Core Viewpoint - The article highlights the launch of a solid-state battery cathode material production line by Yili Technology, marking a significant investment in the development of advanced battery materials in China [2][3]. Group 1: Project Overview - Yili Technology, a subsidiary of Tianhua New Energy, has initiated the construction of a solid-state battery cathode material production line with a total planned investment of 1.12 billion yuan [3]. - The facility will cover an area of 19,000 square meters and aims to produce 5,200 tons of high-nickel ternary cathode materials annually, with completion and production expected by the end of 2026 [3]. - A pilot production line with a capacity of 200 tons per year has already been established and is currently in trial operation [3]. Group 2: Strategic Partnerships - During the launch event, Yili Technology signed strategic cooperation agreements with several companies, including Weilan New Energy, Guxin New Energy, Heyuan Lithium Innovation, and Jingjiu New Energy, to collaborate on solid-state battery cathode materials [4]. Group 3: Company Background - Yili Technology was established in April 2022 and focuses on the research and development of solid-state battery cathode materials, leveraging technology from the Institute of Physics at the Chinese Academy of Sciences and the Tianmuhu Energy Storage Technology Research Institute [5]. - The company has developed several mass-production level products, including medium-nickel high-voltage ternary cathodes and high-nickel high-voltage ternary cathodes, catering to various battery systems from liquid to solid-state [5].

Core Viewpoint - The article discusses the upcoming changes in export tax policies for photovoltaic and battery products, which are expected to impact the industry by promoting healthier competition and reducing low-quality practices [1][2]. Summary by Sections Export Tax Policy Changes - Starting from April 1, 2026, the export VAT refund for photovoltaic products will be canceled, and the VAT refund rate for battery products will be reduced from 9% to 6%, with a complete cancellation set for January 1, 2027 [1]. - The announcement includes a list of specific products affected, with photovoltaic products comprising 249 items and battery products including 22 items [2]. Industry Implications - The cancellation of VAT refunds for photovoltaic products is seen as a measure to combat "involution" in the industry, helping to phase out outdated production capacities and break the cycle of low pricing, thereby fostering healthy development within the supply chain [2]. - The State Administration for Market Regulation has noted issues of low-quality competition and repetitive construction in the photovoltaic sector, which have led to profitability challenges for companies and hindered investment in technological innovation [2]. Product Listings - The article provides detailed listings of products affected by the new tax policies, including items such as monocrystalline silicon wafers, spherical graphite, lithium hexafluorophosphate, and various types of carbon fiber products [3][4].

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and the future economy [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 [2][12]. - The expo will include more than 300 strategic and cutting-edge technology reports, showcasing innovations applicable to various industries such as AI, aerospace, smart vehicles, and renewable energy [2][21]. Group 2: Focus Areas - The event will focus on five common demands of future industries: advanced semiconductors, advanced batteries, lightweight materials, low-carbon sustainability, and thermal management [2][10]. - Six thematic exhibition areas will be established, including advanced semiconductors, advanced batteries and energy materials, thermal management, lightweight and sustainable materials, new materials technology innovation, and future smart terminals [12][15]. Group 3: Participation and Audience - FINE 2026 is expected to attract over 100,000 professional visitors, including representatives from major companies such as BYD, Huawei, and Tesla, as well as over 5,000 industry investors [35][34]. - The event will also feature 30+ forums and 300+ expert reports, focusing on trends in technology, investment strategies, and advanced manufacturing techniques [21][23]. Group 4: Strategic Importance - The expo is positioned as a key platform for technology transfer and industry innovation, facilitating connections between enterprises and industry funds, government parks, and project resources [2][10]. - The timing in June is highlighted as a strategic opportunity to capture business prospects for the second half of the year, leveraging Shanghai's advantages as a major international exhibition platform [10][34].

Core Viewpoint - The restructuring of Sinopec and China National Aviation Fuel is expected to enhance the resilience of the aviation fuel industry chain and ensure energy security for the aviation sector in China [1][2]. Group 1: Industry Overview - China National Aviation Fuel is the largest aviation fuel service provider in Asia, involved in procurement, transportation, storage, testing, sales, and refueling [1]. - Sinopec is the world's largest refining company and the leading aviation fuel producer in China [1]. Group 2: Market Potential - According to S&P, China's aviation fuel consumption is projected to grow from 39.28 million tons in 2024 to 75 million tons by 2040 [3]. - The merger will leverage integrated refining and aviation fuel supply systems to reduce intermediate links and lower supply costs, thereby strengthening energy security for the aviation industry [3]. Group 3: Competitive Landscape - Major international aviation fuel service providers include integrated oil and petrochemical companies like Shell, BP, ExxonMobil, and Total, which have significant advantages in scale, product quality, and infrastructure [4]. - The current production, sales, and refueling of aviation fuel in China are fragmented among different companies, which limits overall competitiveness compared to large international players [5]. Group 4: Sustainable Development - The merger is also expected to promote the high-quality development of sustainable aviation fuel (SAF), which is recognized as a key route for reducing carbon emissions in the aviation sector [6]. - Sinopec is one of the earliest companies in China to have SAF production capabilities, while China National Aviation Fuel plays a crucial role in the promotion and application of SAF [6].

