【DT新材料】 获悉，2月16日， 松延动力、宇树科技、魔法原子、银河通用 四家机器人企业集体亮相马年春晚，通过小品、武术、歌曲舞蹈、贺岁微电影 等形式节目，为观众带来科技春晚盛宴。 据报道， 马年春晚开播两小时，京东机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长150%。 在除夕当晚10点，京东也上架了包 括"春晚同款"机器人在内的多款机器人。在活动上线几分钟内，包括魔法原子、宇树科技、松延动力等品牌的机器人即被抢购一空。 其中，两台价值近63 万元的GALBOT通用机器人G1，同样瞬间被抢购一空。 值得一提的是， 松延动力 展示了四款人形机器人产品，包括 Bumi小布米、N2、E1，以及为春晚节目定制开发的仿生人形机器人。同时， 这也是人形机器 人首次出现在春晚语言类节目中！ 为了达到"春晚级"的运控精度，团队优化了原本的空翻策略。首先是在运动控制算法上，提出了300个以上的策略，来不断优化机器人动作控制的精度。随 后在结构设计上团队也进行了调整 ，因为机器人的受力多在脚踝和大腿，团队将机器人的重心上移，形成了类似"球形"的，中心重，四肢轻的结构，最终让 机器人实现了轻盈的高难度动作。 ...

Core Viewpoint - Sony has established the world's first complete supply chain for manufacturing renewable plastics specifically for high-performance electronic products, in collaboration with 13 leading chemical and materials companies [2][3]. Group 1: Supply Chain Overview - The project, led by Sony and Mitsubishi Corporation, coordinates all aspects to ensure traceability of renewable attributes, covering the entire chain from raw materials to final products [3]. - The supply chain includes the production of renewable naphtha from waste cooking oil by Neste in Finland, which is then used to create various bio-based monomers and resins [3]. - Among the 14 companies involved, three are from China, including Qingdao Haier New Materials, which produces PC/ABS alloy materials [3]. Group 2: Technological Innovations - Sony's Hanamizuki bio-based television project is a significant initiative within this supply chain, achieving a breakthrough by using 100% bio-based and PCR materials for the entire plastic components of the device [3]. - The supply chain employs the Mass Balance Approach, allowing for the production of renewable plastics that match the quality and performance of virgin fossil-based plastics [5]. - The renewable plastics produced can meet the stringent requirements for flame retardancy and optical clarity necessary for high-performance applications [5]. Group 3: Environmental Impact - Using Neste's bio-based naphtha can reduce greenhouse gas emissions by approximately 85% compared to fossil-based products, supporting Sony's goal of achieving carbon neutrality across its value chain by 2040 [5]. - The supply chain enables companies to track and record greenhouse gas emissions data throughout the entire process, facilitating future carbon reduction efforts [5]. Group 4: Market Challenges - The price of bio-based naphtha is significantly higher than that of fossil-based alternatives, with a reported price of $1,875 per ton compared to a $605 per ton for fossil-based naphtha, which poses a challenge for widespread adoption [7]. - The supply chain alliance aims to stabilize costs through scale effects and technological advancements, addressing the high costs associated with bio-based chemicals [7]. Group 5: Industry Events - The 11th Bio-based Conference and Exhibition will feature discussions on industry trends, technological innovations, and the development of bio-based materials, highlighting the growing consumer demand for sustainable and environmentally friendly products [8].

Core Viewpoint - The domestic high-end chemical new materials industry has achieved a significant breakthrough with the successful production of a 30 tons/year cyclic olefin polymer (COP) production line by Huanxitin New Materials Company in Nantong, Jiangsu, marking the first successful production line of its kind in China and filling a gap in the large-scale production of high-purity, high-transparency, and low-birefringence COP materials [2] Group 1 - The Huanxitin COP production line represents a critical step in China's journey towards self-sufficiency in high-end new materials, overcoming long-standing foreign technological barriers and achieving a breakthrough in "neck-holding" technologies [2] - The cyclic olefin polymer has extensive applications in optical, medical, and electronic high-tech fields, indicating a broad market prospect [3] - The company possesses multiple independent intellectual property rights and patented technologies related to cyclic olefin polymers and their materials, with COP resin as the core product [3] Group 2 - Huanxitin New Materials is investing in a new project to build a 27.5 thousand tons/year cyclic olefin polymer new materials project in the Ningbo Petrochemical Economic and Technological Development Zone, further accelerating the comprehensive industrialization of COP [4] - This project will strengthen and complement the industrial chain of the Ningbo Petrochemical Economic and Technological Development Zone, achieving a synergistic win-win between the company and the regional economy [4] Group 3 - The core products of the company include CCOP HTL series resin (optical grade), CCOP HTM series resin (medical packaging grade), and CCOP HTF series resin (film grade) [5]

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 events, 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 expected participation for FINE 2026 is over 100,000 professional visitors, with targeted invitations to over 5,000 industry investors to facilitate connections between startups and industry resources [35][37]. 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 event 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 expo is positioned as a critical platform for technology transfer and industry innovation, leveraging China's growing influence in sectors like new energy vehicles, photovoltaics, and robotics, which are expected to create significant market opportunities for new materials [10][36]. - The timing of the event in June is seen as a strategic opportunity to capture business prospects for the second half of the year, supported by Shanghai's robust industrial and technological ecosystem [10][36].

