Carbontech . 以下文章来源于Carbontech ，作者Carbontech 传播碳材料领域前沿资讯，带您进入碳时代！ 【DT新材料】 获悉，近日， 微光启航 公司宣布， 全国首个液氧甲烷碳纤维共底贮箱工程件在河北河 间中试基地完成制造，并顺利通过全流程验证与交付验收。 这标志着我国在复合材料低温推进剂贮箱领 域实现工程化突破，具备从设计、制造到检测的完整产业能力。 作为液体火箭动力系统中的核心承力与储能部件，推进剂贮箱直接关系整箭结构重量、可靠性与发射成 本。此次落地的碳纤维共底贮箱采用无内衬式T800级全碳纤维复合材料结构方案，通过一体化设计实 现液氧与甲烷双贮腔共底布局，在减少结构件数量的同时降低系统质量。 设计团队结合复合材料各向异 性特征，对铺层角度、厚度分布和关键区域补强方案进行精细化优化，使承载路径与制造工艺实现协同 匹配，在保证强度与密封性能的前提下实现结构减重。 在工程验证阶段，该贮箱完成了多轮低温适应性和结构完整性测试，包括超声波无损检测、气密检测、 水压与气压试验等。其中，24小时气密压降控制在0.05MPa以内，相关指标达到设计要求，验证了复 合材料贮箱在低温推进剂环境下的 ...

Core Viewpoint - The petrochemical industry in China is facing an oversupply risk for 15 products, including epoxy propylene and nylon 66, due to rapid capacity expansion and weak downstream demand [2] Group 1: Industry Overview - The "List of Products Facing Oversupply Risks in the Petrochemical Industry (2025 Edition)" identifies 15 products at risk, including epoxy propylene, PVC, and nylon 66 [2] - The warning is attributed to the concentration of new projects launched since the 13th Five-Year Plan, rapid expansion of low-end capacity, and sluggish demand in traditional sectors like real estate and home appliances [2] Group 2: Nylon 66 Insights - By the end of 2025, domestic nylon 66 capacity is expected to approach 1.5 million tons per year, while the apparent consumption in 2024 is only 750,000 to 800,000 tons, leading to a utilization rate below 60% [4] - The new nylon 66 project by Xinhecheng, with an investment of 10 billion, has garnered significant attention, indicating potential growth in high-end applications [4] Group 3: BDO Market Dynamics - BDO is facing challenges due to the rapid expansion of PBAT capacity, which exceeds downstream demand growth, resulting in low utilization rates and continuous price declines [5] - BDO's applications are diverse, including as a key raw material in THF-PTMEG, which is used in various products like polyurethane and engineering plastics [5] - The overall BDO capacity is projected to reach 5.461 million tons per year by the end of 2025, with an annual output of 3.08 million tons, but the industry utilization rate is only around 56% [6] Group 4: Regulatory and Competitive Landscape - The EU will impose temporary anti-dumping duties on BDO starting February 6, 2026, with rates for Chinese companies ranging from 105.6% to 113.7%, affecting both bio-based and fossil-based BDO [7] - Domestic export tax rebate adjustments for BDO, which is part of the photovoltaic industry chain, will further squeeze profit margins for companies [7] Group 5: International Developments - BASF is increasing BDO production in Germany to provide stable supply amid anti-dumping litigation, focusing on environmentally friendly products [8] - Qore, a joint venture by Cargill, has launched the world's largest bio-based BDO production facility, aiming for an annual output of 66,000 tons [9] Group 6: Domestic Company Initiatives - Major domestic players like Kingfa Technology and Yuanli Chemical Group are expanding their bio-based BDO capacities, with Kingfa planning an integrated project with an investment of 7.89 billion yuan [10] - The demand for bio-based BDO is expected to rise with new projects, such as the 60,000-ton bio-based polyester project by Zhuhai Kingfa [11]

