DT新材料
Search documents
宁德时代,两大新签约
DT新材料· 2025-10-27 14:37
Core Viewpoint - CATL has signed strategic cooperation agreements with Jianghuai Automobile Group and Yikong Zhijia, focusing on enhancing battery technology and supply chain security for electric vehicles, as well as promoting green and intelligent mining solutions [2][7]. Group 1: Cooperation with Jianghuai Automobile Group - On October 25, CATL signed a long-term strategic cooperation agreement with Jianghuai Automobile Group, aiming to leverage CATL's advanced battery technology to enhance the safety and efficiency of Jianghuai's entire product line [2][3]. - Jianghuai's "Zunjie" series vehicles will utilize CATL's Kirin and Xiaoyao batteries, incorporating advanced features such as ultra-fast charging and enhanced thermal protection, thereby improving overall vehicle performance and user experience [4]. - The collaboration will focus on three main areas: stable supply of high-quality batteries, development of leading-edge products, and expansion into global markets [5][8]. Group 2: Cooperation with Yikong Zhijia - On October 24, CATL signed a strategic cooperation agreement with Yikong Zhijia, a leader in autonomous mining vehicles, to focus on electric unmanned mining scenarios [7]. - The partnership will explore three key areas: developing next-generation mining-specific batteries suitable for extreme conditions, creating replicable models for safe and efficient open-pit mining transport, and promoting integrated "new energy + autonomous driving" solutions globally [12].
碳纤维圈必看!160+专家名录发布,免费领取
DT新材料· 2025-10-26 14:26
Core Viewpoint - Carbontech is leveraging a robust data system to drive resource integration, precise matching, and cross-industry collaboration in the carbon materials sector, facilitating academic and industrial partnerships through the publication of a directory of over 160 industry experts [2]. Group 1: Expert Directory - The directory includes over 160 experts from more than 30 universities and research institutions, covering key research areas such as performance analysis, structural design, functional applications, and recycling in the carbon fiber and carbon/carbon composite fields [2]. - This compilation serves as a comprehensive resource for researchers, engineers, and companies engaged in carbon fiber and carbon/carbon composite research, promoting academic collaboration, technical consulting, project matching, and the transformation of research outcomes into practical applications [2]. Group 2: Industry Trends and Applications - The carbon fiber industry is undergoing a critical phase of technological transformation and industrial restructuring, with application sectors acting as the core driving force for industry revitalization [9]. - The demand for high-performance materials is rapidly increasing in high-end equipment manufacturing sectors such as aerospace, automotive, and wind energy, positioning carbon fiber as an essential strategic material [9]. - Emerging sectors like eVTOL and the expanding market for electric vehicles, along with the growth potential of green energy sources such as wind, solar, and hydrogen, are creating vast demand opportunities for carbon fiber [9]. Group 3: Conference Information - The Carbontech Carbon Fiber High-End Equipment Manufacturing Conference will take place from December 9-11, 2025, at the Shanghai New International Expo Center, focusing on innovative applications to break the "involution" pattern in the domestic carbon fiber industry [9]. - The conference aims to systematically discuss the market status, industry layout, and technological iterations of carbon fiber, as well as its applications and development trends in aerospace, automotive, and green energy sectors [9].
