【DT新材料】 获悉，6月18日， 瑞固新材 硫化物固体电解质工厂投产点火仪式在浙江衢州龙游生产基地举 行， 标志着中国首条硫化物固体电解质量产线的正式落地。 该项目一期百吨级产线已正式投产，二期千吨级产能建设也在加速推进。同日， 瑞固新材 与 星源材质 签 署了战略合作协议，双方将共同开发高性能固体电解质膜及相关产品，并推动产品的商业化落地。 目前全固态电池的产业链包括全固态电芯制备、固态电解质材料微纳化、原材料、成膜、前驱体和电芯系 统的设计，整个产业链还是一个萌芽的阶段。 这两年国内全固态电芯的制备和固态电解质材料的微纳化是 竞争最猛烈的，原材料和电芯系统的设计也是关键环节。 对于电解质材料来讲，大批量的产业化的硫化物材料是非常急需的，粒径控制需要达到纳米级， 目前国内 对粒径的控制已经有了明确的需求，接下来对于空气稳定性会是一个主流的方向 ，因为随着研发体量的不 断提高，接下来需要百兆瓦级别的全固态电池的制备，需要硫化物材料的空气稳定性比较高，用目前市面 上的可能会对全固态电池造成限制。 第四届固态电池大会暨硅基负极产业创新大会 聚产业链升级，助商业化加速 7月3-5日 宁波东港喜来登大酒店 支持单位 ...

Core Viewpoint - The article discusses the acquisition of Chengdu Zhongke Huamei Electronics Co., Ltd. by Kangda New Materials, aiming to enhance its capabilities in the semiconductor integrated circuit sector and diversify its product offerings [1][2]. Group 1: Acquisition Details - Kangda New Materials signed an acquisition agreement to purchase at least 51% of Zhongke Huamei, which specializes in high-reliability integrated circuit products [1]. - The acquisition is part of Kangda's strategic drive in "new materials + electronic technology," focusing on expanding into the semiconductor integrated circuit field [2]. Group 2: Company Profile of Zhongke Huamei - Zhongke Huamei is recognized as a national-level specialized and innovative "little giant" enterprise, with a strong market presence in the MCU domestic replacement segment [1]. - The company has developed four main product lines: microcontroller chips (MCU), general integrated circuits, high-power density power supplies, and system-in-package (SiP) circuits [1]. Group 3: Product Applications and Developments - The aluminum oxide target material developed by Kangda's subsidiary is used in IC manufacturing to enhance product reliability and durability [3]. - Kangda's CMP polishing liquid is currently undergoing internal testing, indicating ongoing product development in semiconductor manufacturing materials [3]. Group 4: Expansion Projects - Kangda's subsidiary Dalian Qihua is progressing with an expansion project for electronic-grade epoxy resin, which received environmental approval for an annual production capacity of 80,000 tons [4].

Core Viewpoint - The closure of the world's largest phenol and acetone production facility by INEOS in Germany highlights the challenges faced by the European chemical industry, primarily due to high energy costs and punitive carbon taxes, leading to reduced competitiveness against imports and a decline in local demand [1][3][5]. Group 1: Company Actions - INEOS plans to permanently close its production facility in Gladbeck, Germany, which has an annual production capacity of 650,000 tons [1][2]. - The closure is attributed to the high energy costs in Europe and the impact of carbon tax policies, which have made it difficult for the company to compete with imports from China and a global supply surplus [3][5]. - INEOS has previously expressed concerns about the viability of the European chemical industry, indicating that it is facing extinction due to similar challenges [5][6]. Group 2: Industry Trends - The European chemical industry, which generates approximately €1 trillion in revenue, is undergoing significant strategic adjustments, with many companies announcing closures or layoffs due to high operational costs [5][8]. - Other companies, such as SGL Carbon, Teijin, and Dow, are also making similar moves, including plant closures and workforce reductions, in response to the challenging market conditions [8][9]. - The closure of INEOS's phenol plant is indicative of a broader trend in the industry, where many companies are facing overcapacity and declining prices, particularly in the phenol market, which is expected to see additional capacity coming online in 2025 [11]. Group 3: Market Outlook - The domestic phenol production capacity has reached 6.39 million tons, with leading companies like Zhejiang Petrochemical and Wanhua Chemical dominating the market [11]. - The industry is already experiencing oversupply, with an expected additional capacity of 995,000 tons in 2025, leading to a downward trend in phenol prices since the second quarter of 2025 [11]. - A report indicates that 24 types of products are under capacity warning, with 14 categorized as high-risk, suggesting a need for cautious investment and project management in the chemical sector [11].

