Core Viewpoint - The article discusses the strategic acquisition of a majority stake in Donghua Composite Technology Co., Ltd. by Huitong Co., focusing on the growing market for high-performance thermoplastic composite materials, particularly in the aerospace and automotive sectors [2][4]. Group 1: Company Overview - Huitong Co. has been actively expanding its presence in high-end new materials, moving beyond its traditional appliance sector [2]. - Donghua Composite was established on September 30, 2021, with an initial investment of 10 million yuan, primarily focusing on high-performance thermoplastic composite materials [3]. - The core team of Donghua originates from the East China University of Science and Technology, specializing in the development of various thermoplastic composite materials [3]. Group 2: Acquisition Details - On December 11, Huitong Co. signed a share transfer agreement to acquire 55.46% of Donghua Composite, making it a subsidiary [2]. - The acquisition is seen as timely, targeting the hot market of thermoplastic composite materials, which are gaining traction due to their recyclability and lightweight properties [4]. Group 3: Market Potential - The global thermoplastic composite materials market is experiencing strong growth, particularly in aerospace and automotive industries, driven by their unique advantages [4]. - Challenges remain, including high costs and low standardization in manufacturing processes [4]. Group 4: Product Development - Huitong Co. has developed ultra-high-strength carbon fiber reinforced polyamide materials for robotics, with tensile strength exceeding 400 MPa [5]. - The company is also working on lightweight materials for the low-altitude economy and has launched products addressing thermal management issues in electric vehicles and AI data servers [5]. Group 5: Financial Performance - For the first three quarters of 2025, Huitong Co. reported revenues of 4.721 billion yuan, a year-on-year increase of 10.03%, and a net profit of 166 million yuan, up 8.96% [6].

| 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 | | 新材料科技创新与成果交易展区 未来产业创新企业展区 先进电池与能源材料展区 热管理技术与材料展区 N 5 l 先进半导体展区 N4 N3 N2 N1 F NE 2026 ■丁 新加料 参展联系 袁经理 Tel: 180 4209 9505 (微信同号) E-mail: yuanzm@polydt.com 市场合作 日经理 Tel: 189 5780 4107 (微信同号) E-mail: skysea@polydt.com 【DT新材料】 获悉，12月5日，全球特种材料龙头企业 阿科玛 与国内锂电池隔膜领军厂商 恩捷股份 正式敲定电池隔膜领域的深度战略合作。 隔膜作为锂电池的核心组件，其性能直接决定电池的安全性、能效与使用寿命。 从技术协同层面来看 ...

Core Viewpoint - The 2025 Hydrogen Storage and Transportation Key Technology Development Forum will be held on December 17-18, 2025, at the Shangri-La Hotel in Suzhou, Jiangsu, focusing on advancements in hydrogen storage and transportation technologies [2]. Registration and Venue Information - The forum will take place at the Suzhou Shangri-La Hotel, located at 168 Tower Garden Road, Huqiu District, Suzhou, Jiangsu Province [6][7]. - Registration will occur on December 16 from 13:00 to 20:00 and on December 17 from 07:30 to 08:50 [2][3]. Transportation Details - The hotel is approximately 11 km from Suzhou Station (25 minutes), 23 km from Suzhou North Station (35 minutes), 20 km from Suzhou Industrial Park Station (30 minutes), and 40 km from Wuxi Sunan Shuofang International Airport (55 minutes) [8]. Agenda Overview - The forum will feature various sessions on hydrogen storage technologies, including high-pressure gas storage, low-temperature liquid hydrogen storage, and green hydrogen storage technology developments [13][14]. - Notable speakers include executives and researchers from leading companies and institutions, discussing key advancements and applications in hydrogen technology [13][14]. Additional Events - Following the main forum, a second event, the 2025 Wide Temperature Range Fuel Cell and Hydrogen Drone Forum, will be held on December 18-19, 2025, in Suzhou, with special ticket pricing for attendees of both forums [11].

