Core Viewpoint - The article discusses the advancements and collaborations in the solid-state battery industry, highlighting key players and their strategic partnerships aimed at enhancing battery technology and materials for electric vehicles and other applications [1][2][3][4][5]. Group 1: Industry Developments - Solid-state batteries are recognized for their high safety and energy density, marking a significant development direction for electric vehicle power batteries [1]. - The Ministry of Industry and Information Technology of China has emphasized accelerating breakthroughs in solid-state battery technologies, indicating a shift from pure R&D to engineering validation [1]. - Major chemical companies are actively engaging in the solid-state battery sector, with BASF and Sanyou Technology announcing milestone collaborations to enhance their strategic partnership [2]. Group 2: Key Collaborations - BASF has partnered with Sanyou Technology to deliver high-quality samples for heavy-duty vehicle projects and to collaborate on new product cell validation in the 3C safety certification field [2]. - Covestro is working with Fujian Blue Ocean Black Stone New Materials Technology to develop polyurethane binders for silicon-carbon anodes, addressing volume expansion issues during charge and discharge cycles [3]. - SES Holdings has formed a new company, Argylium, with Axens Group to focus on the commercialization of advanced materials for solid-state batteries, particularly targeting the next generation of sulfide solid electrolytes [4]. Group 3: Material Innovations - Companies like Dow Chemical and LG Chem are developing low-cost sulfide electrolytes and uniform control technologies for solid-state electrolytes, respectively, with LG Chem planning to launch a vehicle solid-state battery with an energy density exceeding 500 Wh/kg by 2027 [5]. - Other firms, such as Tianqi Materials and Huizhou Enjie, are also advancing their production capabilities for lithium sulfide and solid-state electrolytes, with significant production lines already established [5]. - The article notes that various materials, including polymer electrolytes and silicon-based anode materials, present promising opportunities for chemical companies in the solid-state battery landscape [6].

| 800+ | 200+ | 30+ | 50.000m | | --- | --- | --- | --- | | 正亦参展 | 科研院所 | 主题论坛 | 展览面积 | | 2026.06.10 → 06.12 | | 上海新国际博览中心 ( N1-N5 ) 馆 | | 【DT新材料】 获悉，近日，横琴粤澳开发投资公司以3.55亿元对 科泰思创新技术公司 实施战略投资。根据公开信息，双方将依托此次合作，在横琴 粤澳深度合作区共同设立研发中心， 重点围绕航空级碳纤维复合材料及低空经济相关关键技术开展研发与产业化布局。 合作双方计划以航空级碳纤维复合材料为切入点，推动相关技术在低空飞行器、智能无人系统等领域的应用，助力合作区构建"海陆空全空间智能无人 体系"，进一步完善低空经济相关产业链。 2025年10月， 常州启赋安泰复合材料科技有限公司 " 正式更名 为" 科泰思创新技术（江苏）股份有限公司 "，市场主体类型由有限责任公司变更为股份有限公 司(非上 市)， 标志着公司在战略布局上的进一步深化。 科泰思创新技术成立于2017年7月，是一家专注于航空级碳纤维复合材料结构件研发与生产的高科技企业。公司核心业 ...

Core Viewpoint - The article highlights the significant profit growth forecasted for Juhua Co., Ltd. in 2025, driven by strong demand for its core product, third-generation fluorinated refrigerants (HFCs), and improvements in industry competition and pricing [1]. Financial Performance - Juhua Co., Ltd. expects a net profit attributable to shareholders of 3.54 billion to 3.94 billion yuan for 2025, representing a year-on-year increase of 80% to 101% [1]. - The company anticipates a net profit of 3.514 billion to 3.914 billion yuan after deducting non-recurring gains and losses, which is an increase of 1.611 billion to 2.011 billion yuan compared to the previous year, reflecting a growth of 85% to 106% [1]. - The substantial profit increase is attributed to the implementation of production quotas for HFCs starting in 2024, leading to improved inventory management and robust downstream demand [1]. Product Performance - The total production volume for major products in 2025 is projected at 5,512,450.05 tons, with a year-on-year decrease of 2.56% [3]. - Revenue from major products is expected to reach 2,422,776.23 million yuan, showing an 18.04% increase year-on-year [3]. - Specific product performance includes: - Refrigerants: Revenue increased by 43.37% to 1,354,438.45 million yuan [3]. - Fluorinated fine chemicals: Revenue increased by 41.54% to 39,373.40 million yuan [3]. - Food packaging materials: Revenue decreased by 21.17% to 73,000.04 million yuan [3]. Price Trends - The average price of fluorinated chemical raw materials in 2025 is expected to be 3,482.89 yuan per ton, a decrease of 2.05% from 2024 [4]. - The average price of refrigerants is projected to rise significantly to 39,490.23 yuan per ton, an increase of 47.55% compared to 2024 [4]. - The average price of fluorinated fine chemicals is expected to increase by 7.75% to 59,306.52 yuan per ton [4]. Impairment Testing - The company has conducted impairment testing on its wholly-owned subsidiary, Qizhou Juhua Nylon Co., Ltd., and has made an asset impairment provision totaling 320.8896 million yuan, which will be included in the 2025 financial results [2].

