Core Viewpoint - The article highlights the growing demand for new materials driven by the booming robotics industry, particularly focusing on lightweight functional materials and advanced components like dexterous hands, gear reducers, and long-lasting batteries [2][3]. Group 1: Dexterous Hands - Dexterous hands are becoming the focal point in humanoid robotics, with their technology maturity directly influencing the practical applications of robots. The CES 2026 showcased dexterous hands as a key competitive area, with over 55 financing rounds and 7.5 billion yuan in investments in the domestic market by 2025, indicating their popularity [3]. - The market for dexterous hands has not fully matured, but there is a consensus that controlling the most dexterous "hand" is crucial for the practicality of humanoid robots [3]. Group 2: Manufacturing Landscape - Numerous companies are developing dexterous hand technologies, with notable players in the Beijing-Tianjin-Hebei region including Lingxin Qiaoshou, Yinshi Robotics, and Kunwei Technology. The Yangtze River Delta region features companies like Lingqiao Intelligent and Qiangnao Technology, while the Greater Bay Area includes firms like Dahuang Robotics and LeiSai Intelligent [5]. - Zhiyuan Robotics has recently spun off its dexterous hand business into a new company named "Critical Point," aiming to capture a significant market share [5]. Group 3: Material Innovations - The main materials for dexterous hands include high-strength lightweight transmission materials, flexible sensing materials, and precision structural materials, with lightweight materials being particularly in demand. Electronic skin technology is also gaining attention, simulating human skin functions to sense pressure and touch [5]. - Leading new material companies are actively investing in electronic skin technologies. For instance, Lushan New Materials has launched a new generation of electronic skin products, while Fulei New Materials has introduced a third-generation tactile sensing system that integrates flexible materials, chips, algorithms, and large models [7][8]. Group 4: Market Potential - The global electronic skin market is projected to reach $6.44 billion by 2025 and expand to $111.53 billion by 2035, with a compound annual growth rate (CAGR) of 33% over the next decade [9]. - The article emphasizes that the variety of materials and the opportunities in the market are significant, suggesting that now is an opportune time for investment and development in this sector [10].

Core Viewpoint - Wanxiang Yiyisan Co., Ltd. has launched the world's first full series of semi-solid immersion energy storage products, combining semi-solid batteries with immersion cooling technology for enhanced safety and performance [1]. Group 1: Product Features - The "Xingchen Series" semi-solid cells and the "Xinghe Series" energy storage solutions cover various scenarios, including data centers and outdoor applications [1]. - The semi-solid cells have a cycle life exceeding 13,000 times at room temperature and over 8,000 times at 45°C, outperforming the industry average by approximately 30% [1]. - The immersion cooling system maintains a temperature difference within 2.9°C, ensuring rapid heat absorption and prevention of chain reactions during thermal runaway [1]. Group 2: Technical Innovations - The new system features "wireless BMS + AI interaction platform," extending thermal runaway warning time from 30 seconds to 10 minutes and enabling remote diagnostics and OTA upgrades for unattended intelligent operation [3]. - The technology has achieved breakthroughs in safety, validated through full pin puncture tests and pack-level thermal runaway tests, demonstrating product reliability [4]. Group 3: Applications and Market Potential - The energy storage solutions are designed for various applications, including data centers, outdoor charging stations, and zero-carbon parks, with outdoor storage rated IP68 and operational in temperatures from -30°C to 60°C [2]. - The 5ft container design reduces transport weight by 20% and supports maritime transport and on-site stacking, while the 20ft container includes advanced battery management and multi-level fire protection systems [2]. Group 4: Advanced Battery Performance - The semi-solid cells produced using this technology can achieve 5C continuous charging and 7C continuous discharging, maintaining high safety characteristics, suitable for high-end applications such as F1 racing, drones, and energy storage [5].

