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英力士:太晚了!!
DT新材料· 2025-07-17 13:56
Core Viewpoint - The European chemical industry is facing a significant decline, with major companies like BASF and Dow Chemical retreating from the region, leading to a decrease in the EU's global market share from 27% in 2002 to approximately 13% in 2023 [1][2] Group 1: Industry Decline - The EU's chemical production capacity utilization rate is projected to be only 74% in Q1 2025, down from 74.4% in Q4 2024 and significantly below the long-term average of 81.4% [1] - BASF, the world's largest chemical company, has lowered its profit forecast by 84% for the upcoming year [1] - INEOS expressed disappointment with the EU's Chemical Industry Action Plan, stating it fails to address the urgent threats of high natural gas costs and rising carbon emission costs [3] Group 2: EU's Response - The European Commission announced a Chemical Industry Action Plan aimed at addressing high energy costs, global competition, and weak demand, while promoting innovation and sustainability [2] - The plan includes simplifying legislation for key chemicals, establishing a critical chemicals alliance, and implementing a plan to support low-carbon hydrogen development [2] Group 3: Comparison with China - By 2025, China is expected to become the largest producer and consumer of chemicals globally, holding a 50% market share in fine chemicals [5] - China's chemical industry is experiencing growth, with a reported 8.2% increase in the manufacturing of chemical raw materials and products in the first half of 2025 [5][6] - The Chinese chemical sector is anticipated to benefit from supply-side structural reforms, improving the supply-demand balance and allowing leading companies to gain market share [7]
中复神鹰,签约风电龙头
DT新材料· 2025-07-17 13:56
Core Viewpoint - The strategic cooperation between Goldwind Technology and Zhongfu Shenying aims to enhance the application potential of carbon fiber in the renewable energy sector, particularly in wind power, focusing on innovation and cost reduction [1][2]. Group 1: Company Overview - Goldwind Technology is a leading wind turbine manufacturer in China, with a strong foundation in equipment research and development, industry chain integration, and global market expansion. As of March 2023, its international business spans 47 countries across six continents, with installed capacity exceeding 1GW in North America, Australia, Asia (excluding China), and South America, and an external order backlog of nearly 7GW [3]. - In 2024, Goldwind is projected to hold a 22% market share in domestic wind power installations and 15.9% globally, maintaining its position as the world's top player for three consecutive years [4]. Group 2: Financial Performance - In Q1 2025, Goldwind reported revenue of 9.47 billion yuan, a year-on-year increase of 35.7%. The net profit attributable to shareholders was 568 million yuan, up 70.8% year-on-year, while the net profit excluding non-recurring items reached 555 million yuan, reflecting a 68.4% increase, indicating that profit growth significantly outpaced revenue growth [4]. Group 3: Industry Trends - The carbon fiber application in wind turbine blades is expected to grow rapidly, with a compound annual growth rate (CAGR) of 23% projected from 2022 to 2025. By 2025, the demand for carbon fiber in offshore wind power is estimated to reach 71,000 tons, increasing to 92,000 tons by 2030. The Global Wind Energy Council (GWEC) estimates that global wind power installations could reach 182GW by 2028 [4]. - Zhongfu Shenying currently has a carbon fiber production capacity of 28,500 tons, with an additional 31,000 tons under construction [4].
倒计时6天!中能建/中电建/中海油/华能/国电投/三峡上海院/龙源振华/海油工程/明阳智能/运达股份/天科院/国网/南网……
DT新材料· 2025-07-17 13:56
Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Various activities will take place, including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology Marine Resource Development Technology Innovation Research Institute [4]. - Notable co-organizers include Southeast University Nantong Marine Research Institute and Harbin Engineering University [4]. Group 3: Keynote Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - The Youth Scientist 10² Forum will present various research topics, including studies on floating wind turbines and wave energy devices [5][6]. Group 4: Industry Development Focus - The main conference will address the trends in the marine clean energy industry, focusing on the "14th Five-Year Plan" policy outlook and the integration and collaboration within the industry [12]. - Discussions will also cover the balance between increasing development difficulty and cost reduction in deep-sea clean energy projects [12]. Group 5: Technical Innovations - The forum will explore technological innovations in construction equipment, power generation devices, support structures, mooring, and transmission for marine clean energy development [13]. - Specific sessions will focus on new wave energy and tidal energy device array development and utilization technologies [13]. Group 6: Specialized Topics - The forum will include specialized discussions on offshore wind power, marine photovoltaic systems, and marine energy technologies [5][23]. - Topics will cover the challenges and innovations in floating photovoltaic systems and the integration of various marine energy sources [22][23].
