Core Insights - The article discusses the collaboration between Genomatica and Sojitz Corporation to commercialize bio-based nylon 6, aiming to provide a cost-competitive alternative to petroleum-based nylon 6 [4][5]. - The bio-based nylon 6 has already been produced from 100% renewable sources and is in the process of further commercial evaluation [4]. - China is highlighted as the largest producer and consumer of nylon 6, with a projected market size of approximately 43.088 billion yuan and a total capacity of about 7.25 million tons by 2024 [7]. Group 1: Industry Developments - Genomatica's proprietary technology converts renewable carbon (biomass sugars) into caprolactam, which is then polymerized to produce 100% renewable bio-based nylon 6 [9]. - The bio-based nylon 6 has been tested in downstream material development, collaborating with brands like lululemon, H&M, and Vaude [5]. - The sustainable development strategies of nylon 6 companies include replacing petroleum-based products with bio-based caprolactam and recycling waste fibers [8]. Group 2: Production Pathways - The primary pathway for bio-based caprolactam development involves fermenting glucose to produce lysine, which is then chemically converted to caprolactam [10]. - Other research teams are exploring more direct pathways to convert sugars or their derivatives into caprolactam [10]. - Current challenges in bio-based nylon 6 development include the sustainable production of its monomer caprolactam and the need for breakthroughs in related technologies [10]. Group 3: Market Outlook - The rising competition and increasing demand for sustainability in the nylon 6 market suggest a shift towards bio-based alternatives [8]. - Despite the current cost increases and weak demand for nylon 6, the long-term market trend indicates a growing interest in sustainable raw material substitutes [10].

【DT新材料】 获悉，10月9日， 天铁科技 发布公告称，公司通过了两项议案，决定开展与欣界能源相关的投资及股权受让，以进一步布局固态电池 业务。 （1）拟3亿元设立合伙企业，共同投资欣界能源 公司全资子公司 杭州天铁锂电科创发展有限责任公司 （简称"天铁科创"）与浙江天铁锂电科技发展有限责任公司（简称"天铁锂电"），联合专业投 资机构杭州萧山国际创业投资发展有限公司（简称"萧山创投基金"）及杭州萧山经济技术开发区产业基金有限公司（简称"经开基金"），签署《合伙 协议》，拟共同出资设立杭州天铁锂电投资合伙企业（有限合伙）（暂定名，简称"合伙企业"）。 此次两项交易是天铁科技在 新能源锂化物业务 的重要布局，投资与公司主营业务具有相关性和协同性，符合产业发展战略，有助于主营业务发展与竞 争力提升，同时不会影响公司日常生产经营。 资料显示， 天铁科技 成立于2003年，业务涵盖"减振（震）业务"和"锂化物新能源业务"两大领域。其中在新能源领域， 公司通过旗下子公司江苏昌 吉利和孙公司安徽天铁锂电，生产金属锂、正丁基锂和无水氯化锂等关键材料 ，广泛服务于新能源、新材料、新医药等行业。 欣界能源 成立于2020年，专 ...

Core Viewpoint - Zero Gravity Aircraft Industry has completed A+++ round financing of nearly 300 million yuan, focusing on three core areas: TC certification for ZG-ONE, mass production of RX1E-A and RX1E-S electric fixed-wing aircraft, and establishing a national green aviation flight camp [2][3]. Group 1: Financing and Investment - The recent financing round raised nearly 300 million yuan, marking the completion of six financing rounds for the company [2]. - Investors include CITIC Securities, Luoyang Cultural Tourism, Hainan Xiangju, and Zhuji Economic Development Investment, indicating a diversified investment lineup [2]. Group 2: Product Development and Strategy - The company follows a product strategy of "mature generation, airworthiness generation, and pre-research generation," with the ZG-ONE eVTOL expected to obtain TC certification by 2026 [3]. - The flagship ZG-T6 eVTOL is set to complete assembly and enter the flight verification phase within the year [3]. - The RX1E-A and RX1E-S electric fixed-wing aircraft have received over 100 confirmed orders and more than 1,000 intention orders, marking the beginning of their delivery year [3]. Group 3: Market Expansion and Application Scenarios - The company's market expansion strategy is to progress from easy to difficult scenarios, targeting B2C markets, and moving from suburban to urban areas [3]. - Initial applications include tourism and emergency scenarios to refine products and validate business models, ultimately aiming for large-scale urban air mobility (UAM) [3]. - The ZG-T6 eVTOL is designed for urban air mobility, with a range of 300 kilometers and a cruising speed of 250 kilometers per hour, suitable for intercity commuting and airport express services [3].

