Core Viewpoint - The strategic cooperation between Goldwind Technology and Zhongfu Shenying aims to enhance the application potential of carbon fiber in the renewable energy sector, particularly in wind power, focusing on innovation and cost reduction [1][2]. Group 1: Company Overview - Goldwind Technology is a leading wind turbine manufacturer in China, with a strong foundation in equipment research and development, industry chain integration, and global market expansion. As of March 2023, its international business spans 47 countries across six continents, with installed capacity exceeding 1GW in North America, Australia, Asia (excluding China), and South America, and an external order backlog of nearly 7GW [3]. - In 2024, Goldwind is projected to hold a 22% market share in domestic wind power installations and 15.9% globally, maintaining its position as the world's top player for three consecutive years [4]. Group 2: Financial Performance - In Q1 2025, Goldwind reported revenue of 9.47 billion yuan, a year-on-year increase of 35.7%. The net profit attributable to shareholders was 568 million yuan, up 70.8% year-on-year, while the net profit excluding non-recurring items reached 555 million yuan, reflecting a 68.4% increase, indicating that profit growth significantly outpaced revenue growth [4]. Group 3: Industry Trends - The carbon fiber application in wind turbine blades is expected to grow rapidly, with a compound annual growth rate (CAGR) of 23% projected from 2022 to 2025. By 2025, the demand for carbon fiber in offshore wind power is estimated to reach 71,000 tons, increasing to 92,000 tons by 2030. The Global Wind Energy Council (GWEC) estimates that global wind power installations could reach 182GW by 2028 [4]. - Zhongfu Shenying currently has a carbon fiber production capacity of 28,500 tons, with an additional 31,000 tons under construction [4].

摩方精密 将出席 2025（第四届）高分子3D打印材料高峰论坛 （7月18-20日 | 浙江 · 杭州），并 在现场展示 microArch® D0210、microArch® S230A、microArch® S240A等超高精密3D打印 设备所制作的打印样件与应用案例 。 摩方精密 （BMF Precision Tech Inc.）成立于2016年，是全球微纳3D打印技术及精密加工解决方案 的领军企业。凭借创新研发的 "面投影微立体光刻" （PμSL）专利技术，实现 2μm/10μm/25μm 超高 打印精度，且兼具±10μm/±25μm/±50μm超高公差控制能力。同时配置 韧性树脂、硬性树脂、耐高温 树脂等功能材料，生物应用材料，终端应用材料，陶瓷材料 等多类打印材料，可直接成型高精密结 构件和功能器件，无需再进行抛光、打磨、喷涂等后处理工艺，为传统生产方式难以实现的复杂结构 产品量身定制各类解决方案。 摩方精密聚焦微流控、微机械、生物医疗、新材料等科研领域，在精密医疗器械、精密电子器件等工 业领域，致力于为全球客户提供微纳3D打印设备制造、技术服务、加工工艺、材料开发及创新终端 应用场景。通过高效转 ...

Core Insights - The article emphasizes the importance of core components in twin-screw extruders for nylon modification processing, highlighting that challenges like uneven mixing, quality fluctuations, and capacity bottlenecks can often be addressed through these components [2][3] Group 1: Product Features - The special specifications of screw elements developed by the company enable gentler and more uniform mixing compared to conventional shear elements, significantly reducing molecular chain degradation and enhancing the mechanical properties and appearance consistency of modified nylon materials [5] - The precision of screw elements, barrels, and shafts directly influences the stability of melt delivery, uniformity of residence time distribution, and the quality of the final product, with even minor differences impacting key performance indicators of modified nylon [6] Group 2: Technological Advancements - The company is investing over 20 million to develop cold-rolled shaft processing technology, expected to achieve mass production by 2025, which will address stability and reliability issues faced by high-torque models with a torque coefficient above 13 [8] - The cold-rolling process provides unmatched surface hardness, fatigue strength, and dimensional stability, ensuring robust processing for high-end nylon modifications, such as high-temperature nylon and glass fiber-reinforced nylon [8] Group 3: Company Overview - Established in 2004, the company specializes in the production and custom development of core components for twin-screw extruders, serving leading manufacturers in various sectors including modified plastics, recycled plastics, food and pharmaceuticals, powder coatings, and feed [11][12] - The company has built a reputation for high-quality products, future-oriented technology, and absolute reliability, positioning itself as a leader in the core components of twin-screw extrusion and compounding equipment [12]

