Core Viewpoint - The company, Maiwei Co., plans to issue convertible bonds to raise up to approximately 1.967 billion yuan for the industrialization project of perovskite tandem solar cell equipment, seizing opportunities in the photovoltaic battery technology development [2][3]. Group 1: Project Overview - The total planned investment for the perovskite tandem solar cell equipment industrialization project is 2.138 billion yuan, with 1.9666752 billion yuan to be raised through the bond issuance [3]. - The project will be implemented by Maiwei Co. and its wholly-owned subsidiary Xuancheng Maiwei Intelligent Equipment Manufacturing Co., with construction locations in Suzhou and Xuancheng [3]. - The project aims to achieve an annual production capacity of 20 sets of perovskite tandem solar cell manufacturing equipment after a construction period of three years [3]. Group 2: Market Potential and Industry Trends - The company recognizes the growing potential of perovskite and perovskite tandem batteries, with active investment demand in the industry [4]. - Several leading companies in the crystalline silicon battery sector, such as Longi Green Energy and Tongwei Co., have begun research and development of perovskite crystalline silicon tandem batteries, transitioning from experimental lines to pilot and small-scale production lines [4]. - From 2024 to March 2025, there have been 23 financing events in the perovskite battery sector, indicating a robust investment landscape [4]. Group 3: Financial Performance - In 2024, the company's revenue reached 9.83 billion yuan, a year-on-year increase of 21.53%, while the net profit attributable to shareholders was 926 million yuan, up 1.31% [5]. - In the first quarter of the current year, the company reported revenue of 2.229 billion yuan, a slight increase of 0.47%, but the net profit attributable to shareholders decreased by 37.69% to 162 million yuan [5].

【DT新材料】 获悉， 6月1日 ， 比亚迪 公告，公司5月销量为38.25万辆，同比增长15.27%。 1月至5月，公司累计销量达176.34万辆，同比增长 38.70%。 同一天 ，新能源车企集中交出 的5月 "成绩单" 显示， 零跑汽车、理想汽车 在交付量上领先， 小鹏汽车 的 同比增速 仍排名 第一。小米汽车作为明星车 企，月度交付量依旧徘徊不前。5月，小米汽车的交付量超2.8万辆，连续三个月未能迈过月度交付量3万辆的门槛。 国内新能源车企的竞争格局，或将在未来几个月更为激烈。5月，多家车企进行产品焕新或推出新品，6月、7月的交付量将大幅度提升。 与此同时，近日车企降价也起风波。 为此，5 月31日， 中国汽车工业协会发布《关于维护公平竞争秩序 促进行业健康发展的倡议》。对于中汽协的倡 议，工信部相关负责人表示，赞同并支持中汽协提出的"维护公平竞争秩序，促进行业健康发展的倡议"。 工信部将加大汽车行业"内卷式"竞争整治力度， 推动产业结构优化调整，加强产品一致性抽查，配合相关部门开展反不正当竞争执法， 采取必要的监管措施，坚决维护公平有序的市场环境，切实保障消 费者根本利益，推动汽车产业高质量发展。 ...

作为全球首个海拔最高、单体最大的高性能碳纤维生产基地—— 中复神鹰青海西宁 年产2.5万吨高性能碳纤维项目 自投产以来，已累计供应近5万吨高性能 碳纤维，产品远销多个国家。 除了中复神鹰，5月27日， 日本东丽 东京总部碳纤维事业部柴田部门长也到访澳盛科技。未来， 双方有望在碳纤维原材料供应、新产品联合研发、 市场信息共享等方面开展更广泛的合作，共同推动碳纤维行业的技术进步和市场拓展。 澳盛科技 一直致力于碳纤维复合材料的研发与创新，已与国内外多家知名企业建立了稳定良好的合作关系，是 国家专精特新"小巨人"企业 和制造业 单项冠军，拥有碳纤维年消耗量超万吨的产能规模。 此外，澳盛科技还在 江苏澳盛复材氢能源科技有限公司 从事碳纤缠绕金属内衬复合材料高压储氢容器（简称"Ⅲ型瓶"）的生产和制造，计划年产能 达到10万只/年，目标推动大型重卡、物流车等低成本、清洁运输的发展。 说明 ： 本文 部分素材来自于网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系我 们：dtmaterial （微信） 15355132586 MPOSITE 20 ...

