Core Viewpoint - Donut Lab has launched the world's first commercially viable all-solid-state battery, marking a significant advancement in the electric vehicle and energy storage industries [2][3]. Group 1: Battery Specifications and Performance - The new battery achieves an energy density of 400 Wh/kg, significantly higher than the current mainstream lithium-ion batteries, which typically range from 250 to 300 Wh/kg [3]. - It can be charged in just 5 minutes, representing a qualitative leap in charging speed [3]. - The battery boasts a cycle life of up to 100,000 cycles, far exceeding the 5,000 cycles limit of existing technologies, allowing for nearly 30 years of stable use with daily charge and discharge [5]. Group 2: Material and Cost Efficiency - Donut Lab's solid-state battery is made from abundant, low-cost materials that are geopolitically stable, avoiding reliance on rare or sensitive elements, thus significantly reducing costs compared to traditional lithium-ion batteries [5]. - This development addresses the core cost bottleneck that has historically limited the large-scale application of solid-state batteries [5]. Group 3: Safety and Testing - The battery has undergone rigorous testing under extreme conditions, maintaining over 99% capacity at temperatures as low as -30°C and above 100°C without any signs of fire or degradation [5]. Group 4: Market Applications and Collaborations - Donut Lab has partnered with Verge Motorcycles to offer the first production motorcycle equipped with this solid-state battery, with pre-orders starting and deliveries expected in Q1 2026 at a starting price of $29,900 [6]. - The motorcycle can be charged in 10 minutes, providing up to 60 kilometers of range per minute of charging, and a long-range version can travel 600 kilometers on a single charge [6]. - Additionally, Donut Lab is collaborating with WATTEV to create a lightweight modular electric vehicle platform that integrates their battery technology [8]. Group 5: Future Outlook - Donut Lab asserts that solid-state batteries are ready for application in OEM production vehicles now, indicating a shift towards the future of electric mobility [8].

Group 1 - The core viewpoint of the article highlights the upcoming procurement plan for the basic design services of ultra-high molecular weight polyethylene (UHMWPE) at the CNOOC Ningbo Daxie Petrochemical, with an expected bidding date in January 2026 [2] - The project aims to establish a new UHMWPE production facility with a capacity of 40,000 tons per year, utilizing raw materials such as ethylene, hydrogen, and purchased hexane, employing a low-pressure hexane slurry process developed by the Shanghai Institute of Organic Chemistry and Sinopec Shanghai Engineering [2] - The total investment for the Daxie Petrochemical Phase VI project is approximately 1,018,418,000 yuan, which includes various production capacities such as 100,000 tons/year of high-performance olefin elastomers (HPOE) and 150,000 tons/year of carbon four comprehensive utilization [3] Group 2 - The Daxie Petrochemical Phase VI project is positioned to enhance the competitiveness of the integrated refining and chemical base by leveraging existing resources like self-produced ethylene and liquefied gas [2] - The project is strategically located in the southern area of the Daxie Petrochemical Taiping plant in Ningbo, aiming to create advanced and competitive high-function material projects [2] - The article also mentions the 2026 Future Industry New Materials Expo scheduled for June 10-12, 2026, at the Shanghai New International Expo Center, focusing on lightweight, high-strength, and sustainable materials [8]

Core Viewpoint - Hengyi Petrochemical has announced the full launch of the second phase of the PMB petrochemical project in Brunei, aiming for completion by the end of 2028, with a designed capacity of 12 million tons per year [2]. Group 1: Project Overview - The second phase of the Brunei refining project includes refining, aromatics, ethylene, and polyester, with a focus on producing high-value products such as diesel, PX, benzene, and polypropylene [2]. - Upon completion, the total capacity of the Brunei refinery will reach 20 million tons per year, with initial site preparation and sand filling already completed [2]. Group 2: Competitive Advantages - The project benefits from geographical advantages, including convenient crude oil procurement without import quotas and proximity to the Malacca Strait, which reduces logistics costs [3]. - The Brunei project is located in the ASEAN Free Trade Area, offering tax advantages such as an 11-year corporate income tax exemption, extendable to 24 years under certain conditions [4]. Group 3: Strategic Alignment - The advancement of the Brunei phase two project complements Hengyi Petrochemical's domestic strategy, which includes a comprehensive PTA production base along the coast of China with a capacity of 19 million tons per year, ranking first globally [4]. - The integration of products from Brunei and the Guangxi Qinzhou project is expected to enhance logistics efficiency through direct shipping routes, further reducing costs [4]. Group 4: Market Demand - The Southeast Asian market for refined oil products is experiencing tight supply and demand dynamics, with local GDP growth significantly outpacing the global average, leading to sustained demand for refining products [4]. - According to IEA forecasts, the supply-demand gap for refined oil in Southeast Asia is expected to widen to 68 million tons by 2026, presenting significant market opportunities for the Brunei refining project [4].

