【DT新材料】 获悉，近日 ， 苏州科润新材料股份有限公司（" 科润新材 " ） 发布科创板IPO辅导备案报告，正式启动上市进程。 科润新材 成立于2019，创始人为杨大伟，其2006年开始从事质子膜电解槽设计工作，并在2011年创办了 江苏科润膜材料有限公司 。 目前， 科润新材 对外还成立 江苏科润膜材料、福建科润世纪氢能、安徽科润氢能、北京科润氢能 等4家公司，同时参投苏州云帆氢能、苏州铂氢新能源等2家公司，其 中苏州云帆氢能专注PEM燃料电池和PEM电解水双极板，并在2023年完成天使轮。 至2024年8月2日， 科润新材 已完成五轮融资，合计披露融资金额达 7.8亿元 。估值已高达30亿元，股东阵容十分豪华，包括 中石化资本、联泓集 团、红杉中国、中国通用、架桥资本、宇通、北汽 等。 值得一提，这也是 中石化 投资入股的第5个启动IPO的企业，此前， 重塑能源 、 重塑氢能 均已经在 港股上市，收获还是颇丰。另外一家从事 气体储 存、运输装备 浙江蓝能 也处于上市辅导， 隔膜空压机企业 中鼎恒盛 则处于 IPO终止。 | 序号 | 股票名称 | | 持股比例 ÷ | 认缴出资额(万元) * | | ...

Core Viewpoint - BASF has launched Ultramid® Advanced N3U42G6, a new polyamide 9T material that enhances the safety and durability of high-voltage connectors in electric vehicles by minimizing metal contact corrosion in electrical and electronic components [1][2]. Group 1: Product Features - Ultramid® Advanced N3U42G6 is halogen-free and meets EN 50642 standards, significantly extending the lifespan of electrical and electronic components [2]. - The material exhibits high strength, rigidity, and excellent chemical resistance across a wide temperature range, making it suitable for thin-walled high-voltage connectors [2][4]. - It achieves UL94 V-0 fire rating at a thickness of 0.25 mm and maintains color stability, which is crucial for safety applications in high-voltage areas [2][3]. Group 2: Performance and Testing - Internal tests by BASF confirm that the material retains color stability after 1,000 hours at 150°C [3]. - Ultramid® Advanced N3U42G6 has low moisture absorption and a high heat distortion temperature of 265°C, ensuring dimensional stability during surface mount technology (SMT) processes [4]. Group 3: Industry Application - KOSTAL Kontakt Systeme, a German automotive parts supplier, has adopted the new Ultramid® Advanced N material in its KS22 Class 4 high-voltage connectors, which are among the smallest in their performance class [6]. - The material provides superior electrical insulation performance, particularly in high-temperature environments, and helps prevent stress whitening during component assembly [7].

【DT新材料】 获悉，近日，国内硅基负极2家企业完成融资。 （1）南宁 宸宇新能源： 完成A轮融资 公司成立于2022年11月30日，专注于锂电池负极材料研发，并在新能源技 术、石墨及碳素制品制 造、储能技术服务等方面积累了丰富经验。 据了解，宸宇新能源 年产10万吨高性能锂电池负极材料项目总投资 30亿 ，规划用地700亩，将建 设35万平方米的厂房及配套设施，项目分两期开展建设，二期将于一期投产后启动建设，项目全部 建成投产后，可实现年产值50亿元。 其中，项目一期占地约 500亩，拟建设5万吨/年高性能碳负极材料一体化生产线，建设厂房面积约 20万平方米，首条生产线已经建成投产。二期将于一期投产后启动建设。 南宁宸宇新能源 是湖南宸宇富基全资子公司。 湖南 宸宇富基 是一家在锂离子电池负极行业深耕多 年的高科技公司， 设计产能为年产13kt锂离子电池高性能碳负极材料和7kt锂离子电池高容量硅碳 负极材料， 是国家级专精特新" 小巨人 "企业。 （2）湖南 金硅科技： 完成数亿元B 轮融资 湖南金硅科技有限公司成立于2020年，是益阳高新区东部产业园一家专业研发、生产和销售高性能 锂电池用石墨、硅基负极材 ...

