Core Insights - The Carbontech2025 conference will be held from December 9-11, 2025, in Shanghai, focusing on "Material Innovation Driving Industrial Transformation" [2] - The event will feature two main exhibition halls: N1 for semiconductor carbon materials and N2 for energy and equipment carbon materials, showcasing advancements in various strategic fields [2] - The conference will include a series of thematic meetings and activities addressing key industry topics such as material preparation processes, equipment technology updates, product innovation applications, and investment opportunities [3] Group 1: Conference Structure - The conference will consist of an opening ceremony, three major thematic meetings, and seven special activities, inviting nearly a hundred industry experts to share insights and trends [3] - Key topics will include diamond material applications, precision processing, and the development of new energy carbon materials [5][38] Group 2: Thematic Meetings - The 2025 Diamond Annual Meeting will focus on expanding diamond applications in ultra-precision processing, drilling, high-power heat dissipation, extreme sensing, quantum technology, and biomedicine [5] - The Carbon Fiber High-End Equipment Manufacturing Conference will discuss the current market status, industry layout, and technological iterations in the carbon fiber sector, particularly in aerospace, automotive, and green energy applications [32] Group 3: Innovation and Applications - The New Energy Carbon Materials and Battery Conference aims to explore new ideas to overcome technological bottlenecks in the field of new energy carbon materials and promote innovations in key preparation processes [38] - Discussions will include advanced battery applications such as power storage, eVTOL, and embodied robot batteries [39] Group 4: Exhibition and Networking - Carbontech2025 will feature a dedicated product display area to showcase leading terminal products and core components in the carbon materials field, facilitating deep cooperation across the industry chain [55] - The event will also include a research achievement display area to promote collaboration between academia and industry on cutting-edge research and innovative technologies [56]

Core Viewpoint - The strategic partnership between Henan Qiye Technology Development Co., Ltd. and Wuhan Ruijia Kang Biotechnology Co., Ltd. aims to advance the cellulose ethanol demonstration project, leveraging both companies' strengths in straw sugar production and strain research to promote low-carbon production solutions in China's bio-manufacturing sector [2][4][5]. Group 1: Strategic Cooperation - The collaboration focuses on the "corn cob three-component separation and preparation of ten thousand tons of cellulose ethanol demonstration project" [2]. - Both companies aim to create a replicable and scalable industry demonstration factory to expand the cellulose ethanol market domestically and internationally [4]. - The partnership aligns with China's "dual carbon" strategy, combining synthetic biology and non-grain bio-manufacturing to meet the growing market demand for non-grain bio-based low-carbon products [5]. Group 2: Company Profiles - Henan Qiye Technology has established the world's first thousand-ton non-grain crystalline glucose production line, utilizing key technologies for straw-based biomass saccharification and achieving ISCC certification [6]. - Qiye Technology offers products including straw sugar (non-grain industrial-grade liquid cellulose glucose, non-grain industrial-grade cellulose glucose), lignin, and cellulose ethanol [7]. - Wuhan Ruijia Kang has developed a platform for producing bulk platform compounds from non-grain raw materials, addressing challenges in high-yield industrial strains and efficient modification tools [8]. - The company has completed demonstration production of D-lactic acid at the thousand-ton level and bio-based ethanol at the ten-thousand-ton level, with ongoing construction of a ten-thousand-ton non-grain bio-manufacturing production line [9]. Group 3: Industry Events - The "2025 (Fifth) Non-Grain Biomass High-Value Utilization Forum" will be held in Hangzhou, Zhejiang, focusing on green pretreatment of biomass, non-grain sugars, and biomass-based chemicals and materials [10]. - The forum aims to gather industry representatives and experts to discuss cooperation and promote large-scale applications of non-grain biomass, contributing to the achievement of carbon neutrality goals [10].