第1期 FINETalks 2026 聚醚醚酮及其复合材料性能 暨在低空经济的应用前景 王贵宾 吉林大学教授 中国塑协专家委员会副主任 讨论话题 直播时间 2026.1.27 > 14:00-15:00 转发朋友圈 免费看直播 添加微信时,请备注"姓名+单位"邀请入群 · PEEK树脂国内外差距在哪里 · 国内企业纷纷布局PEEK的"热"与"忧" · PEEK/CF复材的机遇与挑战 · PEEK应用探索,及其在人形机器人低空经济等 领域发展前景 · 内卷之下, PEEK和PEEK复合材料的降本之路 在国家高度重视、政策持续加码以及资本与产业多重推动下， 低空经济 市场热度不断提升 ，逐步向工业 制造 、现代农业、公共安全等 多种 应用场景渗透 ， 并已纳入 "十五五"规划建议的新兴产业中。 赛迪研究院数据显示， 2025 年我国 民用无人机市场规模预计达到 1277.86 亿元，同比增长 15% 。中国民航局 预测， 2025 年我国 低空经济整体市场规模将达到 1.5 万亿元 ，其中 eVTOL 年度 订单总额超过 300 亿元 。 2026 年， 我国 低空经济将进入规模化发展的 关键阶段 。 作为典型的 ...

【DT新材料】 获悉 ， 1月25日， 中国石油独山子石化公司 国产POE（聚烯烃弹性体）适应性改造项目取得重大进展。2025年生产POE产品近6万 吨，这标志着我国自主研发的气相法POE产品成功实现规模化生产，打破了国外企业长期技术封锁，为确保我国光伏、汽车等产业的供应链安全提供了 坚实保障。 轻量化材料 · 纤维及复合材料: 碳纤维/玻纤/芳纶/超高分子量聚乙烯/聚酰亚胺/陶瓷纤 维增强树脂基复合材料、碳/碳复合材料等 · 工程塑料及橡胶弹性体:聚醚醚酮、聚醚酮酮、液晶聚合物、聚酰亚胺、 聚苯硫醚、聚苯醚、聚甲醛、尼龙、聚碳酸酯、聚氨酯、弹性体及橡胶等 · 发泡材料: 发泡聚烯烃、发泡聚工程塑料、发泡弹性体等 · 金属材料: 镁/铝/钛/锂合金等 · 3D打印材料 功能化材料 · 光电材料:环状聚烯烃、液晶聚合物、聚酰亚胺、电致变色/发光、量子 点、钙钛矿、二维材料等 · 热防护材料：气凝胶、碳/碳复合材料、陶瓷基复合材料、超高温陶瓷、高 温合金、涂层、特种石墨、玻璃棉、纤维毡等 · 导热材料: 金刚石/碳化硅金属复材、导热塑料、导热胶/膜/垫片、高导热 圈登录 · 导电材料:碳基材料、导电聚合物、透明导 ...

Core Viewpoint - L'Oréal has launched a €100 million (approximately 8.11 billion RMB) sustainable innovation accelerator project called "L'AcceleratOR," aimed at investing in companies related to bio-based and bio-manufacturing sectors over the next five years [4][9]. Group 1: Investment and Companies - The first batch of 13 companies selected from nearly 1,000 applications across 101 countries focuses on sustainable innovations in packaging, materials, and data intelligence [4][6]. - The selected companies include: - **Kelpi (UK)**: Produces recyclable, low-carbon packaging from seaweed [8]. - **Bioworks (Japan)**: Develops new bio-plastics from sugarcane and other plant-based materials [8]. - **Blue Ocean Closures (Sweden)**: Manufactures fiber-based caps as alternatives to plastic [8]. - **PULPAC (Sweden)**: Innovates in low-carbon paper packaging [8]. - **Biosynthis (France)**: Produces renewable and biodegradable raw materials [8]. - These companies will undergo pilot projects supported by L'Oréal's global resources, with successful innovations potentially being scaled across L'Oréal's 37 global brands in over 150 countries [7][13]. Group 2: Broader Strategy and Future Outlook - L'Oréal's investment strategy extends beyond the L'AcceleratOR project, with over 10 investments made in the past three years, covering various regions and technologies [10][11]. - By 2030, L'Oréal aims for 90% of its formula ingredients and packaging to come from bio-based sources, indicating a significant market opportunity for suppliers in the bio-based materials sector [18][19]. - The company has established partnerships with various firms, including GS Caltex (Korea) for bio-based cosmetic ingredients and IBM for AI-driven formulation optimization [11][12]. Group 3: Market Implications - The successful implementation of innovations like Kelpi's seaweed packaging could lead to widespread application across different product lines, enhancing L'Oréal's market presence [15]. - Despite the absence of Chinese companies in the initial selection, L'Oréal's investment activities in China are accelerating, highlighting the potential for local bio-based material firms to engage with global markets [16][17]. - The "L'Oréal for the Future" strategy opens a significant market window for bio-based industries, emphasizing that sustainability is becoming essential for product development [19].

