Core Viewpoint - The 2025 High Polymer 3D Printing Materials Summit Forum will be held from July 18-20 in Hangzhou, focusing on opportunities and challenges in additive manufacturing [1][10]. Agenda Summary Opening Ceremony & Main Forum - The forum will start with an opening ceremony followed by discussions on sustainable high-performance photopolymer 3D printing and various advanced manufacturing technologies [3][4]. "Artificial Intelligence +" and 3D Printing Session - This session will cover topics such as machine learning for continuous composite materials 3D printing, near-infrared light-assisted inkjet printing, and 4D printing of programmable metamaterials [4]. Ceramic 3D Printing Session - Discussions will include advancements in silicon nitride-based ceramic additive manufacturing, multi-material 3D/4D printing, and the industry trends in ceramic 3D printing [5]. Biomedical 3D Printing Session - The focus will be on biocompatible materials for 3D printing, applications in bone and cartilage regeneration, and the development of biodegradable spinal fusion devices [6]. Industrial 3D Printing Session - This session will explore high-performance polymer materials for aerospace applications, industrialization of polymer 3D printing, and innovations in high-resolution polymer printing technologies [7][8]. Event Information - The forum will take place at the Sheraton Hangzhou Longxi Hotel, with registration fees set at ¥2800 for corporate and research representatives and ¥1800 for students if paid online before July 18 [19].

Core Viewpoint - The European Patent Office (EPO) ruled in favor of Borealis, allowing it to continue producing polyolefin elastomer (POE) films, concluding an eight-year patent dispute with Mitsui Chemicals [2][6]. Group 1: Patent Dispute Overview - The dispute originated from Mitsui Chemicals' European patent EP2626911B1, granted in November 2017 for its ENGAGE® 8400 POE material, aimed at creating a technological barrier in the photovoltaic POE encapsulant film market [3]. - Borealis challenged the patent in August 2018, arguing it lacked inventiveness due to the existence of similar solar cell encapsulation polymer products in the market prior to Mitsui's patent application [4]. - EPO's final ruling in July 2025 determined that Mitsui's patent was invalid based on the concept of "market publicness," indicating that existing technology must be assessed based on its public availability rather than its extractability [5]. Group 2: Market Dynamics and Trends - POE has gained significant traction in recent years, with major players like Dow, Mitsui, ExxonMobil, LG Chem, SK, and SABIC dominating the market. China has been heavily reliant on imports, with approximately 860,000 tons imported in 2023 [7]. - The penetration rate of POE in N-type module encapsulation has increased from 20% to 40%, squeezing the high-end EVA market and driving global demand for POE to 1.5 million tons [8]. Group 3: POE Product Types and Applications - Main types of POE include four-carbon POE and eight-carbon POE. Four-carbon POE is cost-effective and widely used in general products, while eight-carbon POE offers superior performance in extreme conditions but has higher production costs due to reliance on imported raw materials [9][10]. - Four-carbon POE is primarily used in cost-sensitive products, while eight-carbon POE is utilized in high-performance applications such as automotive parts and high-end packaging [10]. Group 4: Technological Barriers and Innovations - Key technological barriers in POE production include metallocene catalyst systems, sourcing high-carbon α-olefins, and solution polymerization processes. The catalyst's high-temperature resistance and equipment costs are significant challenges [11]. - Recent breakthroughs in the synthesis of 1-octene, a crucial raw material, have been achieved, with several companies establishing industrial trial facilities for its production [12]. - The China Petroleum and Chemical Corporation announced successful advancements in reactor heat control and polymer stability, leading to the development of a thousand-ton/year solution method for high-end elastomers [13]. Group 5: Future Directions - Future developments in POE materials are expected to focus on sustainability and multifunctionality, including the creation of bio-based, biodegradable, and recyclable POE products, as well as enhancements through the incorporation of nanoparticles and fibers [14].

Core Viewpoint - Shanghai Xiba plans to participate in the auction of lithium sulfide business assets from Yuyuan Rare Earth New Materials Co., aiming to expand its presence in the solid-state battery sector [1][3]. Group 1: Auction Details - The auction is for lithium sulfide-related assets, with a starting price of approximately 110 million yuan, which includes patents, proprietary technology, and equipment [4]. - The assets have an assessed appreciation rate of 5476.85%, primarily due to core technology [4]. Group 2: Financial Position - As of the first quarter of 2025, Shanghai Xiba's cash reserves amount to 170 million yuan, equivalent to the net profits from 2021 to 2024 [2]. - The company expects a net profit of 99 million to 118 million yuan for the first half of 2025, representing a year-on-year growth of 136.47% to 181.85% [7]. Group 3: Business Context - The divestiture of lithium sulfide assets is noteworthy as solid-state batteries are a hot market, with major companies like Toyota, Nissan, and CATL actively investing in this area [5]. - Currently, lithium sulfide solid-state electrolytes have not achieved industrial-scale production, and their high cost remains a significant challenge [5]. Group 4: Company Operations - Shanghai Xiba has been gradually entering the solid-state battery materials market since 2022, leveraging research from teams at Fudan University and the Chinese Academy of Sciences [6]. - The company has established a 100-ton solid-state battery powder production line in Zhejiang and is in the trial production phase at its Songjiang base [7].