【DT新材料】 获 悉， 近日，Teknor Apex（特诺尔爱佩斯）宣布完成对 Danimer Scientific, Inc.的收购，后者是 当前美国知名PHA企业， 收购价格仅为1900万美元 。 Danimer 成立于 2004 年，最初以 PLA（聚乳酸）改性加工业务为主。通过多次技术收购（如 2007 年宝洁技术、2021 年 Novomer 热催化工艺专利）和产能扩张（如肯塔基州工厂年产能达 2000 万磅 Nodax® PHA），成为当前美国产能最大、应用最广的 PHA 生产商之一，其 使用菜籽油作为主要原 料 。 关键订单取消 ：2024年星巴克突然终止餐具供应协议，导致PHA销售额单季度下降180万美元，直接切断核 心现金流。 欧洲市场萎缩+原料价格上涨 ： 俄乌战争推高菜籽油（PHA原料）价格30% ，叠加物流成本上升，欧洲客 户PLA订单减少240万美元，毛利率进一步恶化。 图片来源：Danimer Danimer 总部位于美国乔治亚州班布里奇市，拥有两处基地，总面积超 20 万平方英尺，包括世界级实验 室、生产基地及检测中心。 该公司在 20 多个国家拥有 480 多项授权专利和正在 ...

Core Viewpoint - The article discusses the launch of the first commercially available peroxidized-cured perfluoroelastomer (FFKM) polymer using proprietary non-fluorinated surfactant (NFS) technology by the company, addressing the industry's demand for high-performance, sustainable, and resilient supply chain solutions [1][2]. Group 1: Product Development - The new peroxidized-cured FFKM polymer enhances the existing non-fluorinated surfactant FFKM product line, specifically designed for semiconductor processes, and does not compromise product performance while meeting the strong demand for sustainability and supply chain resilience in seals and O-rings [2][4]. - The Tecnoflon® FFKM NFS product line, produced in Spinetta, Italy, is a result of years of research and development, with samples of Tecnoflon® PFR X7000 and X7100 now available for testing [4]. Group 2: Technical Specifications - The FFKM NFS solutions are suitable for both dry and wet manufacturing processes, providing excellent performance in harsh environments, including exposure to corrosive chemicals, temperatures exceeding 320°C, and strong plasma conditions [3]. - The superior chemical resistance of the peroxidized-cured FFKM NFS is crucial for various high-end applications in energy, transportation, and industrial sectors [4].

【DT新材料】 获悉， 6月16日， 鼎际得 公告，公司控股子公司 辽宁鼎际得石化科技有限公司 （以下简称"石化科技"）于近日完成POE高端新材料 项目中试装置投产，已成功产出合格POE产品。 根据此前公告，公司"POE高端新材料项目"分为近期项目及远期项目，其中近期项目分两期建设。 近期项目预计总投资100亿元 。其中： 2025年7月4-5日 浙江·宁波 近期项目的一期项目 总投资预计60亿元，固定资产投资预计45亿元，将用于建设 20万吨/年POE 、30万吨/年乙烷制α-烯烃（后工段）及公用工程等 相关配套设施； 近期项目的二期项目 总投资预计40亿元，固定资产投资预计35亿元，将用于建设 20万吨/年POE 、30 万吨/年乙烷制α-烯烃（前工段）及公用工程等 相关配套设施。 远期规划项目 初步计划建设 40万吨/年液相聚乙烯、30万吨/年乙烷制醋酸乙烯、 20万吨/年POE 、二氧化碳重整制烯烃及公用工程等相关配套设 施，远期项目的投资总额等具体事宜另行协商约定。 本次中试装置的投产，为一期项目中"年产 20 万吨 POE 装置"顺利投产奠定了夯实的基础。同时，也验证了石化科技自研、自产的 POE ...

