点击阅读 ： 四大化工新材料巨头，业务合并重组！ 再然后就是，12月5日宣布，将停止生产 己二胺（HMD） ！ 己二胺（HMD）及其副产品丙腈用于生产聚酰胺66（PA66）、六亚甲基二异氰酸酯（HDI）和树脂固化剂等材料。 基于对市场动态、竞争力和未来资 本需求的评估，旭化成决定退出己二胺的生产。 停产将于2027年4月完成。 对于 旭化成 来说，以上是公司三年中期管理计划"共同开拓"（Trailblaze Together）的举措， 以将 资源引导到其关键增长支柱—— 制药、重症监 护、海外住宅和电子产品 。 【DT新材料】 获悉， 最近几天，日本化工巨头 旭化成 动作频繁。 首先是 ，12月1日，宣布将自己的子公司 旭化成Advance与帝人的子公司 帝人富瑞特 实施吸收合并。 紧接着 ，12月2日，宣布将其旗下 铅电池隔膜 业务Daramic战略性剥离 给Kingswood Capital Management，并进一步加强电子业务和扩大在北美电池隔膜业务，这两个业务都是利润增长的关键驱 动力。旭化成将通过继续投资其Hipore湿法锂离子技术，加强其在电池隔膜市场的地位，重点关注北美、日本和韩国的汽车行 ...

以下文章来源于锦湖日丽看塑界 ，作者落榜美术生 锦湖日丽看塑界 . 锦湖日丽官方微信 锦湖日丽看塑界 由亲历塑料研发、生产的业内企业运营，更多专业内幕资讯的自媒体。 （微信号：kumho-sunny） 2025年，欧盟ESPR法规和联合国塑料条约的双重驱动下，企业使用再生塑料，再也不仅仅是财报里的美好故事，而是变成了产品进入市场的"门票"。虽然 总有企业蜻蜓点水，迟交作业。但是国际大牌大多践行了自己的承诺。 在深扒30+国际大牌ESG年度报告之后。 高性能 PCR 的深度渗透与美学重构 （调研范围：2024年9月—2025年11月）， 我惊讶发现： 曾经略显"低端"的再生塑料，尤其是PCR塑料，在2025年彻底支棱起来了！ 它不再是退而求其次的选择，而是凭借硬实力杀进了高性能产品的核心地带。 技术与狠活 ： 靠改性技术和化学回收这两大"外挂"，再生塑料如今能轻松驾驭对强度、洁净度要求严苛的卫浴花洒、手机精密薄膜乃至汽车 结构件。 这意味着，可持续不再只是营销口号，而是实打实的技术、审美和供应链能力的全面比拼。作为材料工程师，如果你也在规划明年的ESG战略规 划，今天这份总结，或许可以帮到你！ PCR塑料逐渐成 ...

Core Viewpoint - The article highlights the launch of the Liu'an Xinyi Hua electronic materials production base and innovation center, focusing on the development and production of display and semiconductor photoresists, with a total investment of 1.2 billion yuan, aiming to meet local supply chain demands in China [1][2]. Group 1: Project Overview - The Liu'an project will produce 10,000 tons of display photoresist and 2,000 tons of semiconductor photoresist annually, catering to core sectors such as LCD/OLED display panels and integrated circuit manufacturing [1][2]. - The project aims to transition photoresist technology from laboratory settings to large-scale production, addressing the 8K ultra-high-definition panel production and covering process requirements from 90nm to 14nm [2]. Group 2: Innovation and Research - An innovation center has been established with a research team led by over 20 PhDs, focusing on high-resolution photoresist formulations and precision coating processes, with 15 patents already applied for [2]. - Some product performance metrics have reached international standards, indicating a significant advancement in domestic photoresist technology [2]. Group 3: Future Industry Expo - The 2026 Future Industries New Materials Expo will take place in Shanghai from June 10 to June 12, featuring over 800 exhibitors and expecting more than 100,000 professional visitors [5][6]. - The expo will cover an exhibition area of 50,000 square meters, with over 200 research institutions and 5,000 capital and terminal participants expected to attend [5].