摩方精密:超精密微纳3D打印领域的全球引领者
DT新材料· 2025-07-17 13:56
摩方精密 将出席 2025(第四届)高分子3D打印材料高峰论坛 (7月18-20日 | 浙江 · 杭州),并 在现场展示 microArch® D0210、microArch® S230A、microArch® S240A等超高精密3D打印 设备所制作的打印样件与应用案例 。 摩方精密 (BMF Precision Tech Inc.)成立于2016年,是全球微纳3D打印技术及精密加工解决方案 的领军企业。凭借创新研发的 "面投影微立体光刻" (PμSL)专利技术,实现 2μm/10μm/25μm 超高 打印精度,且兼具±10μm/±25μm/±50μm超高公差控制能力。同时配置 韧性树脂、硬性树脂、耐高温 树脂等功能材料,生物应用材料,终端应用材料,陶瓷材料 等多类打印材料,可直接成型高精密结 构件和功能器件,无需再进行抛光、打磨、喷涂等后处理工艺,为传统生产方式难以实现的复杂结构 产品量身定制各类解决方案。 摩方精密聚焦微流控、微机械、生物医疗、新材料等科研领域,在精密医疗器械、精密电子器件等工 业领域,致力于为全球客户提供微纳3D打印设备制造、技术服务、加工工艺、材料开发及创新终端 应用场景。通过高效转 ...
力迅螺杆:尼龙改性提质增效背后的“隐形冠军”
DT新材料· 2025-07-16 14:43
Core Insights - The article emphasizes the importance of core components in twin-screw extruders for nylon modification processing, highlighting that challenges like uneven mixing, quality fluctuations, and capacity bottlenecks can often be addressed through these components [2][3] Group 1: Product Features - The special specifications of screw elements developed by the company enable gentler and more uniform mixing compared to conventional shear elements, significantly reducing molecular chain degradation and enhancing the mechanical properties and appearance consistency of modified nylon materials [5] - The precision of screw elements, barrels, and shafts directly influences the stability of melt delivery, uniformity of residence time distribution, and the quality of the final product, with even minor differences impacting key performance indicators of modified nylon [6] Group 2: Technological Advancements - The company is investing over 20 million to develop cold-rolled shaft processing technology, expected to achieve mass production by 2025, which will address stability and reliability issues faced by high-torque models with a torque coefficient above 13 [8] - The cold-rolling process provides unmatched surface hardness, fatigue strength, and dimensional stability, ensuring robust processing for high-end nylon modifications, such as high-temperature nylon and glass fiber-reinforced nylon [8] Group 3: Company Overview - Established in 2004, the company specializes in the production and custom development of core components for twin-screw extruders, serving leading manufacturers in various sectors including modified plastics, recycled plastics, food and pharmaceuticals, powder coatings, and feed [11][12] - The company has built a reputation for high-quality products, future-oriented technology, and absolute reliability, positioning itself as a leader in the core components of twin-screw extrusion and compounding equipment [12]
牵手巴斯夫,全球最大工厂投产!
DT新材料· 2025-07-16 14:43
Core Viewpoint - The article discusses the production and market potential of bio-based 1,4-butanediol (BDO), highlighting the shift towards sustainable chemical production methods in response to environmental concerns and regulatory pressures. Group 1: Bio-based BDO Production - Cargill and HELM AG's joint venture Qore has officially launched the production of bio-based BDO using locally grown dent corn, with a total investment of $300 million, aiming for an annual production capacity of 66,000 tons [3] - BDO is a crucial organic chemical and fine chemical raw material with extensive downstream applications across various industries, including textiles, pharmaceuticals, and biodegradable plastics [4] - The production of bio-based BDO is primarily achieved through fermentation processes, with Qore utilizing a proprietary one-step fermentation technology developed by Genomatica [8] Group 2: Industry Developments and Collaborations - LYCRA plans to use QIRA to enhance the sustainability of its fibers, potentially reducing its carbon footprint by up to 44% [5] - BASF has entered a long-term supply agreement with Qore to incorporate QIRA into its product portfolio, aiming for sustainable chemical production [5] - Several companies are investing in bio-based BDO production, including the Korean company Xinying Group, which plans to build a $1 billion facility in Vietnam, and Jinfa Technology, which has launched a 10,000-ton bio-based BDO project in Liaoning [9][10] Group 3: Market Trends and Future Outlook - The traditional BDO production methods face challenges due to high carbon emissions, necessitating the development of greener, low-carbon production processes [7] - Despite the current higher costs of bio-based BDO compared to petroleum-based BDO, its competitive advantage is expected to grow as oil prices remain high and production technologies improve [12] - The upcoming SynBioCon 2025 conference will focus on the development and industrial collaboration of key products that can replace petrochemical raw materials, indicating a strong industry shift towards sustainable practices [13]
西湖大学周南嘉教授:微纳电子3D打印量产技术的引领者
DT新材料· 2025-07-16 14:43
Core Viewpoint - The article highlights the advancements in micro/nano electronic additive manufacturing technology, emphasizing its potential to revolutionize the semiconductor industry by reducing production costs and enhancing product performance and flexibility [1][2]. Group 1: Company Overview - West Lake Future Intelligent Manufacturing (芯体素) was founded by Professor Zhou Nanjia in 2020, focusing on advanced additive manufacturing processes for the semiconductor industry [2]. - The company has developed industry-leading micro and sub-micron precision electronic additive manufacturing technology, capable of producing various high-performance materials including metals, polymers, ceramics, and optical materials [2]. - West Lake Future Intelligent Manufacturing has established partnerships with over ten industry-leading clients and has been recognized as a national high-tech enterprise and a "准独角兽" (quasi-unicorn) in Hangzhou [2][10]. Group 2: Technology and Applications - The micro/nano direct writing printing technology allows for high-precision material deposition, forming fine structures at the micron or nanometer level, which is a significant advancement over traditional subtractive manufacturing methods [1][2]. - Applications of this technology include precision RDL wiring, metal wall structures for chip cooling, and enhanced thermal management solutions that improve cooling efficiency by over 30% compared to conventional methods [5][8]. - The technology is compatible with various substrates such as silicon, glass, ceramics, and metals, enabling cost savings and improved performance in electronic packaging [9][10]. Group 3: Industry Trends and Future Directions - The demand for high precision, miniaturization, and cost-effective manufacturing in the electronics industry is driving the need for scalable nano additive manufacturing technologies [10]. - The upcoming 2025 Polymer 3D Printing Materials Summit will feature discussions on the integration of AI for optimizing printing processes and real-time monitoring, indicating a trend towards smarter manufacturing solutions [10][18].