Core Viewpoint - The article highlights the successful launch of a high-performance carbon fiber precursor production line by Jinggong Technology, marking a significant advancement in domestic carbon fiber manufacturing capabilities and contributing to the broader goals of sustainable development and carbon neutrality in China [2][3]. Group 1: Industry Developments - Jinggong Technology has successfully developed and launched its first production line with an annual capacity of 5000 tons for high-performance carbon fiber precursors, overcoming technological barriers and achieving a key step towards domestic and scalable production [2]. - The production line utilizes proprietary technology developed by Jinggong Technology, showcasing its ability to deliver comprehensive equipment solutions for carbon fiber production [2]. - The production process features a polymerization reaction conversion rate exceeding 90%, with minimal side reactions and uniform molecular weight distribution, ensuring high-quality precursor production [2]. Group 2: Applications and Impact - High-performance carbon fiber has extensive applications in aerospace, energy equipment, automotive industry, high-end sports equipment, and medical devices, providing essential material support for national strategic directions such as low-altitude economic development and transportation lightweighting [3]. - The large-scale production of high-performance carbon fiber precursors is expected to significantly promote energy conservation and emission reduction in downstream industries, contributing to China's dual carbon goals [3]. Group 3: Upcoming Events - The 2026 Future Industry New Materials Expo (FINE) will focus on common needs in future industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy, featuring six major exhibition areas including lightweight, high-strength, and sustainable materials [1][12]. - The expo is scheduled to take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center [8][12].

Core Viewpoint - The semiconductor industry is transitioning from FinFET to CFET technology by 2026, marking a shift in chip performance competition from mere size reduction to addressing physical limits and thermal management challenges [2][32]. Group 1: Macro Crisis - The long-term focus on increasing transistor density has led to significant thermal management issues, impacting CPU and GPU performance, power consumption, and energy efficiency [4][6]. - High temperatures can slow down critical signal propagation and cause permanent degradation of chip performance, leading to increased energy consumption for the same computational tasks [7][10]. Group 2: Path Exploration - Chip-level cooling technologies are essential for efficiently dissipating heat from high-density chips, with methods categorized into active and passive cooling systems [12][13]. - Advanced cooling architectures include remote, near-chip, and embedded on-chip cooling, each with varying effectiveness in heat transfer [13]. Group 3: Architectural Revolution - The transition to nanosheet and CFET architectures is expected to increase power density by 12%-15%, raising concerns about thermal runaway in densely packed data centers [34]. - Backside power delivery networks (BSPDN) are being developed to reduce resistance and improve voltage delivery, but they may introduce new thermal challenges due to thinner silicon substrates [35][40]. Group 4: Future Solutions - The industry is exploring various advanced materials and cooling techniques, including microchannel cooling, liquid cooling, and high-performance thermal management materials like diamond composites [20][59]. - Collaborative approaches, such as system and technology co-optimization (STCO), are necessary to address the complex thermal management challenges posed by next-generation chips [48][75].

Core Viewpoint - Kanghui New Materials Technology Co., Ltd. has achieved significant breakthroughs in the production of polarizer protective base films, reaching advanced industry levels in both yield and quality, thus ending the long-standing market monopoly by imported products in the high-end polarizer protective base film sector [2][3]. Group 1: Company Achievements - Kanghui New Materials has successfully achieved stable mass production of polarizer protective base films, with monthly shipment volumes nearing 10 million square meters, making it the leading domestic enterprise in this field [3]. - The products have gained high recognition from downstream customers, leading to a continuous increase in order volumes and successfully penetrating the domestic mainstream polarizer market [3]. Group 2: Industry Context - The BOPET polarizer protective base film is a critical optical material in the polarizer manufacturing process, with stringent requirements for film flatness, defect control, and thermal stability, directly impacting production efficiency and product quality for downstream enterprises [2]. - Historically, the high-end polarizer protective base film market has been dominated by Japanese and Korean companies, creating high technical barriers that forced domestic polarizer manufacturers to rely on imports, facing challenges such as high procurement costs and unstable supply cycles [2]. Group 3: Strategic Implications - The breakthroughs achieved by Kanghui New Materials not only validate its R&D capabilities and manufacturing strength in the high-end optical film sector but also promote the deep extension of China's display industry into upstream core material segments, providing essential material support for the high-quality development of strategic emerging industries such as new displays and consumer electronics [3].