| 回家 | | --- | | 篇 一般病一起病 | | | | | 800+ 200+ | 30+ | 1 50.000m | | --- | --- | --- | | 企业参展 科研院所 | 主题论坛 | 展览面积 | | 2026.06.10 > 06.12 | | 上海新国际博览中心 ( N1-N5 ) 馆 | 【DT新材料】 获悉，1月26日， 普利特 发布业绩预告，预计2025年归属于上市公司股东的净利润36100万~41600万元，比上年同期增长 155.76~194.73%，基本每股收益0.329元~0.3792元。 业绩变动主要原因是，报告期内， 公司改性材料板块业务实现高速增长，随着新能源汽车业务占比的逐步提高，零部件的应用领域进一步扩大以及海外 基地新增产能的相继投产， 公司汽车材料业务销量持续增长；同时，非汽车业务领域取得了快速突破，成功切入储能系统、家电、电动工具、二轮车等 市场，在新客户开发与新市场拓展的双重推动下，非汽车材料业务也保持快速增长。 报告期内，公司新能源板块业绩较上年同期显著改善，公司锂电池产品销售持续提升 ，储能电池和钠离子电池订单显著增加，出货规模快速攀升 ， ...

同年6月，浙江绿色智行科创有限公司成立，聚焦固态电池等8大方向攻关，明确"3-5年实现核心材料量产与 电芯示范应用"的目标。 2023年1月，绿色智行启动固态电池实验室设计建设招标，强化核心材料与电芯技术研发能力。 2023年6月，"固态电池联合实验室建设项目"启动并逐步取得阶段性成果。 2023年10月，耀宁新能源发布S+研发战略，确立三大核心创新领域，为中试转化明确技术方向。 2. 小试突破期（2023-2024年）：电芯制备与性能达标 【DT新材料】 获悉，1月22日， 吉利控股集团 战略解析会在北京举行。会上，吉利控股正式宣布： 2026 年，吉利自研全固态电池将完成首个Pack下线，并进行装车验证。 据悉，吉利固态电池项目主要依托两大核心载体推进，分别为 浙江绿色智行科创有限公司 （吉利100%控 股）与 湖州耀宁固态电池研究院 ，形成"工艺放大验证+全流程研发"的双中试平台格局。 吉利将硫化物固态电解质作为核心研发方向 ，目前自研硫化物固态电解质电导率已突破7mS/cm，达到行业 头部水平，该路线具备高离子电导率、与电极兼容性好的优势，为电池能量密度提升与快充能力优化提供 基础。 同时，通过耀宁固 ...

