组织机构 》 ，计划在巴彦淖尔市辖区内投资建设风电制氢氨醇项目，总投资金额约为189.2亿元，项目总体规划建设3GW风电，所发电力80%以上用于电解水制绿氢， 设生物质发电装置，生物质气化等装置， 建成后年产50万吨绿色甲醇 。项目分两期建设，其中一期建设25万吨/年规模，于2024年4月正式开工，中化西南化 混塔、能碳 等新兴业务，持续拓展风电应用场景。报告期内，公司实现营业收入人民币2853709.73万元，同比增长41.26%；归属母公司股东的净利润人民币 探索绿色甲醇特色发展之路 2025（第五届）液态阳光产业发展论坛 9月24-26日 辽宁·大连 液态阳光技术是指利用绿氢和二氧化碳等原料合成绿色甲醇等产品，是实现"双碳"目标最平稳/可行的技术路径。今年以来， 国家能源局发布绿色燃料技 术攻关和产业化试点通知 ，江苏、浙江等省份积极响应， 重点布局绿色甲醇 等液态燃料。 与此同时，绿色甲醇产业全链也都实现重大突破。首个规模化绿氢耦合生物质绿醇项目投产，多企完成纯氧生物质气化中试，多个港口实现首单绿醇船燃加 注，多企签下绿醇国际订单... 然而浪潮之下，暗礁犹存。目前，绿色甲醇产业仍面临着 规划多、落地 ...

【DT新材料】 获悉，9月10日， 三井化学 、 出光兴产 、 住友化学 今天宣布，三家已就整合三井化学与出光兴产共同拥有的聚烯烃（PO）业务公 司 Prime P olymer Co., Ltd .（下称"PRM公司"） 达成谅 解备忘录。 目前整合方法的细节以及业务整合的条款和条件尚未确定，但三家公司初步考虑的方式是： 住友化学 在日本的聚丙烯（PP）和线性低密度聚乙烯 （LLDPE）业务 转让给 PRM公司 ，并收购相当于PRM 20%股份 ， 最终形 成 三井52%：出光兴产28%：住友化学:20%的股权架构 。 预计整合计划在2026年4月实施，最终 PRM公司 产品涉及 聚丙烯、线性低密度聚乙烯和高密度聚乙烯业务， 产能为 159万吨/年PP，72万吨/年 PE ，净销售额约 3873亿日元（2024年合计，约186.9亿元人民币）。 聚烯烃占日本塑料需求的约50%，广泛应用于汽车、电子材料和医疗设备等领域，对日本工业至关重要。通过本次重组， 将 实现每年超过80亿日元 的成本优化， 加强日本国内PO业务的竞争力， 增强与进口产品的竞争力， 减少环境影响，更重要的是 试图解决国内 供应过剩的问题， ...

Core Viewpoint - The iTherM 2025 conference will focus on the thermal management industry, emphasizing innovation and integration across various sectors, including electronics, new materials, and green technology [3][4]. Group 1: Conference Information - The conference will take place from December 3 to 5, 2025, at the Shenzhen International Convention and Exhibition Center, with a theme of "Fusion · Innovation | Delivering a Little More" [3]. - The event will feature over 350 exhibitors and a 20,000 m² exhibition area, aiming to create a one-stop, high-efficiency value service platform for the thermal management industry [3][4]. Group 2: Key Activities and Focus Areas - iTherM 2025 will include more than 20 multidimensional activities such as keynote speeches, roundtable discussions, and case studies, with an expected attendance of over 2,000 participants [4]. - The conference will particularly focus on intellectual property, entrepreneurial projects, and innovative technologies that can transition from the lab to the market, promoting collaboration among government, industry, academia, and investment [4]. Group 3: Featured Guests - Notable speakers include Li Baowen, a member of the European Academy of Sciences and a professor at Southern University of Science and Technology, and Cao Bingyang, a professor at Tsinghua University, among others [5][6][7]. - The guest list features experts from various prestigious institutions, highlighting their contributions to thermal management research and technology [5][6][7]. Group 4: Agenda and Topics - The conference will cover a range of topics, including thermal science, functional materials, technology applications, and engineering solutions, with specific sessions dedicated to areas such as semiconductor structures and liquid cooling technologies [15][21]. - Proposed topics include heat interface materials, thermal management for electric vehicles, and advanced cooling technologies, aiming to address current challenges and future opportunities in the thermal management sector [15][21]. Group 5: Registration and Participation - Registration fees are set at ¥2,200 for general attendees and ¥1,200 for students if paid before October 31, 2025, with various payment methods available [16]. - Participants are encouraged to provide customized topic directions for the conference agenda, fostering collaboration between enterprises and research institutions [16].

近日，公司还 与 维新宇航科技(西安)有限公司 签署《低空经济制造产业合作框架协议》， 联合研发油电混动系统，重点突破燃油发电为电池高效充电功能 ，并 针对eVTOL结构开展联合研发，通过优化核心结构材料选型与轻量化设计， 降低机体重量、提升飞行性能。 此外， 8月28日， 长盛科技 子公司 轻快科技 还与 江苏集萃碳纤维及复合材料应用技术研究院有限公司 、 常州启赋安泰复合材料科技有限公司 签署《关于低空经 济复合材料开发及应用合作协议》。 点击阅读 ： 碳纤维，两大合作签约 据悉， 长盛科技 作为专注于高性能碳纤维研发、生产与应用的国家级高新技术企业。公司总投资超30亿元建成国际先进水平的干吨级高性能碳纤维生产线，关键 核心设备实现全国产化，具备T700至T1100级及M系列碳纤维规模化生产能力，产品性能达国际领先水准，且已成功进入中国商飞供应链，为C919大飞机提供关键 复合材料构件用预浸料，填补了国内民用航空领域空白。 【DT新材料】 获悉， 9月4日， 长盛（廊坊）科技有限公司 （下称"长盛科技"）与 深圳轻快世界科技有限公司 （以下简称"轻快世界"）、 深圳市海斯比海洋 科技股份有限公司 （以下简 ...