【DT新材料】 获悉，10月10日，中国能建、中国电建发布签约公告，合计签约风电和光伏项目约312.73亿元。 中国能建 ：近日，公司所属子公司 中能建国际建设集团有限公司 、 中国能源建设集团广东火电工程有限公司 、 中国电力工程顾问集团西北电力设计 院有限公司 组建的联营体，与沙特国际电力和水务公司、沙特公共投资基金、沙特阿美电力公司成立的项目公司，签署了3份新能源总承包工程合同， 合同金额合计约27.45亿美元，折合人民币约195.54亿元。具体情况如下： | 序号 | 合同名称 | 合同金额 (亿美元) | 项目 建设期 | | --- | --- | --- | --- | | | 沙特 PIF 五期夏奇拉 1GW 风电项目 | 6. 63 | 26 个月 | | | 工程总承包合同 | | | | 2 | 沙特 PIF 五期斯特拉 2GW 风电项目 | 12. 51 | 30 个月 | | | 工程总承包合同 | | | | | 沙特 PIF 六期福里斯 2GW 光伏项目 | 8.31 | 26 个月 | | | 工程总承包合同 | | | 中国电建 ：近日，中国电力建设股份有限公司下属子公司 中 ...

Core Insights - BASF has entered into a binding agreement with Carlyle Group and Qatar Investment Authority (QIA) for the sale of its automotive coatings and surface treatment business, valued at €7.7 billion (approximately ¥63.44 billion), expected to close in Q2 2026 [2] - This transaction follows the sale of BASF's decorative coatings business in Brazil, Suvinil, and together, these projects value BASF's entire coatings division at €8.7 billion, with an enterprise value multiple of approximately 13 times [2] - The sale is part of BASF's strategic initiative to unlock value from its "self-owned business," while retaining a 40% stake in the coatings business and receiving about €5.8 billion in pre-tax cash proceeds upon completion [2] Business Operations and Future Plans - Carlyle will collaborate closely with BASF's management to enhance customer orientation and support the future development of BASF's coatings business through continuous investment in operational capabilities and innovation [3] - On October 8, BASF announced the launch of a new production line at its facility in Dilovası, Turkey, aimed at producing low VOC dispersions for construction coatings, addressing the growing demand in Turkey, the Middle East, and North Africa [3] - The new production line will utilize green electricity and a quality balance approach to reduce carbon footprint [3] Strategic Restructuring - BASF is simultaneously divesting from large-scale but potentially slow-growing or highly competitive end markets while concentrating resources on higher-margin specialty chemicals and green technologies [4] - The company is enhancing the resilience of its coatings raw material supply chain through expansions and upgrades at various sites in China, including Zhanjiang, Shanghai, Nanjing, and Chongqing [4]

Core Viewpoint - The article highlights the significant advancements and commercialization potential of Metal-Organic Frameworks (MOFs) materials, particularly in carbon capture and utilization (CCUS) technologies, positioning the company as a leader in this emerging field [2][4][9]. Group 1: MOFs Materials and Nobel Prize Recognition - MOFs materials have been awarded the 2025 Nobel Prize in Chemistry, recognizing their revolutionary applications in carbon capture, gas separation, and water harvesting [2]. - The recognition signifies a global consensus on the immense potential of MOFs, described as "target function editable" materials that can address major global challenges [2]. Group 2: Industrial Applications and Collaborations - The company has partnered with China National Petroleum Corporation to leverage MOFs technology in industrial gas separation, focusing on decarbonization processes in oil fields [4]. - A significant breakthrough includes the establishment of the world's largest MOFs slurry method carbon capture and utilization project, which has processed 32 million cubic meters of associated gas [6][8]. Group 3: Innovations in Material Synthesis and Gas Separation - The company has developed a hundred-ton MOFs industrial synthesis facility, significantly reducing production costs and overcoming barriers to commercialization [5]. - A novel MOFs slurry method for gas separation has been created, achieving energy consumption for CO₂ capture as low as 0.8-1.0 GJ/t CO₂, which is 50% lower than traditional amine methods [6][7]. Group 4: Commercialization and Strategic Investments - The company has successfully implemented the first domestic MOFs carbon capture project in Xinjiang, utilizing industrial waste heat for gas separation [8]. - Strategic investment from the CCI Fund has accelerated the commercialization of MOFs gas separation technology, reinforcing the company's position in the market [8]. Group 5: Future Directions and Technological Leadership - The company aims to contribute to China's carbon peak goals by innovating in CO₂ capture and methane separation technologies, anticipating rapid growth in the CCUS sector over the next decade [9]. - The development of ethane separation technology using oil-based MOFs is expected to support the petrochemical industry's transition to high-value chemical production [9][10].

