【DT新材料】 获悉，10月14日，在2025京东11.11惊喜开放日上， 京东汽车 宣布联合 宁德时代 旗下的时代电服和 广汽集团 共同推出一款"国民好 车"。该车计划于京东"双11"期间正式发布，并在京东平台开启独家销售。 对于有媒体解读京东下场造车并将推出京东品牌的汽车，10月14日，京东方面回应称： 这款新车是三方联合推出，京东主要提供用户消费洞察和独家销 售，不直接涉及制造环节。 广汽集团有关负责人介绍，新车将在广汽埃安的新能源汽车灯塔工厂生产。 同时，三方还将推动汽车产品从生产到服务的全链条智能化升级。根据规划， 该车将于"双11"期间在"宁德时代巧克力京东自营旗舰店"进行独家销 售。 为让用户深度参与新车共创，广大消费者可在京东App搜索"国民好车"，参与新车全民互动活动，向新车提出宝贵建议，一起"智造"好车。 除产品本身外，本次合作还创新推出"一站配齐"的消费新模式。 用户不仅可选择标准版车型，还可灵活选配涵盖车衣定制、车品装配、养护服务等在 内的多种套餐，实现从购车到用车的全周期覆盖。 广汽集团有关人士还介绍，通过整合京东在供应链与数字化生态方面的资源，以及宁德时代在动力电池和换电生态领域的 ...

论坛背景 " 第四届先进凝胶材料及产业应用论坛 "将于 2025年10月22-23日 在 苏州 举办，论坛以 " 创新驱动，产业融合 "为主题，旨在搭建"政产学研用资"六位 一体的交流合作平台。论坛将聚焦 凝胶材料关键科学问题、瓶颈技术及工程应用实践，寻求跨领域、跨学科、跨地域、跨国界的交流合作 ，共同推动凝 胶材料产业的创新发展。同时也为优秀青年学者提供成果展示舞台，推动跨学科合作与创新。 组织机构 主办单位 中国科学院苏州纳米技术与纳米仿生研究所 江苏省先进凝胶材料工程研究中心 DT新材料 苏州纳米科 技发展有限公司 承办单位 南京德泰中研信息科技有限公司 名誉主席 李清文 ，中国科学院苏州纳米技术与仿生研究所研究员 执行主席 张学同 ，中国科学院苏州纳米技术与仿生研究所研究员 严 锋 ，苏州大学教授 合作媒体 高分子科学前沿、探索未来科学、科匠文化、 Carbontech、洞见热管理、活动家、高分子凝胶与网络…… | 13:40-13:50 | 先进凝胶论坛 - 开幕式 | | --- | --- | | 13:50-14:20 | 题目得定 | | | 前书宏,南方科技大学教授、中国科学院院士 | | ...

Group 1: Core Insights - The article discusses the performance forecasts of several companies for the first three quarters of 2025, highlighting significant growth in net profits across various sectors [2]. Group 2: Company Summaries - **Plit**: The company expects a net profit of 321 million to 351 million yuan, representing a year-on-year growth of 53.48% to 67.82%. The growth is attributed to the continuous expansion of its modified materials business and increased orders in energy storage batteries and sodium-ion batteries [3][4]. - **Daon Shares**: The forecasted net profit is between 127.69 million and 137.51 million yuan, indicating a growth of 30% to 40%. The increase is driven by strong performance in the new energy vehicle and home appliance sectors, supported by government policies promoting consumption [5][7]. - **Lianhong Xinke**: The company reported a net profit of 232 million yuan for the third quarter, showing a remarkable year-on-year increase of 90.90%. This growth is attributed to rising prices of key products and contributions from new products [8][9][10].

Core Viewpoint - Zhejiang Pengfulong Technology Co., Ltd. has restarted its IPO process after previous setbacks, aiming for a listing by April to May 2026, with a focus on specialized engineering plastics, coatings, and biomaterials [2][4]. Group 1: IPO Process - The IPO application for Pengfulong was initially accepted in December 2022 but was withdrawn in June 2023 due to pandemic-related impacts on business performance [2]. - The company signed a listing guidance agreement with GF Securities on September 18, 2023, indicating a renewed commitment to the IPO process [2]. Group 2: Company Overview - Established in 2006, Pengfulong's core products include specialized engineering plastics, coatings, and biomaterials, serving industries such as aerospace, automotive, home appliances, electronics, petrochemicals, clean energy, and medical devices [2][4]. - The company was recognized as a key "little giant" enterprise by the Ministry of Industry and Information Technology in 2020 [2]. Group 3: Fundraising Plans - The previous prospectus indicated a fundraising target of approximately 723 million yuan, intended for projects including an 18,000-ton polymer materials future factory and a 2,000-ton special polymer synthesis technology renovation project [2][3]. Group 4: Production Capacity and Product Development - Pengfulong's future factory project, initiated in November 2022, aims for an annual production capacity of 15,000 tons of coatings and various specialized materials [4]. - The company is expanding its production capabilities, including a new 2,000-ton/year silicone resin coating line and a 1,200-ton high polymer materials project in Zhongshan Torch High-tech Zone [4]. Group 5: Product Innovations - The company's PEEK products, including various forms of resin, have gained recognition, with the PFLUON PEEK 8900HMF40 winning the "Innovation Material Award" in 2025 for its strength comparable to aluminum alloy but with one-third the density [4][6]. - Pengfulong's non-stick coatings, based on polytetrafluoroethylene and polyarylether resin, have achieved industry-leading performance and are favored by major brands in the home appliance sector [6].

