【DT新材料】 获悉，10月14日， 长华化学 发布《2025年度以简易程序向特定对象发行股票预案(修订稿)》，拟募集资金总额不超过1.55亿元，扣除 发行费用后的募集资金净额将用于 二氧化碳聚醚项目（一期） 。 据悉，本项目实施主体为发行人全资子公司 长华化学科技（连云港）有限公司 ，项目总投资额74,294.85万元，建成后将形成年产 8万吨二氧化碳聚 醚的产能规模， 满足公司对于高性能绿色聚醚产品的生产需求。 通过该项目，公司将逐步转型为提供兼具高性能、碳中和与可循环特性的聚氨酯解 决方案供应商，进而增强客户粘性和品牌价值。 2022至2024年，聚醚行业整体需求保持增长态势，总需求量复合增长率达15.15%，其中出口增长势头尤为强劲； 但受行业产能同质化扩张引发价格 竞争加剧、上游原材料价格波动等因素影响，行业整体盈利水平有所下滑 。对此，聚醚企业除通过降本增效增强盈利能力外，更需开发契合市场需求 的高端产品，优化产品结构以提升综合竞争力。与此同时，绿色低碳发展已成为全社会共识，碳足迹管理体系的建立推动下游客户对低碳产品的需求 显著提升。 近年来，"双碳"成为全球化工行业转型升级目标，国际化工巨头纷纷 ...

碳纤维复合材料 制备工艺复杂、产业链长、技术壁垒高。 从原丝制备，到预氧化、碳化环节，再到复合与成型等，均对制品的质量稳定性起着决定性作用。 对于碳 / 碳复合材料，致密化和抗氧化处理成为材料性能表现的关键所在。 面对持续增长的市场需求和技术挑战， 国内企业正加快碳纤维生产线的迭代升级 ，在关键 热工装备 性能提升、复合材料 成型工艺 优化、智能化制造体系 建设等方面持续发力，以推动碳纤维及其复合材料产业的高质量发展。 在此背景下，第九届国际碳材料大会暨产业展览会（ Carbontech 2025 ）将为碳纤维产业链上下游企业搭建一个高端交流与合作平台。 N2 能源与装备碳 材料馆聚焦碳纤维 在绿色能源和国之重器领域的重要意义， 打造全产业链企业展示矩阵，形成明显的资源聚集效应，助力企业实现供需精准对接，并推动碳 纤维市场开拓与跨界协同。现诚邀全球精英翘楚齐聚上海，共赴这场年度盛会！ 以下是部分已参展材料企业 （顺序不分先后，不断更新中 ...... ） 中国石化上海石油化工股份有限公司 9 月，由中国石化上海石化自主研发的 60K 大丝束碳纤维新产品正式亮相，该产品为国内首创，有效填补了国内市场空白，性能达 ...

Forum Background - The "Fourth Advanced Gel Materials and Industrial Applications Forum" will be held on October 22-23, 2025, in Suzhou, focusing on "Innovation Driven, Industry Integration" as its theme [2] - The forum aims to create a collaborative platform integrating government, industry, academia, research, application, and investment, addressing key scientific issues, bottleneck technologies, and engineering applications in gel materials [2] - It seeks cross-disciplinary and international collaboration to promote innovation and development in the gel materials industry, while providing a stage for outstanding young scholars to showcase their achievements [2] Organizing Institutions - The forum is organized by several institutions, including the Suzhou Institute of Nano-Tech and Nano-Bionics, Jiangsu Advanced Gel Materials Engineering Research Center, DT New Materials, and Suzhou Nano Technology Development Co., Ltd. [5] - Honorary and executive chairs include prominent researchers from various universities and institutes, indicating a strong academic backing for the event [5] Agenda Highlights - The agenda includes a variety of presentations on topics such as the preparation and application of carbon-based and nano-composite aerogels, advancements in smart biosensors and chips, and the current status and development of aerogel materials [6][8][10] - Notable speakers include professors from leading universities, showcasing a wide range of research areas within gel materials [6][8][10] Registration and Accommodation - Registration fees are set at 2600 RMB for formal representatives and 1400 RMB for student representatives, with specific payment instructions provided [23] - Several hotels near the venue offer special rates for participants, ensuring convenient accommodation options [25][26] Transportation - Detailed transportation options to the venue are provided, including public transit routes and estimated taxi fares from various locations, facilitating easy access for attendees [26]