Core Viewpoint - The collaboration between Shanquan Group and Qingdao University of Science and Technology aims to establish a joint laboratory for bio-based rubber chemicals, focusing on the development of high-value bio-based materials from agricultural waste, particularly lignin, to meet the growing demand for sustainable rubber additives in the industry [3][5][12]. Company Developments - Shanquan Group, a leading company in the bio-based materials sector with over 10 billion RMB in revenue, is investing over 2 billion RMB in a lignin refining project in Daqing, which will produce high-value products including lignin for rubber chemicals [5][12]. - Qingdao University of Science and Technology, known as the "Huangpu Military Academy of China's Rubber Industry," will contribute its expertise in polymer science to this collaboration, enhancing the research and development of bio-based rubber additives [7][8]. Industry Insights - The rubber additives market in China is projected to reach a production volume of 1.5879 million tons and a market value of 31.6 billion RMB in 2024, with China accounting for 78% of the global production [10]. - The bio-based rubber additives, particularly those derived from lignin, are expected to tap into a market worth over 30 billion RMB, with the potential to grow to over 37 billion RMB by 2029 [12][14]. Technological Focus - The collaboration will focus on four key areas: molecular design to optimize lignin's compatibility with rubber, green synthesis processes to reduce environmental impact, ensuring high performance of bio-based additives, and application technology tailored for specific rubber products [16][18]. - The project aims to create a complete technology chain from raw material processing to rubber chemical production, positioning Shanquan Group to leverage its raw material advantages and establish a significant presence in the bio-based rubber chemicals market [18].

| 800+ 200+ 30+ 50,000m | | --- | | 企业参展 科研院所 | | 2026 . 06 . 10 → 06 . 12 | 在新能源产业迭代升级的浪潮中，固态电池已成为撬动行业变革的核心支点，是衡量国家高端制造实力的重要 标志。 在固态电池体系中，负极直接决定电池的能量密度、循环寿命， 是制约电池整体性能升级的关 键环节 。 相比于传统石墨负极， 硅基负极凭借优异的性能 （ 硅理论 比容量 是传统石墨负极的10倍以上 ）和与固态 电池体系的高匹 配 度（ 降低 固-固界面阻抗，抑制锂 枝晶析出 ）， 已成为当前固态电池体系主流选择 。 作为高能量密度电池的核心材料， 硅碳负极已成为固态电池产业链的关键布局方向。 2025年，国内硅碳负极 赛道更是呈现全面开花、项目密集落地的火热态势。 据 DT 新材料不完全统计，2025年国内硅碳负极落地项 目数量突破 100 个，规划总产能超 30 万吨，行业总投资额高达800 亿元！ 我们已梳理2025年硅碳负极项目（涵盖受理、公示、开工、投产等全阶段）的核心信息 ， 囊括产能规划、技 术路线、项目规模等关键内容。 扫描下方二维码，转发即可领 ...

Group 1 - The global nylon market is expected to exceed $47 billion, driven by advancements in applications such as electric vehicles, electronics, low-altitude economy, embodied robots, smart terminals, and medical devices [2] - The nylon industry is entering a critical period of structural adjustment due to energy system restructuring, trade environment changes, and energy-saving and carbon reduction goals, presenting both challenges and strategic opportunities [2] - The "2026 Advanced Nylon Industry Innovation and Application Development Conference" will be held on March 19-20, 2026, in Guangzhou, focusing on technology innovation, application development, cost reduction, and market expansion [2][4] Group 2 - The conference will gather over 300 domestic and international nylon enterprises and industry chain participants for effective resource matching [5] - More than 20 experts, entrepreneurs, and scholars will share insights on industry innovation paths [5] - The event will feature over 30 end-user companies presenting material application needs to facilitate upstream and downstream cooperation [5] Group 3 - The agenda includes sessions on terminal trends and material demands, innovations in nylon applications in the automotive and electronics industries, and case studies on nylon materials for low-altitude flying vehicles and embodied robots [7][8] - Specialized activities such as thematic salons, exchange visits, and demand matching will be organized to meet industry needs [5][10] - The conference will initiate the development of industry group standards for advanced nylon materials in key application areas like electric vehicles and robotics [5][10]