Core Viewpoint - The article emphasizes the significance of polymer recycling as a crucial approach to alleviate global resource scarcity and environmental pressure, highlighting the establishment of the China Resource Recycling Group as a pivotal development in China's polymer recycling industry [3]. Summary by Sections Conference Overview - The Third Polymer Recycling Conference will be held from December 11-13, 2025, in Ningbo, Zhejiang, focusing on policy trends, chemical and physical recycling technologies, and high-value utilization of recycled materials across various sectors [3][5]. Organizing Institutions - The conference is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd., with notable figures such as Zhang Liqun, an academician of the Chinese Academy of Engineering, serving as the conference chair [5]. Guest Speakers - The conference will feature prominent experts and representatives from leading companies, including Zhang Liqun, Liu Xiaoqing, and others, who will share insights on sustainable materials and advanced recycling technologies [6][7][8]. Highlights of the Conference - The conference will explore global plastic recycling policies and China's 14th Five-Year Plan for plastic recycling, advanced recycling technologies for low-value waste plastics, and the balance between performance, compliance, and sustainability in various industries [28][29]. Agenda Overview - The agenda includes a macro forum on polymer recycling, discussions on advanced recycling technologies, and case studies on the circular utilization of PCR/PIR polymers, with a focus on regulatory impacts and innovative recycling methods [30][31][36]. Special Activities - A Youth Scientist Forum will be held to discover innovative teams and technologies in the polymer recycling field, featuring multiple presentations on advanced recycling techniques and sustainable material design [38][39].

Core Insights - The collaboration between Toray Industries and Hyundai Motor Group aims to develop advanced materials and components for future mobility, focusing on high-performance composite materials [2][3] - The partnership will cover the entire value chain from R&D to commercialization, targeting applications in high-performance vehicles, lunar rovers, and robotics [2] - Toray will leverage its expertise in carbon fiber technology, while Hyundai will focus on vehicle-level design and performance validation [2] Collaboration Details - The strategic partnership began in April 2024, with an initial focus on developing carbon fiber reinforced plastics to enhance electric vehicle performance and safety [3] - The collaboration has resulted in its first substantial outcome after over a year of close communication [3] Production Capacity - Toray's Korean subsidiary is expanding its production capacity, with a new carbon fiber production line in Gyeongbuk, increasing annual capacity from 4,700 tons to 8,000 tons [2] Application Areas - The advanced materials will be applicable in various sectors, including automotive, aerospace, wind energy, hydrogen storage, and recycling [5] - Specific applications include lithium-ion batteries, sodium-ion batteries, supercapacitors, and conductive heat dissipation [5] Material and Equipment Focus - Key materials involved are carbon fiber, prepregs, resins, and various composite materials [5] - Production equipment includes high-temperature furnaces, carbonization furnaces, and various processing machines [5]

Core Insights - The article emphasizes the rapid advancements in electronic technology, particularly in chip, device, and electronic equipment miniaturization, high performance, integration, and multifunctionality, which have led to increased power density and heat generation [2] - The iTherM 2025 conference will focus on the latest trends and innovations in thermal management materials and solutions, driven by technological applications in various fields such as consumer electronics, 5G, AI, and energy storage [3] Event Overview - The iTherM 2025 conference is scheduled for December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, China [3] - The theme of the conference is "Fusion · Innovation | Delivering a Little More," aiming to gather insights from leading research institutions and companies in the thermal management industry [3] - The conference will feature over 20 activities, including keynote speeches, roundtable discussions, and case studies, with an expected attendance of over 2000 participants and 350 exhibitors [3] Focus Areas - The conference will particularly highlight intellectual property, entrepreneurial projects, and innovative technologies that can transition from laboratory to market, promoting collaboration among government, industry, academia, and investment sectors [3] - Key topics will include advancements in thermal management materials, technology applications, and engineering solutions across various sectors [3][4] Notable Speakers and Topics - The conference will host renowned scholars and industry experts, covering topics such as non-reciprocal heat transfer, solid-state cooling, and thermal management materials for integrated circuits [5][6][7] - Specific sessions will address innovative thermal management technologies, including flexible high-efficiency systems and microfluidic cooling solutions [6][7][8] Special Activities - The event will feature an innovation marketplace, closed-door seminars, expert consultation rooms, and one-on-one exchanges for businesses seeking new directions and technologies [6][7] - A dedicated exhibition area will showcase innovative technologies and application solutions in thermal management [6][7] Registration and Participation - Registration fees for participants are set at ¥2200 for regular attendees and ¥1200 for students if registered before October 31, 2025 [17] - Payment options include bank transfer, Alipay, and WeChat Pay, with specific instructions for registration and invoicing provided [17][20]