Core Viewpoint - The forum aims to explore the current status and future trends of renewable energy hydrogen production, focusing on technological innovations and applications in the green hydrogen sector [2][3]. Group 1: Forum Overview - The "2025 (Fifth) Renewable Energy Hydrogen Production Industry Development Forum" will be held on July 10-11, 2025, in Suzhou, Jiangsu [2]. - The forum will cover key topics such as ALK/PEM/AEM hydrogen production technology market development, key materials, and innovative processes [2]. - Five special activities will be organized, including a PEM technology seminar, AEM hydrogen production youth forum, on-site visits, supply-demand matching, and technology achievement displays [2]. Group 2: Organizers and Supporters - The forum is organized by DT New Energy, with support from the Shanghai Hydrogen Science and Technology Research Association and Bosch Intelligent Manufacturing Solutions [3]. - Notable contributors include Syensqo, a leader in membrane technology, and Sichuan Dongcai Technology Group, which focuses on membrane materials for hydrogen production [3]. Group 3: Agenda Highlights - The agenda includes presentations on high-performance low-cost PEM electrolysis technology, alkaline electrolysis key technology research, and innovations in hydrogen production membrane technology [8][28]. - A youth forum will invite young researchers to discuss challenges and innovations in AEM hydrogen production technology [16]. Group 4: Exhibition and Networking - The exhibition will feature various hydrogen production technologies and materials, including alkaline and PEM electrolysis systems, catalysts, and production equipment [14]. - A supply-demand matching initiative will connect research institutions, enterprises, and government bodies involved in renewable energy hydrogen production [25].

Core Viewpoint - The article highlights significant new contracts signed by China Chemical in the first five months, totaling 150.825 billion yuan, with a focus on major chemical new materials and renewable energy projects [1]. Group 1: Major Projects Overview - Gansu Juhua New Materials Co., Ltd. is launching a high-performance silicon-fluorine materials integration project with a total investment of approximately 4.1047 billion yuan, set to produce various silicon and fluorine-based products, including 360,000 tons of industrial silicon and 100,000 tons of polycrystalline silicon annually, starting construction on January 28, 2024 [1]. - CNOOC Shell Petrochemicals Co., Ltd. is developing a polycarbonate project in Huizhou with a total investment of 9.3 billion yuan, which will include a 240,000 tons/year bisphenol A unit and is expected to be completed by the end of 2026 [2]. - Shaanxi Yunen Fine Chemical Materials Co., Ltd. is undertaking a 1 million tons/year high-end chemical materials project with a total investment of 10.3 billion yuan, including multiple production units for DMTA, ethylene oxide, and hydrogen peroxide [3]. - Fujian Haichen Chemical Co., Ltd. is investing approximately 14.8 billion yuan in a project to produce 400,000 tons/year of adiponitrile and related raw materials, expected to be operational by October 2026 [4]. - Zhejiang Petrochemical's high-end new materials project has a total investment of 42.82911 billion yuan, featuring 18 production units, including a 1 million tons/year acetic acid unit and a 600,000 tons/year methanol unit [5]. - Hebei Haiweilan Chemical is planning a 1 million tons/year propane dehydrogenation project with an estimated investment of 766.498 million yuan, utilizing propane from oilfield associated gas [6]. - Dushanzi Petrochemical's Tarim 1.2 million tons/year ethylene supporting green low-carbon demonstration project has a total investment of 25.656 billion yuan, with completion expected by 2026 [7]. - Yitai Yili Energy Co., Ltd. is investing 18.3 billion yuan in a coal-to-oil project with an annual output of 1.0582 million tons of various products [8]. - Xinjiang Zhongxin Huan Tai Energy Co., Ltd. is developing a 2.6 million tons/year coking and deep processing project with a total investment of 5.176 billion yuan [9]. - An Egyptian bioethanol project is set to produce 100,000 tons/year of fuel ethanol, led by the Egyptian Bioethanol Company [10]. - Tianchen Company has completed projects in grain deep processing and bioethanol with a cumulative capacity of 1.45 million tons/year [11]. - China Coal Ordos Energy Chemical Co., Ltd. is investing 4.9 billion yuan in a liquid sunshine project, utilizing renewable energy for hydrogen production [12]. - Xinjiang Chuangbo New Energy Materials Co., Ltd. is developing a 100,000 tons/year PCDL unit, which is a high-performance polyol product [13]. - Wanli Tire Co., Ltd. is investing 5 billion USD (approximately 3.6 billion yuan) in a rubber tire project in Cambodia, with a planned capacity of 6 million semi-steel tires in the first phase [14]. - Guangdong Yun Sulfur Environmental New Materials is investing 1 billion yuan in a phosphoric acid project, utilizing proprietary technology [15]. - An Egyptian industrial silicon project is set to produce high-grade industrial silicon, marking a significant collaboration in the renewable energy sector [16].

