Core Viewpoint - Dow Chemical has announced a comprehensive restructuring plan called "Transform to Outperform," aimed at simplifying operations, optimizing end-to-end processes, and improving cost structures to enhance customer service [2][3]. Group 1: Restructuring Plan - The "Transform to Outperform" plan aims to increase operational EBITDA by at least $2 billion (approximately 14 billion RMB) in the short term, with two-thirds of the gains expected from production efficiency improvements and one-third from business growth [2]. - The company anticipates one-time costs associated with the plan to be between $1.1 billion and $1.5 billion, including severance costs for approximately 4,500 employees, which represents about 13% of the workforce [2][3]. Group 2: Financial Performance - For Q4 2025, Dow reported net sales of $9.46 billion, a 9% year-over-year decline, with a net loss of $1.477 billion compared to a loss of $35 million in Q4 2024 [4][7]. - The company's full-year net sales for 2025 were $40 billion, down from $42.964 billion in 2024, with a net loss of $2.4 billion compared to a profit of $1.2 billion in 2024 [6][7]. - Operating EBIT for Q4 2025 was $33 million, a significant decrease from $454 million in Q4 2024, reflecting challenges in the packaging and specialty plastics sectors [7]. Group 3: Market Challenges - The decline in sales volume was primarily driven by decreased demand in the packaging and specialty plastics sectors, influenced by lower polymer prices and reduced demand in the photovoltaic sector [4][5]. - Local prices fell by 8% year-over-year and 3% quarter-over-quarter, contributing to the overall decline in sales [4].

相变材料（PCM） 是高效储能与精准温控的核心功能材料。近年来，随着机理研究和晶型调控等基 础研究不断突破，微胶囊封装和相变纤维纺丝等工艺成熟度不断提升，以及冷链物流、建筑节能、动 力电池、智能纺织品、光热发电储能、5G 基站/数据中心、航空航天装备热防护等新兴领域对节能减 碳技术与材料的旺盛需求，相变材料（PCM）表现出巨大的市场增长潜力。 由 DT新材料 主办的 第三届相变材料创新与应用论坛 定于 2026年4月16-18日 在 广州 召开。论坛以 "智启相变・赋力千行" 为主题，特设 广州美亚科技发展有限公司 参观、青年科学家及前沿技术论 坛、墙报展示、资源对接 等特色活动 ， 旨在促进相变领域学术界和企业界之间的交流与合作，探讨 行业最新前沿和突破，推进技术与应用创新。 论坛组委会诚邀领域专家、学者学生，以及产业界人 士共同参与，共同推进相变产业新未来。 以下为您带来第一波共计10位嘉宾剧透，包含 材料开发、相变储能/储热、电子/高端设备应用、纺 织品、建筑 等方面的 大咖专家及领军企业 ： / 第 1 波嘉宾剧透 排名不分先后，更多嘉宾确认中 （1）张正国 华南理工大学教授 传热强化与相变储热专家 ...

【DT新材料】 获 悉， 据多家媒体报道，固态电池公司 晶核能源 近日完成数千万元天使轮融资，由 天空工场创投基金 领投。资金将主要用于固态电池 技术的商业化落地、核心团队引进以及全球市场拓展。 晶核能源 成立于2025年12月24日，是一家专注于全固态电池电芯与系统解决方案的新公司，注册资本100万元，位于浙江嘉兴秀洲区，其背后实控方 为星空计划（上海）汽车有限公司。星空计划成立于2025年1月，注册资本高达10亿元，总部位于上海临港新片区， 实控人为追觅科技创始人俞浩。 追觅科技以扫地机器人、洗地机等智能家电业务起家 。2026年1月，在CES展会上，追觅发布了名为"Nebula Next 01 Concept"的超级跑车概念车，首 次以整车形态对外展示其在智能出行领域的相关布局。 根据公开信息，追觅科技内部将扫地机器人视为服务机器人体系中的早期形态，而汽车被定义为高度集成的智能终端。在该技术框架下，动力与储能系 统被纳入核心技术模块，固态电池被列为重点关注方向之一。 晶核能源作为追觅相关体系中的固态电池项目，目前已与多家新能源车企及eVTOL（电动垂直起降飞行器）厂商形成合作意向，首批工程样件计划于 2 ...