"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 ...

"车企+电池厂"的合资绑定，早已不是新鲜事， 例如宁德时代于2017-2023年间相继与上汽集团、吉利汽车、广汽集团、一汽集团及长安汽车等多家 头部车企成立合资公司；比亚迪与一汽成立了一汽弗迪；中创新航与零跑汽车成立中凌新能源；亿纬锂能与福田汽车合资等等。 未来，或将有更多动力电池企业与车企成立合资企业，包括与国际车企合资。 版权说明 ：本文素材和图片来自网络公开信息，本平台发布仅为了传达一种不同观点，不代表对该观点赞 同或支持。如果有任何问题，或进交流群，请联系 15355132586 （微信号：dtmaterial）。 【DT新材料】 获悉，企查查信息显示，10月13日， 山东理想汽车电池有限公司 （简称"理想电池"）正式成立，法定代表人刘立国，注册资本3亿元 人民币，经营范围包含电池制造；电池销售；新兴能源技术研发；电动汽车充电基础设施运营；输配电及控制设备制造；智能输配电及控制设备销售； 集中式快速充电站；新材料技术研发等。 由欣旺达动力与北京理想汽车共同持有，各持股50%。 9月19日，上海市场监督管理局已有公示：欣旺达动力与理想汽车将以50%：50%的出资比例成立合资公司，该合资公司已于上海市场监 ...

Core Insights - The rise of additive manufacturing (3D printing) in advanced thermal management is driven by the increasing thermal flow density in core chips and system modules due to advancements in AI, HPC, electric vehicles, aerospace, and high-power lasers [2] - Traditional cooling solutions are becoming inadequate, necessitating the development of high-performance liquid cooling plates and microchannel heat exchangers [2][5] Group 1: Technological Advantages and Value Chain - Additive manufacturing enables the creation of complex internal geometries that significantly enhance heat transfer efficiency, overcoming limitations of traditional manufacturing methods [5][6] - The shift from "linear cooling" to "contour cooling" allows for more efficient heat dissipation, reducing cooling time and improving product quality [6][7] - The design freedom offered by 3D printing optimizes the entire production process, leading to reduced internal stress and warping risks, thus improving yield rates [7] Group 2: Quantified Value - Performance improvements include a tenfold reduction in pressure drop for cooling systems, leading to lower energy consumption and reduced need for large pumps [8] - Studies indicate that heat sinks produced via direct metal laser sintering (DMLS) can achieve performance enhancements of 20% to 50% compared to traditional machining [8] - Despite high initial investment costs for metal 3D printing equipment, long-term lifecycle cost advantages become evident in mass production due to higher material utilization rates and reduced cooling medium requirements [8] Group 3: Core Technology Overview - Various mainstream technologies in additive manufacturing for thermal management components cater to different application scenarios and precision requirements [9] Group 4: Company Profiles - Xihe Additive (China) specializes in green laser metal additive manufacturing, providing high-performance 3D printing services for various metals [10] - Platinum is a global leader in metal additive manufacturing, with innovative liquid cooling plates that significantly enhance heat exchange efficiency [13] - Eos Group's subsidiary in Asia focuses on industrial-grade 3D printing, offering solutions that improve heat transfer efficiency through complex internal flow structures [15] - Alloy Enterprises utilizes a unique stack forging process to manufacture direct liquid cooling components, achieving significant thermal performance breakthroughs [24] - 3D Systems provides high-precision 3D printing solutions widely used in liquid cooling designs, demonstrating substantial reductions in thermal resistance [26] Group 5: Future Outlook - The application of additive manufacturing in liquid cooling is expanding from prototype manufacturing to broader industrial applications, showcasing diverse development trends among companies [35] - The upcoming Sixth Thermal Management Industry Conference will feature key players in liquid cooling and related components, highlighting the industry's commitment to advancing 3D printing technology in thermal management [36]

