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巴斯夫,净利润下降81%!
DT新材料· 2025-07-12 13:58
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].
奥升德:连云港工厂正在关停,未来还会考虑PA66上下游差异化的投资
DT新材料· 2025-07-12 13:58
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].
北京敏速智造:以生物3D打印技术赋能医疗创新,亮相行业论坛开启新征程
DT新材料· 2025-07-12 13:58
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].
倒计时10天 | 第五届海洋清洁能源技术与装备高峰论坛(7.23-25 南通)
DT新材料· 2025-07-12 13:58
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].
蜂巢能源,五大新品发布,固态电池实现突破
DT新材料· 2025-07-12 13:58
【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。 ...
会议通知 | 2025年中国通用咨询投资公司产教融合创新发展大会
DT新材料· 2025-07-10 14:15
Group 1 - The conference aims to explore the integration of vocational education and emerging industries, focusing on "vocational education going global" and "empowering talent for emerging industries" [2][7] - The event will take place from August 6 to August 8, 2025, at Tianjin Light Industry Vocational Technical College [5][11] - The conference is organized by China General Consulting Investment Co., Ltd., with support from Qingdao Zhonglai Technology Co., Ltd. and Tianjin Light Industry Vocational Technical College [11] Group 2 - The conference will feature discussions on the trends of cutting-edge technology iterations and the new landscape of global talent demand [10] - A four-dimensional collaborative mechanism involving government, enterprises, schools, and research institutions will be established to discuss the deep integration of education, talent, industry, and innovation chains [10]
陈吉宁、何立峰,会晤巴斯夫集团执行董事会主席凯礼
DT新材料· 2025-07-10 14:15
Core Viewpoint - BASF is optimistic about the Chinese market and plans to increase investment to deepen economic cooperation between Germany and China [3]. Group 1: BASF's Historical Engagement in China - BASF's collaboration with China began in 1885 through dye trade in Shanghai [3]. - The company accelerated its presence in China post-reform, establishing a subsidiary in Hong Kong in 1982 and a representative office in Beijing in 1986 [3]. - In 2000, BASF partnered with Sinopec to build the Nanjing Yangzi Petrochemical integrated base, one of the largest Sino-foreign joint ventures at that time [3]. Group 2: Major Investments and Projects - In 2018, BASF announced a €10 billion investment to construct the Zhanjiang integrated base, marking it as China's first wholly foreign-owned large-scale petrochemical project and BASF's largest single investment globally [4]. - The project milestones include signing a memorandum of understanding with the Zhanjiang government in 2018, commissioning the first engineering plastics modification and thermoplastic polyurethane facilities in 2022, and the completion of the TPU facility in 2024 [5]. - The Zhanjiang base will also see the commencement of a diol ether facility in March 2025, expected to meet the growing demand for brake fluids in the Asia-Pacific region [5]. Group 3: Strategic Layout in China - BASF has established a strategic layout in China centered around Shanghai (management headquarters and innovation hub), Nanjing (large integrated base), Chongqing (key production base), and Zhanjiang (future core growth engine) [6]. - The ongoing development of the Zhanjiang base's key facilities will enhance BASF's supply chain competitiveness in the Asia-Pacific market [6].