"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。 中国科学院特聘核心研究员、入选国家万人计划 ...

Core Insights - The article emphasizes the significance of polymer recycling as a crucial approach to alleviate global resource scarcity and environmental pressure, highlighting the establishment of the China Resource Recycling Group as a pivotal development in the industry [3][6]. Event Overview - The 2025 Third Polymer Recycling Conference will be held from December 11-13 in Ningbo, Zhejiang, focusing on policy trends, chemical and physical recycling technologies, and high-value utilization of recycled materials across various sectors [3][5]. Highlights of the Conference - Insight into global plastic recycling policies and China's 14th Five-Year Plan for plastic recycling [6]. - Sharing advancements in advanced recycling technologies for mixed low-value waste plastics, rubber, and composite materials, including economic analysis and case studies [6]. - Discussion on balancing performance, compliance, and sustainability challenges in various sectors such as textiles, home appliances, and automotive under the new regulatory environment [6]. - Exploration of dynamic polymers and their sustainable and functional applications through molecular design [6]. - Opportunities for youth innovation and collaboration in the field [6]. Agenda Overview - The conference will include registration, a youth scientist forum, and specialized sessions on macro forums for the polymer recycling industry and advanced recycling technologies [7][8]. Core Topics - The macro forum will address the industrialization paths and key success factors for advanced recycling technologies [9]. - Advanced recycling technologies will cover various methods to convert waste polymers into monomers, oligomers, or pyrolysis oil [18]. - Case studies on the circular utilization of PCR/PIR polymers in response to regulatory pressures [10][18]. Concurrent Activities - A dynamic polymer forum will focus on achieving sustainability and functionality through reversible chemical bond design [19]. - The youth scientist forum will showcase innovative research teams and technologies in the polymer recycling domain [11].

【DT新材料】 获悉，9月底，固态电池龙头 卫蓝新能源 正式完成D+轮融资，北京市绿色能源和低碳产业投资基金、北京市新材料产业投资基金以增 资形式参与，广东能源集团、工银资本等重量级投资方也新晋加入股东阵营。其中广东能源集团已与卫蓝新能源在储能领域展开了全方位战略合作。 自2016年成立以来，卫蓝新能源依托中国科学院物理研究所的技术支撑， 在固态电池赛道持续深耕突破， 是 国家级专精特新小巨人企业、独角兽企 业 ，具有CNAS资质，在多个固态锂电技术领域实现"首次"突破， 已构建起覆盖车船动力、新型储能、低空动力的三大核心产品矩阵 。 卫蓝新能源将以此次融资为重要契机，充分整合新股东在产业资源、资本布局等方面的优势，进一步加快技术研发迭代、产能规模扩张与市场渠道拓展 的步伐。 值得一提的是，9月23日，卫蓝新能源旗下产品—— 湖州卫蓝 半固态电池包成功获得中国船级社（CCS）颁发的首张型式认可证书 ，标志着卫蓝新 能源在半固态电池技术应用领域取得了新的重大突破。 同时，表明卫蓝新能源半固态电池包在安全性、可靠性、环境适应性及循环寿命等方面，均已通过中国船级社的全面且严格的检测与评估， 达到了船 舶动力电池的最 ...

Group 1: Export Control Measures - The Ministry of Commerce and the General Administration of Customs announced export controls on superhard materials, lithium batteries, artificial graphite anode materials, and certain rare earth equipment and raw materials to safeguard national security and fulfill international obligations [2] - Specific items under lithium battery controls include rechargeable lithium-ion batteries with a weight energy density of 300 Wh/kg or more [3] - Export controls also apply to technologies used in the production of lithium batteries [4] Group 2: Cathode Materials - Export controls include lithium iron phosphate cathode materials with a specific density and capacity [5] - Equipment for manufacturing rechargeable lithium-ion batteries, such as winding machines and stacking machines, is also subject to export controls [6] - Additional controls cover precursors for ternary cathode materials, including nickel-cobalt-manganese hydroxide and nickel-cobalt-aluminum hydroxide [7] Group 3: Anode Materials - Export controls are imposed on artificial graphite anode materials and mixed anode materials [8] - Equipment for producing graphite anode materials, including granulation and graphitization equipment, is also regulated [8] Group 4: Superhard Materials - Export controls include synthetic diamond powders and single crystals with specific particle size requirements [8] - Equipment related to the production of synthetic diamonds, such as chemical vapor deposition devices, is also subject to regulation [9] Group 5: Rare Earth Equipment and Raw Materials - Certain rare earth equipment and raw materials are included in the export control list, such as rare earth electrolysis tanks and vacuum carbon tube furnaces [11][13]