Core Viewpoint - The article highlights the strategic development of Xinzhou Bang in the electronic chemical materials sector, particularly focusing on the layout of fluorinated polyimide monomers and resins, which is crucial for high-end capacitor packaging materials and completing the entire industry chain [2][4]. Financial Performance - In the first half of 2025, Xinzhou Bang achieved operating revenue of 4.25 billion yuan, an increase of 18.58% year-on-year; operating profit reached 560 million yuan, up 13.66%; and net profit attributable to shareholders was 480 million yuan, rising 16.36% [3]. - The battery chemical business, as a pillar, generated revenue of 2.815 billion yuan, a year-on-year growth of 22.77% [3]. - The organic fluorine chemical business, noted for its strong profitability, reported revenue of 722 million yuan, a slight increase of 1.37%, with a gross margin of 62.80% [3]. - The electronic information chemical business experienced the fastest growth, with revenue of 679 million yuan, up 25.18% year-on-year [3]. Product Development - The fluorinated polyimide (FPI) offers unique advantages such as excellent gas separation performance, high transparency, low dielectric constant, outstanding solubility, and suitable moisture absorption, making it ideal for applications in flexible electronics and sensors [3]. - Xinzhou Bang's layout of fluorinated polyimide monomers and resins is a key initiative to enhance its integrated capabilities from materials to components, targeting specific applications like flexible electronic skin [4]. Industry Position - Xinzhou Bang is positioned among global players in the fluorinated polyimide industry, which includes companies like DuPont, Japan's Daikin, and South Korea's SK, while also competing with domestic firms such as Zhongtian Shengxin Materials and Dinglong Holdings [4].

Core Viewpoint - The article discusses the strategic collaboration between companies in the solid-state battery materials sector, focusing on the partnership between Dongsheng Technology and Boyuan Co., which aims to enhance the development and supply of solid-state lithium battery materials [3][4]. Group 1: Strategic Collaboration - Dongsheng Technology and Boyuan Co. signed a strategic cooperation framework agreement to develop solid-state lithium battery materials, including key raw materials like lithium iodide and lithium sulfide [3][4]. - The collaboration will explore capital-level cooperation in upstream materials and establish an integrated supply chain through mutual equity investments [4]. Group 2: Market Dynamics - Iodine, a crucial additive for sulfide solid electrolytes, is projected to see price increases due to limited supply from overseas giants, with estimates suggesting that 90 tons of iodine is needed for every 1 GWh of solid-state batteries [4]. - Boyuan Co., a leader in lithium iodide production, reported a projected revenue of 13.279 billion yuan in 2024, with over 80% of its income derived from fine chemicals [6][7]. Group 3: Product Development and Applications - Dongsheng Technology has established a comprehensive layout in solid-state lithium battery materials, achieving 10-ton level batch shipments of sulfide solid-state battery materials by mid-2025 [8]. - The company has successfully developed high ionic conductivity sulfide solid electrolytes and is positioned to supply materials for applications in drones, eVTOLs, and humanoid robots [8].

Group 1 - The core viewpoint of the article highlights the successful commissioning of the 100,000 tons/year Nylon 66 project by Liaoyang Petrochemical, which is a significant step towards achieving its strategic goal of becoming a "giant in specialty industries and products" [2] - The total investment for the Nylon 66 project is 1.21 billion yuan, with construction starting on March 15, 2024, and expected completion by July 2025. The project includes the establishment of a complete industrial chain involving 50,000 tons/year of adiponitrile, 50,000 tons/year of hexamethylenediamine, 120,000 tons/year of salt production, and 100,000 tons/year of Nylon 66 [2] - Liaoyang Petrochemical, established in 1999, is a subsidiary of China National Petroleum Corporation and operates as a large-scale petrochemical enterprise with 58 main production units and 38 auxiliary production units [2] Group 2 - In addition to the Nylon 66 project, Liaoyang Petrochemical is also undertaking a project to expand its production capacity of ultra-high molecular weight polyethylene, with an investment of 211 million yuan, which will enhance its existing 70,000 tons/year polyethylene production line [2]

Core Insights - The article emphasizes the rapid evolution of cooling technologies in data centers, particularly the shift from traditional water cooling to advanced refrigerants and fluorinated liquid cooling systems, driven by the increasing demand for AI computing power and high-density servers [2][24]. Group 1: Industry Trends - The global market for liquid cooling is transitioning from a "validation phase" to an "application explosion phase," with significant policy support in China, including the recognition of liquid cooling technology as a key component of AI computing infrastructure [2]. - IDC predicts that the market size for liquid cooling servers in China will reach $16.2 billion by 2029 [2]. Group 2: Traditional Refrigerants Evolution - Traditional refrigerants have undergone three generations of evolution, with environmental considerations being the core driving force for this transition [4]. - Major players in the inorganic refrigerants market include Linde, A-Gas, and Sinochem, while the fluorocarbon segment is dominated by companies like DuPont and Honeywell [7][8]. Group 3: Rise of Fluorinated Liquids - Fluorinated liquids are emerging as a crucial alternative to traditional refrigerants, particularly in data centers and electric vehicles, due to their excellent insulation and efficient heat dissipation properties [13][24]. - The article highlights that fluorinated liquids, such as perfluorocarbons (PFCs) and hydrofluoroethers (HFEs), are gaining traction due to their safety, efficiency, and environmental benefits [13]. Group 4: Key Players in Fluorinated Liquids - 3M has a historical advantage in fluorinated liquid technology, but recent environmental concerns have led the company to announce its exit from the production of certain fluorinated substances by 2025, creating opportunities for domestic companies [14]. - Other notable companies in the fluorinated liquid market include Solvay, AGC, and Chemours, each offering specialized products for data center cooling applications [15][16]. Group 5: Market Dynamics - The traditional refrigerant market is characterized by competition between international giants like Linde and Honeywell and local Chinese firms such as Sinochem and Juhua Group [24]. - The article suggests that domestic companies are rapidly advancing in the fluorinated liquid sector, leveraging cost advantages and technological breakthroughs to challenge foreign dominance [24].