大材料 大市场 大变局 新兴应用不断涌现 产业格局变换不停 如何赋能 终端应用新需求？ 如何搭建 产业 上下游交流平台？ 3月19-20日 广州 小鹏周边 2026先进尼龙产业创新与应用开发大会 聚焦尼龙单体、聚合、改性最新进展 汽车、电子电气、低空经济、 人形机器人 等应用领域 材料新需求与新方案 展开全面研讨 现面向用户单位 开放100位免费参会名额 您来参加吗？ *扫描二维码，即可申请免费名额 大 会 背 景 全球尼龙市场规模即将突破470亿美元的当下，尼龙这一革命性材料历经近百年迭代演进， 新能源汽车、电子电气、低空经济、具身机器人、智能终 端、医疗器材 等应用边界不断突破， 高性能、功能性和可持续的尼龙聚合物和改性新品 层出不穷，产业生命力历久弥新。与此同时，能源体系重构、 贸易环境调整、节能减碳目标正共同推动尼龙产业进入结构调整的关键期，产业既面临着 技术迭代、成本优化、市场开拓的多重挑战，更迎来了国产 替代、应用升级、全球化布局的战略机遇 。 "大材料、大市场、大变局" 之下， DT新材料 将于 2026年3月19-20日 在 广州 举办"2026先进尼龙产业创新与应用开发大会"，聚焦 尼龙产业 ...

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 future economic development [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports [2][18]. - The expo will focus on popular innovations applicable to various industries, including artificial intelligence, aerospace, smart vehicles, and renewable energy, while addressing five common needs in future industries: advanced semiconductors, advanced batteries, lightweight functionalization, low-carbon sustainability, and thermal management [2][10]. Group 2: Historical Context and Participation - The previous editions of the expo, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance with over 35,000 professional visitors from 27 countries and regions, showcasing more than 500 exhibitors [7][36]. - The event is expected to attract over 100,000 professional visitors, including representatives from major companies such as BYD, Huawei, and Xiaomi, as well as over 5,000 industry investors [37][36]. Group 3: Thematic Focus and Special Features - FINE 2026 will feature seven specialized thematic exhibition areas, including advanced semiconductors, AI chips, thermal management, and sustainable materials, aiming to present a comprehensive chain of innovation from components to cutting-edge technologies [13][15]. - The expo will host over 30 forums with more than 300 renowned experts discussing trends in technology, investment strategies, and advanced manufacturing techniques related to new materials [22][24]. Group 4: Strategic Importance - The event is positioned as a critical opportunity for companies to connect with industry funds, government parks, and project resources, facilitating the integration of technological and industrial innovation in the new materials sector [2][10]. - The timing of the expo in June is highlighted as a strategic window for seizing business opportunities in the second half of the year, leveraging Shanghai's advantages as a major international exhibition platform [10].

【DT新材料】 获悉，近日， 2月13日， 永太科技 公告，由于"各相关方未能就交易方案达成一致意见"，"综合考虑公司实际情况及外部因素"后， 永太科技决定 终止筹划该交易事项 ，公司股票将于2月24日开市起复牌。 然而，这场看似双赢的交易并未如预期推进 。不过永太科技同时留下一丝余地，表示"后续将在条件允许的情况下继续探索并筹划符合公司发展需求的 资本运作方案"。 据悉，作为交易核心的永太高新，其基本面发生显著变化 。2022年，宁德时代入局时，永太高新正处于业绩巅峰，当年净利润高达4.6亿元，2021年 亦录得4.23亿元盈利。 然而随着行业周期调整，永太高新经营急转直下，2023年由盈转亏，净亏损3.25亿元，2024年亏损额虽收窄至1.54亿元，但 仍未走出泥潭。 截至2024年末，公司总资产18.1亿元，净资产6.55亿元，全年营收4.57亿元。进入2025年，永太科技半年报亦未披露其具体财务数 据，仅在在建项目中提及永太高新的"年产13.4万吨液态锂盐产业化项目"等。 除了业绩压力，永太高新还面临重大的法律诉讼风险 。2025年7月，电解液龙头 天赐材料 全资子公司九江天赐，就一起商业秘密侵权纠纷 ...

