Core Viewpoint - The DT New Leaf Award is a global, professional, and comprehensive award focused on innovation in the bio-based sector, often referred to as the "Oscar of the bio-based industry" [2]. Group 1: Award Overview - The DT New Leaf Award features four main categories: Innovation Materials Award, Innovation Application Award, Most Commercially Valuable Award, and Innovative Industry Solutions Award [2]. - Free registration for the award is open until March 13 [2]. Group 2: Participating Companies and Products - Over 40 listed and representative companies have registered for the 2026 DT New Leaf Award, including notable firms such as Wanhua Chemical, Shuangqiang Technology, and Yutong Technology [3]. - Wanhua Chemical (600309) is a leading global chemical new materials company and has established a bio-based polyurethane industry chain [5]. - Shuangqiang Technology (001211) is recognized as China's first publicly listed chopstick company and has partnered with Ningbo Materials to develop bamboo-based composite logistics pallets, showcasing significant market potential [7]. - China Resources Double Crane (600062) has its 1,4-butanediamine included in the Ministry of Industry and Information Technology's list of landmark bio-manufacturing products, having completed pilot tests [9]. Group 3: Product Innovations - Wanhua Chemical's PCDL product utilizes dimethyl carbonate as a raw material, produced through carbon capture technology, and exhibits excellent mechanical properties [11]. - The bamboo-based composite pallets developed by Shuangqiang Technology demonstrate high rigidity and toughness, with costs only 60%-70% of traditional plastic pallets [12]. - Yutong Technology is advancing the development of non-wood fiber, bio-adhesives, and bio-waxes, filling domestic technological gaps with products like biodegradable cat litter [13]. Group 4: Future Prospects and Collaborations - Lifebio is a global leader in PEF & FDCA and has partnered with leading companies to develop a production line for FDCA, with an investment of 1 billion yuan expected to yield an annual output of 15,000 tons [16]. - Zhongke Guosheng is completing a 200 million yuan A+ round of financing and is set to achieve mass production of FDCA by 2026 [17]. - Fengyuan Bio is recognized as a "chain leader" in the bio-based materials industry, utilizing non-grain technology to convert straw into mixed sugars for lactic acid production [19]. Group 5: Technological Innovations - Guwei Yuan Chuang is the first global company to focus on non-grain bio-based succinic acid production, recently receiving ISCC PLUS certification for its innovative processes [21]. - The company has developed a high-efficiency cell factory for the synthesis of bio-based 1,4-butanediamine, achieving over 98% purity and a 60% reduction in carbon emissions [22]. - The innovative use of plant fiber materials in the production of biodegradable packaging solutions is gaining traction, with several companies showcasing advancements in this area [23][24].

Core Viewpoint - The solid-state battery industry is advancing rapidly, with multiple companies outlining their technological paths and industrial plans for commercialization by 2026 and beyond [1][2][3]. Group 1: Company Developments - Geely has established three technological routes for solid-state batteries, focusing on polymer, sulfide, and halide composite solutions, with a goal to launch prototype vehicles by 2026 and achieve small-scale production by 2027 [1]. - Chery plans to produce a 0.5GWh pilot line and commence continuous production of 60Ah solid-state battery cells by 2026, with vehicle demonstration work starting in 2027 [2]. - China FAW has successfully developed a prototype of its Hongqi solid-state battery, achieving significant breakthroughs in key performance metrics [2]. - BYD is focusing on sulfide solid-state batteries, aiming for small-scale production by 2027, while Sunwoda has announced plans for mass production of solid-state batteries by the same year [2]. Group 2: Policy and Industry Standards - The development of national standards for solid-state batteries is underway, with a draft expected to be completed by December 2025 and formal publication planned for July 2026 [3]. - The Ministry of Industry and Information Technology emphasizes enhancing the self-controllable capabilities of the supply chain and accelerating breakthroughs in core technologies, including solid-state batteries [3]. Group 3: Industry Challenges and Future Outlook - Despite the promising outlook for solid-state batteries, challenges remain, including unclear material systems and engineering difficulties that could impact safety and lifespan [4]. - The industry is expected to evolve from semi-solid to small-scale and then to mid-to-high-end solid-state battery production between 2026 and 2030, with potential risks related to technology iteration and raw material supply [4].

