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]

【DT新材料】 获悉，近日 ， SABIC、 世索科，分别推出无氟聚合物新产品。 （1）SABIC：聚醚酰亚胺/硅氧烷（PEI-Si）共聚物 SABIC推出的三款新型非氟 Siltem 树脂混合物产品，继承了Siltem聚合物的优秀基因，在关键性能上实现了提升： 全面无氟配方，更佳的耐热性和耐 化学性，能够轻松应对汽车引擎盖下、工业和油气等严苛环境，在保持高性能的同时，还提供了更简易的加工性，助力制造商提高生产效率、优化成本 这些新型的 PEI-Si 共聚物展现出巨大的应用潜力，特别是在以下领域： （1）高性能电线电缆，是取代 ETFE、FEP、PVDF 的理想选择，可用于应力消除套、数据电缆、伴热电缆以及汽车引擎盖下线束； （2）功能性部件： 可用于制造密封件、垫圈等。值得一提的是，该材料还具备交联能力，可用于制造具有"形状记忆"功能的热收缩管。 （2）世索科：高温牌号的无含氟表面活性剂全氟橡胶 （FFKM NFS） 据悉，最新产品FFKM NFS高温牌 号 采用最新研发的耐高温固化剂，可在高温环境下提供无与伦比的纯度和可靠性， 并无需添加额外的填料， 可提 供高于 320°C 的连续工作温度，远超传统全氟 ...

Core Viewpoint - The company Dinglong Co., Ltd. has released its latest performance forecast, indicating significant growth in revenue and net profit for the first three quarters of 2025 compared to the previous year [1][2]. Financial Performance - For the first three quarters of 2025, the company expects to achieve approximately 2.677 billion yuan in revenue, with net profit attributable to shareholders estimated between 501 million yuan and 531 million yuan [1]. - The net profit for the same period last year was 376.32 million yuan, reflecting a year-on-year growth of 33.13% to 41.10% [2]. - The net profit after deducting non-recurring gains and losses is projected to be between 478 million yuan and 508 million yuan, marking a year-on-year increase of 39.20% to 47.94% [2]. Quarterly Breakdown - In the third quarter of 2025, the company anticipates revenue of approximately 945 million yuan, with net profit expected to be between 190 million yuan and 220 million yuan, representing a quarter-on-quarter growth of 11.73% to 29.37% and a year-on-year increase of 19.89% to 38.82% [2][3]. - The net profit for the same quarter last year was 158.48 million yuan [3]. Business Segments - The semiconductor materials and integrated circuit chip design and application business achieved sales revenue of approximately 1.522 billion yuan, a year-on-year increase of 40%, accounting for about 57% of total revenue [3]. - The revenue from CMP polishing pads, CMP polishing liquids, and cleaning liquids grew by 51%, 42%, and 47% respectively compared to the previous year [3]. - In the third quarter alone, this segment generated approximately 580 million yuan in revenue, reflecting a year-on-year growth of 28% and a quarter-on-quarter increase of 17% [3]. Traditional Business Challenges - The printing and copying consumables business is expected to generate approximately 1.145 billion yuan in sales, showing a slight decline year-on-year due to market demand fluctuations and slow industry recovery [4]. - The company plans to enhance cost control and optimize product structure to improve operational efficiency in response to market changes [4].

