继今年7月，东丽宣布全球首创STF-2000光敏聚酰亚胺后，又一高性能聚酰亚胺材料突破来了！ 详见：东丽突破，旭化成扩产，国内龙头也加码 【DT新材料】 获悉，11月27日， 东丽株式会社 （Toray Industries, Inc.）宣布，已成功开发出一款半导体后端工艺关键材料: 高耐热性树脂聚酰亚胺 临时键合材料 ，适用于制造厚度 30 微米及以下的半导体晶圆。目前，东丽已启动该材料的样品供货，计划利用现有量产设施，于 2028 年实现规模化 生产。 据悉，该材料 不含全氟和多氟烷基物质、N - 甲基吡咯烷酮等 受严格监管的有害成分，兼顾技术与环保要求；弹性模量达传统产品的 2.5 倍，晶圆总 厚度偏差≤1.0 微米，解决了 背部研磨过程中的变形与压力不均问题 ；应用方面覆盖 AI 半导体用 HBM、NAND 闪存、功率半导体 三大核心领域，适 配下一代半导体垂直堆叠技术需求。 随着摩尔定律的物理扩展接近极限，半导体产业正加速向 三维集成、异构集成等先进制造技术 转型。在这一背景下，晶圆厚度不断减薄成为必然趋 势， 先进封装技术如 2.5D/3D 封装、扇出型封装、芯片堆叠以及硅通孔（TSV）等普遍要求 ...

Core Viewpoint - The establishment of Fujian Zhong-A Refining and Chemical Co., Ltd. marks a significant milestone in Sino-Saudi energy cooperation, with a total investment of 71.1 billion RMB, indicating the project's transition into the operational phase [2][4]. Group 1: Company Overview - Fujian Zhong-A Refining and Chemical Co., Ltd. was officially registered on September 4, 2025, with a registered capital of 28.8 billion RMB. The ownership structure includes Fujian Refining holding 50%, Sinopec holding 25%, and Saudi Aramco's subsidiary holding 25% [6]. - The core operational project is the second phase of the Fujian Gulei integrated refining project, which is the largest single investment refining project by Sinopec and the largest industrial project in Fujian Province [6]. Group 2: Project Details - The Gulei refining phase II project plans to construct a refining capacity of 16 million tons per year, along with 1.5 million tons per year of ethylene and 2 million tons per year of paraxylene, supported by a 300,000-ton crude oil terminal [6]. - Upon completion, the project is expected to process 16 million tons of crude oil annually, producing 2.88 million tons of aviation fuel and marine fuel, as well as 12.7 million tons of polyolefins and other chemical products [6]. - The project aims to fill the raw material gap in Fujian's petrochemical industry and is projected to drive over 200 billion RMB in upstream and downstream investments, significantly boosting the Gulei petrochemical base's output value to over 300 billion RMB [6]. Group 3: Strategic Importance - The collaboration between Saudi Aramco and China has expanded to include partnerships with companies like Rongsheng Petrochemical and the establishment of HAPCO, reflecting a growing synergy in the energy sector [7]. - The increasing trade volume between China and Saudi Arabia, along with Saudi Arabia's public investment fund investing over 22 billion USD in China, highlights the strategic importance of energy cooperation as a core component of the Belt and Road Initiative and Saudi Vision 2030 [7].

Core Insights - The article discusses the upcoming Carbontech New Energy Carbon Materials and Battery Conference, focusing on advancements in carbon materials and their applications in battery technology [13][14][36]. Group 1: Key Companies - The report includes analysis of 14 key companies involved in solid-state battery technology, such as Ganfeng Lithium, QuantumScape, and Solid Power [4][7]. - Ganfeng Lithium announced mass production of lithium sulfide in April 2025, marking a significant milestone in solid-state battery development [7]. Group 2: Technical Developments - Solid-state batteries are focusing on oxide and sulfide electrolyte technologies, with advancements in flexible solid electrolyte membranes [8]. - The ionic conductivity of oxide solid electrolytes has reached 1.5 mS/cm, and lithium-ion conductivity exceeds 12 mS/cm [8]. Group 3: Conference Agenda - The conference will feature discussions on the latest developments in porous carbon, silicon-carbon anodes, and graphene applications in battery technology [14][15]. - Notable speakers include professors from various universities discussing advancements in solid-state battery materials and applications [16][17]. Group 4: Registration and Participation - Registration fees for the conference are set at ¥1200 for corporate representatives and ¥800 for students, with various payment methods available [21]. - The event is organized by DT New Materials and supported by several industry leaders, indicating strong industry backing [20].

Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 杉杉，易主 特种石墨"小巨人"起诉，杉杉重组突生变！ 以下文章来源于Carbontech ，作者Carbontech 杉杉，重整方案被否 11月24日， 方大炭素公告称，公司拟作为产业协同方参与杉杉集团及其全资子公司实质合并重整投资人招募。 关注点落在一家传统炭素企业与一家全球化锂电材料公司的交汇上。在行业普遍强调性能一致性、结构稳定性和体系协作的当下，这两家企业的接近，很难 被视为单纯的资产动作，更像是 碳材料产业链在技术层面出现的重要趋势信号。 方大炭素所处的 炭素材料领域 强调高温石墨化、热场结构、杂质排除以及大规格碳制品的性能稳定性，而杉杉股份则在 锂电负极材料体系和偏光片工程化 工艺 上深耕多年。这两条路径本质上共享同一套底层物理机制，但过往因产业分工、客户体系和商业路径差异，技术体系之间的沟通并不充分。如今，当负 极材料竞争从吨成本和扩产节奏转向微结构调控、快充性能和固态体系适配时，这种割裂开始阻碍产业进一步爬坡。 方大炭素在炭素行业多年的沉淀，使其掌握了石墨化环节最关键的热场设计和炉体工程能力。 石墨化并非简单的温度提升，而是对 ...

Core Insights - The article discusses the implementation plan approved by the State Council to enhance the adaptability of consumer goods supply and demand, aiming for significant optimization of the supply structure by 2027, with the creation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1][2]. Group 1: Key Consumption Areas - The three trillion-level consumption fields identified include elderly products, smart connected vehicles, and consumer electronics. The market for elderly products is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [2]. - The ten hundred-billion-level consumption hotspots encompass baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food and supplies, civilian drones, trendy toys, jewelry, and national trend clothing. These areas are showing strong growth momentum and significant development potential [2]. Group 2: Market Trends and Opportunities - The article highlights the dual approach of "stock optimization" and "incremental creation" to stimulate consumption. Stock optimization focuses on enhancing product quality and cultural elements, while incremental creation targets new products and services for emerging demographics and needs, such as smart home ecosystems and solutions for the aging population [1][2]. - The diversification and vitality of the consumption market are emphasized, with trends like health living and fitness driving demand for outdoor and fitness products, and the IP economy appealing to younger consumers through trendy products [2].

以下文章来源于DT半导体 ，作者DT半导体 DT半导体 . 聚焦于半导体材料行业的最新动态 12月9-11日 ，由DT新材料主办的 第九届国际碳材料大会暨产业展览会（Carbontech 2025） 将 在上海新国际博览中心隆重举办，同期举办的Carbontech2025金刚石年会， 已邀请国内外知名专家和企 业莅临交流，欢迎报名。 欢迎扫码报名参会， 免费参观。 近期，全球半导体产业迎来了一个值得关注的重要信号 —— 美国人造钻石企业 Diamond Foundry （DF）宣布，其位于西班牙特鲁希略的合成金刚石晶圆厂获得西班牙政府以及欧盟批准，将大规模生产用 于芯片制造的半导体级单晶金刚石 （single-crystal diamond, SCD）衬底 。 西班牙政府通过国家半导 体支持计划出资 7.53 亿欧元（约合 8.68 亿美元） ，DF 自身也承诺在未来几年追加投资，这一举措标 志着"金刚石——从珠宝到芯片基底"的转型迈入工业化、商业化新阶段。 为什么这个项目值得业内关注？ 众所周知，目前绝大多数半导体器件依赖硅（Si）作为衬底材料——但硅的热导率相 对有限，这成为高功 率、高密度芯片（如 AI ...

Core Viewpoint - The nylon industry in China is entering a critical opportunity period for high-end transformation, with products penetrating emerging high-end fields such as new energy vehicles, robotics, and eVTOL, becoming core materials for upgrading related industries [1] Group 1: Industry Challenges - Emerging application scenarios impose higher requirements on nylon materials, including high and low-temperature resistance, low water absorption, and high flame retardancy for new energy vehicles, as well as stringent strength, wear resistance, and dimensional stability for robotics [1] - Issues such as inconsistent performance indicators, lack of core technical parameters, and ambiguous quality assessment standards hinder the adaptation costs and application promotion, severely restricting the nylon industry's breakthrough towards high-end applications [1] Group 2: Standard Development - DT New Materials is initiating the development of industry standards for advanced nylon materials, focusing on core application areas like new energy vehicles, robotics, and eVTOL, aiming to provide unified and authoritative technical basis for high-quality industry development [1][5] - The proposed standards will cover technical requirements, testing methods, inspection rules, and packaging/storage requirements for nylon materials used in new energy vehicles, robotics, and eVTOL [4] Group 3: Participation and Benefits - Participation in the standard-setting process is encouraged, with benefits including priority access to standard texts and recognition in related documents, enhancing corporate recognition in the industry and end markets [3] - The establishment of a communication platform will facilitate the promotion of the nylon industry standards through various media and industry events, inviting active participation from relevant units [5] Group 4: Future Events - The 2026 Advanced Nylon Industry Innovation and Application Development Conference is scheduled for March 20-21, 2026, in Guangzhou, Guangdong, focusing on innovation and application development in the nylon industry [8]

