Core Viewpoint - The antioxidant product prices are being adjusted upwards by approximately 10% across the board by major companies in the industry, indicating a shift in pricing strategy after a period of intense competition and declining margins [1]. Group 1: Price Adjustments - Dingjide announced a price increase of about 10% for all its antioxidant products effective immediately [1]. - This marks the fourth price increase among leading antioxidant companies within a month, following similar announcements from Lianlong, Suqian Liansheng, and Fengguang [1]. Group 2: Industry Competition - The antioxidant industry has faced fierce competition in 2023, leading to irrational price competition due to slowing downstream demand and fluctuating raw material prices [1]. - Companies like Lianlong, Suqian Liansheng, Fengguang, and Dingjide have experienced price declines in their products during this period [1]. Group 3: Financial Performance - Fengguang's gross margin for its antioxidant products dropped from 16.58% in 2023 to 3.02% in 2024, with a slight recovery to 3.26% in the first half of 2025 [1]. - Financial reports indicate that Fengguang incurred a net loss of 40 million yuan in the first three quarters of 2025, while Dingjide's net profit decreased by 15.49% to 9.0911 million yuan, reflecting a trend of increasing revenue without corresponding profit growth [1].

以下文章来源于Carbontech ，作者Carbontech Carbontech . 据了解，其团队在多个技术方向都取得了代表性成果。 传播碳材料领域前沿资讯，带您进入碳时代！ 【DT新材料】 获悉，12月17日， " 北大-天奈科技单壁碳纳米管前沿应用与产业化联合实验室 "（以下简称"联合实验室"）在北京大学成功揭牌。 联合实验室的建立，旨在聚焦 单壁碳纳米管（SWCNT）在前沿应用领域的技术研发与成果转化 ，推动实验室成果向产业链下游的实用化、规模化落地， 对于拓展国内碳纳米管高端材料产业格局、构建具有全球竞争力的碳基新材料产业体系具有深远意义。 当前，随着固态电池、碳基电子器件与高性能复合结构材料需求快速增长， 单壁碳纳米管因其优异的导电网络构建能力、更高的比表面积和材料性能优 势，成为产业关注焦点 。 据悉 ，北京大学长期在碳纳米管和碳基电子技术领域保持国际领先水平 ，其 碳基电子学研究中心 聚焦于碳纳米管的结构控制生长、集成电路技术、碳基 传感器以及相关复合材料应用等核心科研方向，积累了深厚的基础与前沿技术实力。 在单壁碳纳米管可控制备与高纯度阵列材料形成方面 ，北京大学碳基电子学研究中心及其合 ...

2026未来产业新材料博览会 中国未来产业崛起引领全球新材料创新发展 2026年6月10-12日 上海新国际博览中心 新材料是未来高新技术产业发展的基石和先导，新材料的突破将加速未来产业变革! 2026未来产业新材料博览会（上海） (Future Industries New Materials Expo 2026，简称" FINE 2026 ")，由 「 DT新材料 」 主办的 第十届国际碳材料产业博览 会 (Carbontech 2026)、 第七届热管理产业博览会 (iTherM 2026)和 新材料科技创新博览会 (AMTE 2026)三大展重磅升级而来，旨在打造一个以未来产业终端为 引领、立足国际视野的新材料领域标盛会。 FINE 2026 ， 以 50,000平 展区 与 超过 300场 战 略与前沿科技报告，全景呈现应用于人工智能、智算/数据中心、具身智能、低空经济、航空航天、智能汽车、 AI消费电子、量子科技、6G、脑机接口、新能源、生物制造等产业的热门创新成果， 并重点聚焦 未来产业五大共性需求（先进半导体、先进电池、轻量化、 低碳可持续、热管理） ， 呈现从终端、部件、材料、技术装备到前沿 ...