第十届国际碳材料大会暨产业展览会 齐聚全球力量 共"碳"材料未来 2026年6月10-12日 上海新国际博览中心 N5 先进半导体展 N4 N3 N2 N1 15 2# 入口厅 扫码参展参会 | 展出面积 | 参展企业 | | 科研院所 | 终端&资本 | | --- | --- | --- | --- | --- | | 50000m2 | 800+ | | 200+ | 5000+ | | 专业观众 | 论坛活动 | 演讲报告 | 媒体曝光 | 线上观众 | | 100000+人次 | 30+ | 300+ | 500万 | 100万人次 | Carbont e ch 碳材料大会暨产业展览会 在"十五五"规划统筹推进的宏观背景下，国家战略性新兴产业与高端制造体系加速构建与完善，成为衡量国家综合竞争力的重要体现。当前， 人工智能、智算与数据中心、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、脑机接口及新能源 等未来产业持续升温，这对产品的信息交互能力、信号传输效率、系统运行效能、续航能力、热管理以及复杂外 部环境适应性等提出了极高的要求。 碳纤维、碳纳米管、石墨烯、金刚石、硅碳负 ...

Core Viewpoint - The article discusses a significant investment project in the bio-based materials sector, highlighting a partnership between the Yueyang government and China Chengtong Holdings Group to establish a 200,000-ton bio-based materials project, which is expected to become the world's largest production capacity for specialty cellulose [4][5][9]. Group 1: Project Overview - The total investment for the project is 30.3 billion yuan, making it the second-largest single industrial project in Hunan Province, following ethylene refining [8]. - The project will be constructed in two phases: the first phase involves an investment of 17 billion yuan to build 1.1 million tons of specialty cellulose and 450,000 tons of household paper, with production expected to start by the end of 2027 [12]. - Once fully operational, the project is projected to generate an annual output value of 25.05 billion yuan [12]. Group 2: Specialty Cellulose Insights - Specialty cellulose refers to high-value cellulose derivatives that have been chemically or physically modified, including acetate cellulose and nitrate cellulose [7][13]. - The primary product from this project is likely to be dissolving pulp, which is used to produce viscose fibers, a key material in the textile industry [14][16]. - The global demand for dissolving pulp is significant, with projections indicating that by 2024, the global consumption will reach approximately 6.2 million tons, with China being the largest consumer [19][20]. Group 3: Market Context and Implications - China currently imports over 4 million tons of dissolving pulp annually to meet domestic demand, indicating a high dependency on foreign sources [20][23]. - The establishment of this 200,000-ton capacity is expected to significantly reduce China's import reliance, potentially cutting it by nearly half [33]. - The project aligns with the broader trend of domestic industrialization and the shift towards bio-based materials as alternatives to petrochemical products, especially in the context of carbon neutrality goals [29][30]. Group 4: Strategic Advantages - Yueyang's strategic advantages include its port access, established petrochemical industry, and available land resources, which facilitate the project's implementation [24][33]. - The project is backed by China Chengtong, a major state-owned enterprise, which enhances its financial and operational capabilities [26][28]. - The operational management is likely to be handled by Hunan Juntai New Materials Technology Co., a subsidiary of Yueyang Lin Paper, which has a strong market presence in dissolving pulp production [27][28].