Core Viewpoint - Jiangsu Zhongke Kehua New Materials Co., Ltd. has recently received acceptance for its IPO on the Sci-Tech Innovation Board, aiming to raise 598 million yuan for the development of semiconductor packaging materials [1][2]. Fundraising and Project Allocation - The company plans to raise 598 million yuan, with 420 million yuan allocated for the industrialization project of mid-to-high-end epoxy encapsulation materials and 98 million yuan for the construction of a research center for these materials, which will add a design capacity of 22,500 tons [2][3]. Company Background - Established in October 2011, Zhongke Kehua has a registered capital of 66 million yuan and is recognized as a national-level specialized and innovative "little giant" enterprise [3][4]. - The controlling shareholder is Beijing Kehua, founded in 1984, which holds 64.57% of Zhongke Kehua's shares, with significant backing from the Chinese Academy of Sciences [4]. Market Position and Competition - Epoxy encapsulation materials are critical for over 90% of chip packaging, with the domestic semiconductor packaging materials market being predominantly controlled by foreign companies, with a domestic market penetration rate of about 30% [6][7]. - Zhongke Kehua ranks second in the domestic market, competing with companies like Hengsu Huawai and Huahai Chengke [10]. Product Development and Innovation - The company has developed a range of epoxy encapsulation materials, with high-end products already passing assessments from downstream packaging manufacturers and entering mass production [9]. - The KHG900G-A product, developed for fan-out wafer-level packaging, has been recognized for its advanced performance, filling a domestic gap [13]. Financial Performance - From 2022 to mid-2025, Zhongke Kehua's revenue has shown a steady increase, with figures of 200 million yuan, 250 million yuan, 331 million yuan, and 159 million yuan respectively, alongside a rising gross profit margin [14]. - The company has built a 70,000 square meter facility with eight production lines for epoxy encapsulation materials, achieving a production capacity of 12,000 tons [14][15].

Core Viewpoint - The establishment of the Dongguan Materials Institute is a significant strategic move to accelerate the advancement of new materials technology and support the Guangdong-Hong Kong-Macao Greater Bay Area in becoming a globally influential international science and technology innovation center [1][2]. Group 1: Institute Overview - The Dongguan Materials Institute is a collaborative research institution established by the Chinese Academy of Sciences, Guangdong Province, and Dongguan City, focusing on strategic and frontier material exploration and basic scientific research [2][3]. - The institute is located in the Songshan Lake Science City, covering an area of 263 acres, and is led by Academician Wang Weihua [3]. Group 2: Research Focus and Goals - The institute aims to address cutting-edge scientific issues and key application challenges in the new materials field, with a mission to cultivate new productive forces and promote innovative development in material science and technology [3][4]. - It will focus on basic common technology research and application technology development for strategic core materials urgently needed by the country, facilitating the integration of the innovation chain and industrial chain [3]. Group 3: Talent and Technology Development - The Dongguan Materials Institute plans to strengthen the aggregation of high-level talent and high-energy platform facilities in the materials field, aiming to produce a series of critical core technologies [4]. - The institute aspires to become a leading research institution in China's new materials sector, serving as a source of original innovation and a hub for national innovation talent [4].

Core Viewpoint - The article discusses the advancements and potential of wide-temperature range fuel cells and hydrogen energy drones, emphasizing their importance in the hydrogen energy sector and the upcoming forum dedicated to these topics in December 2025 [3][4]. Group 1: Wide-Temperature Range Fuel Cells - Fuel cells primarily operate at temperatures ≤80℃, facing challenges such as limited reaction activity and complex thermal management, which hinder their market promotion [3]. - Wide-temperature range proton exchange membrane fuel cells (PEMFCs) can operate from -40℃ to ≥120℃, offering high reaction activity and good catalyst resistance, thus becoming a key driver for the large-scale application of hydrogen energy [3]. - Research teams are developing technologies to enhance the temperature tolerance of fuel cells, such as the 105℃ high-temperature fuel cell membrane electrode technology and the M30+ fuel cell capable of operating at 105℃ [3]. Group 2: Forum Details - The "2025 Wide-Temperature Range Fuel Cell and Hydrogen Energy Drone Forum" will be held on December 18-19, 2025, in Suzhou, Jiangsu, focusing on the development of wide-temperature range fuel cells and their applications in drones and vehicles [4]. - The forum aims to create a multi-dimensional dialogue and cooperation platform among fuel cell industry players, drone manufacturers, academic experts, and investment institutions to promote the large-scale development of fuel cells [4]. Group 3: Forum Highlights - This forum is the first in China to focus on wide-temperature range fuel cells and their applications in hydrogen energy drones [14]. - It will feature 15 in-depth reports and discussions addressing current challenges in fuel cells, particularly breakthroughs in high power density, low platinum usage, and simplified thermal management [14]. - The event will bring together leading drone manufacturers, fuel cell companies, and experts from renowned universities and research institutions to foster collaboration across technology, products, markets, and capital [14].