Core Viewpoint - The 2025 Hydrogen Storage and Transportation Key Technology Development Forum, hosted by DT New Energy and co-organized by Xiangshang Hydrogen Energy, focused on advancements in hydrogen storage and transportation technologies, aiming to contribute to the energy structure transformation under the dual carbon goals [2][5]. Group 1: Forum Overview - The forum took place on December 17-18 in Suzhou, gathering over 150 representatives from domestic and international enterprises, research institutions, and end-users to discuss key technologies in hydrogen storage and transportation [2][5]. - The event featured nearly 20 presentations covering topics such as high-pressure hydrogen storage technology, low-temperature liquid hydrogen technology, and transportation methods [2][5]. Group 2: Key Presentations - A presentation by Bai Yong discussed the current status and challenges of high-pressure hydrogen storage bottles, including optimization strategies for manufacturing processes and failure analysis [8]. - Zou Jianxin presented on the development and application progress of high-performance solid-state hydrogen storage materials, highlighting their advantages such as high storage density and safety [10][11]. - The liquid hydrogen industry is transitioning from pilot exploration to a more structured phase, with potential cost reductions of over 60% for liquefaction at a scale of 100 tons per day [12]. Group 3: Transportation Technologies - The importance of long-distance, large-scale hydrogen pipeline transportation technology was emphasized, noting that storage and transportation costs account for 30%-40% of total costs in the hydrogen supply chain [18]. - The National Electric Power Research Institute has completed several demonstrations of hydrogen blending in existing natural gas pipelines, moving from technical validation to regional pilot demonstrations [18]. Group 4: Safety and Testing - Liu Xu introduced testing methods for hydrogen storage and transportation equipment, focusing on performance evaluations under hydrogen environments, including high-pressure and low-temperature conditions [27][28]. - The establishment of multiple hydrogen testing platforms in China aims to support the safe operation and healthy development of hydrogen energy equipment [28]. Group 5: Future Applications - The hydrogen energy sector is expanding its application scenarios beyond transportation to include industrial, electrical, and chemical fields, promoting the integration of various energy networks [21]. - The development of organic liquid hydrogen storage technology is highlighted as a key area, with ongoing research addressing economic and efficiency challenges [49][51].

| 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，其中 | 轻量化高强度与可持续材料展区 聚焦 | | 碳纤维、高分子和改性塑料、发泡材料等 | ， 欢迎咨询： | | 18957804107 | | 【DT新材料】 获悉， 12月19日， 渤海化学 公告称，公司决定 终止筹划 出售 渤海石化 100%股权、通过发行股份及支付现金的方式购买 泰达新材 控制权的重大 资产重组事项。由于双方未能就交易方案部分核心条款达成一致，交易各方协商一致决定终止筹划本次交易。 据悉，就在本月，12月5日， 渤海化学 发布公告宣布筹划上述大事，没想到半个月就终止了。 不过原本这次业务大腾挪操作就非常冒险，跟着周期起伏，可能一 直赶不上周期。 资料显示， 渤海化学 1993年12月6日在A股上市。控股股东是 渤化集团， 成立于1991年5月7日，注册资本超85.84亿元。 被出售的子公司， 渤海石化 ，成立于 2018年4月12日，注册地址位于天津市滨海新区，注册资本24.8亿元，其拥有一套年产60 ...

Core Insights - The article discusses the recent funding round of Galaxy General, which raised over $300 million, led by China Mobile Chain Long Fund, with participation from various significant investment platforms and industry giants [1][2]. Funding and Valuation - Galaxy General has set new records in domestic embodied intelligence financing, with a total valuation reportedly reaching $3 billion (over 20 billion RMB) and cumulative financing amounting to approximately $800 million [2]. - The company completed a series of funding rounds, including a 700 million RMB angel round in June last year and a 500 million RMB strategic round in November, with substantial investments from notable firms such as Meituan and IDG Capital [2]. - In June of this year, Galaxy General secured over 1.1 billion RMB in a new funding round, attracting investments from major players like CATL and the National Development Bank [2]. Company Background - Galaxy General was founded in May 2023 by Wang He, a professor at Peking University, who has a strong academic background in electronics and artificial intelligence [3]. - The company has developed the world's first cross-ontology, all-domain panoramic navigation base model, NavFoM, enabling robots to understand the essence of movement and navigate autonomously in complex environments [3]. Industry Applications - Galaxy General has achieved significant milestones in deploying humanoid robots in real-world applications, particularly in industrial manufacturing, collaborating with leading companies such as CATL, Bosch, and Toyota [4]. - The company has received thousands of orders for its humanoid robots, marking a breakthrough in autonomous operations within factories [4].

