金刚石：对气源纯度的极致考验 回顾碳材料的产业化路径可以发现，几乎每一次重大突破都伴随着对超纯气体工艺的依赖。以金刚石为例，无论是 CVD 单晶金刚石衬底的制备，还是在热 管理器件中的应用，其核心工艺环节均要求极高纯度的甲烷和氢气。在材料生长过程中，气氛中的杂质浓度甚至需要控制在 ppb 级别，否则晶体缺陷将直接 影响导热率和电学性能。对国内外多家金刚石厂商而言，掌握高品质气源和稳定供应，几乎是与 " 掌握核心生长工艺 " 同等重要的条件。 石墨烯、碳碳复合材料： CVD 制备的核心变量 石墨烯的产业化同样印证了这一逻辑。虽然石墨烯的制备路径多样，但最具规模化潜力的 CVD 工艺离不开甲烷、氢气和氩气的组合使用。石墨烯薄膜的层 数控制、缺陷密度和均匀性，往往取决于气体流量比、纯度和动态调控能力。随着石墨烯在导热膜、柔性透明电极及功能涂层中的应用拓展，气体环节的质 量控制正成为制约产业良率与成本的关键变量。一些国内石墨烯龙头企业已开始与气体供应商展开联合开发，以便在气源端就设定工艺匹配的标准。同时 ， 碳碳复合材料制备过程中的CVD沉积也需要使用气体，需多次沉积以达到致密化效果。 在材料科学与先进制造的持续演进 ...

Core Viewpoint - The article emphasizes the importance of exploring the unique development path of green methanol, highlighting its role in achieving carbon neutrality goals through liquid sunshine technology, which utilizes green hydrogen and carbon dioxide to synthesize green methanol [2][3]. Industry Overview - The National Energy Administration has issued notifications for green fuel technology breakthroughs and industrialization pilot projects, with provinces like Jiangsu and Zhejiang actively laying out plans for green methanol and other liquid fuels [2]. - The green methanol industry has made significant breakthroughs across its entire value chain, including the launch of the first large-scale green hydrogen coupled biomass green alcohol project and multiple companies signing international orders for green alcohol [2]. Challenges in the Industry - Despite advancements, the green methanol industry faces challenges such as excessive planning, limited implementation, difficulties in consumption, and a market that urgently needs breakthroughs [2]. Forum Details - The 2025 Liquid Sunshine Industry Development Forum will be held from September 24-26, 2025, in Dalian, Liaoning, focusing on macro trends in the green methanol industry, key technologies for large-scale preparation, and the ecological construction and application of the green methanol industry [3][4]. - The forum will feature discussions led by industry experts, government representatives, and companies from various sectors to promote collaboration and high-quality development in the green methanol industry [3]. Key Topics and Sessions - The forum will cover various topics, including renewable methanol technology, methanol as a marine fuel, and the current status and future prospects of the green methanol fuel industry [11][12]. - Specific sessions will address key technological advancements in the preparation of liquid sunshine methanol and biomass gasification coupled with green hydrogen [12][13]. Networking and Collaboration Opportunities - The forum aims to facilitate international cooperation and large-scale development of the green methanol industry by inviting leading ports, shipping companies, and green methanol producers to share insights and establish connections [27][31]. - Over 300 upstream and downstream enterprises are expected to participate, providing a platform for investment and collaboration [27]. Technological Innovations - The forum will showcase cutting-edge research and technological advancements in carbon dioxide high-value utilization and renewable fuel technologies, fostering a closed-loop approach to technology development and application [28][29].

Core Viewpoint - The article emphasizes the development of non-grain biomass resources for energy and material systems, highlighting the upcoming NFUCon 2025 forum aimed at discussing commercialization paths and technological advancements in the biomass industry [2]. Group 1: Forum Overview - The NFUCon 2025 forum will take place from November 27 to 29, 2025, in Hangzhou, Zhejiang, organized by DT New Materials and the National Key Laboratory of Biomass Transportation Fuel Technology [2][3]. - The forum will gather industry representatives and experts to explore key areas such as biomass green pretreatment, non-grain sugars, biomass-based chemicals and materials, and biomass energy [2][4]. Group 2: Forum Agenda - The forum will feature specialized sessions on non-grain biomass chemicals and materials, including topics like biomass green pretreatment, non-grain sugars, and biomass-based chemicals [5][6]. - Another major theme will focus on biomass energy, covering areas such as biomass methanol, fuel ethanol, biogas, and sustainable aviation fuel (SAF) [7][9]. Group 3: Supporting Organizations - The forum is supported by various institutions, including Zhejiang University and its associated research institutes, which contribute expertise in polymer science, food science, and biomass materials [3][9]. - The event will also involve participation from production enterprises, research institutions, and solution providers in the biomass sector [9][10]. Group 4: Innovation and Collaboration - The forum will include a special activity for showcasing and connecting innovative projects in the biomass utilization field, aiming to promote commercialization and industry collaboration [7][8]. - A total of 50 innovative projects with commercial potential will be selected for display and networking during the event [7].

