Core Viewpoint - The article discusses the fundraising efforts of Kangda New Materials, focusing on their plans to raise up to 585 million yuan for projects related to electronic-grade epoxy resin and military electronic composite materials, which align with national industrial policies and market demands [1][2]. Group 1: Fundraising and Project Details - Kangda New Materials has received approval from the Shenzhen Stock Exchange for a stock issuance application to raise funds not exceeding 585 million yuan [1]. - The funds will be allocated as follows: 277 million yuan for expanding an 80,000 tons/year electronic-grade epoxy resin project, which is expected to generate annual sales of 1.065 billion yuan and an average net profit of 44.68 million yuan [1]. - 133 million yuan will be used for the R&D center and military electronic composite materials project, projected to yield annual sales of 526 million yuan and a net profit of 42.64 million yuan [1]. - The remaining 175 million yuan will be used to supplement working capital, optimizing the asset-liability structure and alleviating operational funding pressure [1]. Group 2: Industry Alignment and Market Demand - The projects are aligned with the company's main business and cater to the national industrial policy, focusing on high-purity, precision, specialized, supporting, functional, and series development directions [2]. - Electronic-grade epoxy resin is a critical material for semiconductor packaging and copper-clad laminates, with a significant portion of high-end products still reliant on imports, highlighting the need for domestic production [2].

Core Viewpoint - The article highlights the booming demand for lithium iron phosphate (LFP) materials driven by the growth of electric vehicles and energy storage, leading to significant contracts and price increases in the industry [2][3][7]. Group 1: Market Demand and Contracts - Major companies are aggressively securing LFP supply contracts, with BYD signing an 80,000 tons/year processing agreement with Xingfa Group for two years [2]. - Longpan Technology has locked in sales of LFP materials worth approximately 4.5 to 5.5 billion yuan from 2026 to 2030 [2]. - Other notable agreements include Longpan Technology's contracts with CATL exceeding 6 billion yuan and a 132,310 tons supply agreement with Wanrun New Energy [2]. Group 2: Price Trends - The LFP industry has seen a collective price increase, with processing fees rising by 3,000 yuan/ton starting January 1, 2026 [3]. - As of December 1, 2023, the average price for power-type LFP reached 39,950 yuan/ton, while energy storage-type LFP averaged 36,950 yuan/ton [3]. Group 3: Production Expansion - Companies are initiating new production expansions in response to high demand, with Longpan Technology planning to issue A-shares for projects totaling 11,000 tons and 8,500 tons of high-performance LFP materials [4]. - Guoxin Group signed an agreement for a 15,000 tons LFP project with the local government, while Shanxi Pengbo New Materials is advancing a 10,000 tons project [4]. - Wanhu Chemical is investing in a 650,000 tons LFP project in Laizhou, further solidifying its position in the market [5]. Group 4: Strategic Developments - Wanhu Chemical is positioning battery materials as a second core business, focusing on LFP, sodium-ion, and graphite materials to enhance competitive advantages [6]. - The company aims to establish a global presence, with plans to develop a European battery materials manufacturing center and partnerships with European firms [6]. Group 5: Industry Challenges - Despite the high demand, the LFP industry faces challenges, including a significant drop in prices from 173,000 yuan/ton at the end of 2022, leading to over 36 months of industry losses [7]. - Companies are navigating a difficult landscape where they face losses whether they take orders or not, highlighting the need for strategic partnerships with leading firms [7].