Core Viewpoint - Zhuhai has issued the "Zhuhai City Action Plan for Promoting the Development of Solid-State Battery Industry (2025-2030)", aiming to seize strategic opportunities in the solid-state battery industry [2] Development Goals - By 2027, Zhuhai plans to establish pilot platforms for the solid-state battery industry, set up five engineering research centers and key laboratories, and attract a number of promising solid-state battery companies. By 2030, the industry chain's key materials, core technologies, and equipment technology levels are expected to improve significantly, forming an initial scale of the solid-state battery industry [2] Key Development Directions - The focus areas include solid-state battery cell manufacturing, production equipment, and materials [3] - In solid-state battery cell manufacturing, the emphasis is on high-end consumer electronics, advancing the industrialization of semi-solid batteries, and the R&D of all-solid batteries. The goal is to enhance energy density, cycle life, and safety while overcoming technical bottlenecks [3] - For solid-state battery production equipment, the focus is on developing low-energy, low-cost, and high-performance equipment, including next-generation battery production devices [4] Solid Electrolyte and Materials - The plan includes developing various technical routes for solid electrolytes, such as oxides, sulfides, and polymers, and improving the mass production technology of ultra-thin solid electrolyte films [5] - In terms of anode and cathode materials, the focus is on lithium-rich manganese-based cathodes, high-nickel ternary cathodes, silicon-carbon anodes, and lithium metal anodes, supporting the development of new electrode materials with higher compatibility [6] Existing Companies and Production Capacity - Zhuhai currently hosts companies like Zhuhai Guanyu, Xinjie Energy, and Haisida. Zhuhai Guanyu has achieved large-scale production of semi-solid batteries, while Xinjie Energy has established a pilot production line for solid-state batteries with an energy density of ≥450Wh/kg, with an annual capacity of 200MWh. Haisida's semi-solid energy storage battery production line commenced operation in March this year, with an annual capacity of 6GWh [6]

Group 1 - NYCOA, a leading engineering nylon resin manufacturer, announced the commissioning of a third special nylon reactor at its Manchester, New Hampshire facility, which is expected to double the production capacity of long-chain nylon and copolymers [2] - This expansion is a significant milestone in NYCOA's multi-phase development strategy, aimed at enhancing material development and manufacturing technology since its establishment in 1957 [2] - The new capacity will complement the continuous production expansion of nylon 6 at the Manchester facility, ensuring supply for various markets including transportation, industrial, and sports goods [2] Group 2 - NYCOA plans to expand its specialty nylon product line with new offerings such as NXTamid T™ nylon 612 and nylon 610, and NY-Clear™ amorphous nylon 6i/6t for food packaging and automotive industries [3] - The NXTamid L™ product is designed to meet or exceed the performance of nylon 12 and nylon 11 across various applications, providing extensive customization options [3] - The NY-Flex® series, a polyether block amide (PEBA) copolymer, has critical applications in footwear, medical devices, and sports equipment, further enhancing the long-chain nylon product system [3]

Core Viewpoint - The 9th International Carbon Materials Conference and Exhibition (Carbontech2025) will be held from December 9-11, 2025, in Shanghai, focusing on the global carbon materials industry and inviting industry leaders to participate [2][6]. Group 1: Event Overview - The event will feature two main exhibition halls, covering over 20,000 square meters, with more than 800 exhibitors and is expected to attract over 50,000 professional visitors, including 1,000 industry CEOs and 2,000 end-users [6][25]. - The conference will include an opening ceremony, three major thematic conferences, and over 10 special activities, addressing key industry topics such as green material preparation, process automation, and product innovation [25][27]. Group 2: Thematic Focus - The conference will focus on two main themes: Semiconductor and Energy & High-end Equipment, showcasing cutting-edge technologies and applications in carbon materials, including special graphite, porous carbon, graphene, and carbon fiber [20][21]. - The thematic conferences will cover topics such as diamond applications, carbon fiber industry trends, and innovations in new energy carbon materials and batteries [27][28][29]. Group 3: Supporting Organizations - The event is organized by DT New Materials, with support from various institutions including the Chinese Academy of Engineering and several universities and industry associations [4][5]. - Numerous media partners will also be involved, enhancing the event's visibility and outreach within the industry [4]. Group 4: Exhibitor Participation - The list of exhibitors is continuously updated, showcasing a diverse range of companies involved in carbon materials and related technologies [8][9]. - The exhibitors will represent various sectors, including advanced battery materials, semiconductor technologies, and carbon-based products [20][21]. Group 5: Research and Innovation - Carbontech2025 will feature dedicated areas for product displays, new product launches, and research成果展示, promoting collaboration between academia and industry [32][34][35]. - The event aims to facilitate deep cooperation across the carbon materials supply chain, driving sustainable development in the industry [33].