Group 1 - The core product introduced by Evonik is a transparent polymer made from recycled plastic, named TROGAMID® R, which is processed from production waste of high-quality optical non-prescription sunglasses [1] - TROGAMID® R is derived from waste material generated during the production of TROGAMID®, a durable transparent polyamide material widely used in high-end eyewear [1] - Poliplastic SRL, in collaboration with Evonik, collects and reprocesses sufficient production waste into pellets for unique eyewear products, showcasing a sustainable circular plastic economy [1][2] Group 2 - The global nylon market is expected to exceed $47 billion, with continuous breakthroughs in applications across various sectors such as new energy vehicles, electronics, and robotics [7] - The upcoming "2026 Advanced Nylon Industry Innovation and Application Development Conference" will focus on technological innovation, application development, and market expansion within the nylon industry [7] - The conference will feature over 300 participants from domestic and international nylon enterprises, including expert discussions and networking opportunities to explore high-quality development paths for the industry [9][10]

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and the future economy [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 800 exhibitors [12][34]. - The expo will include more than 300 strategic and cutting-edge technology reports, showcasing innovations applicable to various industries such as AI, aerospace, smart vehicles, and renewable energy [2][20]. Group 2: Focus Areas - The event will concentrate on five common demands of future industries: advanced semiconductors, advanced batteries, lightweight functional materials, low-carbon sustainability, and thermal management [2][10]. - Six thematic exhibition areas will be established, including advanced semiconductors, advanced batteries and energy materials, thermal management, lightweight and sustainable materials, new materials technology innovation, and future smart terminals [12][15]. Group 3: Participation and Audience - The expo is expected to attract over 100,000 professional visitors, including industry leaders and investors, facilitating precise connections between enterprises and industry resources [34][35]. - A targeted invitation will be extended to over 5,000 industry investors to support quality startups and enhance resource accumulation [10][35]. Group 4: Supporting Organizations - The event is organized by DT New Materials, in collaboration with various associations and institutions, including the China Productivity Promotion Center and the Ningbo New Materials Industry Association [4][5]. - The organizing body has a decade of experience in the new materials sector, with extensive connections across industries such as semiconductors, robotics, and renewable energy [10][44]. Group 5: Historical Context and Expectations - The previous editions of the expo, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance and participation, indicating a strong foundation for FINE 2026 [7][34]. - The event is positioned as a pivotal opportunity for businesses to engage in technology transfer and innovation integration, aiming to solidify the material foundation for the next decade of high-tech industry development in China [2][10].

据环评文件内容显示， 投资估算总额为974.30万元， 建设规模为年产10万吨 HDI、10万吨HDI三聚体、18万吨 光气、副产29万吨/年30%盐酸。项目 分三期建设，本项目为一期工程，将年产3万吨光气扩建至年产5万吨。 宁夏瑞泰科技股份有限公司 创建于2010年，是江苏扬农化工集团有限公司投资新建的股份制子公司，坐落于宁夏回族自治区宁夏中卫工业园区，注册 资金7500万元，占地3000亩，目前为中卫市招商引资最大的落户国有企业，是扬农集团在西部重点打造的又一个重要生产基地。 宁夏瑞泰科技股份有限公司目前已建成 光气、氯甲酸甲酯、多菌灵、甲基硫菌灵、邻苯二胺、啶虫脒、一氯、二氯、吡虫啉、精细化工副产业资源 化、苯乙酮、氯甲酸酯及酰氯、尼龙66、生化装置及配套的公用工程 。 【DT新材料】 获悉 ，近日，宁夏回族自治区生态环境厅发布了 宁夏瑞泰科技股份有限公司 10万吨/年HDI及18万吨/年光气改扩建项目（一期）环境 影响报告书受理的公示。 FINE 2026 × Carbontech 轻量化功能化与可持续材料展 2026.06.10 → 06.12 > 40 轻量化材料 光气，又称碳酰氯，是一种重要的有 ...

近段时间，关于高端玻璃纤维布（glass cloth）供应紧张的消息引发市场骚动，有消息称， 苹果、高通 等消费电子大厂在英伟达、AMD等AI服务器供应商争抢有 限货源的压力下，被迫寻求新的供应来源。其中，苹果公司在努力培养替代来源。据悉，苹果已经向一家中国玻纤布制造商派遣员工，并要求现有产业链协助这 家公司进行质量改进。 【DT新材料】 获悉， 1月28日， 宏和科技 公告称，预计2025年度归属于上市公司股东的净利润为1.93亿元至2.26亿元，同比增加745%到889%。 2025年度终端市场需求受AI需求快速增长的影响而增加，电子级玻璃纤维布市场需求量增加，公司产品售价受市场需求影响而增加，公司净利润实现快 速增长。 电子级玻璃纤维纱（简称电子纱）一般是由单丝直径9微米以下的玻纤单丝制成，其织造成的玻纤布被称为电子布。电子纱占电子布成本约50%-60%，是电子布 最主要的原材料。 特种玻纤布应科技时代而生 。在算力时代下，AI硬件和终端设备均对芯片材料提出更高要求，使得Low-dK、LowCTE纤维布迎来大规模放量，其中Low-dK用于 主板基材、LowCTE用于芯片封装基板，因AI需求爆发且供给壁垒 ...

