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FINE火热招展中!2026未来产业新材料博览会(6月10-12日 上海)
DT新材料· 2025-12-14 13:32
2026未来产业新材料博览会 中国未来产业崛起引领全球新材料创新发展 2026年6月10-12日 上海新国际博览中心 新材料是未来高新技术产业发展的基石和先导,新材料的突破将加速未来产业变革! 2026未来产业新材料博览会(上海) (Future Industries New Materials Expo 2026,简称" FINE 2026 "),由 「 DT新材料 」 主办的 第十届国际碳材料产业博览 会 (Carbontech 2026)、 第七届热管理产业博览会 (iTherM 2026)和 新材料科技创新博览会 (AMTE 2026)三大展重磅升级而来,旨在打造一个以未来产业终端为 引领、立足国际视野的新材料领域标盛会。 FINE 2026 , 以 50,000平 展区 与 超过 300场 战 略与前沿科技报告,全景呈现应用于人工智能、智算/数据中心、具身智能、低空经济、航空航天、智能汽车、 AI消费电子、量子科技、6G、脑机接口、新能源、生物制造等产业的热门创新成果, 并重点聚焦 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) , 呈现从终端、部件、材料、技术装备到前沿 ...
350亿“锂电+液冷”材料龙头,冲刺港股
DT新材料· 2025-12-14 13:32
Core Viewpoint - The article discusses the upcoming listing of New Zobang on the Hong Kong Stock Exchange and highlights the company's significant achievements and strategic positioning within the lithium battery and new materials industry [2][4]. Group 1: Company Overview - New Zobang, established in 1996 and headquartered in Shenzhen, is set to list on the Hong Kong Stock Exchange, with a market capitalization of 35.909 billion as of December 12, 2025 [2]. - The company has developed a product system covering four core business segments: battery chemicals, organic fluorine chemicals, capacitor chemicals, and semiconductor chemicals, serving key industries such as new energy vehicles, photovoltaic energy storage, consumer electronics, and digital infrastructure [2]. Group 2: Industry Position and Achievements - New Zobang's capacitor chemicals were recognized as a national-level manufacturing champion product in November 2021, and its lithium-ion battery electrolyte was similarly recognized in 2023, making it a dual national champion [3]. - The company ranks among the top three globally in electronic fluorinated liquids and has achieved a self-supply ratio of 50%-70% for lithium hexafluorophosphate production through its subsidiary [3][4]. Group 3: Strategic Developments - A significant project in Huizhou, with an investment of 1.16 billion, is set to produce 200,000 tons of battery chemicals annually, expected to meet 10% of the domestic electrolyte market demand and generate an additional annual output value of 3.5 billion [4]. - The trend of lithium battery companies listing in Hong Kong is highlighted, with over 15 companies initiating IPOs, reflecting a diverse range of listing strategies [4][5]. Group 4: Market Dynamics - The article notes that the expansion of lithium battery capacity in the domestic market has intensified competition, leading companies to seek financing through Hong Kong listings [5]. - The demand for new energy vehicles and energy storage in overseas markets is strong, while trade barriers complicate international expansion, making Hong Kong a strategic location for fundraising to support local operations [5].
年产20000m²航空级交联聚甲基丙烯酸甲酯亚克力材料项目获批
DT新材料· 2025-12-14 13:32
Core Viewpoint - The article highlights the successful completion of the approval process for Guo'en Co., Ltd.'s "annual production of 20,000 m² aviation-grade acrylic glass project," marking a significant step in the domestic production of aviation-grade transparent materials in China [2]. Group 1: Project Overview - The project involves a total investment of 560 million yuan and is located at Guo'en's headquarters in Qingdao, focusing on the production of cross-linked polymethyl methacrylate acrylic glass (CPMMA) [2]. - The project plans to establish production workshops, storage facilities, and various auxiliary buildings, along with the acquisition of over 200 advanced production equipment, including pressure machines and multi-directional stretching devices [2]. - Upon reaching full production capacity, the project is expected to produce 20,000 square meters of aviation-grade acrylic glass sheets and stretching sheets annually for aircraft and other aviation applications [2]. Group 2: Material Characteristics and Applications - CPMMA is created through a chemical cross-linking process that forms a unique three-dimensional network structure, significantly enhancing mechanical strength, heat resistance, and weather resistance while maintaining high transparency [3]. - Beyond the aerospace sector, CPMMA has extensive application prospects in high-end optical and display technologies, medical devices, industrial and renewable energy fields, and is also ideal for high-precision modeling and 3D printing [3].
尼龙巨头,重组!
DT新材料· 2025-12-14 13:32
Group 1 - The core viewpoint of the article is that Ascend Performance Materials has successfully received approval for its Chapter 11 restructuring plan, which is a significant milestone in reducing its debt and strengthening its capital structure for future development [1] - The restructuring process is expected to be completed by the end of the year, allowing the company to enhance its risk resilience and market competitiveness [1] - Ascend Performance Materials filed for Chapter 11 on April 22, 2025, to lower its leverage while continuing to serve approximately 1,650 global customers [1] Group 2 - On June 17, Ascend announced the orderly closure of its hexamethylenediamine production facility in Lianyungang, China, which was its largest investment outside the U.S. with a total investment of approximately 4.2 billion yuan [2] - The Lianyungang facility, which had only been operational for 8 months, was deemed not viable in the changing market dynamics and regulatory environment [2] - Ascend operates 12 production bases globally, employing nearly 3,000 people, and has significant nylon production capacities, including 700,000 tons/year of nylon 66 polymerization and 490,000 tons/year of adiponitrile [2]
会通股份,收购热门新材料“黑马”!
DT新材料· 2025-12-14 13:32
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].
10万吨/年特种环氧树脂项目公示
DT新材料· 2025-12-14 13:32
Core Viewpoint - The article discusses the recent developments in the new materials industry, particularly focusing on the projects undertaken by Zhejiang HuanYang Xinghua New Materials Co., Ltd., which includes the construction of various production facilities for specialty epoxy resins and epoxy chloropropane, aimed at high-end applications in electronics and aerospace sectors [1][2]. Group 1: Project Overview - Zhejiang HuanYang Xinghua New Materials Co., Ltd. is constructing a new project in Ningbo, which includes a 300,000 tons/year epoxy chloropropane facility and a 100,000 tons/year electronic-grade epoxy resin facility [2]. - The total investment for the specialty epoxy resin project is approximately 71.632 million yuan, with a production capacity of 100,000 tons/year for specialty epoxy resins [1][2]. - The project will utilize glycerol-based processes to produce high-purity epoxy chloropropane, with about 8,500 tons allocated for external sales [1]. Group 2: Production Details - The production lines include 20 lines for various specialty epoxy resin products, with a total output of 10.81 million tons/year, of which 9.99 million tons are for external sales [3][4]. - Specific products include liquid calcium chloride and various types of epoxy resins, with production capacities detailed for each product line [3][4]. - The project aims to meet the growing demand in high-end applications such as electronic packaging and aerospace, indicating a strategic focus on advanced materials [1][2].
阿科玛,签约恩捷股份,探索固态电池隔膜
DT新材料· 2025-12-14 13:32
| 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 ...
周三开幕!议程+名单丨2025(第三届)氢储运关键技术发展论坛
DT新材料· 2025-12-14 13:32
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].
中科院孵化,高分子“小巨人”,冲IPO!
DT新材料· 2025-12-11 16:04
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].
布局新材料!中国科学院成立新研究所
DT新材料· 2025-12-11 16:04
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].