Core Viewpoint - The article highlights the advancements made by Kalle Technology in the hydrogen storage and new energy sectors, particularly through the launch of the Coleitec HyPVessel™ hydrogen storage bottle and the Coleitec SafePack™ battery casing, showcasing significant improvements in efficiency and safety [4][6][7]. Group 1: Hydrogen Storage Innovations - Kalle Technology has launched the Coleitec HyPVessel™ dry-wound carbon fiber hydrogen storage bottle, which is the first of its kind in China using domestic carbon fiber and resin [4]. - The HyPVessel™ reduces carbon fiber usage by 20% compared to wet winding methods and achieves a winding speed of 6 m/s, significantly enhancing production efficiency [4]. - The storage bottle has a maximum volume exceeding 400 L, catering to various applications including hydrogen-powered vehicles and drones [4]. - The collaboration with Zhongfu Shenying ensures the reliability and lifespan of the hydrogen storage bottles under harsh conditions, marking a breakthrough for domestic carbon fiber in high-pressure hydrogen storage [4][6]. Group 2: Battery Technology Developments - Kalle Technology has also made strides in the electric vehicle battery sector with the introduction of the Coleitec SafePack™, designed to meet new national safety standards for electric vehicle batteries [6]. - The SafePack™ features a "sandwich structure" that enhances structural safety, thermal safety, and electrical protection, reducing the number of components by 50% and overall weight by over 20% compared to traditional metal casings [7]. - This product is expected to meet the demands of various market segments, including hybrid, extended-range, and pure electric vehicles, with potential applications extending to electric buses and heavy trucks [7]. Group 3: Aerospace and Composite Materials - Kalle Technology is integrating its lightweight materials technology into the low-altitude economy, covering sectors such as civil aviation, vertical take-off and landing vehicles, and drones [9]. - The company has signed a strategic cooperation agreement with institutions in Germany and France to further develop lightweight composite materials for various industries, including new energy and hydrogen storage [9][10]. - Kalle Technology has achieved dual certification in automotive (IATF16949) and aerospace (AS9100D) quality management systems, positioning itself as a leader in the composite materials sector [10].

以下文章来源于DT先进电池 ，作者DT先进电池 DT先进电池 . 固态电池、钠电池、液流电池、水系电池.......最新科技进展和产业动态 9月以来，固态电池板块交投活跃，日均成交额超千亿。 固态电池作为被寄予厚望的下一代电池技术，其每 一个进展都备受关注。近期，固态电池领域可谓动作频频，从技术突破到产业推进， 行业热度持续攀升。 目前固态电池行业进展如何，距离真正的商业化还有多远 ？ 潍柴动力 ： 9月10日在互动平台上正式宣布， 潍柴动力 正在进行60Ah硫化物全固态电池的研发，目标是开 发低成本的硫化物全固态电解质材料。同时，潍柴动力还计划建设硫化物全固态电池的试制线，公司已组 建专门的研发团队，积极推进固态电池的技术与产品研发。 奔驰 ：9月9日，奔驰宣布搭载固态电池的纯电 EQS 测试车完成真实场景长途实测，续航达1342公里，实现 颠覆性突破。该车型电芯由美国 Factorial Energy 提供，电池组则联合英国布里克沃斯F1技术中心研发；此 前9月3日，奔驰还与LG新能源签署总容量107GWh的电池供应协议，分两阶段覆盖2028-2037年需求，为固 态电池量产储备 "产能后盾"。 大众 ： ...

