Core Insights - Phase Change Materials (PCM) are essential for efficient energy storage and precise temperature control, showing significant market growth potential due to advancements in research and increasing demand in various sectors [1] Group 1: Forum Information - The Third Phase Change Materials Innovation and Application Forum will be held from April 16-18, 2026, in Guangzhou, organized by DT New Materials [2] - The forum aims to promote communication and collaboration between academia and industry, focusing on the latest advancements and breakthroughs in the PCM field [1][2] Group 2: Agenda and Topics - The forum will cover various topics, including PCM material development, battery thermal management, and applications in fixed and distributed energy storage scenarios [4][5][7] - Specific discussions will include the development of low melting point/high latent heat PCM, AI-driven performance predictions, and the adaptation of PCM in extreme environments [4][5][6] Group 3: Youth Forum and Poster Session - A special "Frontier Technology and Youth Forum" will be held to discuss technical challenges and scientific issues in PCM research, encouraging young researchers to think critically about their work [8] - A poster session will be organized to recognize contributions to PCM development, with awards for the best posters [8]

就在前几天，2025年12月29日，由欣界能源自主研发、设计、建造的10GWh固态锂金属电池量产项目（一期），首批高能量锂金属固态圆柱电池在杭州 正式宣告下线。 该项目分两期建设，一期产能2GWh，应用于高端消费电子市场，场景覆盖无人机、eBike、电摩、扫地机器人、AGV等领域，产线兼容多系列固态圆柱 电池。二期产能规划为8GWh，聚焦eVTOL、具身机器人、新能源汽车领域。 欣界能源独创的HICORE固态电解质技术和界面定向调控TIE技术，显著降低界面阻抗，提升锂离子传输效率，即使在高倍率放电条件下仍能保持容量稳 定。 下线的首批固态圆柱系列电芯，容量提升了20%-50%，持续放电能力亦高出传统电池的30%以上，并通过了过充、过放、重物冲击、挤压、跌落等一系列 极端安全测试。同时，欣界的方形软包电池也以480Wh/kg的高能量密度与过针刺级的安全保障，获得 机器人及eVTOL领域客户的高度认可 。 据悉，一期2GWh产能的爬坡与优化已在全速进行，二期8GWh的产能布局，已在规划之中。欣界能源的下一代产品，研发已进入最后冲刺。 【DT新材料】 获悉，近日， 欣界能源科技（中山）有限公司 新一代固态电池电芯与 ...

Core Insights - The article highlights the significance of the 2026 Heat Management Liquid Cooling Plate Industry Exhibition, emphasizing its role in showcasing advanced cooling technologies essential for future industries such as data centers, energy storage, electric vehicles, and AI chips [1][2][3]. Exhibition Overview - The exhibition will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring over 800 participating companies and an expected attendance of more than 100,000 professional visitors [1][14]. - The exhibition area will cover 50,000 square meters, with more than 30 forums planned to discuss industry trends and innovations [1][10][14]. Industry Focus - Liquid cooling technology is identified as a core thermal management solution for various sectors, including data centers, energy storage, electric vehicles, and robotics [1][2]. - The exhibition aims to provide a comprehensive view of the liquid cooling plate industry, from raw materials to system integration, facilitating connections between upstream and downstream partners [2][3]. Featured Exhibits - The exhibition will include five thematic areas: data center liquid cooling, energy battery and storage cooling, power semiconductor cooling, liquid cooling materials and components, and manufacturing and processing equipment [3][5]. - A wide range of products will be showcased, including various types of cooling plates, materials, system components, and production technologies [8][9]. Forum Activities - Over 30 specialized forums will be held, focusing on topics such as data center thermal management, power device thermal management, and advanced packaging [11][12]. - Industry leaders will be invited to share insights on technology innovations, market trends, and investment strategies [11]. Target Audience - The exhibition aims to attract participants from various sectors, including data centers, semiconductor companies, AI consumer electronics, and investment institutions [15][16]. - Expected attendees will include decision-makers, technical personnel, and representatives from research institutions [17]. Pricing and Participation - Standard booth pricing is set at CNY 16,800 for domestic exhibitors and USD 3,400 for foreign exhibitors, with early bird discounts available [20]. - The exhibition is positioned as a platform for technology transfer and collaboration, aiming to accelerate innovation in the new materials sector [24].

Core Viewpoint - The article highlights the significant growth in the PCB industry driven by the increasing demand for high-frequency and high-speed PCBs, with companies like Shengyi Technology making strategic investments to meet this demand [1][2]. Group 1: Company Developments - Shengyi Technology announced an investment of approximately 4.5 billion RMB for a high-performance copper-clad laminate project, aimed at supporting key technologies such as AI, cloud computing, and 6G communications [1]. - In Q3, Shengyi Technology reported revenues of 7.934 billion RMB, a year-on-year increase of 55.10%, and a net profit of 1.017 billion RMB, up 131.18% [2]. - Other companies like Kexiang Co. and Qiangda Circuit are also expanding their production capabilities, with Kexiang raising 287 million RMB for PCB production line upgrades and Qiangda planning to raise up to 550 million RMB for multi-layer board production [3]. Group 2: Market Trends - The demand for PCBs is surging, leading to a wave of production expansions across the industry, driven by the rapid growth of low-orbit satellite technology and high-frequency communication modules [3]. - The PCB industry is experiencing a shift towards higher value materials and processes, with upgrades in production techniques and materials such as copper-clad laminates moving from M6/M7 to M8/M9 [4]. - Major tech companies like Amazon, META, and Google are increasing their requirements for PCB materials, which is expected to enhance the value and elasticity of these materials in the market [4].

