Core Viewpoint - LG Chem has developed a core process technology called Spray Recrystallization, which significantly enhances the performance of solid-state batteries [2][4]. Group 1: Technology Development - The Spray Recrystallization technique creates uniform spherical particles from electrolyte solutions, reducing particle size deviation and improving adhesion between the electrolyte and electrode [4]. - Batteries utilizing these uniform particles show a basic capacity increase of approximately 15% and a 50% improvement in high-rate discharge capability, which is crucial for high-power electronic applications [4]. Group 2: Market Position and Future Plans - LG Chem positions itself as a global leader in material research, focusing on upstream core materials such as cathode materials, separators, and advanced solid electrolytes [4]. - The company plans to commercialize sulfide solid-state batteries by 2030 through its subsidiary, LG Energy, which specializes in converting advanced materials into battery cells, modules, and packs for clients like Tesla and General Motors [4]. Group 3: Challenges and Innovations - Despite advancements, the commercialization of solid-state batteries faces challenges related to production processes and material sensitivity, requiring higher pressure and moisture control [4]. - LG Energy is exploring the application of bipolar battery structures in semi-solid and solid-state batteries to achieve high voltage characteristics and rapid charge/discharge thermal management [4].

【DT新材料】 获 悉，A股"果链"精密制造龙头领益智造正式启动港股上市进程。近日， 这家在A股深耕七年、市值近千亿元的企业向港交所递交招股书，国 泰君安国际与海通国际担任联席保荐人。 若此次闯关成功，领益智造将跻身消费电子行业"A+H"双融资平台阵营，为其全球化布局注入新动力。 在全球热管理与高精密制造技术快速迭代的当下，行业正迎来新一轮大规模技术升级。作为产业交流的重要平台，我们也将于 12月3-5日举办第六届热管理产 业大会暨博览会 ，聚焦 AI 终端散热、液冷技术、热界面材料、功率器件热管理等前沿方向，邀请来自数据中心、消费电子、半导体与材料领域的顶尖企业 与专家，共同探讨 2025 年关键技术路线与未来产业趋势。 00 产品矩阵 领益智造 秉持长期主义与价值共生的核心理念，在发展过程中精准把握行业变革的关键机遇。目前已成为全球产品矩阵最完备的 AI 硬件高精密智能制造平 台之一，战略 重点聚焦于人形机器人、AI 眼镜及 XR 设备、折叠屏设备、服务器等核心方向 ，并已构建起涵盖核心材料、精密功能件、模组到精品组装的 全方位产品体系。 （1）折叠屏设备 为全球头部客户提供高精度结构件、 转轴模组 及散 ...

【DT新材料】 获悉， 11月24日， 龙蟠科技 公告称，公司控股子公司常州锂源及控股孙公司南京锂源（合称为"卖方"）与 楚能新能源 全资子公司武汉楚能、孝 感楚能及宜昌楚能（合称为"买方"）共同签署了《之补充协议二》，对原协议相关条款进行补充与修订。 《原协议》约定：自2025年至2030年期间，卖方合计向买方销售15万吨磷酸铁锂正极材料产品。《补充协议二》约定：自2025年至2030年期间， 卖方合计向买方 销售130万吨磷酸铁锂正极材料产品。 如按照预计数量及市场价格估算，《补充协议二》与《原协议》总销售金额超人民币 450亿元 （最终根据销售订单据实结 算）。《补充协议二》自2025年11月24日起生效。 据悉，就在今年9月15日，龙蟠科技与 宁德时代 海外工厂签订15.75万吨符合双方约定规格的磷酸铁锂正极材料，合 同总销售金额超人民币60亿元。再往前就是6月，龙蟠科技公与 亿纬锂能 子公司Eve Energy Malaysia Sdn. Bhd.签署15.2万吨 磷酸铁锂正极材料，金额预计超50亿元。 加上本次 楚能新能源订单 ，龙蟠科技今年的大单金额已经超过560亿！！ 在今年3月，龙蟠科技通过 ...