Core Viewpoint - The company, 康达新材, is expected to achieve significant profit growth in the first half of 2025, with net profit projected to increase by 165.71% to 174.12% year-on-year, driven by strong demand in the wind power sector and improved operational efficiency [2][3]. Group 1: Financial Performance - The company forecasts a net profit of 39.1 million to 44.1 million yuan, excluding non-recurring gains, and a profit attributable to shareholders of 50 million to 55 million yuan, reflecting a year-on-year growth of 188.48% to 197.33% [2][3]. - Non-recurring gains are expected to be around 11 million yuan, primarily from the disposal of subsidiary equity, government subsidies, and dividends from associated companies [3]. Group 2: Business Development - The adhesive and specialty resin materials segment has seen steady sales growth, particularly in wind turbine blade products, which are a key driver of business growth due to increased demand in the wind power industry [3]. - The company has maintained its leading market share in the domestic wind turbine blade structural adhesive sector and has established a comprehensive supply system for core products [3]. Group 3: Strategic Initiatives - The company is pursuing external acquisitions to enhance its electronic technology segment and transition towards the semiconductor industry [4]. - An acquisition agreement has been signed to acquire at least 51% of 成都中科华微电子有限公司, which specializes in high-reliability integrated circuit products [4][5]. Group 4: Product Development - The company’s subsidiary has completed small batch verification of aluminum oxide target materials for integrated circuit manufacturing, and is currently testing cerium oxide CMP polishing liquids [5].

Group 1: Industry Overview - The recent "anti-involution" trend has led to a significant rebound in various industries, including photovoltaics, with polysilicon futures breaking through 41,000 yuan per ton, reaching a three-month high of 42,265 yuan per ton [1] - Silicon material companies have raised their prices above cost, which is expected to drive up the prices of silicon wafers and solar cells [1] Group 2: Company Profile - Runyang New Energy - Runyang New Energy announced the resumption of production at its Yunnan base on July 8, achieving full capacity within 10 days [1] - The company has a history of rapid growth, becoming the third-largest global producer of solar cells within three years of establishing its production capacity in 2017 [1] - As of the end of 2023, Runyang has a global production capacity of 63 GW for high-efficiency solar cells and a planned capacity of 23 GW for modules [1] Group 3: Financial Situation - Runyang's initial public offering application was accepted by the Shenzhen Stock Exchange in March 2022, aiming to raise 4 billion yuan for various projects, but the listing ultimately failed [2] - As of the end of 2024, Runyang's net assets are 7.4 billion yuan, with total liabilities reaching 28.996 billion yuan, resulting in a high asset-liability ratio of 79.62% [2] - Following the termination of a planned acquisition by Tongwei, several equipment manufacturers have announced debt-to-equity swaps to reduce Runyang's debt burden, although sustainable operations and cash flow are necessary for long-term debt reduction [2]

Core Viewpoint - The European chemical industry is facing significant challenges due to rising energy costs and taxes, leading to major companies taking actions to minimize losses as they approach 2025 [1][2]. Group 1: Company Forecasts - Covestro has lowered its EBITDA forecast for 2025 to between €700 million and €1.1 billion, down from a previous estimate of €1 billion to €1.4 billion, reflecting ongoing global economic weakness [2][3]. - BASF has revised its EBITDA forecast for 2025 to between €7.3 billion and €7.7 billion, down from an earlier projection of €8 billion to €8.4 billion, citing macroeconomic and geopolitical uncertainties [4][7]. Group 2: Market Conditions - The anticipated growth in chemical market demand for 2025 is expected to be below previous expectations, compounded by an oversupply of products in the market, which continues to pressure profit margins [4][9]. - A significant factor affecting the market is the announcement of a 30% tariff on EU imports to the U.S. starting August 1, 2025, which is expected to create substantial market uncertainty [5][6]. Group 3: Financial Performance - BASF's projected sales for Q2 2025 are expected to decline by 2.1% to €15.77 billion, compared to €16.11 billion in Q2 2024 [8]. - The company's EBITDA for Q2 2025 is forecasted to be €1.77 billion, down from €1.96 billion in the same period last year [9]. - BASF's net profit is expected to reach €80 million, a significant drop of 81.4% compared to €430 million in Q2 2024 [11]. Group 4: Strategic Moves - BASF has been divesting various business units, including its Brazilian decorative coatings business and wind farm stakes, as part of its strategy to streamline operations [12]. - The company is increasing its investment in the Chinese market, indicating a strategic pivot towards regions with growth potential [13][14].

Core Viewpoint - Ascend Performance Materials announced the closure of its hexamethylenediamine (HMDA) production facility in Lianyungang, China, as part of a strategic shift in operations [1][3]. Group 1: Company Operations - The Lianyungang facility is undergoing an orderly shutdown and has begun legal liquidation processes [1]. - Ascend's two large HMDA plants in the United States (Decatur and Pensacola) will continue to supply high-quality products to Asian customers [2]. - Despite the closure in Lianyungang, Ascend is investing in a solid-state polymer production line at its Suzhou facility to better serve downstream customer needs [3]. Group 2: Financial and Strategic Moves - Ascend filed for Chapter 11 bankruptcy protection in the Southern District of Texas on April 21, 2025, with the support of creditors to reduce its debt leverage, expecting to complete the process by fall 2025 [5]. - The company operates 12 production bases globally and employs nearly 3,000 people, with headquarters in Houston, Texas [4].

