Core Viewpoint - The carbon fiber industry is experiencing a recovery phase, marked by significant revenue growth among leading companies and increased investment in production capacity and technology upgrades [4][8]. Industry Performance - The carbon fiber sector has shown a strong performance in 2025, with notable increases in stock prices and revenue for key players. For instance, Zhongjian Technology reported a revenue of 464 million yuan, up 59.46% year-on-year, while Jilin Chemical Fiber's carbon fiber revenue surged by 368.31% to 443 million yuan [4]. - The overall industry is witnessing a recovery in operational rates, with the current operating rate at 61.52%, an increase of 10.02 percentage points since the beginning of the year [5]. Market Dynamics - The demand for carbon fiber is expanding into new applications, particularly in low-altitude economy, automotive, and consumer electronics sectors. Companies like Xiaomi and eVTOL are exploring carbon fiber applications in their products [5]. - The average price of mainstream carbon fiber models in East China has remained stable, with T300-12K priced at 85 yuan/kg as of August [5]. Application Growth - In aerospace, carbon fiber is increasingly utilized, with Boeing 787 using 50% carbon fiber composite materials and the C919 aircraft using approximately 12% [6]. - The automotive sector is projected to see a demand of about 10,000 tons of carbon fiber in 2024, increasing to 14,400 tons by 2025, driven by the rise of new energy vehicles [6]. Wind Power Sector - The wind power industry is also contributing to carbon fiber demand, with an expected global requirement of 44,000 tons in 2024, increasing to 80,000 tons by 2025. China is anticipated to consume about half of this demand [7]. Future Outlook - The carbon fiber industry is transitioning from a recovery phase to a period of steady growth, supported by stable prices, increased operational rates, and a shift in applications towards emerging markets [8].

【DT新材料】 获悉，近日， 中国科学院金属研究所 科研团队在固态锂电池领域取得突破 ，为解决固态电池界面阻抗大、离子传输效率低的关键难题提 供了新路径。 该研究成果已于近日发表在国际学术期刊《先进材料》上。 固态锂电池因其高安全性和高能量密度，被视为下一代储能技术的重要发展方向。 然而，传统固态电池中电极与电解质之间的固-固界面接触不良，导 致离子传输阻力大、效率低，严重制约其实际应用 。 研究团队利用聚合物分子的设计灵活性， 在主链上同时引入具有离子传导功能的乙氧基团和具备电化学活性的短硫链，制备出在分子尺度上实现界面一 体化的新型材料。 该材料不仅具备高离子传输能力，还能在不同电位区间实现离子传输与存储行为的可控切换。 科研人员介绍， 基于该材料构建的一体化柔性电池表现出优异的抗弯折性能，可承受20000次反复弯折。当将其作为复合正极中的聚合物电解质使用 时，复合正极能量密度提升达86%。 此项研究为发展高性能、高安全性固态电池提供了新的材料设计思路与研究范式。 同样是针对固态电池界面问题，同样是针对电解质结构调整 ，日前， 清华大学 化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进 展， ...

【DT新材料】 获悉， 继9月24日宣布退出亚硫酸氢盐业务并将关闭位于路德维希港的相关生产设施后， 近日， 巴斯夫 宣布两大业务出售。 点击阅读 ： 四大化工巨头，再关停、出售 首先是，向宣伟出售其巴西装饰涂料业务 巴斯夫 巴西装饰涂料业务出售给 宣伟 的交易已于2025年10月1日完成，在现金和无债务的基础上，收购价格为11.5亿美元 （约81.87亿元人民币） 。 这是2025年全球涂料行业单笔金额最大的并购案， 包括Dem archi和 Jaboatão 的 生产基地、相关合同以及Suvinil和 Glasu! 品牌，以及大约1000名员 工。 据悉，巴斯夫装饰涂料业务在2024年的销售额约为5.25亿美元，是其唯一的大型B2C业务，几乎完全在巴西运营，与巴斯夫其他涂料业务协同效应有 限。 而对于全球涂料龙头 宣伟 来说，通过 此次收购，规避了自建体系所需的漫长时间， 以资本换时间的策略，是进军新兴市场的典型路径。 据悉，宣伟 2024年建筑涂料销售收入超过第二名 立邦 与第三名 阿克苏诺贝尔 之和。 其次是，向LDC出售食品与健康功能成分业务 巴斯夫 宣布，与 Louis Dreyfus Compan ...