Core Insights - The article highlights the rapid transformation of traditional ceramic manufacturing through 3D printing technology, particularly in the production of complex ceramic components [1][3] - The global ceramic 3D printing market is projected to exceed $900 million (approximately 7.2 billion RMB) by 2032, driven by sectors such as semiconductor precision devices, aerospace thermal components, and personalized medical implants [1] Group 1: Company Overview - Bosch Advanced Ceramics, established in 2016, leverages Bosch Group's extensive ceramic manufacturing experience to provide specialized consulting and printing services across various industries [1] - The company has successfully delivered hundreds of thousands of precision ceramic components, showcasing its expertise in mass production [1] Group 2: Technological Advancements - The company utilizes 3D light-curing technology to create ceramic green bodies, followed by high-temperature sintering, eliminating the need for post-processing machining [2] - By optimizing production parameters, Bosch Advanced Ceramics has achieved stable product precision and increased yield during mass production [2] Group 3: Case Study - In early 2023, Bosch Advanced Ceramics produced a ceramic insulating sleeve for a renowned medical technology company, meeting stringent dimensional accuracy requirements [2] - Using LCM additive manufacturing equipment, the company efficiently produced 1,400 medical device components on a single printing platform, achieving a ceramic wall thickness of 90 microns and reaching mass production within six months [2] Group 4: Industry Trends and Future Opportunities - The article emphasizes the establishment of Bosch Advanced Ceramics as a benchmark in the industry for ceramic additive manufacturing, highlighting the advantages and future directions of 3D printing technology in complex ceramic component manufacturing [3] - The upcoming 2025 Polymer 3D Printing Materials Summit will feature insights from industry leaders, including Bosch Advanced Ceramics, discussing market conditions and commercial cases in sectors like semiconductors, medical, consumer electronics, and industrial products [5]

Core Viewpoint - The article highlights the investment by Dazhong Mining in a new lithium battery material project, emphasizing the company's strategic shift towards lithium mining and battery materials, which aligns with the growing demand for high-performance batteries in the renewable energy sector [1][2]. Company Overview - Dazhong Mining plans to invest 1 billion yuan to establish a project with an annual production capacity of 3,000 tons of metal lithium battery materials, located in the Linwu High-tech Industrial Development Zone [1]. - The project will be developed in three phases: the first phase focuses on research and development, expected to be completed by 2025; the second phase aims to build a production line with a capacity of 1,000 tons, starting construction in April 2026 and expected to be operational by the end of 2027; the third phase will expand production to 2,000 tons, with construction starting in June 2027 and completion by the end of 2028 [1]. - As of the end of 2024, Dazhong Mining's total assets are valued at 15.4 billion yuan, with a market capitalization of 15.1 billion yuan [1]. Industry Context - Dazhong Mining has expanded its operations into the lithium mining sector, acquiring control over two major lithium resources in Hunan and Sichuan, which are expected to serve as new profit growth points for the company [2]. - The company has established a complete industrial chain for lithium battery materials, including lithium ore mining and lithium carbonate processing, with a current lithium carbonate equivalent of 3.24 million tons [2]. - The metal lithium battery materials produced are crucial for high-performance batteries, particularly solid-state batteries, which are gaining traction in the renewable energy market [2]. Market Developments - Internationally, companies like Factorial and Mercedes-Benz are advancing solid-state lithium metal batteries, indicating a growing trend in battery technology [3]. - Domestically, companies such as Mengwei Technology and Jinyu New Energy are also making strides in lithium metal battery development, with significant deliveries and production capabilities expected in 2024 [4]. - Industry leaders like CATL are focusing on lithium metal anode technology, which is critical for enhancing battery performance and safety [4].