Core Viewpoint - The article discusses the "Comprehensive Solid Waste Management Action Plan" issued by the State Council, which aims to significantly improve solid waste management by 2030, including achieving a comprehensive utilization of 4.5 billion tons of major solid waste and 510 million tons of major recycled resources annually [1][3]. Group 1: Overall Requirements - The plan emphasizes a systematic approach to solid waste management, focusing on reduction, resource utilization, and harmless disposal, with a goal to effectively control historical waste storage and curb illegal dumping [3]. Group 2: Source Control and Reduction - Industrial solid waste source reduction will be strengthened through strict enforcement of policies and support for green design and production processes [4]. - Urban solid waste management will include promoting construction waste classification and green construction practices, with costs for waste management integrated into project budgets [5]. - Agricultural solid waste reduction will focus on the scientific use of agricultural films and promoting circular agricultural practices [5]. Group 3: Collection, Transfer, and Storage Standards - Industrial solid waste management will be standardized with improved tracking and classification systems to prevent contamination [6]. - Urban waste recycling and transfer systems will be enhanced, integrating waste collection points with recycling networks [6]. - Agricultural waste collection capabilities will be improved through the establishment of specialized service providers and recycling systems [7]. Group 4: Resource Utilization Enhancement - Comprehensive utilization of major solid waste will be promoted, including the effective extraction of valuable components from industrial by-products [8]. - The recycling industry will be regulated, with initiatives to encourage producer responsibility and the development of remanufacturing industries [8]. - The application of recycled materials will be promoted through the establishment of standards and certification systems [8]. Group 5: Harmless Treatment Capacity Increase - The plan aims to enhance the harmless treatment of industrial solid waste, reducing landfill volumes and environmental risks [9]. - Exploration of large-scale disposal methods for industrial solid waste will be conducted, ensuring compliance with environmental standards [9]. Group 6: Special Rectification in Key Areas - A crackdown on illegal dumping of solid waste will be implemented, with a focus on identifying and rectifying issues in key regions [10]. - Environmental pollution risks at landfill sites will be systematically assessed and addressed [11]. - Special measures will be taken to manage construction waste and historical solid waste storage sites [12][13]. Group 7: Regulatory and Technical Framework Improvement - The legal framework for solid waste management will be strengthened, including revisions to existing laws and the establishment of new regulations [16]. - Standards for solid waste pollution control will be updated to enhance resource utilization and product quality [16]. - Technological innovation in solid waste recycling and pollution control will be prioritized [16].

Core Viewpoint - Ningbo Changya New Materials Technology Co., Ltd. (Changya Co., Ltd.) has submitted an application for the first public offering of stocks and listing guidance, which was accepted by the Ningbo Securities Regulatory Bureau on December 29, 2025 [1]. Company Basic Information - Changya Co., Ltd. was established on January 14, 2013, with a registered capital of 111.34 million yuan. The legal representative is Xu Jianhai, and the company is located at 766 Dongsheng Road, Jiao Chuan Street, Zhenhai District, Ningbo, Zhejiang Province [2]. - The controlling shareholder is Ningbo Changya Asset Holding Co., Ltd., which directly holds 49.54% of the shares [2]. - The company specializes in the research, production, and sales of plastic dining utensils, biodegradable dining utensils, and paper dining utensils, primarily producing paper and PLA disposable tableware [4]. IPO Application Progress - Changya Co., Ltd. previously submitted an IPO application to the Shenzhen Stock Exchange in June 2023. However, in May 2024, the company decided to withdraw the application due to changes in the capital market environment and its operational situation, leading to the termination of the project in June 2024 [3][4]. Financial Performance - The company's revenue for the years 2020, 2021, 2022, and the first nine months of 2023 were 512.15 million yuan, 623.03 million yuan, 918.64 million yuan, and 536.39 million yuan, respectively. The net profit attributable to the parent company for the same periods was 73.04 million yuan, 53.49 million yuan, 124.67 million yuan, and 72.07 million yuan [6]. - The total assets as of September 30, 2023, were 1,013.60 million yuan, with equity attributable to the parent company at 607.29 million yuan. The asset-liability ratio was 42.50% [7]. Client Base - The main customer groups include chain supermarkets, disposable material suppliers, and distributors of food packaging products. Notable clients include Dollar General, KFC, Burger King, Panda Express, and others [8][10]. - The company's products are primarily exported, with overseas sales accounting for 95.80%, 95.96%, 98.25%, and 96.95% of the main business revenue in the respective years [11].