Core Viewpoint - The article discusses the approval of the industrial demonstration project for Polyolefin Elastomer (POR) by the Pucheng Shanmei Technology Research Institute, highlighting its significance in the new materials industry and potential applications across various sectors [2]. Summary by Relevant Sections Project Overview - The total investment for the POR industrial demonstration project is 131,967,000 yuan, located in the Weibei Coal Chemical Industrial Park in Pucheng County, Shaanxi Province [2]. - The project aims to produce 35,000 tons per year of POR (dry basis) and includes auxiliary production facilities such as water recycling stations, wastewater treatment plants, and various operational support structures [2]. Technology and Innovation - POR elastomer is primarily made from ethylene using an innovative single-active center catalyst, allowing for the control of polyethylene's molecular topology through "molecular tailoring" [2]. - This results in a new type of rubber material with high elasticity, differing from traditional crystalline polyethylene resins, suitable for manufacturing seals, wire and cable sheaths, heat-resistant hoses, conveyor belts, and rollers [2]. Market Applications - The POR material has broad applications in industries such as automotive, high-speed rail, aerospace, and construction, with potential market expansion into lubricating oil additives and photovoltaics [2].

Core Viewpoint - Recent strategic moves by Japanese chemical companies, particularly Asahi Kasei and Mitsui Chemicals, indicate a significant shift in their business operations, focusing on restructuring and transitioning towards sustainable materials to adapt to challenging market conditions [2][3]. Group 1: Mitsui Chemicals' Business Adjustments - Mitsui Chemicals is considering the spin-off of its core Basic and Green Materials (B&GM) division, aiming to establish an independent entity by around 2027 [2]. - The B&GM division includes critical production areas such as petrochemical products, basic chemicals, and polyurethane raw materials, which are essential for various industries [2][3]. - The restructuring is part of Mitsui Chemicals' long-term plan "VISION 2030," which emphasizes business portfolio transformation and strategic alliances in specialty chemicals [3]. Group 2: Market Challenges and Strategic Responses - The company faces severe profitability challenges due to declining domestic demand in Japan and increasing competition from new overseas plants [3]. - Mitsui Chemicals has announced plans to reduce the production capacity of its TDI plant from 120,000 tons/year to 50,000 tons/year by July 2025, and to close its phenol plant in Ichihara by the 2026 fiscal year due to ongoing losses [4]. - The company is also accelerating its transition to green materials, including supplying ISCC Plus certified phenol and acetone for sustainable production [4]. Group 3: Exit from Non-Core Businesses - Mitsui Chemicals has decided to exit its fully-owned subsidiary Shimonoseki Mitsui Chemicals' nitrogen trifluoride business by March 2026, citing increased competition and rising costs as primary reasons for this decision [5].

扫码报名参会 转发推文至朋友圈 立享双重福利！ （均可见+不删除，解锁超值参会礼包） ▍福利二选一 ① 直降500元 （原价基础上立减，限时生效） ② 赠送300元京东超市卡 参会即送四大豪礼 ▍ 吉利汽车工厂参观名额 （仅限前100名报名者） ▍ 2025固态电池产业地图 ▍ 2025硅基负极材料产业地图 ▍第九届国际碳材料大会VIP通行证（价值¥3500） 参与方式 重磅福利 7月3-5日 ， 2025第四届固态电池大会暨硅基负极产业创新大会 将 以 " 聚产业链升级 助商业化加速 " 为主题，在 宁波东港喜来登酒店 焕新启航。届时， 40余 位行业领袖专家与 500余 位新能源行业专 业人群云集于此，与您共启固态电池和硅基负极创新力量，深化产业协同发展 ，促进电池产业链的全 面升级和转型 。 *本活动每人仅可参与一次，活动截止时间6月15日。 *本活动最终解释权归会议主办方所有。 第四届固态电池大会暨硅基负极产业创新大会 聚产业链升级，助商业化加速 01 大会信息 主办单位 ：DT新材料 大会时间 ：2025年7月3-5日 大会地点 ：浙江·宁波 支持媒体 ： DT 新材料 、 DT 先进电池、 DT ...

陶瓷材料 是一类涵盖广泛的无机非金属材料，通常以粉末或颗粒形式存在，并通过如烧结等高温工艺制得。在固态电解质体系中，陶瓷基固态电解质 是一种具有代表性的类型。 陶瓷基固态电解质 具备许多优异的固有特性，如不易燃烧、机械强度高、电化学稳定窗口宽等。这些特性使其在安全性和 使用寿命方面具有显著优势，因而成为当前国内外固态电解质研究的重点方向之一。 说明 ： 本文 部分素材来自于网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系我 们：dtmaterial （微信） 15355132586 | 7月3日 (周四) | 签到注册 | | --- | --- | | | 固态电池产业投资与项目路演 | | 7月4日 (周五) | 开幕式 | | | 大会报告:先进电池与关键材料的机遇与挑战 | | | 圆桌讨论 | | 7月5日 (周六) | 1.国态电池专场 | | | · 固态锂电池产业化及应用现状 | | | · 固态钠电池、锂金属和锂硫电池研究进展 | | | · 固态电池先进制造技术与装备 | | | · 固态电解质/固态电解质膜开 ...