以下文章来源于DT先进电池 ，作者神秘李 DT先进电池 . 固态电池、钠电池、液流电池、水系电池.......最新科技进展和产业动态 2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 来产业共性需求特设6大展区， N3 先进电池与能源材料展区 聚焦 固态 电池 、钠电池、eVTOL电池、机器人电池 等 2025年终于在依依不舍中结束了，虽然刚过去的2026第一周热点眼花缭乱，应接不暇，但持续了一年的固态电池仍然还能有自己的声音，可见他仍是产 业和资本的最爱。 在过去的一年，虽然上车的依然声音大雨点小，但是国内产业确实推出了一系列产品，不管好与坏，终于不是PPT，也是进步，离行 业预测的2027或2030越来越近了。 小编特梳理了2025年发布的50种新品，市场未到，硝烟先起， 固态电池"突围赛"开打！ 1、长安汽车： 2月， 长安发布"金钟罩"全固态电池 ，具备400Wh/kg能量密度， 满电续航超1500公里， 并引入AI远程诊断技术，预计2026年实现 固态电池装车验证，2027年推进全固态电池逐步量产 。 2、天能电池 ：3月， 天能重磅发布了备 ...

Group 1 - The conference marks the 11th International Marine Anti-Corrosion and Anti-Fouling Forum and Marine Key Materials Conference, focusing on the development of marine engineering equipment and technology in China since 2016 [2] - The event will feature a comprehensive analysis of global marine equipment anti-corrosion and anti-fouling technology, sharing innovative methods and transformative technologies in marine key materials [2] - The conference will include a main forum, 12 specialized forums, 3 frontier technology and youth forums, and various networking activities, inviting global government departments, industry organizations, experts, and corporate representatives to collaborate [2] Group 2 - The organizing institutions include the National Key Laboratory of Marine Key Materials, the Institute of Oceanology, Chinese Academy of Sciences, Ocean University of China, and the 725th Research Institute of China Shipbuilding Group [4] - The conference will address macro policies, latest research achievements, and industry advancements, with a focus on innovative materials and technologies in marine applications [13] Group 3 - Specialized forums will cover topics such as marine functional materials, marine structural materials, and marine environmental materials, focusing on new types of anti-corrosion coatings and materials for various marine applications [13][14] - The conference will also explore corrosion and protection technologies, digital technologies, and artificial intelligence applications in marine material development [14][15] Group 4 - The event will feature a youth forum aimed at encouraging young scientists to present key scientific issues and innovative solutions, with awards for outstanding presentations [17] - Various specialized forums will focus on marine key materials, corrosion and protection technologies, and wear and protection technologies, addressing the latest research and practical applications [18][19][20] Group 5 - The conference will include special activities such as large-scale terminal matching sessions, showcasing the latest solutions for anti-fouling, corrosion life prediction models, and innovative products and technologies [21] - The previous conference in 2025 highlighted applications in green shipping, deep-sea aquaculture, offshore wind power, coastal nuclear power, and marine oil and gas, with over 500 participants and numerous presentations [23][24]

Core Viewpoint - The article emphasizes the importance of liquid cooling technology in the electric vehicle and energy storage markets, highlighting the emergence of key suppliers in the Yangtze River Delta region that possess core welding and precision processing capabilities [2]. Group 1: Liquid Cooling Plate Technology Routes - The liquid cooling plate technology is categorized into four main types based on manufacturing processes and application scenarios: 1. Roll-bonded: This method involves two layers of aluminum plates, which are combined and inflated to form flow channels. It is cost-effective, has high heat exchange efficiency, and is widely used in cost-sensitive passenger vehicles and small energy storage systems [3]. 2. Stamping & Brazing: This technique involves stamping aluminum plates into flow channel shapes and connecting them with a cover plate through vacuum brazing or continuous brazing. It offers high structural strength and flexible flow channel design, making it suitable for complex thermal management needs, currently the most mainstream solution for power battery packs [4]. 3. Extruded/Harmonica Tube: This method uses molds for direct extrusion, followed by cutting and welding. It has excellent pressure resistance and high standardization, commonly used in commercial vehicle battery packs or standardized energy storage modules [6]. 4. FSW/Diffusion Bonding: This solid-state connection technology achieves sealing through physical pressure or atomic diffusion, providing high weld strength and superior sealing performance, ideal for high-end passenger vehicles, marine applications, military, and high-power heat dissipation fields [9]. Group 2: Key Companies in the Yangtze River Delta - A compilation of over 30 core manufacturers in the Yangtze River Delta region specializing in battery and energy storage liquid cooling plates includes: - Sanhua Holding Group: A global leader in thermal management, providing system-level solutions and control components for automotive, building HVAC, and home appliances [11]. - Zhejiang Yinlun Machinery: A leading listed company in thermal management with four core product platforms, serving commercial vehicles, passenger vehicles, new energy, and industrial sectors [11]. - Jiangsu Jingyan Technology: A leader in MIM technology focusing on edge computing liquid cooling and precision structural components for consumer electronics, automotive, energy storage, and servers [11]. - Kexin New Energy (Ruitai): Offers various types of power/storage liquid cooling plates, including roll-bonded and stamping & brazing types, for power batteries, energy storage, and 5G communication [11]. - Nabichuan New Energy: Provides a full range of cooling plates including harmonica tube, stamping, and extruded types for automotive engines and power battery thermal management [11]. - Suzhou Zhengbei Connection: Focuses on connector and liquid cooling connection solutions with core patented conductive technology for new energy vehicles, energy storage, and data centers [11]. - Changzhou Hengchuang Thermal Management: Engages in automated production across the entire industry chain, including heat dissipation modules, heat exchangers, and components for automotive, energy storage, base stations, and refrigeration [11]. Group 3: Upcoming Industry Events - The FINE 2026 Thermal Management Liquid Cooling Plate Industry Exhibition is scheduled for June 10-12, 2026, at the Shanghai New International Expo Center, featuring a comprehensive coverage of the industry chain and showcasing the latest technologies in roll-bonding, brazing, and friction welding [13][14].

