用于汽 车、航空航天、风电及电子等领域。但其固化后无法通过加热或溶剂溶解进行再加工,也难以降解回 收,废弃后通常只能采用填埋、粉碎或化学分解处理,导致资源浪费和环境污染问题。因此,开发高 效可控的环氧树脂降解回收技术,构建资源循环利用体系已成为当前高分子材料领域亟待突破的关键 课题。 中科院宁波材料所的新型热固性树脂团队围绕动态共价键体系可降解环氧树脂存在的服役稳定性不足 与成本过高的行业 ...
国内车企11月销量,“冰火两重天”
DT新材料· 2025-12-02 16:05
Core Viewpoint - The domestic automotive industry is experiencing a "two extremes" situation in November, with some leading companies showing a decline in sales while others report significant growth [2]. Group 1: Sales Performance - BYD's November sales reached 480,186 units, a year-on-year decrease of 5.25%, with domestic sales down by 26.81% [3][4]. - SAIC Group and Geely's new energy vehicle sales in November were 209,401 units and 187,798 units, respectively, showing year-on-year growth of 19.75% and 53.36% [3][4]. - Geely's high-end new energy vehicle brand, Galaxy, achieved sales of 132,700 units, a remarkable year-on-year increase of 76% [3]. - New car manufacturers like Leap Motor, Xiaomi Auto, and Xpeng Auto have completed their annual delivery targets ahead of schedule, with Xpeng achieving a 100% year-on-year growth, totaling 380,200 units [3]. - Lantu and Avita, state-owned new energy vehicle companies, reported record monthly sales of 20,005 units and 14,057 units, reflecting year-on-year growth of 84.28% and 25.29% respectively [3][4]. Group 2: Market Trends - The overall sales performance in November 2025 is weaker compared to November 2024, indicating potential short-term disruptions due to various factors [3]. - The implementation of the new energy vehicle purchase tax subsidy reduction starting January 1, 2026, is prompting companies to accelerate sales efforts by the end of 2025 [3].
又一机器人独角兽,冲IPO
DT新材料· 2025-12-02 16:05
Core Viewpoint - Ledong Robotics has refiled its IPO application in Hong Kong after its initial submission expired, focusing on visual perception technology for smart robots [2] Group 1: Company Overview - Ledong Robotics was established in 2017 and specializes in intelligent robot infrastructure centered around visual perception, providing products for various emerging applications [2] - The company has completed multiple rounds of financing with participation from firms such as Shen High-tech Investment, Hupu Capital, and CICC [2] - Visual perception technology is crucial for smart robots, enabling them to detect, locate, and understand objects and scenes through sensors and AI algorithms [2] Group 2: Market Position - By 2024, over 6 million smart robots equipped with Ledong's visual perception technology are expected to be in operation, positioning the company as the largest in this sector globally [2] - The product range includes floor cleaning robots, lawn mowing robots, room service robots, delivery robots, inspection robots, and logistics robots [2] Group 3: Financial Performance - Ledong Robotics reported revenues of 234 million yuan, 277 million yuan, and 467 million yuan for 2022, 2023, and 2024, respectively, with a 97% year-on-year revenue growth in the first half of this year [3] - Despite revenue growth, the company has been experiencing continuous net losses, with losses of 73.13 million yuan, 68.49 million yuan, and 56.48 million yuan projected for 2022, 2023, and 2024, respectively [3] - The company attributes its losses to being in a growth phase focused on product innovation and global expansion, expecting to continue incurring operational losses in the short term [3] Group 4: Profitability Metrics - The product gross margin for Ledong Robotics was 27.3%, 25.7%, and 19.5% for 2022, 2023, and 2024, indicating a significant decline, although it rebounded to 25.4% in the first half of this year [3]