Core Viewpoint - The article discusses the increasing demand for cooling solutions in data centers driven by artificial intelligence applications, highlighting the transition from air cooling to immersion liquid cooling technology, particularly the use of fluorinated liquids as an ideal cooling material [1][2]. Group 1: Market Overview - The global market for immersion cooling liquids in data centers is expected to reach 100,000 tons by 2025, translating to an estimated market size of approximately 20 billion yuan at an average price of 200 yuan/kg [1]. - The current supply of high-performance electronic fluorinated liquids is dominated by foreign companies such as 3M, Solvay, AGC, and Chemours [1]. Group 2: Key Players - 3M announced its exit from the production of perfluoroalkyl and polyfluoroalkyl substances (PFAS) by the end of 2025, which is expected to significantly impact the global semiconductor cooling liquid market and create opportunities for domestic companies [3]. - Solvay provides fluorinated liquids like Fomblin YLVAC25/6, which are non-flammable and have high thermal stability, making them suitable for data center liquid cooling [7]. - AGC offers ASAHIKLIN AC-6000 and AE series fluorinated liquids, which are primarily used in immersion cooling and electronic equipment cooling [9]. - Chemours has developed Opteon™ SF10, a special fluorinated liquid with low environmental impact, and is working on a new two-phase immersion cooling fluid expected to be commercially available by 2025 [10][11]. Group 3: Domestic Developments - Zhejiang Juhua Co., Ltd. has developed a high-performance cooling liquid specifically for large data centers, with a production capacity of 5,000 tons per year planned [13]. - Zhejiang Yongtai Technology Co., Ltd. is collaborating with the Chinese Academy of Sciences to produce high-performance electronic fluorinated liquids, targeting a production capacity of 10,000 tons per year [15]. - Guangzhou Tinci High-tech Materials Co., Ltd. is involved in the production of electronic fluorinated chemicals, leveraging its historical expertise in the field [16]. Group 4: Industry Trends - The article emphasizes the unique physicochemical properties of fluorinated liquids, which make them irreplaceable in high-end applications such as semiconductors and data centers [2]. - As technology advances and domestic production capabilities improve, the cost of liquid cooling solutions is expected to decrease, facilitating wider adoption in large-scale data centers [2].

助力生物基和生物制造产业高质量发展！ DT产业研究院特推出《全球生物基产业月度报告》系列 为庆祝第四届合成生物与绿色生物制造大会将于2025年8月20-22日召开，从本月起，DT产业研究院 推出《全球生物制造产业月度报告》系列，同步放送 5分钟，掌握全球生物基产业最新情报和大厂动态，洞悉趋势，发现商机！ 最新5月期出炉，并已经通过邮箱发送至DT新材料新老客户，记得点击查看喔！ 未收到的客户记得联系我们，也欢迎终端应用企业和行业同仁扫码领取！ 领取方式① ：扫码下方二维码，提交信息后，即可下载报告（2份报告可一同下载）； 领取方式② ： www.bio-basedlink.net ，或点击文末 → 阅读原文 ↓ 领取方式③ ：如果您是DT会员，请联系DT助手领取； ↓↓↓ 《生物基产业月度报告》 2025年5月（总第26期） 生物基产业月度报告 Bio-based Industries Monthly Review 2025年5月 总第26期 宁波德泰中研 限公司 99 口下 新加 目录 | 1. 政策发布 | | --- | | 1.1 国内篇 | | 1.2 国外篇 | | 2. 行业动态 | | 2.1 ...

【DT新材料】 获悉，6月6日， 中国平煤神马集团 10万吨/年艾斯安装置投产暨20万吨/年艾斯安项目启动仪式在尼龙科技公司举行， 标志着我国尼龙 66关键原材料己二腈长期依赖进口的局面实现重大突破。 其中， 中国平煤神马集团 尼龙科技公司 10万吨/年艾斯安项目一期工程建设规模为5万吨/年氨基己腈， 技术为 通 过己内酰胺氨化脱水直接生产氨基 己腈 ，然后加氢得到己二胺，绕过传统己二腈工艺，降低对进口原料的依赖。 该项目投资额为50294.71万。此前，平煤神马集团已先期建设了2万吨/年艾斯安项目（即 2万吨/年 氨基己腈 ），并于2023年第三季度投料试车，项目 投资额约为2.7亿元。 中国平煤神马集团 尼龙科技公司 是平煤神马集团旗下专注于尼龙化工领域的核心企业，成立于2014年2月，注册资本68.8亿元，总部位于河南省平顶 山市尼龙新材料产业集聚区，承担煤基尼龙产业链关键原料的研发与生产。公司 目标在 " 十 四五 " 期间 实现 40万吨/年己内 酰胺 、 15万吨/年己二 酸、45万吨尼龙 6切片( 含永通公司 ）一体化产业布局，在 "十五五"前期实现 60万吨/年己内酰胺产能。 尼龙科技公司 旗 ...

Core Viewpoint - The article emphasizes the growing importance of liquid cooling technology in response to increasing power consumption and heat generation in applications such as artificial intelligence, electric vehicles, and energy storage [1]. Forum Information - The forum will take place from July 3-5, 2025, in Dongguan, Guangdong [2][6]. - Supported by various companies including Vidi Technology, Yimikang Technology Group, and ZTE Corporation [2]. - Media support includes DT New Materials and other industry-related publications [3]. Agenda Direction - The forum will focus on key materials and core technologies related to liquid cooling [4][5]. - Proposed topics include innovations in thermal interface materials, cooling liquid selection, and high-performance sealing materials [7]. Engineering Applications - Discussions will cover efficient heat exchanger design, cooling distribution unit (CDU) design, and reliability of quick connectors [8][11]. - Applications in AI data center liquid cooling, electric vehicle battery cooling, and energy storage solutions will be highlighted [11]. Participation Details - Registration fees are set at ¥2800 for online payment and ¥3200 for on-site payment for general attendees, while students pay ¥1200 online and ¥1500 on-site [9]. - Payment methods include bank transfer and Alipay, with specific instructions for registration and invoicing provided [10].