Group 1 - The article discusses the environmental impact report acceptance for Zhejiang Juwei High Polymer Materials Co., Ltd.'s production base for long-chain polyamide and modified products, with a total investment of 310.6 million yuan and an environmental investment of approximately 4.2 million yuan [2] - The first phase of production will yield 2500 tons per annum (t/a) of long-chain polyamide, with a second phase planned to add another 2500 t/a, resulting in a total capacity of 5000 t/a, of which 2400 t/a will be used for modified products [2] - The final sales scale for long-chain polyamide will be 2600 t/a, while the modified products will have a sales scale of 3000 t/a after the second phase implementation [2] Group 2 - Long-chain polyamides, represented by PA612 and PA1012, are characterized by low moisture absorption and high toughness, making them suitable for applications in key components such as cooling pipes for new energy vehicles, hydrogen storage bottle liners, and air suspension pipes [3] - The production breakdown includes 1250 t/a each for PA612 and PA1012 in the first phase, with a total of 2400 t/a allocated for modified products, leading to a combined output of 8000 t/a in the second phase [4]

Core Insights - The global nylon market is approaching a scale of $47 billion, with applications expanding into sectors such as electric vehicles, electronics, low-altitude economy, embodied robotics, smart terminals, and medical devices, showcasing the material's ongoing evolution and vitality [1] - The nylon industry is entering a critical period of structural adjustment driven by energy system restructuring, trade environment changes, and carbon reduction goals, presenting both challenges and strategic opportunities for domestic substitution, application upgrades, and globalization [1] Event Overview - The "2026 Advanced Nylon Industry Innovation and Application Development Conference" will be held on March 19-20, 2026, in Guangzhou, focusing on challenges and strategies in the nylon sector, with special activities including a visit to Xiaopeng Motors and a showcase for innovative material solutions [1][15] - The conference aims to gather over 300 domestic and international nylon enterprises and industry leaders to explore high-quality development paths for the industry [4] Conference Highlights - The event will feature over 20 experts and industry leaders sharing insights on innovation paths within the nylon industry [4] - A focus on establishing industry standards for advanced nylon materials specifically for key application areas such as electric vehicles, robotics, and eVTOL [4][6] Agenda Summary - The conference will include sessions on terminal trends and material demands, innovations in nylon applications in the automotive and electronics sectors, and case studies on nylon materials for low-altitude flying vehicles and embodied robotics [6][7] - Additional topics will cover nylon modification, innovative material selection, and the development of new resins and monomers [8][9] Participation Details - Registration fees are set at 3,500 yuan per participant, with an early bird price of 3,200 yuan available until January 20, 2025 [9] - End users from sectors such as electric vehicles and robotics can attend for free, with limitations on the number of attendees per company [9]

Core Viewpoint - Bertli plans to invest 35 million RMB in its affiliate, Chery Automobile's subsidiary, Anhui Mojia Intelligent Robot Technology Co., Ltd., while Chery will not participate in the capital increase [2][3]. Group 1: Investment Details - The total investment from other parties in the capital increase amounts to approximately 41.67 million RMB, with six investors participating [2]. - After the capital increase, the registered capital of Mojia Robot will rise to 104,166,666.67 RMB [2]. Group 2: Company Background - Anhui Mojia Intelligent Robot Technology Co., Ltd. was established on January 7, 2025, with a registered capital of 10 million RMB and is fully owned by Chery Automobile [3]. - The company focuses on the development of intelligent robots, industrial automation control systems, and artificial intelligence software [3]. - As of September 30, 2025, Mojia Robot reported total assets of 107.83 million RMB and liabilities of 12.93 million RMB, resulting in a debt-to-asset ratio of 11.99% [3]. Group 3: Bertli's Recent Activities - Bertli has been active in external investments, including the establishment of a joint venture, Zhejiang Berjian Transmission, with a registered capital of 100 million RMB, where Bertli holds a 60% stake [4].