Core Viewpoint - The article discusses the restructuring and potential change of control at Ningbo Shanshan Co., Ltd. (Shanshan Co.), highlighting the involvement of various investors and the company's strong financial performance in recent years [2][3][4]. Restructuring and Control Change - On September 30, Shanshan Co. announced that its controlling shareholder, Shanshan Group, along with its subsidiaries, signed a restructuring investment agreement with a consortium of investors, aiming to acquire a total of 23.36% of Shanshan Co.'s shares for approximately 3.284 billion yuan [2][3]. - If the restructuring is successful, the controlling shareholder will change to the investment platform of the investors, with Ren Yuanlin becoming the actual controller [4]. Financial Performance - In the first half of 2025, Shanshan Co. reported a revenue of 9.858 billion yuan, a year-on-year increase of 11.78%, and a net profit of 207 million yuan, a staggering increase of 1079.59% [6]. - The company's stock price has risen by 113.42% year-to-date, reaching 15.9 yuan per share, with a market capitalization of 35.7 billion yuan [6]. Business Segments - Shanshan Co. has two core business segments: anode materials and polarizers. The company is actively expanding its global footprint in the anode materials sector to meet the growing demand in the lithium battery market [7][9]. - The company is progressing well with a 100,000-ton anode material production project in Finland, which is expected to enhance its competitiveness in the European market [7][8]. Technological Leadership - Shanshan Co. has over 20 years of experience in the anode materials field, holding 359 authorized patents, including 12 international patents, establishing itself as a pioneer and technology leader in the industry [8]. - The company is well-positioned to capture market share in emerging product categories such as fast-charging anodes and silicon-based anodes due to its technological advantages [9]. Polarizer Business - The polarizer segment has seen significant advancements since the acquisition of LG Chem's polarizer assets in 2020, with the company now ranking among the top four globally in market share [10]. - Shanshan Co. has successfully transitioned to high-end OLED and automotive applications, with its production lines achieving domestic leadership in technology [10].

Forum Background - The "Fourth Advanced Gel Materials and Industrial Applications Forum" will be held on October 22-23, 2025, in Suzhou, focusing on "Innovation Driven, Industry Integration" as its theme [2] - The forum aims to create a collaborative platform integrating government, industry, academia, research, application, and investment, addressing key scientific issues, bottleneck technologies, and engineering applications in gel materials [2] Organizing Institutions - The forum is organized by the Suzhou Institute of Nano-Tech and Nano-Bionics, Jiangsu Advanced Gel Materials Engineering Research Center, DT New Materials, and Suzhou Nano Technology Development Co., Ltd. [3] - Honorary Chairman: Li Qingwen, Researcher at the Suzhou Institute of Nano-Tech and Nano-Bionics [3] - Executive Chairmen: Zhang Xueheng and Yan Feng, both researchers at the Suzhou Institute of Nano-Tech and Nano-Bionics and professors at Suzhou University [3] Conference Schedule - The opening ceremony and keynote speeches will take place on the morning of October 22, followed by various presentations in the afternoon [6][9] - Multiple parallel forums will be held on October 23, featuring topics such as swelling wrinkling patterned hydrogel films, bio-application materials, and self-healing hydrogels [9][10][12] Keynote Speakers and Topics - Notable speakers include Yu Shuhong, Li Changming, and Xie Xuming, covering topics from high-strength hydrogels to soft robotic machines [6][9] - The forum will also feature discussions on ion gels, nanocomposite materials, and new types of aerogel materials [6][9] Registration Information - Registration fees are set at 2600 RMB for formal representatives and 1400 RMB for student representatives, with payment details provided for participants [21]

Core Viewpoint - Yangguang Electric Power Co., Ltd. has submitted an application for listing H-shares on the Hong Kong Stock Exchange to enhance its global strategy and brand image, with funds aimed at R&D, overseas production bases, and digital transformation [2][3]. Financial Performance - In the first half of 2025, the company achieved revenue of 43.53 billion yuan, a year-on-year increase of 40.34%, and a net profit attributable to shareholders of 7.73 billion yuan, up 55.97% [3][6]. - The gross profit margin improved to 34.36%, an increase of 1.94% year-on-year, driven by brand premium, product innovation, and economies of scale [3][6]. Revenue Breakdown - Revenue from the photovoltaic sector was 22.51 billion yuan, a growth of 4.84% year-on-year, while the energy storage sector saw revenue of 17.80 billion yuan, a significant increase of 127.78% [4][6]. - The company’s main revenue sources include photovoltaic inverters (35.21%), energy storage systems (40.89%), and new energy investment development (19.29%) [2][6]. Regional Performance - Revenue from mainland China (excluding Hong Kong and Macau) was 18.15 billion yuan, growing by 3.48%, while overseas revenue reached 25.38 billion yuan, marking an impressive growth of 88.32% [3][6]. Industry Developments - The company is actively involved in significant projects, including a landmark off-grid project in Saudi Arabia and the highest-altitude photovoltaic power station in the world located in Yunnan [4][5]. - In the hydrogen energy sector, the company has secured multiple large-scale green hydrogen projects both domestically and internationally, with overseas orders accounting for over 50% of its total [5].