Core Viewpoint - Recently, Zhongna Energy successfully completed its A2 round of financing, raising nearly 300 million yuan, which will be focused on technology research and development, capacity layout, and market expansion [1] Group 1: Company Overview - Zhongna Energy, established in January 2021, is a sodium-ion battery developer focusing on the polyanion technology route [1] - The company launched its flagship product, the sodium iron sulfate battery, in 2022, utilizing a combination of all-solid-state premixing technology and low-temperature sintering processes [1] - The manufacturing process achieves energy consumption reduction to below 70% of that of lithium iron phosphate cathode materials and ensures zero waste emissions with nearly 100% raw material utilization [1] Group 2: Future Plans and Projects - Zhongna Energy aims to continue innovating material systems, optimizing product development processes, and enhancing production processes [1] - The Yancheng Baigu Sodium and Meishan Lithium Sodium construction projects are underway, with the Yancheng Baigu sodium and solid-state battery pilot production base expected to commence production in June 2024 [1] - This project is a collaboration with Professor Wen Zhaoyin's team from the Shanghai Institute of Silicate Research, Chinese Academy of Sciences, preparing for future solid-state sodium battery technology [1] Group 3: Market Applications - In the lightweight power application scenario, Zhongna Energy has developed a comprehensive product matrix covering electric self-balancing vehicles, electric motorcycles, and electric tricycles, all exhibiting excellent low-temperature performance [2] - In high-rate energy storage scenarios, the sodium iron sulfate battery's high-rate advantages have led to the introduction of sodium storage solutions, achieving 2P/2P high-rate continuous charge and discharge, with energy efficiency exceeding the average level of lithium battery systems by over 2% [2] Group 4: Commercial Performance - In 2024, Zhongna Energy is projected to achieve over 500% year-on-year revenue growth, with pending orders exceeding 550 million yuan and being the top in the industry for sodium iron sulfate cathode material shipments [2]

【DT先进电池】 整理了 《 国内外固态电池企业盘点报告（2025.5）——企业信息、技术路线与产品、 最新动态 》 PPT （持续更新）， 共56页 ，涵盖 50 家重点企业分析 （相关布局、近期事件等） 等内 容。 需要本份产业报告的朋友：扫码联系领取（PS：工作人员将于24小时内与您取得联系，并邀请加入专业交 流群） 报告部分内容如下： 液态锂电技术路径的区分要点在于正极材料,而固态锂电技术路径的区分要点在于电解质。按照电解质区分,固态电池路径可 分为四类，包括：氧化物、硫化物、聚合物和卤化物,前三类电解质为当前的主流技术路线,三大体系各有优势: | 固体电解质 | 离子电导率 | 锂金属兼容性 | 长期运行稳定性 | 高电压兼容性 | 隔膜适用性 | 正极电解质适用障 | | --- | --- | --- | --- | --- | --- | --- | | | 相对适中,介于硫化物和聚 | 比硫化物和聚合物有更好的电 | 易碎,电化学稳定性好。 | 宽的电化学窗口可造弱高 | 可用作隔膜材料 | 无法用作高容量和厚电极 | | 氧化物 | 合物之间、 | 化学和力学稳定性 | 不易于分解和氢化 ...

Group 1 - BASF, Guoxuan High-Tech, China Gas Holdings, and BASF Shanshan have formed a strategic partnership focusing on energy storage system R&D, new battery materials application, commercialization of energy storage projects, and green energy solutions to create a closed-loop ecosystem in the new energy industry [1][2] - Guoxuan High-Tech is expected to ship 63GW in 2024, with approximately 22GWh for energy storage batteries, representing a 200% year-on-year growth, and a global market share of 6%, ranking seventh [2][3] - Guoxuan High-Tech is actively developing solid-state batteries, with plans for 2GWh capacity for semi-solid batteries and a 12GWh production line, targeting high-end electric vehicles and eVTOL aircraft [3] Group 2 - BASF has made significant investments in battery materials, particularly in solid-state batteries, and has developed over 20 types of polymer materials for battery packs [4][5] - The company has established a closed-loop system for battery materials, focusing on cathode materials such as HED™ series CAM products, and has increased production capacity for high-nickel cathode materials to 100,000 tons [5][6] - BASF is also investing in battery recycling and lithium salt production to enhance resource efficiency, with a new facility in Germany capable of processing 15,000 tons of waste lithium-ion batteries annually [7]