Core Viewpoint - The article discusses the strategic transformation of Dongyangguang from a traditional manufacturing giant to a player in the digital economy and artificial intelligence, highlighted by its acquisition of Qinhuai Data for 28 billion yuan, marking a record in China's data center industry mergers and acquisitions [2][4]. Group 1: Strategic Transformation - Dongyangguang's main business includes electronic components, high-end aluminum foil, chemical new materials, energy materials, liquid cooling technology, and embodied intelligence, making it a leader in fluorochemical and refrigerant sectors in China [5]. - The company has established partnerships with major players like Blue Moon, Xinzhoubang, and Gree, focusing on chemical new materials and environmentally friendly refrigerants [6]. - In 2024, Dongyangguang reported revenue of 12.199 billion yuan, a year-on-year increase of 12.40%, with a net profit growth of 170.57% in the first half of 2025, indicating sustained business growth [7]. Group 2: Liquid Cooling Technology - The acquisition of Qinhuai Data is driven by the need for liquid cooling technology, which is essential for managing the increasing power consumption and heat density of AI chips, such as NVIDIA's GB200 super chip [9][10]. - Dongyangguang's expertise in fluorinated cooling liquids and cold plate components positions it to provide a comprehensive solution from materials to systems in the liquid cooling ecosystem [9][13]. - The application of liquid cooling technology can significantly reduce the Power Usage Effectiveness (PUE) of data centers, making it a necessity under current environmental regulations [13]. Group 3: Market Background - The Chinese liquid cooling server market reached 1.26 billion USD in the first half of 2024, with a year-on-year growth of 98.3%, and is expected to exceed 16 billion USD by 2029, with a compound annual growth rate of 46.8% [14]. - The merger not only positions Dongyangguang as a focal point in the data center industry but also sets a new paradigm in the liquid cooling sector, showcasing a potential pathway for material companies to transition into the digital economy [14].

Core Viewpoint - The article discusses the challenges and advancements in the recycling of post-consumer nylon 6,6, highlighting the importance of innovative recycling technologies to meet market demands for high-quality recycled materials [3][4][5]. Group 1: Company Overview - Invista is a global manufacturer of chemical intermediates, polymers, and fibers, contributing to essential products in various industries, including automotive, medical devices, and food packaging [2][14]. - Since becoming a subsidiary of Koch Industries in 2004, Invista has focused on innovation and resource efficiency to create value for customers and society [14]. Group 2: Recycling Challenges and Innovations - Recycling post-consumer nylon 6,6 is more complex than typical mechanical recycling due to contamination with other materials, which complicates separation and recovery [5]. - Invista is hosting an online seminar to share the latest advancements in post-consumer recycling (PCR) technologies, addressing the core challenges and breakthroughs in this area [4][5]. - The seminar will focus on two patent-pending recycling processes aimed at exploring the feasibility and application potential of post-consumer recycling technologies [9]. Group 3: Technological Developments - Initial laboratory results suggest that the new recycling technologies could enable the use of up to 100% post-consumer recycled materials in new nylon 6,6 products [9]. - Invista aims to provide high-quality polymers for manufacturing new products, including clothing, automotive parts, and durable consumer goods, through these innovative recycling techniques [9][10].