【DT新材料】 获悉， 全球灵巧手领军企业 灵心巧手 2月12日宣布， 公司完成近15亿元B轮融资， 融资将用于核心产品技术研发、进一步产能提升 和全栈基座能力打造。 灵巧手，真是太火爆，近期，本号多次发布相关文章，不仅灵巧手，就连灵巧手用的电子皮肤以及材料也正在吸引大量企业入局。 点击阅读 10 万套！人形机器人电子皮肤突破！哪些企业在布局？ 多家新材料龙头入局，机器人又一千亿细分赛道！ 据悉，此前，2025年， 灵心巧手 合计5轮累计融资金额已超数亿元， 成为灵巧手行业融资规模最大的企业之一。 其中，2025年4月，灵心巧手完成超亿元种子轮融资，由 红杉种子基金、万凯新材 领投。2025年8月，灵心巧手又完成数亿元天使轮融资，由 蚂蚁集 团领投，中金资本、上海半导体装备基金等跟投，红杉中国种子基金继续跟投。 2025年12月，公司完成由 红杉中国、创世伙伴创投（CCV）等联合投资 的 数亿元A++轮融资。 灵心巧手表示，在产业智能化浪潮的关键节点，作为具身智能的关键组成部分，灵巧手正承载着物理交互"最后一厘米"的核心使命，公司计划在2026 年实现5万—10万台的交付规模，以此驱动灵巧操作的技术变革。 灵 ...

【DT新材料】 获悉，2月月12日， 双 良 节 能 在微信公众号发布了一篇名为《 双 良 节 能 再获海外订单，助力商业航天太空探索》的市场快讯。 具体内容为： 近日， 双 良 节 能 先后获得3个海外订单，共计12台高效换热器设备，将用于Space X星舰发射基地扩建配套的燃料生产系统。这是继前期合作后， 该产品再度应用于Space X星舰发射基地，充分印证了海外客户对 双 良 节 能 产品可靠性的高度信任。 据了解，Space X正加速推进星舰发射能力建设，计划在佛罗里达州卡纳维拉尔角新建三座发射台，分别毗邻NASA肯尼迪航天中心LC-39A发射场及卡纳维拉尔 角太空军基地LC-37发射场。随着星舰发射频次持续提升，相关装备供应链迎来指数级增长机遇。 /扫码加入行业交流群/ 化工新材料、复合材料、钙钛矿、机器人、无人机、eVTOL、商业航天.....等产业同行❤️↓ FINE 2026 X 进电池与能源材料展 消息一出， 下午开盘后，双良节能快速拉至涨停，总市值201亿元。 不过对此， 上交所火速发布关于对双良节能系统股份有限公司及有关责任人予以监管警示的决定 ，其中指出，当前，"商业航天"属于市场较为 ...

先进电池与能源材料展 2026年6月10-12日 上海新国际博览中心 主 办单 位： DT先进电池 DT新材料 DT未来产业 联合主办： 铜陵得瑞新能新材料科技有限公司 参展 联系 章群群 15314597971（微信同号） 曾 瑶 18958254586（微信同号） 扫码参展 一、 展会介 绍 高安全、长续航、低成本的电池技术是智能汽车、机器人、低空经济、人工智能、消费电子、通信 ......等新兴和未来产业发展最重要的需求之一，是各国竞相发展的下 一代电池技术，也是全球科学研究和投资热点。 2026未来产业新材料博览会 （ FINE2026） 特设 先进电池与能源材料展区 ，以终端应用需求引领，重点聚焦 "人形机器人电池" 、 "智能汽车电池" 、 "低空飞行器电 池" 、 "商业航天电池" 、 "AI数据中心储能" 、 " 通信储能储能 "等核心场景，展示最先进的电池系统、固态电池、钠电池、正负极、干法电极、电解质、隔膜、集流 体、3D打印以及电池制造技术与材料。 同期， 第十届国际碳材料产业展览会 (Carbontech 2026) ，进一步强化国内少有的 "酚醛树脂—多孔材料—硅基负极"、 " 石墨 ...