Group 1 - The core viewpoint of the article highlights that Suzhou Kerun New Materials Co., Ltd. has successfully completed a new round of financing, raising approximately 120 million RMB, led by Beiqi Investment and involving several other notable investment institutions [2][3] - The company has completed a total of 10 financing rounds, with participation from various enterprises including Sinopec Capital and Sequoia China, indicating strong investor interest and confidence in the company's growth potential [3] - Kerun New Materials was established in 2019 and has expanded its operations by founding multiple subsidiaries focused on hydrogen energy and fuel cell technologies, showcasing its commitment to innovation in the new materials sector [4] Group 2 - The company has developed a perfluorinated ion membrane that is widely used in fuel cells, vanadium batteries, and hydrogen production, positioning itself as a leader in the domestic market for proton exchange membranes [4] - Kerun New Materials is recognized as the top company in terms of delivery value for proton exchange membranes in the liquid flow energy storage industry in China, and it has achieved significant sales in the domestic market for perfluorosulfonic acid proton membranes over the past three years [4] - The company's products are exported to several developed countries, including Japan, South Korea, Canada, and Germany, indicating a strong international presence and demand for its innovative materials [4]

Core Viewpoint - The article highlights the strong financial performance of Kingfa Technology in the first three quarters of 2025, driven by product optimization, robust overseas business growth, and rapid sales and profit increases in new materials [2][3]. Financial Performance - In Q3 2025, Kingfa Technology achieved revenue of approximately 17.98 billion yuan, a year-on-year increase of 5.04%, and a net profit of about 479 million yuan, up 58.04% year-on-year [3][4]. - For the first three quarters of 2025, the company reported total revenue of around 49.62 billion yuan, reflecting a 22.62% increase compared to the same period last year, with a net profit of approximately 1.06 billion yuan, up 55.86% year-on-year [2][3]. Product Performance - The revenue breakdown for Q3 2025 includes modified plastics generating 9.13 billion yuan, green petrochemical products at 3.13 billion yuan, and new materials at 1.08 billion yuan [3][4]. - Sales volumes for key products in Q3 2025 included 710,100 tons of modified plastics and 71,900 tons of environmentally friendly high-performance recycled plastics [4]. Pricing Trends - Average selling prices for modified plastics and green petrochemical products decreased by 7.05% and 9.24% respectively in Q3 2025, while new materials saw a slight increase of 1.3% [5][6]. Market Position and Growth - Kingfa Technology's stock price has surged by 135.79% year-to-date, reaching 20.17 yuan per share, with a total market capitalization of 53.18 billion yuan as of October 27, 2025 [6]. - The company is on track to achieve a sales target of 3 million tons for modified plastics, indicating strong market demand [6]. Innovation and Development - Kingfa Technology has successfully developed high-performance halogen-free flame-retardant materials and bio-based low-carbon halogen-free flame-retardant materials, which have replaced traditional materials in various applications [8][9]. - The company has established partnerships with leading robotics manufacturers for material development, including a joint innovation lab with Moer Thread focused on heat dissipation materials [7][8]. Capacity Expansion - As of June 2025, Kingfa Technology's total production capacity for specialty engineering plastics approached 34,000 tons per year, with plans for further expansion in the coming years [9]. - The company has also made significant advancements in plastic recycling technologies, receiving recognition for its integrated technology for upgrading waste plastics [9].