Core Viewpoint - The article discusses the production and market potential of bio-based 1,4-butanediol (BDO), highlighting the shift towards sustainable chemical production methods in response to environmental concerns and regulatory pressures. Group 1: Bio-based BDO Production - Cargill and HELM AG's joint venture Qore has officially launched the production of bio-based BDO using locally grown dent corn, with a total investment of $300 million, aiming for an annual production capacity of 66,000 tons [3] - BDO is a crucial organic chemical and fine chemical raw material with extensive downstream applications across various industries, including textiles, pharmaceuticals, and biodegradable plastics [4] - The production of bio-based BDO is primarily achieved through fermentation processes, with Qore utilizing a proprietary one-step fermentation technology developed by Genomatica [8] Group 2: Industry Developments and Collaborations - LYCRA plans to use QIRA to enhance the sustainability of its fibers, potentially reducing its carbon footprint by up to 44% [5] - BASF has entered a long-term supply agreement with Qore to incorporate QIRA into its product portfolio, aiming for sustainable chemical production [5] - Several companies are investing in bio-based BDO production, including the Korean company Xinying Group, which plans to build a $1 billion facility in Vietnam, and Jinfa Technology, which has launched a 10,000-ton bio-based BDO project in Liaoning [9][10] Group 3: Market Trends and Future Outlook - The traditional BDO production methods face challenges due to high carbon emissions, necessitating the development of greener, low-carbon production processes [7] - Despite the current higher costs of bio-based BDO compared to petroleum-based BDO, its competitive advantage is expected to grow as oil prices remain high and production technologies improve [12] - The upcoming SynBioCon 2025 conference will focus on the development and industrial collaboration of key products that can replace petrochemical raw materials, indicating a strong industry shift towards sustainable practices [13]

西湖未来智造 创始人，西湖大学 教授 周南嘉 将出席 2025（第四届）高分子3D打印材料高峰论 坛 （7月18-20日 | 浙江 · 杭州），并分享 "微纳电子增材制造技术与应用" 。 电子增材技术 为先进封装产业开启了另一扇新世界大门。与传统的依赖光刻的图案化技术相比，电 子增材可大幅降低产品生产成本，提升产品性能和加工灵活性。 微纳直写打印技术（Micro/Nano Direct Writing Printing Technology） 是一种基于增材制造的高精度加工技术，能够直接在基底上 沉积材料，形成微米或纳米级的精细结构。与传统的光刻、蚀刻等减材制造工艺相比，微纳直写打印 技术具有高精度、灵活性强、材料利用率高等特点，是近年来微纳制造领域的研究热点之一。 西湖大学周南嘉教授 于2020年孵化了西湖未来智造（杭州）科技发展有限公司（芯体素），公司自 主研发先进增材加工工艺，基于材料与设备的协同创新，为泛半导体行业提供研发及生产用低成本、 高精度、高性能制造技术。公司独创行业领先的 微米、亚微米级超高精度电子增材制造技术 ，可实 现数十种高性能 金属导电材料、聚合物、陶瓷基介质材科、光学及磁性材料的精 ...

Core Viewpoint - Dejia Energy has successfully completed nearly 300 million yuan in A+ round financing, attracting strategic investors and demonstrating strong market interest in its solid-state battery technology [1]. Group 1: Company Overview - Dejia Energy was founded in June 2022, focusing on the research and industrialization of next-generation high-energy solid-state batteries and core materials [1]. - The company has established a comprehensive infrastructure, including a 7,000 square meter R&D center, pilot production bases for solid-state electrolytes and batteries, and a GWh-level production base [2]. Group 2: Product Development and Technology - The company has developed a solid-state battery named "Jian" that features rapid charging (100% in 3 minutes), high cold resistance (over 90% capacity retention at -40°C), and intrinsic safety (non-flammable and non-explosive) [2]. - The first mass production project of a 1GWh high-energy solid-state battery was launched in March this year, with ongoing production and delivery from the first phase of the Changxing production base [2]. Group 3: Market Applications and Reception - Dejia Energy's products have been successfully applied in various fields, including drones, smart robots, computing centers, portable power sources, and new energy vehicles, receiving high praise from markets in Europe, the Middle East, and Southeast Asia [3].

高吸水性树脂（简称SAP） 是一种具有松散网络结构的低交联度的亲水性高分子化合物，也被称为超吸水性材料、吸水性凝胶材料等，具有吸收自重几百倍甚至 上千倍水的能力，吸水速率快，保水性能好，即使加压也难把水分离出来，也难溶于有机溶剂，还具有高膨胀性、吸氨性等特性。主要应用于卫生、农业园艺、 土壤改造、环保等行业。 随着人口老龄化的逐步加深，以及消费观念的逐渐改变等因素存在，同时配合规范生产、持续推广等外在助力的影响，成人失禁尿片将 成为SAP下一个新增需求点。 【DT新材料】 获悉，日前， 上海华谊新材料有限公司SAP二期项目顺利通过集团中交检查。 据悉，20 15年， 上海华谊新材料有限公司 在华谊丙烯酸公司的基础上成立，并在上海化工区建立了一个以丙烯酸及酯项目为产业基础、以催化剂项目和高吸水 性树脂项目为核心竞争优势、以丙烯酸及酯新技术升级为抓手的生产基地。建设涵盖32万吨/年丙烯酸、32万吨/年丙烯酸丁酯、8.4万吨/年冰晶型丙烯酸、6万吨/ 年丙烯酸甲/乙酯、6万吨/年丙烯酸异辛酯、 10万吨/年高吸水性树脂（SAP） 和1200吨/年催化剂的智能化工厂。 2017年，32万吨/年丙烯酸及酯项目一期工程投 ...

Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will focus on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges, taking place from July 23-25 in Nantong [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - It will feature various activities including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Experts - Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, will serve as forum chairs [4]. - Various experts from leading universities and research institutions will lead specialized forums on offshore wind power, marine energy, and Power to X technologies [5][6]. Group 4: Agenda Highlights - The agenda includes a focus on the development trends of the marine clean energy industry, the "14th Five-Year Plan" policy outlook, and discussions on creating a comprehensive innovation system [12]. - Key presentations will cover topics such as the development of new wave energy and tidal energy devices, and the challenges of deep-sea development [13][15]. Group 5: Registration and Participation - Registration fees are set at ¥3200 for corporate representatives who register and pay in advance, and ¥2800 for research representatives [47]. - Participants are required to register and collect their materials at the venue upon arrival [44].

Core Viewpoint - Huadian New Energy officially listed on the Shanghai Stock Exchange on July 16, raising a total of 18.171 billion yuan, marking it as the largest IPO in the year and the largest listed company in China's new energy power generation capacity [1][3]. Group 1: Company Overview - Huadian New Energy, established in August 2009 and based in Fuzhou, Fujian, is the final integration platform for wind and solar energy businesses of China Huadian, one of the five major power generation groups in China [1]. - The company has a substantial project reserve of 132 GW and is actively exploring new business areas such as "new energy + energy storage" and "new energy + hydrogen" [1]. - The company has a strong shareholder base, with major shareholders including Fujian Huadian Furu Energy Development Co., Ltd. (46.06% stake), Huadian International, China Life, and several other prominent investment firms [1]. Group 2: Financial Performance - As of the end of 2024, Huadian New Energy's installed capacity reached 68.6171 million kilowatts, with wind power accounting for 32.0245 million kilowatts (6.15% market share) and solar power for 36.5926 million kilowatts (4.13% market share) [3]. - The company's revenue has shown consistent growth over the past three years, reaching 24.673 billion yuan in 2022, 29.580 billion yuan in 2023, and projected to reach 33.968 billion yuan in 2024, with a compound annual growth rate of 11.3% [3]. - In 2024, the revenue from wind power was 22.741 billion yuan (67.52% of total revenue), while solar power contributed 10.939 billion yuan (32.48%) [3]. Group 3: Profitability Metrics - The net profit for Huadian New Energy was reported at 8.522 billion yuan in 2022, 9.620 billion yuan in 2023, and is projected to be 8.831 billion yuan in 2024, with a net profit margin of 27.91% and a return on equity of 10.16% in 2024 [4]. - In the first quarter of 2025, the company reported a revenue of 9.628 billion yuan, a year-on-year increase of 16.19%, and a net profit of 2.922 billion yuan, up 5.89% year-on-year [5].

Core Viewpoint - The ExxonMobil Huizhou Ethylene Project Phase I has officially commenced production, marking a significant milestone as the first major petrochemical project wholly owned by a U.S. company in China and the first foreign-funded petrochemical project in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 1: Project Overview - The total investment for the ExxonMobil Huizhou Ethylene Project is $10 billion, with Phase I including a flexible feed steam cracking unit with an annual capacity of 1.6 million tons of ethylene, two high-performance linear low-density polyethylene units with a combined annual capacity of 1.2 million tons, the world's largest single-unit low-density polyethylene unit with an annual capacity of 500,000 tons, and two differentiated high-performance polypropylene units with a combined annual capacity of 950,000 tons [1] - The ethylene production capacity of 1.6 million tons per year is the largest for a single unit in China [1] Group 2: Product Applications and Market Impact - The project will produce high-value basic chemical raw materials such as ethylene, polyethylene, and polypropylene, significantly enhancing China's self-sufficiency in high-quality raw materials like metallocene polyethylene and high-end polypropylene, thereby reducing reliance on imports of high-performance polyolefins [2] - The high-performance polyethylene produced can be used in packaging, medical materials, industrial, and consumer goods, while high-performance impact copolymer polypropylene (ICP) and non-woven polypropylene can be utilized in automotive, home appliances, hygiene, and personal care products, meeting diverse material demands across various industries [2] Group 3: Environmental and Sustainable Development - Some products will utilize recyclable materials, supporting lower carbon emissions in product applications and assisting customers in achieving sustainability goals [3] - The project adopts an external pre-treatment mode for environmental protection, which is a first in China, and the supporting comprehensive energy station can utilize process tail gas for combustion, achieving clean energy recycling [3] Group 4: Research and Development Initiatives - In February 2023, the ExxonMobil Daya Bay R&D Center began construction, equipped with the first pilot plant for polypropylene outside North America, aimed at accelerating the development of differentiated high-performance polypropylene and focusing on basic chemical research and product process development [4] Group 5: Industry Context - As of the end of 2024, China's ethylene production capacity is expected to reach approximately 57 million tons per year, a year-on-year increase of 5.3%, accounting for about 23% of global ethylene capacity. By the end of 2025, China's ethylene capacity is projected to exceed 70 million tons per year with an additional 13.3 million tons of capacity being added [5]