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exposition focuses on "Material Innovation Driving Industrial Transformation," showcasing advancements in carbon materials across various strategic applications [6][8]. Exhibition Overview - The event will feature two main exhibition halls with a total area of 20,000 square meters, highlighting the latest achievements in semiconductor carbon materials and applications in energy and equipment sectors [4][8]. - Four major application conferences will be held alongside seven concurrent activities, including product launches and supply-demand matching [6][8]. Event Details - The conference is scheduled for December 9-11, 2025, at the Shanghai New International Expo Center [8]. - The exhibition will include the N1 Semiconductor Carbon Materials Hall and the N2 Energy and Equipment Carbon Materials Hall [8]. Application Conferences - Key conferences include the 2025 Diamond Annual Meeting, focusing on diamond applications and manufacturing, the Carbon Fiber High-end Equipment Manufacturing Conference, and the New Energy Carbon Materials and Battery Conference [8][27]. Concurrent Activities - Activities will encompass product launches, supply-demand matching, scientific achievement displays, and diamond viewing sessions [8][27]. Organizational Structure - The event is organized by DT New Materials, with support from various academic and industrial institutions, including the Chinese Academy of Engineering and several universities [18][19]. Transportation and Venue Access - The venue is accessible via multiple transportation options, including taxis, metro lines, and buses, ensuring convenient access for attendees [46][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 前段时间，一则" 年产8万吨聚苯硫醚（PPS）树脂项目正式破土动工 "新闻刷屏，因为热门材料聚苯硫醚行业格局稳定了很多年，这家出现突然，产能之大，一 举要冲击全球第一地位！ 近日，背后的关联企业又迎来大动作。 点击阅读 ： PPS ，两大化工巨头再加码， 18 万吨新厂也正赶来！ 【DT新材料】 获悉，12月5日， 渤海化学 发布公告， 公司正在筹划出售 天津渤海石化有限公司 100%股权、通过发行股份及支付现金的方式购买 安徽泰达新材 料股份有限公司 的控制权。本次交易预计构成重大资产重组，不会导致公司实际控制人变更，不构成重组上市。公司股票自12月8日开市起停牌，预计停牌时间 不超过10个交易日。 看似常见的资产"腾挪"，背后有多个"亮点"。 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 ...

| 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 | 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，固态电池产业化进程再按"加速键"。 （1）久功新能源：全固态电池中试线在安吉启动 2025年12月4日上午， 久功（湖州）新能源有限公司 在浙江湖州安吉举行"干法全固态锂金属软包电池"100MWh中试产线开工仪式。 久功新能源采用 "全固态-硫化物-无锂负极-高能正极-干法工艺-一体式复合工艺 "技术路径，专注硫化物全固态锂金属电池的开发和商业应用，提供高安全性与高 能量密度的电芯及系统方案。 中试产线预计2026年第一季度正式投产，设计年产能100MWh，可批量生产8Ah、20Ah、70Ah等多规格电芯，并试制验证108Ah大容量电芯。 （2）纯锂新能源：1GWh固态电池项目环评公示 近日，江西省九江市湖口县人民政府发布湖口纯锂新能源有限公司" 年 ...

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、芳纶、改性塑料、发泡材料、合金等 ， 欢迎咨 询：18957804107 【DT新材料】 获悉，近日， 中兴大学 与 上纬投控 携手攻关，凭借创新技术成功破解这一难题 —— 运用上纬投控独家 "微波热裂解技术" 回收废弃风电叶片中 的碳纤维，结合中兴大学专利改性技术，打造出全球首支 "再生碳纤维羽毛球拍" ，为复合材料循环利用与高值化应用树立了标杆。 风机叶片 由高强度复合材料制成，其回收一直是行业痛点。上纬投控研发的 "微波热裂解技术" 实现关键突破： 相较传统热裂解法，该技术处理速度更快、能耗 更低，能精准分离叶片中的碳纤维拉挤碳板， 在回收效率与减碳效益上实现双重提升，为废弃叶片的资源化再利用奠定了核心技术基础。 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 ...