Core Viewpoint - EVE Energy has signed a three-year strategic cooperation memorandum with Vimab BESS AB to collaborate on a 1.48GWh energy storage project in Northern Europe, followed by a significant order acquisition [1] Group 1: Strategic Partnerships - China Gas and EVE Energy held a strategic cooperation signing ceremony on December 2, focusing on three core areas of collaboration [2] - The partnership aims to leverage China Gas's strengths in distributed energy and EVE Energy's leading capabilities in battery solutions to develop energy storage systems and biomass energy coupling technologies [4] - The agreement includes a plan to achieve an order replacement of 1GWh battery cells or energy storage products within one year, covering domestic and international projects of China Gas [4] Group 2: Project Development and Market Expansion - Both companies plan to jointly develop projects in commercial energy storage, mobile energy storage, heavy-duty vehicle battery swapping, and zero-carbon parks, with gradual expansion into overseas markets [4] - China Gas is expected to explore market opportunities in industrial and independent energy storage, electric heavy-duty vehicle batteries, and mobile energy storage over the next three years, providing substantial project demand for the partnership [4] Group 3: Cost Reduction and Clean Energy Solutions - EVE Energy will utilize solutions provided by China Gas for its factories in Yunnan, Hubei, and Malaysia, ensuring biomass gas, steam, and new energy supply, significantly reducing production costs while achieving clean energy substitution [4] - Previous collaborations between EVE Energy and China Gas have successfully validated the feasibility of technology integration and business models through landmark projects like the 40MW/80MWh energy storage station in Changsha [4]

Core Viewpoint - The Carbontech 2025 conference focuses on "Material Innovation Driving Industrial Transformation," highlighting advancements in carbon materials and their applications across various industries [6][8]. Group 1: Event Overview - The conference will take place from December 9 to 11, 2025, at the Shanghai New International Expo Center [8]. - It features two main exhibition halls: N1 for semiconductor carbon materials and N2 for energy and equipment carbon materials [8]. - The event includes four major application conferences and seven concurrent activities, such as product launches and supply-demand matching [6][8]. Group 2: Key Themes and Applications - The N1 hall will showcase the latest achievements and industrial applications of diamond and superhard materials [6]. - The N2 hall will focus on carbon materials used in strategic fields like wind power, aerospace, automotive, hydrogen storage, and batteries [6]. - Specific conferences include the 2025 Diamond Annual Meeting and the Carbon Fiber High-End Equipment Manufacturing Conference [8]. Group 3: Conference Schedule - The event schedule includes a series of keynote speeches, product launches, and technical discussions on advancements in carbon materials and their applications [27][29]. - Notable sessions will cover topics such as cutting-edge battery materials, diamond integration technologies, and carbon fiber applications in various industries [31][41]. Group 4: Organizers and Support - The conference 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]. - Collaborating media outlets include DT New Materials and other industry-specific publications [19].

Core Viewpoint - The article highlights the upcoming Future Industries New Materials Expo 2026, focusing on the common demands in future industries, including advanced semiconductors, advanced batteries, lightweight materials, low-carbon sustainability, and thermal management [1]. Group 1: Event Details - The Future Industries New Materials Expo 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center [4]. - The expo is expected to cover an exhibition area of 50,000 square meters, featuring over 800 participating companies and more than 100,000 professional visitors [3]. Group 2: Project Announcement - The Weinan Ecological Environment Bureau has announced a public notice regarding the environmental impact assessment approval for a project to construct a 35,000 tons/year Polyolefin Elastomer (POR) production facility, with a total investment of 131.967 million yuan [1]. - The POR technology utilizes ethylene as the main raw material and employs special catalysts to produce a new polyethylene material with rubber-like properties, which has been validated through industrial-scale testing [1]. Group 3: Market Applications - The POR products are recognized by major downstream customers as a strong alternative to ethylene-propylene rubber, offering superior performance in high-temperature aging and tear resistance, with applications in construction, metallurgy, rail transportation, automotive, and industrial production [1].

Group 1 - LG Chem announced a strategic partnership with Haier Smart Home to establish a joint laboratory focusing on new product development, materials, and processes to address specific technical challenges in the appliance sector [2][3] - The collaboration aims to enhance technological cooperation and innovation practices, aligning with the global trend towards high-end, intelligent, and personalized home appliance products [3] - LG Chem has an ABS production capacity of 2.3 million tons, leading the international market share, and is set to achieve approximately 48.9 trillion Korean won in global sales in 2024 [3] Group 2 - Haier Smart Home, a subsidiary of Haier Group, focuses on the "smart home" sector and aims to become a world-class leader in smart home ecosystems, having ranked first in global retail volume of large home appliances for 16 consecutive years [3] - Haier has established 12 lighthouse factories, creating the largest and most diverse cluster of such factories in the industry [3] Group 3 - The article mentions an upcoming conference on polymer recycling, featuring various forums and discussions on advanced recycling technologies and sustainable practices in the industry [4][5][6][7][8][9][10] - The conference will include presentations from experts on topics such as chemical recycling, waste plastic upcycling, and sustainable materials development [6][7][9]