Group 1 - The 2025 Nobel Prize in Physics was awarded to American scientists John Clarke, Michel H. Devoret, and John M. Martinis for their discovery of "macroscopic quantum mechanical tunneling and energy quantization in circuits" [2] - John Martinis led Google's team that announced the achievement of "quantum supremacy" in 2019 with the development of the "Sycamore" quantum processor [2] - The prize amount for the 2025 Nobel Prize is 11 million Swedish Krona, equivalent to approximately 834.526 million RMB, remaining the same as in 2024 [2] Group 2 - As of 2024, the Nobel Prize in Physics has been awarded 118 times, with six years having no awards: 1916, 1931, 1934, 1940, 1941, and 1942 [3] - From 1901 to 2024, a total of 227 individuals have received the award, with John Bardeen being the only person to win it twice, in 1956 and 1972 [3] Group 3 - The youngest laureate of the Nobel Prize in Physics is British physicist Lawrence Bragg, who won in 1915 at the age of 25 for contributions to the analysis of crystal structures using X-rays [5] - The oldest laureate is American physicist Arthur Ashkin, who won in 2018 at the age of 96 for groundbreaking inventions in laser physics [6] - Among the 224 Nobel Prize winners in Physics, only five are women, including Marie Curie, Maria Goeppert-Mayer, Donna Strickland, Andrea Ghez, and Anne L'Huillier [6] Group 4 - The Nobel Prize website highlights three significant achievements in physics: the discovery of X-rays, advancements in photographic technology, and the invention of energy-saving lamps [7][8] - Wilhelm Röntgen was awarded the first Nobel Prize in Physics in 1901 for the discovery of X-rays, which are still used in medical diagnostics today [7] - The invention of the charge-coupled device by Willard Boyle and George Smith, awarded in 2009, was a major breakthrough in digital camera technology [7] - The 2014 Nobel Prize in Physics was awarded to Akasaki Shuji, Amano Hiroshi, and Nakamura Shuji for their invention of high-brightness blue light-emitting diodes, which revolutionized lighting technology [8] Group 5 - The 2025 Nobel Prize in Physiology or Medicine was awarded to Mary E. Brunkow, Fred Ramsdell, and Shimon Sakaguchi for their contributions to peripheral immune tolerance, which enhances understanding of the immune system and supports advancements in precision medicine and biotechnology [10]

Core Viewpoint - The article discusses the advancements and commercialization opportunities in the field of bio-based polymers, highlighting the potential of non-food biomass as a sustainable resource for producing high-performance materials [4][7][10]. Summary by Sections Economic Viability of Bio-based Polymers - The economic feasibility of bio-based polymers varies, with some materials being economically viable while others are not. The development of bio-based materials from biomass is a key focus area for research and development [7][10]. - The history of polylactic acid (PLA) pricing illustrates the significant potential for converting biomass into bio-based materials [7]. Research Directions and Achievements - The Zhejiang Provincial Key Laboratory for Bio-based Polymer Materials focuses on three main research areas: efficient conversion of non-food biomass, design and synthesis of high-quality bio-based polymers, and high-quality processing and application technologies [10]. - Key research topics include cellulose conversion to sugars, furan dicarboxylic acid (FDCA) and its polyesters, biodegradable polymers, and bio-based additives [10][11]. Cellulose Conversion - The conversion of cellulose to glucose is challenging but essential for utilizing non-food biomass. The research team has developed a catalyst that achieves over 85% glucose yield from cellulose, which is currently the highest reported [15][16]. - This process enables the further development of important products such as ethanol and lactic acid [16]. Furan Dicarboxylic Acid (FDCA) and Its Polyesters - FDCA is a promising bio-based platform compound with advantages over traditional petroleum-based counterparts, including sustainability and enhanced properties [17][19]. - The research team has pioneered a non-food biomass route for FDCA production, which is more sustainable and efficient than traditional methods. They have successfully scaled up production to a pilot level [21][25]. Biodegradable Polymers - Biodegradable polymers are seen as a solution to plastic pollution, but they often face challenges such as slow degradation rates. The research team is focusing on developing marine biodegradable materials [26][30]. - They have successfully created a low-cost oxalic acid-based polymer that demonstrates effective degradation in various environments [31]. Bio-based Additives - There is a significant lack of bio-based additives for polymer modification. The global compatibilizer market is growing rapidly, with a focus on developing high-grafting-rate reactive compatibilizers [32][34]. - The team has developed a bio-based compatibilizer with superior performance compared to traditional products, and a production line has been established [35]. Future Directions - The article concludes that the bio-based polymer sector has seen rapid development over the past two decades, with some materials already commercialized. The potential for bio-based polymers to replace fossil-based materials is significant [35].