Group 1 - The core viewpoint of the article is the strategic collaboration between Enli Power and Enjie Co., focusing on the development of solid-state battery technologies and materials [1][2]. - The collaboration will focus on three main areas: material co-development for high-performance electrolyte membranes, integration of manufacturing processes, and optimization of system compatibility to accelerate commercialization [1][2]. - Enjie Co. has strong technical capabilities and mass production capacity in wet-process membranes and other key materials, which will enhance its position in the supply chain and support Enli Power in launching competitive battery products [2]. Group 2 - Enli Power specializes in high-energy solid-state battery technology and has made significant breakthroughs in key technologies such as solid-state interface coating and lithium metal anode protection [2]. - The energy density of Enli Power's batteries ranges from 270 to 600 Wh/kg, and they can operate stably in temperatures from -40°C to 100°C, making them suitable for applications in robotics, drones, and high-end electric motorcycles [2].

Core Viewpoint - Kangda New Materials is expected to turn a profit in 2025, with a projected net profit of 125 million to 135 million yuan, marking a year-on-year increase of 150.78% to 154.84% due to significant sales growth in adhesive and specialty resin products, particularly driven by the wind power sector [1][2]. Financial Performance - The net profit attributable to shareholders is projected to be between 125 million and 135 million yuan, compared to a loss of 246.17 million yuan in the same period last year, representing a growth of 150.78% to 154.84% [2]. - The net profit after deducting non-recurring gains and losses is expected to be between 21 million and 31 million yuan, a year-on-year increase of 106.81% to 110.06% [2]. - Basic earnings per share are projected to be between 0.425 yuan and 0.458 yuan, recovering from a loss of 0.824 yuan per share in the previous year [2]. Fundraising and Investment Projects - Kangda New Materials plans to raise up to 585 million yuan through a private placement of A-shares to support project construction and enhance liquidity, aligning with its "new materials + electronic technology" dual-driven strategy [2][3]. - 276.87 million yuan will be allocated to the expansion project of 80,000 tons/year electronic-grade epoxy resin at Dalian Qihua New Materials, expected to generate an annual sales revenue of 1.064 billion yuan and a net profit of 44.68 million yuan post-completion [3][4]. - 133.13 million yuan will be invested in the Kangda Northern R&D Center and military electronics and composite materials project, projected to yield an annual sales revenue of 526.11 million yuan and a net profit of 42.64 million yuan [3][4]. - An additional 175 million yuan will be used to supplement working capital to optimize the company's asset-liability structure and alleviate cash flow pressure [3][4].

Core Viewpoint - Nanjing Julong New Materials Technology Co., Ltd. is expanding its operations by establishing a wholly-owned subsidiary in Huizhou with a registered capital of 30 million yuan and an investment of 110 million yuan to build a production line for modified plastics with an annual capacity of 60,000 tons, aiming to enhance its market presence in South China [2][3][4]. Group 1: Company Expansion - The new subsidiary, Huizhou Julong, will focus on manufacturing bio-based materials, high-performance fibers, engineering plastics, and 3D printing materials, with a construction period of approximately three years [3][4]. - The establishment of the 60,000-ton modified plastics production line will significantly enhance the company's ability to meet customer demands in South China, addressing current inefficiencies in market response [4][6]. - By the end of 2024, the company's total designed capacity for high-performance modified plastics will reach 220,000 tons per year, including existing projects in Chuzhou and other planned expansions [4][5]. Group 2: Market Positioning - The establishment of Huizhou Julong is intended to strengthen the company's competitive position against major players in South China, such as Kingfa Technology and Yinhai Technology, particularly in the fields of materials for new energy vehicles and robotics [6]. - The company is also collaborating with other firms to enhance its capabilities in the robotics sector, indicating a strategic move to diversify its product offerings and market reach [6]. Group 3: Industry Trends - The modified plastics market is experiencing growth driven by the rapid development of downstream industries such as new energy vehicles and smart home appliances, leading to increased demand for high-performance materials [7]. - Other companies in the modified plastics sector are also expected to report positive performance in 2025, although there are concerns about potential challenges in 2026 due to rising raw material costs and trade tensions [7].

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to showcase innovations in new materials, positioning China as a leader in global new material innovation and development, with a focus on future industries and technological advancements [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, covering applications in various industries such as AI, aerospace, smart vehicles, and renewable energy [2][20]. Group 2: Focus Areas - The event will emphasize five common needs of future industries: advanced semiconductors, advanced batteries, lightweight functional materials, low-carbon sustainability, and thermal management [2][10]. - Six thematic exhibition areas will be set up, including advanced semiconductors, advanced batteries and energy materials, thermal management, lightweight and sustainable materials, new material 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 connections between startups 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 strong interest and growth in the sector [7][34]. - FINE 2026 is positioned as a significant opportunity for businesses to engage in technology transfer and innovation, aligning with China's strategic focus on high-tech industries [2][10].