2026未来产业新材料博览会 支持单位 ： 中国未来产业崛起引领全球新材料创新发展 2026年6月10-12日 上海新国际博览中心 新材料是未来高新技术产业发展的基石和先导，新材料的突破将加速未来产业变革! 2026未来产业新材料博览会（上海） (Future Industries New Materials Expo 2026，简称" FINE 2026 ")，由 「 DT新材料 」 主办的 第十届 国际碳材料产业博 览会 (Carbontech 2026)、 热管理产业博览会 (iTherM 2026)和 新材料科技创新博览会 (AMTE 2026)三大展重磅升级而来，旨在打造一个以未来产业终端为引 领、立足国际视野的新材料领域标杆展会。 FINE 2026 ， 以 50,000平 展区 与 超过 300场 战 略与前沿科技报告，全景呈现应用于人工智能、智算/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、新能源、生物制造等产业的热门创新成果， 并 重点聚焦 未来智能终端 以及 未来产业五大共性需求（先进半导体、先 进电池、轻量化功能化、低碳可持续、热管理） ， ...

Core Viewpoint - Jilin Chemical Fiber is set to lead the global carbon fiber market with a production capacity of 70,000 tons and sales of 56,000 tons by 2025, marking a historic achievement in the industry [2][3]. Group 1: Company Performance - During the "14th Five-Year Plan" period, Jilin Chemical Fiber achieved over 130% revenue growth, with production value and revenue increasing by 97% and 111.64% respectively compared to the "13th Five-Year Plan" [3]. - The total capacity of Jilin Chemical Fiber's carbon fiber industry chain reached 310,000 tons, including 190,000 tons of precursor fiber, 70,000 tons of carbon fiber, and 50,000 tons of composite materials [3]. - The company reported a year-on-year increase in production value and sales revenue of 10% and 15.8% respectively [3]. Group 2: Technological Advancements - Jilin Chemical Fiber developed the "dry-jet wet spinning" technology to overcome high-performance carbon fiber production challenges, launching a 30,000-ton high-performance carbon fiber project in 2023 [3]. - The company introduced the "dry-jet wet spinning" T800 carbon fiber product, which features high strength and modulus, enabling entry into high-end applications such as large aircraft and drones [3]. Group 3: Future Plans and Innovations - By 2025, Jilin Chemical Fiber plans to put into operation four carbonization production lines and has completed the full renovation of the 3K small tow carbonization production line, achieving stable mass production of T700 and T800 grade carbon fibers [4]. - The company will also add 80 new composite material pultrusion production lines and establish specialized production lines for carbon fiber ski boards, further extending its reach into the downstream carbon fiber industry chain [4]. Group 4: Market Position - Jilin Chemical Fiber is the largest global producer of carbon fiber, bamboo fiber, and acrylic fiber, with market shares of 30% and 40% for its artificial silk and acrylic fiber products respectively [4].

FINETalks 2026 第1期 聚醚醚酮及其复合材料性能 暨在低空经济的应用前景 王贵宾 吉林大学教授 中国塑协专家委员会副主任 讨论话题 直播时间 2026.1.27 > 14:00-15:00 转发朋友圈 免费看直播 添加微信时,请备注"姓名+单位"邀请入群 · PEEK树脂国内外差距在哪里 · 国内企业纷纷布局PEEK的"热"与"忧" · PEEK/CF复材的机遇与挑战 · PEEK应用探索,及其在人形机器人低空经济等 领域发展前景 · 内卷之下, PEEK和PEEK复合材料的降本之路 【DT新材料】 获悉，1月22日讯企查查显示，低空经济企业 御风未来 发生工商变更，新增 山高（烟台）基华投资基金管理中心（有限合伙） 为股 东，注册资本由约938.9万人民币增至约967.1万人民币。 山高（烟台）基华投资基金管理中心（有限合伙）的执行事务合伙人为山高望岳（烟台）私募基金有限公司，曾用名山东高速投资基金管理有限公司， 成立于2015年，为山东高速集团成员。 据披露，自成立以来，御风未来已累计完成6轮融资，吸引了 容亿投资、云晖资本、天善资本、中山创投、彬复资本、航发基金、沂景资本、宝顶创投 等众多 ...