Core Viewpoint - The domestic photoresist industry is experiencing a critical period of accelerated development, with leading companies showing impressive performance in revenue, profit, and technological advancements [4][5][6]. Group 1: Company Performance - Nanda Optoelectronics achieved a revenue of 1,228.87 million yuan in the first half of 2025, a year-on-year increase of 9.48%, and a net profit of 207.81 million yuan, up 16.30% [5][6]. - Tongcheng New Materials reported a revenue of 165.47 million yuan, a growth of 4.97%, with its semiconductor photoresist business growing over 50% for two consecutive years [6][8]. - Jingrui Electric Materials saw a revenue of 767.94 million yuan, a 10.68% increase, and a net profit of 69.75 million yuan, a significant increase of 1,501.66% [9][10]. - Shanghai Xinyang achieved a revenue of 896.65 million yuan, a growth of 35.67%, and a net profit of 133.31 million yuan, up 126.31% [11][12]. - Yongda Photosensitive reported a revenue of 506.30 million yuan, a 14.10% increase, but a net profit decline of 4.31% [13][14]. - Yake Technology's revenue reached approximately 4.29 billion yuan, a growth of 31.82%, with a net profit of 52.28 million yuan, up 0.63% [15][16]. - Dinglong Co., Ltd. reported a revenue of 1.73 billion yuan, a 14.00% increase, and a net profit of 311.04 million yuan, up 42.78% [17][18]. - Feikai Materials achieved a revenue of 146.23 million yuan, a 3.80% increase, and a net profit of 21.68 million yuan, up 80.45% [19][20]. - Bayi Shikong's revenue was 41.54 million yuan, a 10.63% increase, but net profit decreased by 37.90% [21][22]. - Ruilian New Materials reported a revenue of approximately 80.62 million yuan, a growth of 16%, and a net profit of about 16.61 million yuan, up 74% [23][24]. - Guangxin Materials achieved a revenue of 23.35 million yuan, a decrease of 10.38%, with a net profit decline of 51.38% [25][26]. - Huamao Technology reported a revenue of 1.11 billion yuan, a growth of 14.42%, and a net profit of 136.58 million yuan, up 3.21% [27][28]. - Jiuri New Materials saw a revenue of 71.35 million yuan, a decrease of 7.11%, with a net loss of 9.06 million yuan [29][30]. Group 2: Industry Trends - The photoresist industry is witnessing significant technological advancements, with many companies achieving breakthroughs in product development and production capacity [4][6][19]. - The domestic market is increasingly competitive, with companies focusing on R&D and expanding their product lines to meet the growing demand in semiconductor manufacturing [6][17][19]. - Companies are investing heavily in R&D, with some allocating over 13% of their revenue to develop advanced materials for integrated circuits and other applications [11][27].

Core Viewpoint - The article discusses the development and analysis of the green methanol industry, focusing on biomass gasification technology and the profiles of 15 representative companies involved in this sector [2][5][12]. Industry Overview - Green methanol includes three main production pathways: electro-methanol, biomass-derived methanol, and biomass-coupled green hydrogen methanol [5][7]. - Biomass gasification is currently the mainstream technology for producing green methanol, utilizing fixed bed, fluidized bed, and entrained flow gasifiers [7][12]. - The production process involves converting biomass into synthesis gas, which is then transformed into methanol through catalytic processes [7][12]. Company Analysis - The article lists 15 representative companies engaged in the biomass gasification and green methanol production, detailing their product offerings and recent advancements [2][6][12]. - Key players include companies from various sectors such as energy, technology, and manufacturing, indicating a diverse ecosystem supporting green methanol production [6][12]. Recent Developments - Significant breakthroughs have been achieved in the green methanol industry, including the launch of the first large-scale green hydrogen coupled biomass green methanol project and several companies completing pilot tests for pure oxygen biomass gasification [12][13]. - The industry is also witnessing international orders for green methanol and the first green methanol bunkering at multiple ports [12][13]. Challenges and Opportunities - Despite advancements, the green methanol industry faces challenges such as planning inconsistencies, difficulties in implementation, and market absorption issues [12][13]. - The upcoming 2025 Liquid Sunshine Industry Development Forum aims to address these challenges and explore the unique development paths for green methanol [12][13].

【DT新材料】 获 悉，9月8日，山东华鲁恒升化工股份有限公司发布公告，20万吨/年二元酸项目已打通全部流程，生产出合格产品，进入试生产阶 段。该项目预计总投资8.67亿元。 华鲁恒升是山东华鲁恒升集团最大的控股（参股）子公司，2002年6月在上海证券交易所挂牌上市。2025年上半年，公司实现营业收入157.64亿 元，同比下降7.14%；归属于上市公司股东的净利润15.69亿元，同比下降29.47%。 公司新能源新材料相关产品主要包括尼龙6、己内酰胺、己二酸、异辛醇、碳酸二甲酯、碳酸甲乙酯等产品。 其中， PA6设计产能为20万吨、已内酰胺设计产能为30万吨、 己二酸设计产能为52.66万吨、异辛醇设计产能为20万吨、碳酸二甲酯设计产能为60 万吨、尿素设计产能为307万吨、DMF设计产能为48万吨、醋酸设计产能为150万吨。 生物基产业社群专属 链接全球生物基产业链, 构建合作共赢生态 向 而行,向新求 OVERNE 型上『超 E 금융 8 ြီ 生物基大会 供需对接 产业资源 精准匹配 免费加入 行业细分社群 与1W+行业用户 交流探讨 ច 扫码提交供需信息 专场1: 生物质甲醇、燃料乙醇、生物沼气(绿 ...