Core Viewpoint - LG Chem has developed advanced liquid PID (Photo Imageable Dielectric) materials for semiconductor packaging, targeting the artificial intelligence and high-performance semiconductor markets, highlighting the increasing importance of PID in high-precision circuits [2][4]. Group 1: Product Features - The liquid PID material offers high resolution, stable curing at low temperatures, low shrinkage, and low absorption rates, enhancing process stability [2]. - The new PID is free from PFAS, NMP, and toluene, aligning with environmental regulations [2]. - LG Chem has also developed a film-type PID to address issues of uniformity on large substrates, which include maintaining consistent thickness and graphic fidelity, high strength and elasticity to reduce cracking during thermal cycles, low moisture absorption for long-term reliability, and compatibility with existing processes [3]. Group 2: Expansion in Semiconductor Packaging - LG Chem is expanding its production and R&D scale in key backend materials for advanced semiconductor packaging, which includes products such as Copper-Clad Laminate (CCL), Die Attach Film (DAF), Non-Conductive Film (NCF), and Build-Up Film (BUF) [3].

01 大会信息 大会时间：2025年12月9-11日 大会地点：上海新国际博览中心，N2馆 大会主题： 新能源碳材料技术制备与电池产业应用 在当今全球能源结构加速向低碳化转型的背景下，以 新能源汽车 、 新型储能、 低空经济及人形机器人为代表的新兴领域，对电池技术提出前所未有的高 要求：高能量密度（ ≥500Wh/kg）、快速充电（15分钟充至80%）、超长循环寿命（≥ 1 5000次） 、 低成本、宽温域 及高安全性。这些需求正推动电池制 造技术进入 材料创新 与 工艺革新 并行的关键阶段， 尤其是 硅基负极、 硬碳、 多孔炭 、 电容炭 等新材料，以及干法电极、等静压 等新工艺的突破， 已 成为 新能源电池 行业发展的核心驱动力 。 Carbontech新能源碳材料与电池大会 以 " 新能源碳材料技术制备与电池产业应用 "为核心主题，深度聚焦两大战略维度： 一方面致力于破解新能源碳材料 领域的技术瓶颈，推动关键制备工艺的革新突破；另一方面积极拓展电池应用场景的多元化布局，构建从材料到终端的全链条价值生态。 大会通过搭建高端学术交流与产业对接平台，系统探讨碳材料在 多孔炭、硅碳负极、快充石墨负极、导电添加剂 ...

Core Insights - Apple is developing a significant thermal upgrade for the iPad Pro product line, planning to introduce a VC (Vapor Chamber) thermal management system with the M6 iPad Pro, expected to launch in Spring 2027 [2][8] - The VC technology aims to address overheating issues in high-performance scenarios, particularly for professional users [6][9] - The M6 chip, built on TSMC's 2nm process, is anticipated to enhance energy efficiency by 20%-30% and improve graphics and AI performance [8][9] Thermal Management Industry Conference - The 2025 Thermal Management Industry Conference will cover six major themes, including liquid cooling technology and thermal management in consumer electronics [4][14] - Key companies like Feirongda, Weibo Chi, and Sique New Materials will showcase their latest products at the conference [4][14] VC Technology and Market Implications - VC technology has been previously utilized in the Android ecosystem, but Apple's refined design may achieve a better balance between slim form factors and thermal efficiency [11] - The introduction of VC technology in iPad Pro could redefine performance standards for lightweight devices, potentially influencing future products like the MacBook Air [9][11] - The supply chain for VC technology is expanding, with a 23% year-on-year increase in copper foil procurement for the M6 iPad Pro [11] Industry Players and Innovations - Domestic companies are progressively filling the supply chain gaps for VC technology, supporting the thermal management needs of Apple and other tech giants [12] - Companies like Guangdong Sique New Materials and Shenzhen Weibo Chi are focusing on advanced thermal management materials and solutions [28][18]