因此，不少相关产业的大型企业选择参与杉杉集团及其全资子公司实质合并重整一案。据悉，此前消息参与杉杉集团二次重整投资人招募的意向投资人 共有12组，大部分为联合体，涉及企业总数超20家，包括 方大炭素、中国宝安、天齐锂业、TCL科技、京东方、湖南盐业集团 等。彼时知情人士透 露："述标前，方大炭素、湖南盐业集团、天齐锂业等5组意向投资人退出了，最终是7组意向投资人提交方案进入述标。" | 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 固态 | | 聚焦 | | | 电池 | 、钠电池、钙钛矿 | 等 | | ， | | 欢迎咨询：18957804107 | | | | | 【DT新材料】 获悉 ，1月4日， 方大炭素 披露《关于终止参与杉杉集团及其全资子公司实质合并重整的公告》。 方大炭素称，公司按照杉杉集团有限公司（简称"杉杉集团"）管理人发布的公告要求，提交了报名材料，缴纳了尽职调查保证金5000 ...

Core Viewpoint - The article highlights the advancements in solid-state battery technology by Hongqi, marking a significant step towards the commercialization of this technology in the automotive sector [1][2]. Group 1: Solid-State Battery Development - Hongqi's R&D Institute successfully loaded its first solid-state battery pack into the Hongqi Tian Gong 06 model, indicating the commencement of real vehicle testing for solid-state battery technology [1]. - The R&D team achieved key milestones in areas such as sulfide electrolyte, 10Ah cell performance, and 60Ah cell manufacturing processes over a concentrated effort of 470 days [1]. - The successful prototype signifies important progress in high-pressure module packaging and system lightweight integration, providing technical support for the mass production of solid-state batteries [1]. Group 2: Future Industries New Materials Expo 2026 - The Future Industries New Materials Expo 2026 will feature six major exhibition areas focusing on common needs in emerging industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy [1][5]. - The expo will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, showcasing over 800 exhibitors from various sectors including economy, consumer electronics, and semiconductors [6][7].

Core Viewpoint - The article highlights the increasing demand and significance of specialty high polymer materials, particularly PEEK and PEI, driven by industrial upgrades and the unique properties of these materials, marking a shift from traditional general-purpose plastics to advanced engineering plastics in various high-tech applications [2][5]. Group 1: Market Trends and Developments - Specialty engineering plastics are gaining traction due to the rise of emerging industries such as robotics, drones, and AI servers, which are no longer deterred by the higher costs associated with these materials [2][5]. - The article notes that the production capacity of general-purpose plastics like polypropylene and polyethylene has historically dominated the market, but the focus is now shifting towards high-performance engineering plastics [2][5]. Group 2: Key Material Innovations - LCP (Liquid Crystal Polymer) films have recently achieved large-scale production by the company Prilite, breaking the long-standing foreign monopoly in high-end applications, particularly in communication technology [4][5]. - PEI (Polyetherimide) has also seen advancements, with Wanrun Co. announcing the commercial production of PEI materials, which are being utilized in various applications including aerospace and medical devices [6][7]. Group 3: Government Initiatives and Industry Support - The Ministry of Industry and Information Technology has identified LCP films and PEI as key innovative products for the 2025 fine chemical industry, indicating their strategic importance in the national agenda [3][4]. - The article emphasizes the government's focus on developing 50 critical new materials and equipment, showcasing a commitment to advancing the chemical industry [3][4]. Group 4: Future Industry Applications - LCP films are positioned to impact future technologies such as 6G communications, brain-machine interfaces, and AI server PCBs, indicating their relevance in cutting-edge applications [4][5]. - PEI materials are being integrated into various sectors, including fiber optic connectors and high-temperature applications, highlighting their versatility and growing market presence [6][7]. Group 5: Upcoming Events and Exhibitions - The article mentions an upcoming exhibition focused on lightweight, high-strength, and sustainable materials, scheduled for June 10-12, 2026, at the Shanghai New International Expo Center, which will showcase advancements in new materials technology [10][15].

Core Viewpoint - The Bio-based 2026 Exhibition aims to provide a professional platform for showcasing and exchanging innovative products in the bio-based industry, promoting industry development and international collaboration [2][3]. Exhibition Overview - The Bio-based 2026 Exhibition will take place from May 20-22, 2026, at the Shanghai Fuyue Hotel, featuring over 60 exhibitors and more than 1000 new product displays, with an expected attendance of over 1500 participants [2]. - The exhibition will include various activities such as product launches, strategic discussions, and the fourth New Leaf Award ceremony, focusing on industry needs and innovation [3][12]. Audience Profile - The expected audience of over 1500 will include mid-to-senior level professionals from the entire bio-based product supply chain, including executives, decision-makers, R&D personnel, and end-user material managers [6][12]. - The audience composition will feature 30% from bio-based chemicals/materials companies, 20% from research institutions, and 17% from user/production units, among others [12]. Industry Transformation - The exhibition has attracted over 1000 downstream and end-user brands from various sectors, including packaging, consumer goods, automotive, fashion, and personal care, focusing on the transition to low-carbon and green materials [13]. - A key function of the Bio-based Exhibition is to identify and meet the needs of downstream brand enterprises, facilitating precise industry connections and promoting sustainable development across the sector [13].