与扭秧歌比，机器人有哪些"进化"？ 宇树科技介绍，为呈现本次高难度武术表演，宇树在算法、硬件与系统层面进行了系统性升级： 算法层面 ，团队升级强化学习框架，使机器人在仿真环境中自主习得复杂武术动作及器械操控技能；同时采用融合感知的定位技术，有效解决高速运动中的定位 漂移问题，实现精准导航与落点控制。 硬件层面 ，团队针 对性提升核心关节电机功率密度，优化肢体结构强度，并升级灵巧手与缓冲部件，以支撑高爆发、高冲击的动态动作 。 【DT新材料】 获悉，在2月16日晚的2026马年春晚上，宇树科技实现了多项全球首次技术突破： 机器人实现全球第一次连续花式翻桌跑酷，全球第一次 弹射空翻、空翻最大高度超3米，全球第一次单脚连续空翻、两步蹬墙后空翻，以及全球第一次Airflare大回旋七周半 等。 表演中最大难点是什么？ 宇树科技称，节目中难度最高的动作集中在三个类别，每一类都有各自的技术壁垒。 首先，物品交互动作（如棍法、双节棍、宗师剑）中， 难点在于机器人对器械状态及外部扰动的实时感知与自适应控制 。人类习武需通过反复练习形成手感， 机器人同样需要"习得"这种能力。 为此，团队通过对器械进行物理建模，在仿真环境中进行 ...

Group 1 - The core viewpoint of the article is that Feikai Materials is strategically investing in Jingdezhen Naichuang Ceramic Materials Co., Ltd. with a cash injection of 20 million RMB to enter the inorganic materials sector, particularly focusing on precision ceramic substrates [2][3] - Jingdezhen Naichuang Ceramic, established in March 2024, specializes in the R&D, production, and sales of high-performance metallized ceramic substrates, which are crucial for thermal management in high-end applications such as communication RF, laser devices, silicon photonic modules, and chip packaging [2][3] - The investment aligns with Feikai Materials' existing business in organic fine chemicals and aims to fill the gap in its inorganic materials portfolio, enabling a dual-driven business structure of organic and inorganic materials for future growth [3] Group 2 - The demand for core materials in high-end manufacturing is increasing due to the rapid adoption of third-generation semiconductors, automotive-grade chips, and optical communication modules, creating significant market opportunities for inorganic materials like ceramic substrates [3] - Feikai Materials has established a comprehensive business layout in organic synthesis fine chemicals, covering multiple segments including photoresists and electronic chemicals, which are synergistic with the downstream applications of ceramic substrates [3]

【DT新材料】 获 悉 ，近日， 青昀新材 正式宣布完成C+轮战略融资，本轮融资由 中化资本创投旗下中化创新 （泉州）产业基金与 中国国新基金所属国 新创投基金 联合领投。此次融资资金将重点投入闪蒸法材料领域的技术迭代创新与升级，进一步强化公司在相变材料相关核心技术上的优势，助力相变材 料在多场景的规模化应用落地。 作为国内闪蒸法超材料领域的领军企业， 青昀新材 成功打破海外企业对闪蒸纺技术长达数十年的垄断， 自主研发的鲲纶™系列闪蒸法超材料，凭借防水 透气、强韧轻质的独特特性，在建筑节能、储能温控等相变材料核心应用场景中具备显著优势 。截至目前，公司累计申请专利超150件，其中发明专利授 权数量超60件，构建了完善的技术壁垒， 其闪蒸法生产工艺已实现规模化突破，建成国内首条1.5万吨级智能化生产线。 据悉， 相变材料作为高效的储热与温控介质，在建筑节能、新能源汽车热管理、储能系统等领域的需求持续攀升，而闪蒸法技术制备的超材料 ，能够有效 优化相变材料的封装稳定性与导热效率，破解传统相变材料易泄漏、导热性差的行业痛点。此次C+轮融资的落地，将为青昀新材的技术研发注入充足动 力，重点推进闪蒸法与相变材料融合的核 ...