Core Viewpoint - The acquisition of PMG International Co., LTD. and its subsidiary Yuan Shi Technology by Lens Technology marks a significant transition from a traditional consumer electronics manufacturer to an AI computing hardware innovation platform, enabling the company to quickly access mature technologies and customer certifications in server cabinets and liquid cooling components [2][14]. Group 1: Strategic Acquisition - Lens Technology signed a share acquisition intention agreement to purchase 100% equity of PMG International, which includes a 95.11645% stake in Yuan Shi Technology, enhancing its vertical integration capabilities in AI computing infrastructure [2][5]. - The acquisition allows Lens Technology to leverage existing capabilities in precision manufacturing and materials to expand into the AI computing hardware sector, particularly in server cabinets and liquid cooling systems [5][16]. Group 2: Technological and Market Advantages - Yuan Shi Technology holds the rare NVIDIA RVL certification, enabling it to supply critical components for top-tier AI server platforms, creating a significant market barrier [8][12]. - The company has developed advanced magnesium alloy technology for lightweight and high thermal conductivity applications, which enhances the performance of server cabinets and liquid cooling components [11][16]. Group 3: Integration and Growth Potential - The acquisition facilitates a rapid integration of Lens Technology's precision manufacturing expertise with Yuan Shi's liquid cooling and cabinet integration capabilities, allowing for scalable delivery in high-density AI server production [16][17]. - With the ongoing demand for AI computing power and liquid cooling solutions, this acquisition positions Lens Technology to capture new growth opportunities and enhance its market share in the AI hardware ecosystem [14][17].

Core Viewpoint - The 2025 (3rd) Hydrogen Storage and Transportation Key Technology Development Forum will be held on December 17-18 in Suzhou, focusing on advancements and applications in hydrogen storage and transportation technologies [2]. Group 1: Event Details - The forum will take place at the Suzhou Shangri-La Hotel, with registration on December 16 and the main event on December 17-18 [2][6]. - Participants are required to wear badges for entry and will receive conference materials upon registration [3]. - The hotel offers a special rate of 400 RMB per night for attendees [7]. Group 2: Agenda Overview - The forum will feature discussions on macro trends in the hydrogen storage and transportation industry, including key technological advancements in high-pressure gas storage and low-temperature liquid hydrogen transportation [10]. - Topics will include the progress of high-pressure hydrogen storage equipment, liquid hydrogen storage technologies, and material hydrogen storage innovations [10][14]. - Concurrent activities will include an exhibition of hydrogen storage and transportation innovations and a forum on fuel cells and hydrogen drones [10][11].

Core Viewpoint - The New Leaf Award is a prestigious global award focused on innovation in the bio-based industry, aimed at recognizing and showcasing outstanding products and companies in this field, often referred to as the "Oscar of the bio-based industry" [2]. Group 1: Award Categories - The New Leaf Award features four main categories: Innovation Material Award, Innovation Application Award, Innovation Industry Solution Award, and Most Commercially Valuable Award [6]. Group 2: Application Timeline and Process - The application process for the 2026 New Leaf Award starts on December 1, 2025, and ends on March 13, 2026. The online voting for the preliminary selection will take place from March 16 to March 22, 2026, followed by online presentations and expert reviews from March 23 to March 27, 2026. The award ceremony will be held on May 21, 2026, during the 11th Bio-based Conference [8][11]. Group 3: Evaluation Criteria - The evaluation criteria for the awards include various dimensions such as technical innovation, application innovation, functionality, commercial value, and sustainability, with different weightings for each award category [9]. Group 4: Benefits of Participation - Participating companies can gain free publicity through the DT New Materials platform, which has over 100,000 followers and 100+ communication groups, serving as a significant resource and information hub in the industry [10]. - Award-winning companies will receive a high-end trophy and certificate at the award ceremony, providing an opportunity to celebrate their achievements in front of industry peers [13]. Group 5: Expert Review Panel - The evaluation panel consists of over 50 core experts from various sectors within the bio-based industry, ensuring a professional and comprehensive assessment of the entries [12].

| 2026未来产业新材料博览会 | （FINE2026），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 | | ），其中 | 先进半导体展区 | | ，涉及金刚石、第三第四代和前沿半导体、晶体生长、超精密加工、先进封装等。 | | | 欢迎咨 | | 询：18957804107 | | | | 【DT新材料】 获悉，12月11日，东丽宣布，它已经开发出一种高度抗静电的TOYOLACPARELTM丙烯腈-丁二烯苯乙烯（ABS）树脂。表面电阻率为109Ω/sq （每平方10亿欧姆）（注： 数值越高表明电导率越差，静电积聚的趋势越大 ），是该公司常规电阻率的五分之一。 用于半导体和电子设备制造以及其他超精密操作的托盘，机箱和其他搬运设备，新等级可以抑制微小静电的产生，从而降低灰尘和其他污染物造成产品损坏或缺 陷的风险。东丽将从下一财年开始向客户提供样品，并将继续进行研究和开发。 半导体市场近年来发展迅速。随着设备变得越来越小，集成度越来越高， 即使是少量的静电也会导致产品损坏并降低产量。这推动了对制造过程中处理 ...