内蒙古驰诚碳纤维科技有限公司 成立于今年4月10日，注册地位于元宝山区平庄城区，经营范围涵盖了从新材料技术研发、高性能纤维制造、碳纤维再 生利用技术攻关，到智能无人飞行器及汽车零部件的制造与销售。 说明 ： 本文 部分素材来自于网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系我 们：dtmaterial （微信） 15355132586 【DT新材料】 获悉，5月28日， 内蒙古赤峰市人民政府网站发布消息，总投资 3.1亿元 的碳纤维生产加工项目正式签署入园协议 。 该项目的实施主体为内蒙古驰诚碳纤维科技有限公司，规划建设年生产加工 5000 吨 碳纤维的生产线，预计在 2025 年 8 月初开工建设，2026 年 12 月 底建成投产。 从原材料的选择来看，该项目以化学纤维作为主要原材料，同时将部分已经淘汰的风机叶片经粉碎后作为次要原料，不仅实现了资源的循环利用，也为 碳纤维的生产提供了独特的成本优势和环保价值。 注册签到 7月16日 星期三 青年学者论坛一最佳报告评选 开幕式 ( 金 主席致辞) ( 最佳报告颁奖仪式 士题据告 ...

Core Viewpoint - Advanced composite materials are widely used in high-end equipment fields such as aerospace, automotive, new energy, and marine engineering due to their excellent properties like high strength, high modulus, high temperature resistance, and corrosion resistance [2][3] Group 1: Research and Development - The interface between the reinforcement and matrix of composite materials is a key factor that determines the preparation process, comprehensive performance, and application scenarios of composite materials [2] - Recent years have seen a surge in research on composite material interfaces, covering areas such as interface characterization and testing, simulation, interface regulation and application, and functional interface development [2] - In-depth research on composite material interface issues is crucial for optimizing material performance and expanding application fields [2] Group 2: Upcoming Forum - The "2025 Fourth Composite Material Interface Forum" will be held from July 16 to 18, 2025, in Shenzhen, Guangdong, organized by Harbin Institute of Technology (Shenzhen) and hosted by DT New Materials [2] - The forum will feature four main themes: toughening and performance analysis of composite material interfaces, microscopic characterization and testing of composite material interfaces, multifunctional composite material interface design and development, and optimization and recycling of green composite material interfaces [2] - The forum will also include a Young Scholars Forum (best report selection) and an academic poster exhibition (best academic poster selection) to promote new theories, technologies, and achievements in the field of composite material interfaces [2] Group 3: Sponsorship and Collaboration - The forum invites outstanding domestic and international units/enterprises to participate as sponsors or collaborators [4][9] - Various sponsorship opportunities are available, with several companies already confirmed as sponsors, including DACHANG Huajia Scientific Instrument Department and Carl Zeiss (Shanghai) Management Co., Ltd. [4][9] Group 4: Academic Contributions - Notable speakers include Liu Xiangdong from the Chinese Academy of Sciences, who will discuss flexible composite materials and interface research, and Ma Lichun from Qingdao University, focusing on the design and toughening mechanisms of carbon fiber/resin-based composite materials [11][12] - Other speakers include experts from various institutions, contributing to topics such as high-performance carbon fiber composite materials and bio-based functional materials [14][22]

Core Viewpoint - The collaboration between AVIC High-Tech and Guangwei Composites aims to enhance the synergy in the aerospace materials industry, particularly focusing on carbon fiber as a key material for aerospace applications [1][2]. Group 1: AVIC High-Tech - AVIC High-Tech is the only domestic company specializing in the engineering development of aerospace composite materials, with core products including carbon fiber prepregs and resin-based composites [1]. - The company has a projected revenue share of 96.89% from its aerospace new materials business in 2024, with a gross margin of 39% [1]. - AVIC High-Tech leads the military aviation composite market with a market share exceeding 60%, supplying critical components for military aircraft like the J-20 and Y-20, as well as civilian aircraft such as the C919 and C929 [1]. Group 2: Guangwei Composites - Guangwei Composites specializes in the design and development of carbon fiber, woven fabrics, resin systems, and composite components, achieving a revenue of 2.45 billion yuan in 2024, which is roughly flat year-on-year [2]. - The company reported a non-recurring net profit of 668 million yuan in 2024, reflecting a slight decline of 6.15% year-on-year [2]. - Guangwei has made significant advancements in carbon fiber research, including the successful development of T1100-grade carbon fiber using a dry spray wet spinning process, which has been validated in relevant projects [2].