Core Viewpoint - The company, Jinggong Technology, plans to invest approximately 426 million yuan in the construction of an intelligent manufacturing base for composite materials in Wuhan, which will enhance its capabilities in the carbon fiber and advanced composite materials sector [1][3]. Investment Details - The total investment for the project is estimated at 426 million yuan, funded through self-raised capital of 275.85 million yuan (including 250 million yuan from raised funds) and a bank loan of 150 million yuan [1]. - The project will cover an area of 66,815.68 square meters, with a new factory building area of 68,940.12 square meters and a comprehensive building of 6,601.26 square meters [1]. Production Capacity - The project will introduce 64 sets of production equipment, including prepreg production lines and automatic fiber placement machines, resulting in an annual production capacity of 28,000 sets of carbon-ceramic brake discs, 750,000 square meters of carbon fiber prepreg (250,000 square meters for self-use and 500,000 square meters for sale), and various other components for aerospace, low-altitude manned equipment, humanoid robots, drones, and new energy battery casings [2][3]. Financial Projections - Upon completion, the project is expected to generate an annual output value of approximately 481 million yuan and a net profit of about 111.82 million yuan [3]. - The project's financial internal rate of return before tax is projected at 33.70%, and after tax at 26.55% [3]. Strategic Shift - Jinggong Technology's development strategy has evolved from focusing on "dual carbon core industries" in 2023 to a broader vision by 2025, emphasizing high-end equipment and advanced composite materials across the entire carbon fiber industry chain [3]. - The implementation of this project will facilitate the company's transition from a single equipment supplier to a comprehensive solution provider integrating both equipment and materials [3].

| 中国未来产业崛起 引领全球新材料创新发展 | | --- | | 上海新国际博览中心(N1-N5)馆 2026.06.10 > 06.12 | | 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、钙钛矿、液流电池、电容器 等 | | ， | 欢迎咨询：18957804107 | 【DT新材料】 获悉， 近日，央视财经《对话》节目邀请多位电池产业领军人物与行业专家齐聚，围绕当前产业热点展开讨论，参与对话的嘉宾包括 北京卫蓝新 能源 董事长俞会根， 赣锋锂业 总裁王晓申， 海博思创 董事长、CEO张剑辉等。 卫蓝新能源 俞会根透露：" 实验室中固态电池的能量密度最高已达824瓦时每公斤，远期有望突破1000瓦时 。"" 一定在对价格相对不敏感的场景，对安全性要求 非常高的应用场景会先采用固态电池，例如人形机器人这一前景广阔的领域会采用固电池。 "俞会根表示，"等到全固态电池规模化量产以后，将比到时候的液态 电 ...

【DT新材料】 获悉，12月18日， 南京聚隆 连发三条公告。 首先是 ， 公司拟使用自有资金 1,000万元 在江苏省南京市投资设立全资子公司" 南京聚隆新材料科技有限公司 "（暂定名），经营范围包括生物基材料销 售；高性能纤维及复合材料销售；塑料制品销售；磁性材料销售；新型膜材料销售；模具销售；工程塑料及合成树脂销售；合成材料销售等。 此举 为了实 现供销资源集约化、渠道管理专业化，提升市场响应速度与售后服务水平。 然后是 ， 公司拟使用自有资金对 滁州聚隆 增资 5,000 万元。滁州聚隆注册资本将增加至10,000 万元，仍为公司全资子公司。此举是 为进一步优化滁州 聚隆资本结构、降低资产负债率，增强其业务可持续发展能力。 资料显示， 滁州聚隆 成立于2022年07月29日，经营范围包括生物基材料制造；生物基材料销售；高性能纤维及复合材料制造；高性能纤维及复合材料销 售；塑料制品制造；塑料制品销售等。 2025年1-9月，公司实现营收 3.24亿元，净利润2075万元。 | | | 单位:元 | | --- | --- | --- | | 科目 | 2025年9月30日 | 2024 年 12 月 3 ...

最近火爆的商业航天概念替代机器人坐上了流量"C"位，"万能"的碳纤维又蹭了一波热搜。 中简科技 也在互动平台表示， 商业航天产业快速发展将为 碳 纤 维 复合材料带来巨大市场空间 。 据不完全统计， 碳纤维复材在航天器结构重量中占比 可达70%—90%，轻量化、耐高温、抗疲劳等优势是碳纤维复合材料 作为火箭箭体、卫星支架等关键部件的首选材料。 所以，"碳纤维"，又要"香"了？ 回顾过去近两年里，碳纤维行业整体承压低迷 《 碳纤维，怎么不"香"了？ 》 。 在新增产能持续释放、下游部分传统需求阶段性放缓的背景下，碳纤维价 格一度被压缩至接近成本线运行。尤其是在中低端工业级产品领域，价格竞争激烈，"以量换价"成为不少企业维持产能利用率的主要方式。 态势从下半年开始变化，尤其是最近 ，国内碳纤维产业很热闹，多个大新闻频频"出圈"。 比如11月底， 华阳集团 联合 中国科学院山西煤化所 实现12K小丝束T1000级碳纤维国产化量产， 打破国外技术垄断。紧接着，12月初， 深圳大学与 长 盛科技 联合攻关，在全球超高性能聚丙烯腈碳纤维领域取得重大突破，成功实现千吨级工业化规模生产。最后是前几天， 和顺科技 宣布年产35 ...