Core Viewpoint - Major chemical companies, including Dow, INEOS, and others, are shutting down production facilities in Europe due to high costs, stringent regulations, and competition from imports, indicating a significant restructuring in the chemical industry [2][3][6][7][8]. Group 1: Dow Chemical - Dow plans to close its polyether polyol plant in Tertre, Belgium, with an annual capacity of 94,000 tons by the end of Q1 2026 as part of a strategic restructuring in Europe [3]. - The closure is attributed to high costs, strict regulations in Europe, and competitive pressure from imports, particularly from Asia [3]. - Dow's other planned closures include an ethylene cracker in Germany and a chlor-alkali facility, with further reductions in production capacity expected [3]. Group 2: Market Conditions - The European polyether polyol market is currently weak, with key end-use sectors like automotive and construction showing low demand, leading to overcapacity and increased imports [4]. - From 2020 to 2024, the average annual import volume of polyether is projected to be 286,000 tons, with a record high of 323,000 tons last year [4]. - In China, the domestic polyether industry is expected to see increased concentration among leading companies, with total production around 5.55 million tons and consumption at approximately 4.08 million tons in 2024 [4]. Group 3: INEOS - INEOS confirmed the closure of two production plants in Rheinberg, Germany, resulting in the loss of 175 jobs, due to high energy and carbon emission costs [6]. - The plants produce essential chemicals, including key components for epoxy resins, which are critical for defense, aerospace, and renewable energy infrastructure [6]. - INEOS also plans to cut 20% of the workforce at its acetyl plant in Hull, UK, citing competition from low-cost imports [6]. Group 4: Arlanxeo - Arlanxeo announced the closure of its synthetic rubber production facility in France, with an annual capacity of 140,000 tons, due to rising costs and market imbalances [7]. - The facility produces Nd-PBR and solution polymerized styrene-butadiene rubber, facing continuous losses without viable paths to profitability [7]. Group 5: Solvay - Solvay plans to permanently close its MMA and acetone cyanohydrin production operations in Italy, transitioning to purchasing MMA from third-party suppliers [8]. - This strategic shift is part of a broader plan to streamline operations and focus on chemical recycling initiatives [8]. Group 6: Future Outlook - The domestic polyether industry in China is expected to continue expanding, with a projected increase of over 4 million tons per year in new capacity from 2025 to 2029 [5]. - Leading companies in the sector are focusing on high-value products, indicating a shift towards more specialized and profitable offerings [5].

智元机器人方面称，未来，龙旗科技将引入智元机器人覆盖更多产线与品类，并与智元机器人在机器人零部件供应、制造代工等方面展开更大范围的合作。 届时，智元机器人与龙旗科技将发挥各自优势，共同开发工业具身机器人市场，为全球消费电子产业客户提供工业具身智能机器人 ，包括从研发、制造到交 付服务的全周期端到端解决方案。 【DT新材料】 获悉，10月9日 ， 智元机器人 官宣 ，近日与 龙旗科技 就工业场景的具身智能机器人应用开展深度战略合作， 其中龙旗科技下达数亿元智 元精灵G2机器人框架订单，这是目前国内工业具身智能机器人领域较大的订单之一。 此次合作是 智元机器人 首次与 消费电子ODM（原始设计制造商）头部 企业龙旗科技达成亿元级合作，标志着其在"工业制造场景规模化商用"取得重要突 破。公司将全程参与龙旗科技产线的场景适配，包括从前期工站布局调研、末端执行器定制，到中期设备安装联调、操作人员培训，再到后期技术维护与算 法迭代，提供"全周期、一体化"的服务。 前期， 智元精灵G2机器人将重点应用于平板产线，实现具身智能机器人在消费电子组装制造场景的批量落地 。智元精灵G2机器人 具备灵活复用、快速换 型、规模化复制等 ...

Core Viewpoint - The Carbontech conference focuses on breaking the "involution" pattern in the domestic carbon fiber industry through innovative applications, emphasizing the growing demand for high-performance materials in sectors like aerospace, automotive, and green energy [7]. Industry Overview - The high-end equipment manufacturing industry is rapidly rising in China, driven by advancements in technology and industrial upgrades, with significant demand for carbon fiber in aerospace, automotive, and wind energy sectors [7]. - Carbon fiber, known as "black gold," is becoming an essential strategic material in high-end equipment due to its excellent comprehensive performance [7]. Market Dynamics - The carbon fiber industry is undergoing a critical period of technological transformation and industrial restructuring, with the application end being the core driving force for industry revitalization [7]. - Emerging sectors such as eVTOL, the expanding electric vehicle market, and green energy sources like wind and solar power are creating vast demand for carbon fiber, injecting new vitality into the industry [7]. Conference Details - The Carbontech conference aims to systematically discuss the market status, industrial layout, and technological iteration of carbon fiber, while exploring its applications and development trends in key sectors [7]. - The conference will enhance China's core competitiveness in carbon fiber and promote high-quality growth in the industry [7]. Company Highlights - Changsheng Technology, established in 2021, has invested over 3 billion yuan in a high-performance carbon fiber project, achieving mass production of T700 and T800 grades with a yield rate exceeding 98% [10]. - The company aims to create a trillion-yuan carbon fiber industry ecosystem in Langfang, leveraging its scale and technological leadership [10]. - Hunan Dingli Technology focuses on special thermal equipment and materials, recognized as a national key high-tech enterprise, and has developed advanced chemical vapor deposition equipment [13]. Application Areas - Carbon fiber and its composites are being applied in various fields, including aerospace, automotive, and renewable energy, with a focus on enhancing the industry's core competitiveness and promoting sustainable development [35].