【DT新材料】 获悉，央视《新闻联播》报道，中共中央政治局常委、国务院总理李强1月4日在广东调研。 期间，李强来到深圳蛇口邮轮母港直升机场， 了解低空经济发展情况 ，并 在深圳机器人谷观看了优必选全新一代工业人形机器人Walker S2演示全球首 创的自主换电技术及搬运功能。 调研中， 李强总理与部分科技企业、深圳市政府有关部门负责人座谈交流， 优必选科技 创始人、董事会主席兼CEO 周剑 出席， 并向李强总理汇报关于 人形机器人行业发展的思考与实践建议。 周剑表示，当前全球正迎来以人工智能与人形机器人为核心的科技与产业变革。 人形机器人作为具身智能的终极载体，不仅代表着国家科技创新的高度， 更是推动制造业升级、构建新质生产力的关键支撑 。在这一全球性赛道中，中国已具备良好的产业基础和市场优势，如何将场景优势、政策优势转化为技 术领先与产业优势，是整个行业共同的课题。 结合优必选十余年的探索，特别是近期在北京、广东、柳州等地与比亚迪、富士康、顺丰等龙头企业的深度共创实践，优必选深刻认识到： 人形机器人产 业的高质量发展，必须坚持 "场景驱动、闭环迭代、生态协同" 的路径。 为了推动中国人形机器人行业快速发展， ...

Core Insights - Phase Change Materials (PCM) are essential for efficient energy storage and precise temperature control, showing significant market growth potential due to advancements in research and increasing demand in various sectors [1] Group 1: Forum Information - The Third Phase Change Materials Innovation and Application Forum will be held from April 16-18, 2026, in Guangzhou, organized by DT New Materials [2] - The forum aims to promote communication and collaboration between academia and industry, focusing on the latest advancements and breakthroughs in the PCM field [1][2] Group 2: Agenda and Topics - The forum will cover various topics, including PCM material development, battery thermal management, and applications in fixed and distributed energy storage scenarios [4][5][7] - Specific discussions will include the development of low melting point/high latent heat PCM, AI-driven performance predictions, and the adaptation of PCM in extreme environments [4][5][6] Group 3: Youth Forum and Poster Session - A special "Frontier Technology and Youth Forum" will be held to discuss technical challenges and scientific issues in PCM research, encouraging young researchers to think critically about their work [8] - A poster session will be organized to recognize contributions to PCM development, with awards for the best posters [8]

就在前几天，2025年12月29日，由欣界能源自主研发、设计、建造的10GWh固态锂金属电池量产项目（一期），首批高能量锂金属固态圆柱电池在杭州 正式宣告下线。 该项目分两期建设，一期产能2GWh，应用于高端消费电子市场，场景覆盖无人机、eBike、电摩、扫地机器人、AGV等领域，产线兼容多系列固态圆柱 电池。二期产能规划为8GWh，聚焦eVTOL、具身机器人、新能源汽车领域。 欣界能源独创的HICORE固态电解质技术和界面定向调控TIE技术，显著降低界面阻抗，提升锂离子传输效率，即使在高倍率放电条件下仍能保持容量稳 定。 下线的首批固态圆柱系列电芯，容量提升了20%-50%，持续放电能力亦高出传统电池的30%以上，并通过了过充、过放、重物冲击、挤压、跌落等一系列 极端安全测试。同时，欣界的方形软包电池也以480Wh/kg的高能量密度与过针刺级的安全保障，获得 机器人及eVTOL领域客户的高度认可 。 据悉，一期2GWh产能的爬坡与优化已在全速进行，二期8GWh的产能布局，已在规划之中。欣界能源的下一代产品，研发已进入最后冲刺。 【DT新材料】 获悉，近日， 欣界能源科技（中山）有限公司 新一代固态电池电芯与 ...

热管理液冷板产业展 2026年6月10-12日 上海新国际博览中心（N2馆） 主办单位： DT新材料 联合主办： 中国生产力促进中心协会新材料专业委员会 上海化育兴材企业管理有限公司（化育新材） 上海埃米汇创新材料集团有限公司（埃米空间） FINE 2026 总展（N1-N5馆）预计数据 展览面积： 50000平 参展企业： 800+家 终端&资本： 5000+ 专业观众： 100000+人次 论坛活动： 30+场 媒体曝光： 500+万次 展会介绍 液冷技术凭借高效散热优势，成为数据中心、储能、电动汽车、功率半导体、 AI芯片以及机器人、低空飞行等未来产业终端场景的核心热管理方案。 液冷板 作为 液冷技术的核心组件，其原材料制备、加工工艺、性能优化及场景适配能力，直接决定液冷系统的整体效能， 是当前产业布局的核心聚焦点 。 FINE2026热管理液冷板产业展 ， 特设 5 大特色主题展区 ， 数据中心液冷、新能源电池与储能液冷 ， 功率半导体液冷、液冷材料与组件、制造与加工设备 ， 从 终端、部件、材料、技术装备到前沿科技的全链条热门创新成果 与解决方案 ，一站式合作、交流与采购。 FINE 2026 20 ...