Core Insights - The article emphasizes that thermal management technology is crucial for breakthroughs in computing power, energy efficiency, and product reliability, especially in advanced fields like AI, smart vehicles, and semiconductors [2] - The "洞见热管理2026" series aims to create a comprehensive platform for industry, academia, research, and application to address thermal control challenges and establish new thermal balance standards [2] Group 1: Event Overview - The 2026 Future Industry New Materials Expo (FINE2026) will take place from June 10-12 at the Shanghai New International Expo Center, featuring an exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports, expecting to attract more than 100,000 professional visitors [3] - The Shanghai event will focus on high heat flux density scenarios, showcasing liquid cooling plates, AI chips, and power device thermal management [6] Group 2: Shanghai Event Highlights - The Shanghai exhibition will emphasize the integration of the Yangtze River Delta industrial cluster, particularly in data centers, new energy vehicles, semiconductors, energy storage systems, and large power facilities [8] - Key topics will include battery thermal management under high-power fast charging, automotive-grade power module cooling, and industrial-grade heat exchange solutions aimed at carbon neutrality [8] Group 3: Shenzhen Event Overview - The seventh Thermal Management Industry Conference and Expo (iTherM2026) will be held in Shenzhen in December 2026, focusing on the flexibility of technology and rapid market response [9] - The Shenzhen event will address the thermal challenges of miniaturized and integrated electronic devices and chips, providing a one-stop value connection platform for the thermal management industry [9] Group 4: Shenzhen Event Highlights - The Shenzhen exhibition will spotlight AI computing servers, smartphones, wearable devices, and low-altitude economy sectors, showcasing immersion cooling technology and new thermal interface materials for compact spaces [11] - The event aims to facilitate the commercialization of innovative technologies and provide a platform for startups and tech giants to showcase their ideas [11] Group 5: Previous Event Recap - The 2025 Shenzhen Thermal Management Expo featured numerous companies presenting new materials, processes, and system-level cooling solutions, attracting significant engagement from engineers and professionals [12] - The event successfully transitioned from "display" to "connection," highlighting the importance of industry collaboration and the rapid generation of cooperation intentions [16]

Core Viewpoint - The company is making significant investments in high-end PCB production capacity to meet the growing demand in sectors such as high-speed computing servers and next-generation networking switches [2][3]. Investment and Project Details - The company has finalized a 3.3 billion RMB investment to establish high-end PCB capacity, focusing on advanced products like high-layer count and high-frequency boards [2]. - The project will utilize approximately 66,678.4 square meters of land in Kunshan High-tech Zone, with a construction period of 2 years [2]. - Upon completion, the project is expected to add 140,000 square meters of high-end PCB capacity, generating an estimated annual revenue of 3.05 billion RMB and a net profit of about 500 million RMB [2]. Future Expansion Plans - In addition to the current project, the company plans to invest approximately 4.3 billion RMB in a new AI chip-related PCB expansion project, set to begin construction in late June 2025 [3]. - The first phase of this project aims for an annual production of 180,000 square meters of high-density interconnect boards, with a second phase targeting an additional 110,000 square meters [3]. Financial Performance - The company has shown strong financial growth, with projected revenues of approximately 18.9 billion RMB in 2025, a year-on-year increase of about 42% [4]. - The net profit attributable to the parent company is expected to reach around 3.82 billion RMB, reflecting a year-on-year growth of approximately 47.74% [4]. - The gross margin for the PCB business is anticipated to improve to about 35.85%, an increase of approximately 3.39 percentage points year-on-year [4]. Market Position and Product Applications - The company is a well-established player in the PCB industry, with a stable product matrix in automotive electronics and communication equipment [3]. - In 2024, the communication market segment is projected to generate 10.093 billion RMB in revenue, a year-on-year increase of 71.94%, accounting for 75.65% of total revenue [3]. - The share of AI server and HPC-related PCB products in the communication market revenue is expected to rise from 21.13% in 2023 to 31.48% in 2024 [3].