重磅!国内液冷供应商解决方案,获全球龙头芯片公司认可并验证
DT新材料· 2025-10-26 14:26
Core Viewpoint - The article highlights the innovative cooling solution developed by Far East Holdings, which integrates biomimetic manifold microchannel technology and high thermal conductivity interface composite materials to address the thermal management challenges of next-generation GPUs and CPUs in the context of increasing chip power density [2][4]. Group 1: Technology Innovation - Far East Holdings has achieved significant advancements in cooling technology through years of research and development, proposing a system-level innovation that combines structural and material enhancements for efficient cooling solutions [2][4]. - The biomimetic manifold microchannel architecture is inspired by natural vascular and leaf vein networks, allowing for rapid and uniform distribution of coolant at the chip base, significantly improving convective heat transfer and reducing pressure drop [4][6]. - The introduction of high thermal conductivity interface composite materials creates an embedded thermal pathway that effectively lowers interface thermal resistance and in-plane temperature differences, enhancing heat extraction from high heat generation areas [4][6]. Group 2: Performance Metrics - Under water cooling conditions with an inlet water temperature of 40°C and a flow rate of only 2 L/min, the cooling system can stably dissipate 2300 W, maintaining the chip's maximum temperature at 86.8°C with an in-plane temperature difference of less than 5°C [6][7]. - Compared to mainstream single-phase cold plates with a typical limit of 1000 W, this new solution demonstrates a significant performance advantage with lower pump energy consumption, leading to a breakthrough in energy efficiency [7][8]. Group 3: Market Application and Collaboration - The technology is applicable in critical areas such as next-generation GPU/CPU liquid cooling acceleration cards, data center servers, high-power power electronics, and RF chips, providing robust support for stable operation of computing devices [8][9]. - Far East Holdings is collaborating with leading domestic chip companies and mainstream cloud operators to advance the development and testing of new liquid cooling technologies, emphasizing its commitment to energy-saving and carbon reduction in data centers [9]. Group 4: Industry Engagement - Far East Holdings will participate in the upcoming 6th Thermal Management Industry Conference and Exposition on December 3, 2025, to share insights on its latest liquid cooling technologies and invite industry partners for collaboration [10][11].
保时捷,暴跌99%
DT新材料· 2025-10-26 14:26
Group 1 - The core viewpoint of the article highlights the significant financial losses faced by Porsche, with a reported third-quarter loss of €966 million, approximately ¥8 billion, leading to a 99% year-on-year decline in sales profit for the first three quarters of the year [2] - For the first nine months of the year, Porsche's revenue was approximately €26.86 billion, a decrease of 6% compared to the previous year, with sales profit dropping to €40 million from €4.035 billion [2] - The company announced delays in the launch of certain electric vehicle models, extended the market lifecycle of several fuel and hybrid models, and terminated its battery production plan, resulting in an additional expenditure of approximately €2.7 billion, around ¥22.4 billion [2] Group 2 - U.S. tariff policies have further pressured Porsche's performance, with additional costs of €300 million incurred in the first nine months, and an estimated total loss of €700 million for the year due to these tariffs [2] - In response to operational pressures, Porsche has initiated organizational restructuring, planning to lay off 1,900 employees over the next few years and cut 2,000 temporary positions within the year [2] - A second round of layoffs is expected to be announced by the end of the year [2]
欣旺达,400Wh/kg聚合物全固态电池发布
DT新材料· 2025-10-26 14:26
Core Viewpoint - The article highlights the launch of a new generation polymer all-solid-state battery "Xin·Bixiao" by XWANDA, which boasts an energy density of 400Wh/kg, representing an increase of over 30% compared to current mainstream liquid lithium batteries [2][3]. Performance Enhancements - The "Xin·Bixiao" battery achieves significant improvements in several key performance metrics, including: - Energy density of 400Wh/kg and a cycle life exceeding 1200 cycles - Operating temperature range from -30℃ to 60℃, maintaining over 80% capacity at -20℃ [3] - Enhanced safety demonstrated through puncture tests and 200℃ thermal chamber tests [3] Technological Breakthroughs - XWANDA has made four critical technological advancements that contribute to the performance leap: 1. The positive electrode utilizes ultra-dense solid-state electrodes with a porosity reduced to 5%, enhancing ionic conductivity by three orders of magnitude 2. The negative electrode employs nano high-entropy materials with a specific capacity 7.2 times that of graphite anodes 3. Development of ultra-thin polymer composite electrolyte membranes that balance ionic conductivity and mechanical strength 4. Application of ultra-elastic interface coating technology to achieve high ionic conductivity and self-healing capabilities [3][4]. Industry Positioning - The company plans to establish a 0.2GWh polymer solid-state cell pilot line by the end of 2025, laying the groundwork for large-scale production [3]. - XWANDA has been engaged in solid-state battery research since 2015, adopting a multi-threaded, stepwise technological approach that includes semi-solid, soft solid, polymer solid, and sulfide systems, resulting in a comprehensive technology reserve [4]. Future Developments - The laboratory has successfully developed a lithium metal battery sample with an energy density of 520Wh/kg, showcasing ongoing innovation capabilities [3].
会通股份,600吨PEEK、3000吨高温尼龙项目官宣!