Core Viewpoint - The article discusses the investment by Kangda New Materials in a new project to produce 30,000 tons per year of Polyarylether (PAE), aiming to enhance its position in the high-value segment of the new materials industry [2]. Investment Project Details - The total investment for the PAE project is approximately 645.74 million RMB, with construction costs of 591.94 million RMB, interest during construction of 16.60 million RMB, and working capital of 37.20 million RMB [3]. - The project will be located in Jinpu New District, covering an area of 50,215.14 square meters (about 75.32 acres), with a construction area of 20,338.16 square meters [3]. - The construction period is expected to last 18 months and will include various production facilities for DMP and PAE, with an annual production capacity of 30,000 tons of PAE and 8,050 tons of ortho-cresol as a byproduct [3]. Product and Market Insights - PAE is produced from 2,6-dimethylphenol (DMP) and is a key material for various applications, including solar energy components and automotive parts [4]. - The production methods for PAE include solvent-free, organic solvent, and aqueous media methods, with the homogeneous solution method being the most efficient [4]. - The demand for modified PPO resin is projected to reach 4,926 tons globally by 2025, with major suppliers including SABIC and Mitsubishi Gas [5]. Industry Developments - Nantong Xingchen has recently completed a 50,000 tons/year PPO project and plans to expand to 130,000 tons/year [6]. - Other companies, such as Shandong Xingshun New Materials and Shanghai Jiarong, are also making significant investments in PPO production [8][9]. - Internationally, companies like SABIC and Korean Kolon Industries are expanding their production capacities for modified PPO and related materials to meet the growing demand in data centers and high-performance applications [10][11]. Competitive Landscape - The domestic market for PPO is experiencing structural contradictions, with basic modified PPO production increasing while electronic-grade and functionalized PPO remain in short supply and heavily reliant on imports [13].

联合团队核心成员、中汽新能 李雪 博士说， 此次发布的全新电池产品系统能量密度288Wh/kg，整包电量达到142度电，装车后续航里程可达到 1000km以上，而且该产品仍在迭代升级， 有望实现电池系统能量密度突破340Wh/kg ， 整包电量超过200度电 ， 续航突破1600km ； 创新研发 电池"热电力气火"五维防护技术，实现电池系统无热扩散，匹配车云协同电池管理技术，计划于2026年启动示范运营。 中汽新能相关技术负责人表示，该固液电池仍处于持续迭代阶段，后续将围绕系统能量密度、循环寿命与安全性能进一步优化，并计划在示范应用中验 证其工程化表现。按照公司披露的技术规划，中汽新能将同步推进半固态与全固态电池技术路线，逐步向更高能量密度和更高安全等级演进。 【DT新材料】 获悉， 2月6日，国家锂离子动力电池工程技术研究中心技术委员会2026年度第一次会议在中汽新能电池科技有限公司总部召开。会议 期间，国家工程中心新址揭牌，并集中展示了多项协同创新成果。 其中，中汽新能联合南开大学发布了一款 超高比能富锂锰固液电池系统产品 。 据介绍，该固液电池由南开大学陈军院士团队与中汽新能研发技术中心共同开发， 电 ...

【DT新材料】 获悉， 2月5日， 功能性涂布复合材料龙头 福莱新材 宣布，公司与 灵心巧手（北京）科技有限公司 （简称"灵心巧手"）正式签署全面战略合作协 议，灵心巧手向福莱新材采购10万套触觉传感器（即"电子皮肤"）。 Linker Hand系列灵巧手 来源：灵心巧手 据不完全消息统计，这应该是行业首个宣布交付过10万套机器人电子皮肤的订单消息。 此前， 2025年12月， 福莱新材还 曾向灵心巧手交付千套触觉传感器。 本次签约合作，通过产业协同和联合开发等多元化机制， 双方将围绕集成触觉传感的机器人灵巧手技术平台开发、系列化智能灵巧手解决方案设计等方向展开合 作，推动柔性传感器、智能AI产品、具身智能等领域的产业升级和行业标准完善 ，致力于打造触觉驱动的智能决策能力，为各种应用场景提供多模态解决方案。 战略合作签约仪式 来源：福莱新材 灵巧手是人形机器人产业中最火爆的环节之一， 产业共识已经形成——谁掌握了最灵巧的"手"，谁就掌握了人形机器人的实用性钥匙，其技术成熟度直接决定机 器人的应用边界。 因此，众多企业已经布局，比如 京津冀地区 有 灵心巧手、因时机器人、坤维科技、蓝点触控、思灵机器人、星动纪元 ...