Core Viewpoint - Phase Change Materials (PCM) are identified as key materials for efficient energy storage and precise temperature control, with significant market growth potential driven by advancements in research and increasing demand in various emerging sectors such as cold chain logistics, building energy efficiency, and aerospace applications [1]. Forum Information - The 3rd Innovation and Application Forum on Phase Change Materials will be held from April 16-18, 2026, in Guangzhou, focusing on promoting collaboration between academia and industry, discussing the latest advancements, and fostering innovation in the PCM sector [1][12]. Guest Speakers - The forum will feature notable experts from various fields related to PCM, including: - Zhang Zhenguo, a professor specializing in heat transfer enhancement and phase change thermal storage [2]. - Zou Ruqiang, an expert in phase change energy storage and radiation cooling [2]. - Cui Hongzhi, focusing on phase change materials and building structure integration [4]. - Zhang Xingxiang, a leader in phase change fiber materials research [5]. - Other confirmed speakers include researchers from Zhejiang University and Southwest University of Science and Technology, highlighting their contributions to PCM technology [6][8]. Forum Agenda - The agenda includes specialized sessions on: - Development and exploration of PCM materials [14]. - Practical exploration of battery thermal management [15]. - Applications of PCM in fixed and distributed scenarios [16][18]. - Thermal management applications in electronics and high-end equipment [19]. - Innovations in smart textiles for thermal management [20]. Youth Forum - A special "Frontier Technology and Youth Forum" will be held to address technical challenges and scientific questions in PCM research, encouraging young researchers to share their insights and promote industrial development [21]. Poster Presentation - The forum will also feature a poster presentation segment, with awards for the best posters to encourage contributions to the development of phase change materials [21]. Registration and Fees - Registration fees vary for students and non-students, with early bird pricing available until February 15, 2026 [24].

Core Viewpoint - Beijing Lier, a leading refractory materials company, plans to raise up to 1.034 billion yuan for projects including the annual production of 30,000 tons of composite zirconia and zirconium-based materials for new energy and aerospace applications, as well as the establishment of an innovation research center and a refractory materials production base in Vietnam [3][4]. Group 1: Fundraising and Project Highlights - The key highlight of the fundraising project is the "annual production of 30,000 tons of composite zirconia and zirconium-based materials for new energy and aerospace," with a total investment of approximately 365 million yuan, of which 297 million yuan will be funded through the raised capital [4]. - This strategic move signifies Beijing Lier's transition from traditional refractory material competition to high-value emerging sectors [4]. Group 2: Market Potential and Applications - Zirconium-based materials are essential not only as key raw materials for high-end refractory materials but also as core materials in advanced industries, with applications spanning solid-state batteries, aerospace, and nuclear energy [5]. - In the new energy sector, zirconium-based materials are becoming mainstream electrolyte solutions for all-solid-state batteries due to their high ionic conductivity and interface stability [5]. - In aerospace, their high melting point, low thermal conductivity, excellent thermal shock resistance, and high-temperature stability make them widely used in thermal barrier coatings, rocket nozzles, and key auxiliary materials for high-temperature alloy smelting [5]. Group 3: Innovation and R&D Investment - To support its high-end transformation, Beijing Lier will allocate 243 million yuan to establish an "innovation research center," which will introduce advanced R&D testing equipment and create a comprehensive development, testing, and process platform [5]. - The center aims to integrate industry innovation resources and foster collaboration among upstream and downstream entities to address technological bottlenecks in refractory materials and enhance technological positioning in new energy and aerospace sectors [5]. Group 4: Company Background - Beijing Lier High Temperature Materials Co., Ltd. was established in 2000 and successfully listed on the Shenzhen Stock Exchange in 2010, with over 20 subsidiaries offering a wide range of products including amorphous high-temperature materials, pressed shaped high-temperature materials, and functional high-temperature materials [6].