DT新材料· 2025-10-26 14:26
Core Viewpoint - The article discusses the successful establishment of a high-temperature nylon and PEEK polymer project by Huitong Co., which aims to enhance its capabilities in high-end special materials and expand its application in advanced manufacturing sectors [1][3]. Project Overview - Huitong Co. signed a lease management agreement for a project located in Shanghai, with a total investment of 81 million yuan (approximately 11.3 million USD) and a construction area of about 7,644.87 square meters [1]. - The project will establish a wholly-owned subsidiary to produce 3,000 tons of high-temperature nylon and 600 tons of PEEK annually, with the first phase planned to produce 500 tons of high-temperature nylon and 200 tons of PEEK, requiring an investment of about 30 million yuan (approximately 4.2 million USD) [1][3]. Strategic Goals - The project aims to transition Huitong's technology from modification to upstream polymerization, creating an integrated "polymerization-modification" industrial platform to enhance the self-control capability of key materials [3][4]. - Huitong has developed various materials for lightweight robotics and is focusing on high-performance PEEK resins for applications in new energy, communication, and semiconductor sectors [3][4]. Product Development - The company has filed patents for high-temperature nylon copolymers and their preparation methods, aiming to achieve a complete domestic supply chain from raw material synthesis to downstream applications [5]. - Huitong's long-chain nylon materials are set to enter a growth phase in the first half of 2025, with a projected revenue increase of 60.51% year-on-year, addressing supply chain issues in the automotive and home appliance sectors [5][6]. Financial Performance - In the first half of 2025, Huitong Co. reported a revenue of 302.1 million yuan (approximately 42.4 million USD), representing a year-on-year growth of 10.63%, and a net profit of 10.5 million yuan (approximately 1.5 million USD), up 10.19% [7].
生物制造,“十五五规划”未来10年, 中国如何再造一个高技术产业?
DT新材料· 2025-10-26 14:26
Core Viewpoint - The article emphasizes the significance of synthetic biology and green bio-manufacturing as key drivers for China's future economic growth and technological advancement, particularly in the context of the 14th Five-Year Plan [4][6]. Group 1: Importance of Bio-Manufacturing - Bio-manufacturing is identified as a foundational element for the transformation and upgrading of China's manufacturing sector, representing a new form of productive capacity that can empower nearly all manufacturing categories [6]. - It is highlighted as a sustainable and low-carbon industry direction, addressing China's deficiencies in oil and arable land [6]. - The potential scale of the bio-manufacturing industry is immense, with the U.S. alone planning a $30 trillion bio-manufacturing market, equivalent to recreating another U.S. economy [6][7]. - Bio-manufacturing is positioned as a major capital-absorbing sector, potentially becoming the largest funding pool following the collapse of the real estate bubble [6]. Group 2: Strategic Importance - The strategic importance of bio-manufacturing is compared to that of chip manufacturing, with projections indicating it could account for one-third of global manufacturing output by the end of the century [7]. - Countries are actively positioning themselves in the bio-manufacturing space, recognizing it as a focal point in global strategic competition [7][8]. - The U.S. has set a goal to replace 90% of traditional plastics with bio-based products within 20 years, while the EU plans to implement a carbon border adjustment mechanism by 2027, creating new trade barriers for high-carbon products from China [8]. Group 3: Future Development in China - Despite China holding 70% of global fermentation capacity, challenges such as a lack of proprietary strains and limitations in core software tools hinder its competitive edge in bio-manufacturing [9]. - Mastering foundational technologies is deemed crucial for the development of China's bio-manufacturing sector over the next decade [10]. - Recommendations include establishing high-level research platforms, promoting collaborative innovation between industry and academia, and enhancing market mechanisms to empower enterprises in research direction and decision-making [10]. - Calls for top-level design focus on tackling cutting-edge areas like CO2 bioconversion and future food manufacturing, aiming to address both green chemical alternatives and protein supply security [10].