Core Viewpoint - The article discusses the advancements and potential of wide-temperature range fuel cells, particularly in the context of hydrogen energy applications, emphasizing their importance for market expansion and technological development [2][3]. Group 1: Wide-Temperature Range Fuel Cells - Wide-temperature range proton exchange membrane fuel cells (PEMFCs) can operate effectively between -40℃ and ≥120℃, addressing limitations of traditional fuel cells that operate at ≤80℃ [2]. - The development of high-temperature resistant fuel cell membranes, such as those by Ouyang Minggao's team and Yihua Tong's M30+ fuel cell, demonstrates significant progress in enhancing operational temperatures [2]. - The demand for wide-temperature range fuel cells is growing, particularly in applications like hydrogen vehicles and cooling systems for drones, which require robust temperature performance [2]. Group 2: Upcoming Forum - The "2025 Wide-Temperature Range Fuel Cell and Hydrogen Energy Drone Forum" will be held on December 18-19, 2025, in Suzhou, Jiangsu, focusing on the latest research and applications of wide-temperature range fuel cells [3]. - The forum aims to create a platform for dialogue among industry leaders, academic experts, and investment institutions to promote the large-scale development of fuel cells [3]. - Key topics will include advancements in fuel cell components, such as proton exchange membranes, catalysts, and sealing materials, as well as their adaptability for various applications [3]. Group 3: Related Events - A concurrent event, the "2025 (Third) Hydrogen Storage and Transportation Key Technology Forum," will take place from December 16-18, 2025, offering discounted ticket options for attendees of both forums [5]. - The forums will feature over 20 in-depth reports and discussions addressing current challenges in fuel cell technology, including breakthroughs in high power density and simplified thermal management [12][14].

Core Insights - The 6th Thermal Management Industry Conference and Expo will be held from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, focusing on thermal management materials, devices, system solutions, and engineering applications [2][7] - The event is expected to attract over 20,000 professional attendees from key sectors such as consumer electronics, data centers, internet, new energy vehicles, and industrial manufacturing [2] - A total of over 600 quality suppliers in the thermal management industry will participate, providing a platform for efficient supply-demand matching and business cooperation [2] Event Details - **Date**: December 3-5, 2025 [7] - **Location**: Shenzhen International Convention and Exhibition Center, Hall 10 [7] - **Theme**: Fusion and Innovation [7] Organizing Institutions - **Main Organizer**: DT New Materials, iTherM Insight Thermal Management [8] - **Advisory Committee**: Includes prominent scholars and professors from various universities and research institutes [8] Conference Agenda - The conference will feature multiple specialized sessions covering topics such as thermal science, thermal interface materials, chip and electronic device thermal management, and liquid cooling technology [9][10] - Each day will include keynote speeches, technical presentations, and networking opportunities [9][10] Participating Companies - Notable companies participating include Huawei, NVIDIA, Xiaomi, OPPO, and Tesla, among others, indicating a strong industry interest in thermal management solutions [2][3]

Core Insights - Henkel has officially announced the commercialization of its high thermal conductivity silicone-based liquid thermal interface material, Loctite TCF 14001, designed specifically for 800G and 1.6T optical transceiver technology, achieving a thermal conductivity of 14.5 W/m·K, placing it among the top tier of current liquid thermal interface materials [2][3]. Group 1: Product Features - Loctite TCF 14001 exhibits exceptional thermal conductivity and low volatility, with siloxane volatile content below 100 ppm, effectively preventing contamination of optical components and eliminating optical path interference risks [5]. - The material's unique filler technology provides stable flow properties and high-precision automated dispensing capabilities, while its strong interface adhesion and tolerance to gap variations ensure stable thermal performance even under high thermal load conditions [5]. Group 2: Market Potential - The market value of Loctite TCF 14001 extends beyond AI data centers, with applications expanding into telecommunications equipment, electric vehicles, power generation systems, and industrial automation [5]. - The thermal interface materials industry is experiencing rapid growth, with global market size projected to reach 35 billion yuan by 2025 and potentially rise to 55 billion yuan by 2030, positioning Henkel's new product as a significant competitive advantage in the high-end market [5]. Group 3: Industry Impact - The commercialization of Loctite TCF 14001 represents a technological upgrade for Henkel in the thermal management materials sector and is expected to accelerate the large-scale application of 800G/1.6T optical modules, providing essential material support for the stable operation of AI computing infrastructure [5].

Group 1 - The core project of the Yanchang Petroleum Group is the Carbonyl New Materials Project, with a total investment of 5.321 billion yuan, focusing on the production of high-value-added products such as alcohols, aldehydes, and esters through the carbonylation of ethylene, propylene, and butylene [3] - The project will be implemented in three phases, with the first phase expected to produce qualified products from a 25,000 tons/year ethylene-propylene rubber line and complete two projects: a 50,000 tons/year MTBE unit and an ACO technology transformation by the end of 2026 [3] - The second phase will include a 50,000 tons/year ethylene-propylene rubber unit and a 100,000 tons/year MMA-PMMA integrated project, while the third phase will focus on the production of butyl methacrylate and its copolymers, 20,000 tons/year POM, and 10,000 tons/year tert-butylamine [3] Group 2 - Yanan Energy Chemical Company, a wholly-owned subsidiary of Yanchang Petroleum Group, is responsible for the construction and operation of the Yanan coal-oil-gas resource comprehensive utilization project, which began commercial operations in July 2020 [4] - The project includes eight main units with capacities of 1.8 million tons/year methanol, 600,000 tons/year methanol deep processing, 400,000 tons/year light oil processing, 420,000 tons/year polyethylene, 300,000 tons/year polypropylene, 200,000 tons/year butanol, 80,000 tons/year 2-PH, and 25,000 tons/year ethylene-propylene rubber [4] - The light oil processing unit is the first of its kind in China, the butanol/2-PH co-production unit is the first in the world, and the ethylene-propylene rubber unit is the world's first to use the solution polymerization technology from Italy's FasTech [4]