Core Viewpoint - China Chemical announced a total of 593 signed projects with a contract value of 36.925 billion yuan for January 2026, indicating strong growth in the chemical engineering sector [2]. Group 1: Project Overview - In 2025, China Chemical achieved a record total of 4,760 signed projects with a total contract value of 403.662 billion yuan, up from 366.940 billion yuan in 2024 [2]. - The domestic contract value was 279.145 billion yuan, while the overseas contract value reached 124.517 billion yuan [2]. - The company reported sales of 10.578 billion yuan in industrial and new materials [2]. Group 2: Major Contracts - Significant contracts exceeding 500 million yuan include 10 major projects, such as: - 1.3294 billion yuan for the green hydrogen biomass coupling green methanol project by Jiyuan (Siping) Green Energy Co., Ltd. [2]. - 1.2005 billion yuan for the bioenzyme catalysis new materials project by Yongnong Biological Science Co., Ltd. [2]. - 816 million yuan for the smart hydrogen energy industrial park project by Xinjiang Zhuofite Hydrogen Energy Technology Co., Ltd. [2]. - 700.1 million yuan for the coal-based high-end new materials project by Ningxia Carbon New Science and Technology Co., Ltd. [2]. - 520 million yuan for the environmental upgrade and efficiency enhancement project by Sichuan Yongying New Materials Co., Ltd. [2]. Group 3: Notable Projects in Chemical New Materials - In 2025, there were 115 major projects with contracts exceeding 500 million yuan, including 54 in the chemical new materials sector [3]. - Notable projects include: - The Nigeria MIPL fertilizer project EPC contract valued at 15.165 billion yuan [3]. - The Namibia Haifen green hydrogen (green ammonia) project valued at 14.345 billion yuan, which is set to become the world's largest green ammonia project with an annual production capacity of 2.4 million tons by 2029 [3].

Core Viewpoint - Evonik is enhancing its global Hydroxyl-terminated Polybutadiene (HTPB) production network as part of its growth strategy, with expansion projects in Germany and new facilities planned in Asia by 2027 [2] Group 1: Company Developments - Evonik is expanding its HTPB production capacity in Marl by 2024 and is constructing a new POLYVEST® ST E 60 facility in Shanghai, China, set to be operational by 2025 [2] - The expansion of HTPB production aligns with Evonik's significant investments over the past two years to increase global capacity [2] Group 2: Product Applications - HTPB is a versatile polymer used in various applications, including sealants, electronic encapsulants, waterproof coatings, adhesives, and high-performance materials in automotive and aerospace industries [2][3] - In solid rocket engines, HTPB serves as a binder for composite propellants, crucial for maintaining chemical stability under extreme conditions [3] Group 3: Market Landscape - The global market for high-purity, consistent HTPB is limited, with key players including Cordis (formerly a DuPont subsidiary), JSR from Japan, and GNFC from India, while Evonik holds a dominant position in Europe and globally [3] - The commercial space sector is rapidly evolving, with significant advancements in commercial launch vehicles driven by technological breakthroughs and cost reductions [3] Group 4: Industry Supply Chain - The upstream segment of the launch vehicle industry includes raw materials, components, and processed parts, while the midstream involves rocket assembly and launch services [4] - Key materials in rocket manufacturing include lightweight metals and composites, with a focus on strength and weight reduction [4]

Core Insights - Xinjie Energy has transitioned its solid-state lithium metal battery from the R&D verification phase to large-scale production, marking a significant milestone in its development [1] - The company focuses on high-energy and high-safety lithium metal solid-state batteries, with plans for a production capacity of 10 GWh by the end of 2025 [1] - Strategic partnerships and multiple rounds of financing have supported Xinjie Energy's growth and production capabilities [2] Group 1: Company Overview - Xinjie Energy was established in 2020 and is headquartered in Longhua, Shenzhen, specializing in the R&D and production of solid-state batteries [1] - The company has a research center in Silicon Valley and an 800 MWh pilot line in South China, with plans for a new generation solid-state battery production line in Jintan, Jiangsu [1] Group 2: Production Capacity and Product Development - The first phase of the 10 GWh production base in Hangzhou will complete with 2 GWh cylindrical battery production, targeting applications in drones, electric bicycles, and AGVs [1] - The second phase plans to add 8 GWh capacity, expanding into eVTOL, embodied robots, and new energy vehicles [1] - Xinjie Energy is developing both cylindrical and square soft-pack battery routes, with the "Falcon" high-energy soft-pack battery expected to exceed 480 Wh/kg energy density by November 2024 [1] Group 3: Strategic Partnerships and Financing - In 2025, Xinjie Energy signed multiple cooperation agreements with Tiantie Technology, including a 400 million yuan copper-lithium composite strip procurement order and a 300 million yuan investment in its factory construction [2] - The company has completed several financing rounds since its establishment, with investors including Hillhouse Capital, Fenghe Capital, and EHang Intelligent, providing financial support for production line construction and market expansion [2]

Core Viewpoint - Guangdong Shengpeng Materials Technology Co., Ltd. has successfully completed equity financing, adding four new investors, which will enhance its research and industrialization of boron nitride-based electronic packaging thermal management materials, strengthening its core competitiveness in the field [2]. Company Overview - Guangdong Shengpeng Technology Co., Ltd. focuses on the research and production of electronic packaging thermal management materials primarily based on boron nitride, being a pioneer in the commercialization of two-dimensional boron nitride. The company aims to address critical insulation and thermal conductivity issues in the 5G communication and new energy battery sectors [3]. - The company is dedicated to solving the "bottleneck" issues in China's electronic packaging and thermal management fields, establishing internationally advanced thermal management solutions and related material production technologies, and is recognized as a leading innovative high-tech enterprise in the low-dimensional materials technology sector [3]. Product Matrix - The product offerings include 7W thermal conductive pads, flame-retardant thermal insulation films, high-temperature and high-thermal-conductivity insulation sheets, and high-thermal-conductivity insulation pads [4].