倒计时7天!2025(第四届)高分子3D打印材料高峰论坛(7.18-20︱杭州)
DT新材料· 2025-07-10 14:15
Core Viewpoint - The 2025 Polymer 3D Printing Materials Summit Forum aims to address the opportunities and challenges in additive manufacturing, focusing on high-end applications in aerospace, automotive, biomedical, and robotics sectors, while promoting collaboration and innovation in the industry [14]. Agenda Summary Day 1: Registration and Opening Ceremony - Registration will take place on July 18, 2025, from 14:00 to 20:00 [2]. - The opening ceremony and main forum will discuss the opportunities and challenges in additive manufacturing on July 19, 2025, from 08:50 to 12:00 [18]. Day 2: Specialized Sessions - The afternoon of July 19, 2025, will feature two specialized sessions: "Artificial Intelligence+" and 3D printing (Hall 1) and Ceramic 3D Printing (Hall 2) [4][6]. - Notable presentations include: - Continuous composite material 3D printing process optimization [5]. - Research on functionalized bio-ceramics for precise manufacturing [7]. Day 3: Biomedical and Industrial 3D Printing - On July 20, 2025, the forum will host sessions on Biomedical 3D Printing (Hall 1) and Industrial 3D Printing (Hall 2) [8][10]. - Key topics include: - Bioprinting techniques and applications in regenerative medicine [9]. - Innovations in high-performance polymer materials for aerospace applications [10]. Forum Background - Additive manufacturing technology, particularly 3D printing, is recognized for its design flexibility, material efficiency, and customization capabilities, making it crucial for advancements in various sectors [14]. - The forum aims to create a comprehensive platform for experts and industry leaders to share insights on the latest trends, innovations, and application needs in the additive manufacturing industry [14].
碳纤维复材企业,签约小鹏汇天
DT新材料· 2025-07-10 14:15
Core Viewpoint - The collaboration between Yunlu Composite Materials and XPeng Huaitian marks a significant advancement in the lightweight materials sector for flying cars, focusing on high-performance carbon fiber composite materials and advanced manufacturing processes [1][3]. Group 1: Company Overview - XPeng Huaitian, a subsidiary of XPeng Motors, is the largest flying car company in Asia, established in December 2020, and is headquartered in Guangzhou [2]. - The company plans to invest 3 billion RMB in the flying sector by 2025 and aims to build a modern factory in Guangzhou with an annual production capacity of 10,000 flying cars [3]. Group 2: Technological Development - Yunlu Composite Materials specializes in the research and production of three-dimensional woven intelligent equipment and high-performance fiber composite materials, leveraging nearly 20 years of research from a team of academicians at Donghua University [3]. - The company has developed the third generation of three-dimensional weaving intelligent equipment, achieving domestic substitution for high-end equipment and has extensive experience in developing and mass-producing carbon fiber composite components [3]. Group 3: Project Collaboration - The partnership will focus on addressing pain points in traditional composite material production processes, enhancing weaving efficiency, optimizing weaving precision, and expanding the applicability of new fiber materials [1]. - This collaboration signifies a new height in the industrial application of Yunlu's three-dimensional weaving technology in the low-altitude flying vehicle sector [1].
总投资20亿,含6万吨特种聚乙烯醇项目公示
DT新材料· 2025-07-10 14:15
Core Viewpoint - The article discusses the environmental impact assessment (EIA) public announcement for Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd.'s project to produce 150,000 tons of vinyl acetate (VAC) and 60,000 tons of special polyvinyl alcohol (PVA) annually, highlighting its significance in enhancing the company's competitive edge in the green chemical new materials sector [2][3]. Group 1: Project Overview - The total investment for the project is approximately 201.17 million yuan, which includes the construction of 150,000 tons/year VAC and 60,000 tons/year special PVA [3]. - This project is a key initiative for Shuangxin Environmental to extend and supplement its PVA industrial chain, aiming to improve the circular economy by integrating various downstream products [3]. Group 2: Product Significance - Polyvinyl alcohol (PVA) is a water-soluble biodegradable polymer with various properties such as adhesion, fiber formation, emulsification stability, gas barrier, film-forming, and biodegradability, making it suitable for applications in fine chemicals, green construction, packaging, and pharmaceuticals [3]. - The project will enable the development of special PVA products for high-end applications, thereby increasing the company's value-added product offerings [3]. Group 3: Company Background - Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. was established in June 2009 with a registered capital of 86 million yuan, focusing on the R&D, production, and sales of PVA and its related products [4]. - The company has a comprehensive industrial chain layout for PVA, with calcium carbide serving as a fundamental raw material for producing various important chemical materials [4].