【DT新材料】 获悉，11月24日， 神马股份 发布公告，为大力开拓海外市场，充分发挥宁夏自治区在"一带一路"中的区位优势，本公司拟在宁夏银川市宁东能 源化工基地煤基新材料产业区设立宁东公司，并筹建尼龙 66 高性能浸胶帘子布宁东项目（一期）。 宁东新公司注册名为 神马（宁东）帘子布有限责任公司 （最终以工商注册登记为准），注册资本为人民币 16,876 万元，全部由本公司以现金方式出资，占股 100%。 项目整体规划为 3.5 万吨工业丝+2.6 万吨浸胶帘子布，一期工程建设2 万吨工业丝+1.3 万吨浸胶帘子布。项目 预计投资 56,076万元， 预计开工时间是 2026年03月15日 ，预计2027 年9 月完成全部建设工作并实现投产。 宁东项目产品为高性能尼龙 66 工业丝及浸胶帘子布 ，主要应用于汽车领域。尼龙 66 工业丝分为重旦工业丝和细旦工业丝，其中重旦工业丝主要应用领 域是汽车行业的轮胎帘子布（轮胎冠带层及斜交胎胎体）、帆布（输送带领域）及织带等领域；细旦工业丝主要以安全气囊丝为主，少量应用在缝纫线 及特殊织物领域。 尼龙 66 高强中低旦丝是高附加值的尼龙纤维，技术门槛高，是下一步尼龙 6 ...

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exhibition focuses on "Material Innovation Driving Industrial Transformation," showcasing advancements in semiconductor carbon materials and their applications in strategic fields such as wind power, aerospace, automotive, hydrogen storage, and batteries [2][4]. Group 1: Event Overview - Event Name: Carbontech 2025 International Carbon Materials Conference and Exhibition [4] - Event Theme: Material Innovation Driving Industrial Transformation [4] - Event Date: December 9-11, 2025 [4] - Venue Distribution: N1 Semiconductor Carbon Materials Hall, N2 Energy and Equipment Carbon Materials Hall [4] Group 2: Conference Activities - The conference will host four major application forums, including the Diamond Annual Conference, Carbon Fiber High-end Equipment Manufacturing Conference, and New Energy Carbon Materials and Battery Conference [5]. - Concurrent activities include product launches, supply-demand matching, scientific research achievements display, and diamond viewing events [5]. Group 3: Organizational Structure - Honorary Chairman: Xue Qunji, Academician of the Chinese Academy of Engineering [8]. - Organizers: DT New Materials, China Superhard Materials Network, and various supporting institutions including universities and industry associations [8]. Group 4: Schedule and Agenda - The event will feature a detailed schedule including opening ceremonies, keynote speeches, and various specialized conferences focusing on diamond applications, carbon fiber manufacturing, and new energy materials [12][19][24]. - Specific sessions will cover topics such as high-performance silicon-based anode materials, diamond film applications, and advancements in carbon fiber technology [33][41][46]. Group 5: Transportation and Venue Access - The venue is accessible via multiple transportation options including metro lines and taxis, with specific routes provided for attendees traveling from major airports and train stations [53][56][57].

Company Overview - Sichuan Aoniu New Materials Co., Ltd. (Aoniu New Materials) officially launched its CPI project production on November 20, marking the start of production for this high-performance material [2] - Aoniu New Materials focuses on the research, production, and sales of transparent polyimide (CPI), a core material for flexible LED panels, with applications in foldable screens and aerospace [3] Product and Market Insights - CPI is a key material with high-temperature and high-weather resistance, widely used in tail lights, new display covers, photovoltaic cell substrates, and protective films, which have long relied on imports [2] - The company aims to become one of the leading manufacturers of transparent polyimide films, targeting to surpass the world's most advanced levels [2] - Aoniu New Materials has established a strong R&D team through collaboration with Sichuan University, focusing on formulation, production processes, and application research [2] Production Capacity and Future Plans - The first phase of the project plans to produce 1,730 tons of transparent polyimide slurry and 1 million square meters of transparent polyimide base film annually [2] - This production line is noted as the first in China capable of meeting high-end optoelectronic display applications [2] - Aoniu New Materials has plans for a second phase of construction, which is expected to double the production value [2]