Core Viewpoint - Beijing MinSu Intelligent Manufacturing Biotechnology Co., Ltd. is emerging as a key player in the biomanufacturing sector, showcasing its innovative 3D bioprinting technologies and services at the upcoming 2025 Polymer 3D Printing Materials Summit [1][17]. Group 1: 72-Hour Printing Test Feedback - The company offers a "72-hour printing test feedback platform" aimed at accelerating research and clinical translation by providing efficient feedback on printing results [2][3]. - For users without equipment, the company provides "printing services" that include material selection, scaffold design, and printing, delivering results within 72 hours along with detailed test reports [2]. - For users with equipment, the company offers remote technical guidance and on-site support to optimize printing parameters and scaffold designs, enhancing experimental success rates [2]. Group 2: Diverse Equipment Layout - The company has developed a multi-tiered equipment system centered around the PanoSpace brand, covering a complete product line from education to research and single-material to multi-material applications [4]. - Key products include the MEWOne system for micro-scale precision structures, the BioPro platform for various printing applications, and the BiOne system for dual-material printing [4][6][8]. - The modular design of the equipment reduces maintenance costs and enhances adaptability, making it a standard choice for institutions like Tsinghua Chang Gung Hospital and Beijing University of Chinese Medicine [9]. Group 3: Precision Supporting Materials and Scaffold Solutions - The company provides a comprehensive service package that includes printing materials, scaffold structures, and experimental parameters to improve model fidelity [10]. - The material library covers mainstream bioprinting materials such as PCL, PLA, PLGA, GelMA, and HAMA, along with detailed experimental parameter guidelines [10]. - This approach has reportedly improved organoid culture efficiency by 30% and reduced validation cycles by 50% [11]. Group 4: Redefining Industry Service Models - The company is shifting from a traditional equipment sales model to a results delivery model, integrating printing, testing, and feedback into a cohesive service system [14]. - This new model significantly lowers entry barriers and enhances project validation efficiency, particularly for academic labs, startups, and research institutions [14]. Group 5: Strategic Focus for 2025 - Looking ahead to 2025, the company plans to deepen its dual strategy of "testing services and platformization" [15]. - Key focus areas include the development of a digital Biolab system for integrated printing and testing, clinical applications in skin repair and cartilage replacement, and collaborative efforts in bioprinting scaffold testing [15].

Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum (MCES2025) 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]. - It will feature various activities including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizers and Participants - 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 Marine Resource Development Technology Innovation Research Institute [2]. - Notable participants include Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, the director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [2]. Group 3: Youth Scientist 10² Forum - The Youth Scientist 10² Forum will feature presentations from young scientists, with a format of 10 minutes for presentations followed by 5 minutes of expert commentary [8]. - The forum aims to recognize the top 10 outstanding youth reports and award certificates [8]. Group 4: Key Topics and Sessions - The forum will cover various topics including the development trends of the marine clean energy industry, policy foresight for the 14th Five-Year Plan, and the integration and collaboration of the industry [9]. - Specific sessions will address the challenges and innovations in deep-sea development, including construction equipment and power generation technologies [10]. Group 5: Specialized Topics - The forum will include specialized discussions on offshore wind power, offshore photovoltaic, marine energy, and Power to X technologies [4][16]. - Each specialized session will focus on current trends, technological advancements, and practical applications in the respective fields [12][14][15].

【DT新材料】 获悉，7月10日， 蜂巢能源 重磅发布了"4+1"产品品牌： 堡垒越野电池、蜂行短刀电 池、龙鳞甲电池、远路电池以及大刀储能电池和固态电池 ，覆盖动力、储能、新兴市场等多个领 域。 新兴领域，从半固态到全固态，蜂巢能源持续提升能量密度和本征安全。 78Ah半固态新品单体能量 密度达到360Wh/kg ，主要用于续航里程超长的eVTOL和人形机器人产业。在全固态电池方面， 第 三代热复合飞叠技术 ，简化工艺流程， 生产效率提升100% ，具备量产可行性。 蜂巢能源董事长兼CEO杨红在发布会上透露，预计公司2025年出货量超过 47GWh ，在国内动力电 池装车份额达到3.6%，营收超过 240亿元 ，并在2026年实现扭亏为盈。 电量高达65kWh，采用800V架构，具备5C充电，保证高温55℃下热失控相邻不蔓延，安全性更上一 层楼。此外，还采用热电分离技术和高集成设计，热电分离方便，电芯防爆阀位于底部，定向排气， 喷发物与电气舱绝对分离，降低短路风险，满足高温0热蔓延的要求。高集成"三明治"结构设计，体 积利用率提升5%。 目前，二代龙鳞甲已经批量生产，下半年将搭载多个客户车型实现大批量出货。 ...