Core Viewpoint - The article discusses the emerging opportunities in the chemical recycling industry, particularly focusing on the mixed plastic chemical recycling project by Rizhao Plastic Mao Environmental Technology Co., Ltd., which aims to convert waste plastics into valuable chemical products through advanced recycling technologies [2][3]. Project Overview - The mixed plastic chemical recycling (PCR) project by Rizhao Plastic Mao is a new initiative located in the Rizhao Haiyou Chemical Industrial Park, with a total investment of 680 million yuan [4]. - The first phase of the project includes a set of waste plastic chemical recycling (PCR) facilities, with a production capacity of 200,000 tons/year for the plastic oilification unit, 400,000 tons/year for the plastic oil olefination unit, and 200,000 tons/year for the olefin refining unit [4]. Technology and Processes - The company utilizes two core proprietary technologies: "Low-Temperature Low-Pressure Catalytic Cracking and Recombination (PTO)" and "High-Selectivity Catalytic Cracking Olefin Recombination (PTP)" [5]. - PTO technology converts waste plastics such as PP, PE, and PS into pyrolysis oil with a carbon-hydrogen utilization rate exceeding the industry average by 20%, allowing for higher pricing when sold to foreign chemical giants for recycling [6]. - PTP technology directly produces core components of new plastics like ethylene, propylene, and BTX with a carbon-hydrogen conversion efficiency that is 15%-20% higher, enabling a closed-loop process within a single facility without relying on petrochemical refining [7]. Strategic Path and Industry Layout - The company focuses on "technology output + joint venture construction" as its core strategy to expand the chemical recycling industry, establishing a collaborative matrix both domestically and internationally [10]. - The first chemical recycling technology licensing project in China has been implemented, providing technical support to a NASDAQ-listed petrochemical company in the U.S., with a 40,000 tons/year waste plastic oil production project underway in Weifang, expected to produce 30,000 tons of pyrolysis oil annually [10]. - Collaborations with state-owned enterprises like China Chemical aim to develop cutting-edge technologies and create a global plastic resource recycling supply chain, while also supporting brand companies in their ESG transformations [10].

【DT新材料】 获 悉， 近日，优必选正式官宣中标2.64 亿元大单，年内已累计揽下11亿元订单总额。 此次中标项目为广西防城港市人形机器人数据采集与测试中心和人工智能科创教育示范项目。交付的核心产品为工业人形机器人 Walker S2，将全面落地全国 边境口岸旅客疏导、岗哨巡检、物流服务，以及钢铜铝大型生产基地设施巡检等关键场景，订单预计于 12 月完成交付。 同期专题论坛 消费电子热管理论坛 热科学论坛 电池热管理论坛 芯片热管理论坛 液冷技术论坛 热界面材料论坛 2025.12.03-05 传递多一点 ▶▶▶ 深圳国际会展中 无独有偶，今年10 月份，优必选还成功中标 "广西具身智能数据采集及测试中心设备采购及安装" 项目，订单金额 1.26 亿元，采购清单内同样涵盖了可自主 换电的Walker S2，计划2025 年内完成交付。 目前，优必选工业人形机器人产能已达到每月300台，预期全年交付量将超过500台；在场景应用方面，已覆盖汽车制造、智能制造、智慧物流、具身智能数 据中心等重点应用领域。 工业领域是当前机器人商业化主战场，新能源汽车焊接装配、3C精密组装、智慧物流分拣搬运等场景需求旺盛。这些场景 ...

Group 1 - CATL has announced three significant strategic partnerships with major companies in different industries, including a chemical giant, a leading liquor company, and a large automotive manufacturer [2][3][5] - The partnership with Xuyang Group focuses on renewable energy collaboration, new energy storage applications, and the green low-carbon transformation of the chemical industry [2] - The collaboration with Wuliangye Group aims to integrate traditional liquor production with new energy technologies, creating a zero-carbon transformation model for the industry [3][4] Group 2 - The partnership with SAIC Commercial Vehicle emphasizes the development of a smart battery swap ecosystem and green logistics, enhancing the electrification of commercial vehicles [5] - CATL and SAIC will co-develop advanced battery technologies, with a focus on energy density, cycle life, and fast charging performance [5] - The collaboration will also explore international expansion, addressing global battery regulations and carbon footprint policies [5]