Core Viewpoint - The article highlights the significant strategic financing completed by Nanjing Jiuzhou Star New Materials Co., Ltd., amounting to nearly 1 billion RMB, marking it as one of the largest financing events in China's new materials sector for the year [2][7]. Company Overview - Nanjing Jiuzhou Star was established on November 16, 2022, and has a strong background, having acquired several subsidiaries from its predecessor, Jiangsu Jiujium [3][4]. - The company focuses on ultra-high molecular weight polyethylene (UHMWPE) fibers and composite materials, with a product matrix covering specifications from 10D to 1600D, and has established a full industrial chain from fiber to end products [7]. Financing Details - The recent financing round was led by China National Building Material New Materials Fund and IDG Capital, indicating strong investor confidence in the company [2][4]. - This financing is considered a landmark event in the global polyethylene fiber sector, reflecting the company's leading position in the industry [2]. Market Position and Production Capacity - Nanjing Jiuzhou Star ranks first globally in UHMWPE fiber production capacity, with over 30,000 tons, and plans to increase this to 40,000 tons by the end of next year [7]. - The company has developed a solvent-free green production process, significantly reducing production costs and expanding market opportunities in various sectors, including home textiles and sports equipment [7]. Industry Context - The demand for UHMWPE fibers is rising due to trends in robotics and lightweight materials, positioning the company favorably within a high-growth market [8]. - Other domestic competitors include Tongyi Zhong, Millennium Dragon Fiber, and Nanshan Zhishang, indicating a high concentration in the industry [9]. Future Prospects - The company aims to expand its market share in civilian applications and is exploring new fields such as marine industry, high-end sports equipment, and medical devices [9]. - The upcoming Future Industries New Materials Expo 2026 in Shanghai is expected to showcase significant advancements and innovations in the new materials sector, further promoting industry growth [12].

Core Viewpoint - The conference emphasizes the importance of thermal management technology in various key sectors, including AI computing, advanced packaging, new energy, and electric vehicles, aiming to drive innovation and collaboration within the industry [2][5][19]. Group 1: Conference Overview - The 6th Thermal Management Industry Conference and Expo, hosted by DT New Materials, took place in Shenzhen, gathering experts from academia and industry to discuss technological innovations and engineering practices in thermal management [2]. - The conference featured multiple forums and discussions on trending applications such as AI data centers, advanced packaging, power devices, and liquid cooling technology, providing a comprehensive communication platform for the industry [4][19]. Group 2: Keynote Highlights - Dr. Zhang Lisheng, CEO of DT New Materials, highlighted Shenzhen's role as a hub for electronic information and advanced manufacturing, aiming to create a robust ecosystem for thermal management, integrated circuits, and new materials [5][7]. - Notable presentations included topics on directional heat transfer mechanisms, thermal management in communication and AI products, and intelligent thermal control mechanisms, showcasing advancements in materials and system-level solutions [9][10][12][14][16]. Group 3: Industry Trends and Innovations - The conference discussions revealed key trends such as high heat flux density, advanced packaging, and the engineering of liquid cooling systems, indicating the main development lines for the industry over the next 3-5 years [52]. - The exhibition area featured numerous new products and solutions, facilitating direct interactions between engineers and procurement leaders, leading to potential collaborations [53]. Group 4: Future Outlook - The conference aims to create tangible value for the industry through connectivity and collaboration, with ongoing discussions between academic experts and industry representatives for future research and project implementations [56][59]. - More forums and significant content updates are expected in the following days, reflecting the growing importance of thermal management in the era of increased computational power [59].

Core Viewpoint - The announcement by Jinggong Technology regarding winning a bid for the Wuhan Qingshan high-performance carbon fiber production base project, with a bid amount of 729 million yuan, which represents 42.16% of the company's audited revenue for 2024, indicates a significant potential impact on the company's future performance if the contract is finalized and implemented successfully [2]. Group 1: Project Details - Jinggong Technology has been awarded a contract for the construction of two 5000-ton high-performance PAN-based carbon fiber precursor production lines and one 3000-ton carbon fiber production line [2]. - The project is part of a joint venture involving multiple companies, including Zhejiang Sixin New Materials Technology Co., which holds a 28% stake, and Wuhan Yudahua Textile and Apparel Group Co., which holds a 25% stake [3][4]. - The total registered capital of Hubei Yuchuang Carbon Fiber Co., Ltd. is 300 million yuan, and it was established on November 13, 2025, focusing on the manufacturing and sales of high-performance fibers and composite materials [2]. Group 2: Industry Context - The project is part of a broader initiative to establish a high-performance carbon fiber production base, with an initial investment of approximately 1 billion yuan, indicating a significant commitment to the carbon fiber industry [3]. - The carbon fiber high-end equipment manufacturing conference scheduled for December 9-11 will feature discussions on advancements in carbon fiber composite materials, highlighting the industry's focus on innovation and application [5][12].