光刻胶领域,我国科学家取得新突破
DT新材料· 2025-10-26 14:26
【DT新材料】 获悉,据科技日报,光刻技术是推动集成电路芯片制程工艺持续微缩的核心驱动力之一。近日, 北京大学 化学与分子工程学院彭海琳 教授团队及合作者通过冷冻电子断层扫描技术, 首次在原位状态下解析了光刻胶分子在液相环境中的微观三维结构、界面分布与缠结行为,指导开发 出可显著减少光刻缺陷的产业化方案 。相关论文近日刊发于《自然·通讯》。 "显影"是光刻的核心步骤之一,通过显影液溶解光刻胶的曝光区域,将电路图案精确转移到硅片上。光刻胶如同刻画电路的颜料,它在显影液中的运动, 直接决定电路画得准不准、好不好,进而影响芯片良率。 长期以来,光刻胶在显影液中的微观行为是"黑匣子",工业界的工艺优化只能靠反复试错,这 成为制约7纳米及以下先进制程良率提升的关键瓶颈之一。 为破解难题,研究团队首次将冷冻电子断层扫描技术引入半导体领域。研究人员最终合成出一张分辨率优于5纳米的微观三维"全景照片", 一举克服了传 统技术无法原位、三维、高分辨率观测的三大痛点。 彭海琳表示,冷冻电子断层扫描技术为在原子/分子尺度上解析各类液相界面反应提供了强大工具。深入掌握液体中聚合物的结构与微观行为,可推动先 进制程中光刻、蚀刻和湿法清 ...
中国首款!全碳纤维运载火箭
DT新材料· 2025-10-24 16:04
【DT新材料】 获悉, 10月23日,据微光启航官方宣布,微光一号模态箭在河北总装基地完成落地。 据悉," 微光一号 " 是国内 首款全面应用碳纤维复合材料的运载火箭 ,搭配自主研制的全流量液氧甲烷发动机。 碳纤维复合材料较传统金属材料减 重30%以上 ,兼顾高强度与耐极端环境特性;全流量液氧甲烷发动机则具备高比冲、可重复使用潜力及环保优势,两者协同大幅降低火箭综合成 本。 展面汇起 应用端:汽车工业、航空航天(低空经济)、风电叶片、氢储运、回收领域用碳材料 制品; 锂离子电池、钠离子电池、超级电容器、储能系统、导电散热、催化吸附领域; 该火箭采用一级+上面级构型,火箭直径3.8米,全长约60米,起飞质量350吨,运载系数高达3.14%。发动机可点火超过20次,完美支持上面级二次 启动、弹道滑行提升运载能力(典型轨道任务增加200s~500s滑行可提升运力1~2吨)以及多组卫星异轨部署。 此次落地的这枚1:1模拟全箭外形的模态箭,可通过增加配重结构调节质量模拟全箭真实的质量和质心,将促进后续地面系统关键技术攻关等研发 进程。 第九届国际碳材料大会 暨产业展览会 能源与装备碳材料馆 -碳纤维及其复合材料、硅碳、 ...
锚定“十五五”主要目标,未来五年这样干!
DT新材料· 2025-10-24 16:04
2025第三届RECYCLING 高分子循环再利用大 t 物理回收 化学回收 NEW 创新应用 12月11-13日 | 浙江·宁波 扫码报名 <<< 天 来 五年这 样 - 十 届 四 中 全 会 公 报 FFF" 时期 经济社会发展的 E FFF F □ 高质量发展取得显著成效 □ 科技自立自强水平大幅提高 】进一步全面深化改革取得新突破 □ 要充分激发各类经营主体活力,加 快完善要素市场化配置体制机制,提升 宏观经济治理效能。 未来五年这样干 二十届四中全会公报 扩大高水平对外开放 开创合作共赢新局面 】稳步扩大制度型开放,维护多边贸 易体制,拓展国际循环,以开放促改革 上卅甲夕同十首知理 十日光 但北亞 14人战, 一 一 个 可 的 六 。 六 。 六 。 六 。 六 、 展。 □ 要积极扩大自主开放,推动贸易创 新发展,拓展双向投资合作空间,高质 量共建"一带- -路" o 未来五年这样干 十 届 四 中 全 会 公 报 加快农业农村现代化 扎实推进乡村全面振兴 坚持把解决好"三农"问题作为全 党工作重中之重,促进城乡融合友展, 持续巩固拓展脱贫攻坚成果,推动农村 基本具备现代生活条件,加快建设农业 ...