Core Viewpoint - The establishment of the Greater Bay Area University marks a significant step towards enhancing research capabilities in science and engineering, focusing on high-level research talent development to meet the demands of future industries [3]. Group 1: Greater Bay Area University - The university is positioned as a "small but refined, high-level research-oriented" institution, concentrating on six key fields: material science, advanced engineering, life sciences, information science and technology, natural sciences, and financial management [3]. - The first batch of undergraduate programs includes mathematics, physics, materials science and engineering, computer science and technology, and industrial engineering, allowing students to explore their interests before specializing [3]. - The university has over 300 research faculty members, all holding PhDs, including 10 academicians from home and abroad, establishing a high-level teaching team [3]. Group 2: Innovation and Collaboration - The university aims to create a "University + Collaborative Innovation Model" by integrating education with major scientific facilities, key research institutions, and leading technology enterprises to foster technological innovation and emerging industry development in the Bay Area [3]. - The university's location in Dongguan, a center for advanced manufacturing in the Guangdong-Hong Kong-Macau Greater Bay Area, positions it strategically for collaboration with local industries [3]. Group 3: Future Industry Expo - The 2026 Future Industry New Materials Expo (FINE) will focus on common needs in future industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy, featuring six major exhibition areas [1]. - The expo will include sections on lightweight, high-strength, and sustainable materials, advanced batteries, thermal management, and advanced semiconductors, showcasing innovations and facilitating transactions in new materials technology [6].

Core Viewpoint - The establishment of the new state-owned enterprise, China Resource Recycling Group, signifies a strategic advancement in China's polymer recycling industry, which is crucial for alleviating global resource scarcity and environmental pressures [2]. Group 1: Global Attitudes and Policies - Various countries have implemented mandatory regulations for the use of recycled polymers, reflecting a global shift towards sustainable practices in polymer recycling [2]. - The upcoming 14th Five-Year Plan will provide top-level design guidance for the polymer recycling industry in China, indicating a structured approach to enhance the sector [2]. Group 2: Economic Viability and Technological Advancements - The article raises questions about the profitability of polymer recycling and which advanced technologies can achieve large-scale replication [2]. - The application of recycled polymer materials is expected to yield significant tax benefits for manufacturing companies, enhancing the economic attractiveness of recycling initiatives [2]. Group 3: Conference Details - The Third Polymer Recycling Conference will be held from December 11-13 in Ningbo, Zhejiang, focusing on policy trends, chemical and physical recycling technologies, and high-value utilization of recycled materials across various sectors [2][10]. - The conference will feature discussions on dynamic sustainable polymers and will invite leading international companies, experts, and government representatives to explore collaborative opportunities in polymer recycling [2][10]. Group 4: Key Highlights of the Conference - The conference aims to provide insights into global plastic recycling policies and China's 14th Five-Year Plan for plastic recycling, exploring new technologies and collaborations [34]. - Advanced recycling technologies will be shared, including thermal cracking and depolymerization techniques for mixed low-value waste plastics and rubber, analyzing their economic viability and yield [34]. - The event will address the challenges of balancing performance, compliance, and sustainability in the use of recycled plastics in various industries such as textiles, home appliances, and automotive [34].

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该生产线通过化学法聚酯回收工艺解聚，还原成 纯度达99.99% 的DMT产品，再通过酯交换、缩聚为再生PET切片，可有效降低对石油资源依赖。该 生产线的顺利投产将进一步提高公司核心竞争力和盈利能力。然而，该生产线目前尚处试投生产初期，产品产量和质量的稳定性有待提升，全面释放 产能并产生经济效益尚需时间，且最终验收和合同价格需待建信佳人新材料确认。 精工科技 2023年，公司正式进军资源循环产业，探索绿色低碳可持续的永续循环再生工艺，通 过自研、创新、升级" 化学法聚酯回收工艺及装备技术 "，成为 万吨级化学循环再生聚酯连续生产线装备提供商 ，成功研发定制了 国内首套5万吨PET循环再生产业化集成装备 。 精工科技 资源循环事业部常务副总经理，化工高级工程师 宫有圣 将出席 12月11-13日 于 宁波 召开的 2025（第三届）高分子循环再利用大会 ，并在 现场分享题为" 5万吨/年聚酯化学法回收项目简介 "的报告！ 【DT新材料】 获悉，12月5日， 精工科技 公告称，公司与 浙江建信佳人新材料有限公司签署的年产15万吨绿色再生新材料项目一期5万吨主工艺装 置JPET50聚酯回收生产线合同已完成交付，并已试 ...