Core Viewpoint - The collaboration between Evonik and AMSilk aims to scale up the production of sustainable silk proteins, targeting high-end fashion and automotive interior markets, with a focus on biodegradable materials [3][4]. Group 1: Collaboration and Production - Evonik and AMSilk have signed a long-term agreement to enhance the sustainable silk protein production, following an initial production agreement in 2023 [3]. - A customized production line has been established at Evonik's Slovakian facility, capable of producing several tons of high-performance silk protein monthly [3]. - AMSilk will convert the silk protein powder produced by Evonik into high-performance yarn products, ensuring quality and compliance with a fully transparent European supply chain [3]. Group 2: Market Potential - The protein fiber market, which includes silk, cashmere, and merino wool, has an overall size of approximately €26 billion, with a serviceable segment of about €16 billion [4]. - The market outlook for protein fibers is positive, with increasing interest from major automotive brands like Mercedes-Benz, which has begun using silk proteins in their interior components [5]. Group 3: Financing and Expansion - AMSilk completed a €52 million financing round (approximately ¥430 million) to expand its commercial influence and support industrial scale-up to meet the growing global demand for silk protein-based biomaterials [7]. - Other companies in the protein fiber sector, such as Spiber and Solena Materials, are also making significant advancements and securing funding to enhance their production capabilities [8][12][13]. Group 4: Industry Innovations - Spiber is set to achieve an annual production capacity of 1,000 tons of its Brewed Protein™ fiber within the next few years, establishing itself as a leader in the fashion and biomaterials sectors [9][12]. - Solena Materials has announced a $6.7 million seed funding round to accelerate the large-scale production of sustainable high-performance textiles [13]. - Lingzhu Technology has successfully achieved mass production of spider silk proteins and secured significant angel funding to further its development in the bio-based materials field [14][16].

Core Viewpoint - The global semiconductor industry is entering a new era driven by AI and high-performance computing (HPC), with thermal management becoming a critical bottleneck in chip design and manufacturing [2][3]. Group 1: Material Strategy - TSMC is shifting towards 12-inch silicon carbide (SiC) substrates while gradually exiting the gallium nitride (GaN) business, indicating a recalibration of its material strategy [2][4]. - SiC is recognized for its high thermal conductivity, reaching approximately 500 W/mK, significantly surpassing traditional ceramic substrates like alumina or sapphire [2][4]. Group 2: Thermal Management Challenges - The increasing density of applications such as AI accelerators and data center processors is intensifying thermal management challenges, particularly in wearable devices where microchips are closely positioned [3][4]. - TSMC aims to leverage its experience in 12-inch wafer processing to replace traditional ceramic substrates with large-size single-crystal SiC, enhancing yield and cost advantages without needing to rebuild manufacturing systems [3][4]. Group 3: Production and Quality Control - The focus in the industry has shifted from eliminating electrical defects to ensuring uniform density, low porosity, and high surface flatness, which are essential for high-yield production of SiC thermal management substrates [3][4]. - TSMC's existing equipment and packaging capabilities position it well to overcome challenges in slicing, polishing, and flattening SiC substrates, facilitating accelerated mass production [5][6]. Group 4: Application Expansion - TSMC is exploring new applications for SiC beyond power electronics, such as using conductive N-type SiC as thermal diffusion substrates in high-performance processors and AI accelerators [5][6]. - SiC is expected to become a foundational material for thermal management in AI and data center chips, moving beyond its traditional association with power electronics [5][6]. Group 5: Competitive Landscape - Major players like Intel are also recognizing thermal management as a core competitive advantage, as evidenced by their initiatives in backside power delivery and thermal-power co-design [6].