Core Viewpoint - China National Petroleum Corporation (CNPC) Shanghai New Materials Research Institute aims to attract high-level scientific research talent globally to innovate in the chemical new materials industry [1][3]. Group 1: Institute Overview - Established in December 2021, the CNPC Shanghai Institute focuses on ensuring national energy security and advancing the petrochemical new materials sector [1]. - The institute aspires to become a leading research hub for new materials technology and original technology sources, aligning with international standards and national strategies [1][3]. Group 2: Recruitment and Talent Acquisition - The institute is implementing a global recruitment initiative for senior researchers, researchers, and senior R&D engineers, requiring a PhD and 5 to 10 years of relevant work experience [8]. - The recruitment covers various departments, including advanced materials, special engineering materials, application development, high-performance fibers, and high-end elastomers [9][10][11][12][13][15]. Group 3: Research and Development Facilities - The new R&D center building has been completed and is equipped with state-of-the-art research facilities, laboratories, and office spaces, providing a comprehensive support system for researchers [4]. Group 4: Compensation and Benefits - The institute offers a competitive market-oriented compensation system, including supplementary provident fund, corporate annuity, and supplementary medical insurance, ensuring the professional development and quality of life for employees [7].

Core Viewpoint - Chujiang New Materials is experiencing significant profit growth, with a projected net profit of 350 million to 380 million yuan for the first three quarters of 2025, representing a year-on-year increase of 2057.62% to 2242.56% [2]. This growth is attributed to the successful release of production capacity and profit realization following strategic adjustments in its product structure. Business Structure and Strategy - The company has transitioned from a traditional copper alloy processing enterprise to a high-end composite materials and advanced equipment manufacturing entity, establishing a dual business structure of "metal + carbon materials" [2][3]. - The copper processing business remains a cash flow foundation, while the carbon fiber and high-temperature equipment sectors have significantly increased their contribution to profit growth [2][3]. Subsidiary Contributions - Tian Niao High-tech focuses on carbon fiber and its downstream applications, having established a new generation of high-performance carbon fiber production lines, with stable operations and large-scale supply capabilities [3][5]. - The company is the only domestic producer of carbon brake preforms for aircraft and the sole supplier for the C919 aircraft [3]. - Dingli Technology supports the carbon fiber business by manufacturing high-temperature equipment, enhancing the production process from precursor oxidation to high-temperature carbonization [3][6]. Market Position and Future Outlook - With the increasing demand for carbon fiber in sectors like wind energy, hydrogen storage, and high-end industrial equipment, Chujiang New Materials is positioned to benefit from the recovery in these markets [3][5]. - The company is transitioning from a "cyclical manufacturing" model to a "technology-driven materials enterprise," which is expected to enhance its position in the carbon materials industry and ensure sustainable growth [7].

Core Viewpoint - The rapid development of the electric vehicle market has made the performance and safety of power batteries a core focus of the industry, with thermal management materials like thermal conductive adhesives playing a crucial role in battery efficiency and safety [2][5]. Group 1: Applications of Thermal Conductive Adhesives in Power Batteries - Thermal conductive adhesives optimize heat transfer between battery cells and modules, preventing localized overheating during charge and discharge cycles [3]. - In battery packs, these adhesives are used for thermal management between modules and cooling systems, such as liquid cooling plates and air cooling channels [4]. Group 2: Technical Requirements for Thermal Conductive Adhesives - Thermal conductivity is a critical parameter, typically required to be between 1.5 to 5.0 W/m·K, balancing cost and performance based on specific applications [5]. - Viscosity and application properties are essential for automated production lines, ensuring good coating without sagging or poor curing that could affect production efficiency and product quality [5]. - Adhesives must maintain stability under long-term high and low-temperature cycling, avoiding cracking or powdering to ensure effective thermal management [5]. - Electrical insulation properties are vital, with volume resistivity needing to exceed 10¹² Ω·cm to prevent leakage risks and ensure safe battery operation [5]. Group 3: Market Dynamics and Future Outlook - The market for thermal conductive adhesives in power batteries is characterized by both established international companies and emerging domestic players leveraging their technological advantages and innovation capabilities [95]. - Continuous technological advancements and growing market demand are expected to drive these manufacturers to further enhance battery performance and contribute to the development of the electric vehicle industry [95].