又一固态电池企业,完成近3亿元融资
DT新材料· 2025-07-16 14:43
Core Viewpoint - Dejia Energy has successfully completed nearly 300 million yuan in A+ round financing, attracting strategic investors and demonstrating strong market interest in its solid-state battery technology [1]. Group 1: Company Overview - Dejia Energy was founded in June 2022, focusing on the research and industrialization of next-generation high-energy solid-state batteries and core materials [1]. - The company has established a comprehensive infrastructure, including a 7,000 square meter R&D center, pilot production bases for solid-state electrolytes and batteries, and a GWh-level production base [2]. Group 2: Product Development and Technology - The company has developed a solid-state battery named "Jian" that features rapid charging (100% in 3 minutes), high cold resistance (over 90% capacity retention at -40°C), and intrinsic safety (non-flammable and non-explosive) [2]. - The first mass production project of a 1GWh high-energy solid-state battery was launched in March this year, with ongoing production and delivery from the first phase of the Changxing production base [2]. Group 3: Market Applications and Reception - Dejia Energy's products have been successfully applied in various fields, including drones, smart robots, computing centers, portable power sources, and new energy vehicles, receiving high praise from markets in Europe, the Middle East, and Southeast Asia [3].
上海华谊,10万吨/年的高吸水性树脂(SAP项目中交
DT新材料· 2025-07-16 14:43
Core Viewpoint - The article highlights the successful inspection of the SAP Phase II project by Shanghai Huayi New Materials Co., Ltd., emphasizing the company's growth in the superabsorbent polymer (SAP) sector and its strategic focus on high-value products and technological upgrades [1][3]. Group 1: Company Overview - Shanghai Huayi New Materials Co., Ltd. was established in 2015, building on the foundation of Huayi Acrylic Acid Company, and has developed a production base in the Shanghai Chemical Zone focusing on acrylic acid and ester projects [1]. - The company has constructed an intelligent factory with a total capacity of 32 million tons/year for acrylic acid, 32 million tons/year for acrylic acid butyl ester, and 10 million tons/year for SAP, among other products [1]. Group 2: SAP Market Insights - The SAP Phase I project, with a capacity of 10 million tons/year, began operations in 2017, and the Phase II project is now under construction, indicating ongoing expansion in production capabilities [2][3]. - SAP is characterized by its ability to absorb hundreds to thousands of times its weight in water, making it suitable for applications in hygiene, agriculture, and environmental protection [3]. - The global SAP production capacity exceeds 5 million tons/year, but domestic production in China has a low replacement rate of only 30% as of 2022, indicating significant room for growth [4]. Group 3: Industry Challenges - The domestic SAP industry faces challenges such as a lack of high-end products, overcapacity in low-end products, and severe product homogeneity, which affects pricing power [4]. - Most domestic producers have not achieved automated mass production, leading to issues with product stability and high energy consumption [4].
倒计时6天!中能建/中电建/中海油/华能/国电投/三峡上海院/龙源振华/海油工程/明阳智能/运达股份/天科院/国网/南网……
DT新材料· 2025-07-16 14:43
Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will focus on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges, taking place from July 23-25 in Nantong [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - It will feature various activities including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Experts - Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, will serve as forum chairs [4]. - Various experts from leading universities and research institutions will lead specialized forums on offshore wind power, marine energy, and Power to X technologies [5][6]. Group 4: Agenda Highlights - The agenda includes a focus on the development trends of the marine clean energy industry, the "14th Five-Year Plan" policy outlook, and discussions on creating a comprehensive innovation system [12]. - Key presentations will cover topics such as the development of new wave energy and tidal energy devices, and the challenges of deep-sea development [13][15]. Group 5: Registration and Participation - Registration fees are set at ¥3200 for corporate representatives who register and pay in advance, and ¥2800 for research representatives [47]. - Participants are required to register and collect their materials at the venue upon arrival [44].