以下文章来源于生物基智库 ，作者生物基能源与材料 生物基智库 . 生物基产业的推动者（生物基和生物制造产业服务平台www.bio-basedlink.net） 关键词| 生物基大会 | 旭化成、三井化学、三菱化学 摘要 ：三大日本化工巨头，投资212亿日元，关停现有乙烯装置，新建生物基烯烃装置 【 DT新材料 】 获 悉，1月27日， 旭化成 、 三井化学 和 三菱化学 已着手采取措施，以推动日本西部两家乙烯生产厂的低碳化进程，并优化其产 能。 为了实现这些目标，这三家公司在经济产业省（METI）的" 2025 财年难减排行业能源与制造工艺转型支持计划 "（HtA 支持计划）中申请并入选，并 将签署一份基本协议，以建立一个新的联合运营实体，总投资 212亿日元 （约合9.63亿元人民币），用于管理日本西部的这两座乙烯生产设施，并终 止 旭化成三菱化学乙烯公司（AMEC） 位于冈山县仓敷市的水岛工厂的乙烯生产设施的运营，并将运营整合至位于大阪市高西的大阪石化工业有限公 司（OPC）的设施中，目标是在 2030 财年实现这一目标。 来源：旭化成 以 2030年，日本水岛厂区将关停近乙烯生产装置，这些产能整合后将集 ...

【DT新材料】 获悉， 1月25日消息， 欣旺达 披露其 航空级固态电池核心量产成果，旗下Gen1、Gen2两代半固态电池产品正式实现规模化生产 ，最高能量密度 达380Wh/kg，成为国内少数在该领域实现量产落地的企业之一。 相关产品已全面适配城市载人飞行器、农林植保、海上运输等多种低空经济场景，标志着其在固态电池技术的商业化进程上迈入行业第一梯队。 在量产能力上 ，欣旺达位于深圳宝安的航空电池专用产线已实现满产，年产能达3GWh。该产线采用卷对卷干法连续生产工艺，材料利用率超过95%，产线良率 突破92%，远超行业平均水平。同时，该产线与现有动力电池产线设备复用率高，显著降低了投资与运营成本。 在产品布局上，公司形成了清晰的差异化矩阵： Gen1电池能量密度为320Wh/kg，已完成百公斤级飞行器的百公里实测验证 ，主打高稳定与高性价比，主要面向 农林植保、工业巡检等无人机场景； Gen2电池能量密度提升至380Wh/kg，搭载自主研发的软固态电池技术，可实现10分钟充电至80% ，续航达320公里，有效解 决了载人电动垂直起降航空器（eVTOL）的续航与补能痛点，已获得 亿航智能、沃飞长空 等头部企业的 ...

Group 1 - The core viewpoint of the article highlights the investigation of Xiong Haitao, the actual controller of Dongcai Technology, Gaomeng New Materials, and Yichang Technology, which has raised concerns about the companies' governance and potential impacts on their operations [1][2] - Dongcai Technology, with a market value exceeding 26 billion yuan, focuses on the research, manufacturing, and sales of new materials, operating 19 subsidiaries [1] - Yichang Technology, established in 1997, primarily engages in the manufacturing of electrical machinery and equipment, with a market value over 3.3 billion yuan [1] - Gaomeng New Materials, founded in 1999, specializes in the research, production, and sales of composite adhesive materials and functional materials, holding a market value of more than 5.5 billion yuan [1] Group 2 - The global nylon market is approaching a scale of 47 billion USD, with continuous innovations and applications emerging in sectors such as new energy vehicles, electronics, and robotics [8] - The "2026 Advanced Nylon Industry Innovation and Application Development Conference" will be held on March 19-20, 2026, in Guangzhou, focusing on technological innovation and market expansion in the nylon industry [8][9] - The conference aims to gather over 300 participants from domestic and international nylon enterprises, featuring discussions on new trends, materials, and applications [9][10] - Key topics include the development of nylon materials for automotive and electronic applications, lightweight structures for low-altitude aircraft, and innovations in nylon for humanoid robots [10][14]