Core Viewpoint - During the "14th Five-Year Plan" period, China's composite materials industry is transforming towards green, low-carbon, and sustainable development, supported by national policies promoting renewable raw materials and composite technology research [1]. Group 1: Industry Trends - The application and promotion of green composite materials are accelerating in various sectors, including automotive, aerospace, shipping, rail transportation, sports and leisure products, and infrastructure [1]. - Companies like Kaisi Bio have made significant breakthroughs in the development and downstream applications of green composite materials in recent years [1]. Group 2: Challenges - The green composite materials industry faces challenges such as unstable raw material sources, immature processes, high costs, and difficulties in recycling [1]. Group 3: Event Details - The 4th Green Composite Materials Forum (GCMF 2025) will be held on November 30 in Hangzhou, Zhejiang, focusing on three main themes: resin and fiber, composite technology, and downstream applications [1][2]. - The agenda includes discussions on industry development, global research trends, key preparation technologies for bamboo-based composites, and advanced composite technologies [2][3].

Group 1 - The core project of Zhongke Fuyuan (Ya'an) Technology Development Co., Ltd. has officially commenced, with an annual production capacity of 100,000 tons of immersion cooling liquid [2] - The total investment for the project is 106 million RMB, located in the Ya'an Economic and Technological Development Zone, covering an area of approximately 200 acres [2] - Zhongke Fuyuan was established on November 8, 2024, with a registered capital of 15 million RMB, and is a wholly-owned subsidiary of Zhongke Xingshi (Sichuan) Technology Group Co., Ltd. [2] Group 2 - Zhongke Xingshi (Sichuan) Technology Group Co., Ltd. is a state-owned holding enterprise focusing on three core areas: fluorinated new materials, hydrogen energy, and basalt fiber [3] - In the fluorinated new materials sector, the company has developed leading products such as ETCF-22 immersion cooling liquid and GFR-02 environmentally friendly polymer flame retardants [3] - The hydrogen energy sector includes key technologies like PEM water electrolysis and solid-state hydrogen storage, with products such as hydrogen energy storage systems and hydrogen-powered vehicles [3]

【DT新材料】 获悉，9月9日，宁德时代全资子公司 宜春时代新能源矿业有限公司 召开枧下窝锂矿复产工作会议，专题推进枧下窝锂矿复产工作。 据知情人士透露，宁德时代枧下窝锂矿申请采矿权证及采矿许可证进展顺利，比市场预期要快，预计很快将复工复产。 有分析指出，该矿区2025年产量预计为8万吨，如果顺利复产 ，或将对碳酸锂基本面产生影响。价格方面，据上海有色网最新报价，9月8日，碳酸锂 （99.5%电池级/国产）价格下跌170元 报7.46万元/吨，已连跌13日 。 据悉，宁德时代旗下宜春时代新能源矿业有限公司是当地8家涉锂矿山企业之一， 拥有的宜丰县圳口里—奉新县枧下窝矿区陶瓷土（含锂）采矿权始 于2022年8月9日，将于2025年8月9日到期，产能规模较大。 据宜春市自然资源局此前披露的《江西省宜丰县圳口里—奉新县枧下窝矿区陶瓷土矿普查探矿权出让收益评估报告书》， 该矿山评估设计项目建设投 资为21.58亿元，枧下窝矿区可采储量为77492万吨，按生产规模为3000万吨/年计算，矿山服务年限为25.83年。 资料显示，2022年4月20日，宁德时代通过全资子公司 宜春时代新能源矿业有限公司 ，以8.65亿元的报 ...

欢迎联系： 产业地图部分内容如下 ： 俞经理： 15381893024 （微信同号） 沈经理： 13396601161（微信同号） 蒋经理： 19045872506 （微信同号） 低空经济近年来蓬勃发展，2025年市场规模有望突破万亿。 作为低空经济的核心载体，无人机正以惊人的速度渗透农业、物流、能源、应急、军工等领 域。 为方便行业了解无人机企业信息。 【DT新能源】 整理了全国200+重点eVTOL与无人机企业产业分布图PDF，包含无人机企业产品主要机型、行业应用 场景与无人机企业融资信息及注册资本。 需要本份产业地图的朋友：① 扫码领取；②联系工作人员领取 （PS：工作人员必将于24小时内与您取得联系，请凭"文章转发截图"领取！并邀请加入专业交 流群） 请您扫码登记领取 | | | | | | 全国200+重点eVTOL与无人机企业分布图(2025年第一版) | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 企业简称 | 成立年份 | 最新融资 | 省 | 115 | 主要机型 | 主要用途、场景 | 注册资本(万人民币) | | 大疆创 ...

【DT新材料】 获悉，近日， 热管理材料研发制造商 赛墨科技 宣布完成B+轮融资，由江西铜业集团、温州方道投资、曦晨资本及深圳高新投投资共同参与。 融资将用于深化技术研发，拓展产品应用场景，提升市场竞争力。在电子设备向高性能、高集成方向发展的背景下，市场对热管理材料的需求正持续增长 | 序号 | 发布日期 | 融资轮次 | 融资全额 | 投资方 | | --- | --- | --- | --- | --- | | 1 | 2025-09-04 | B+轮 | 金额未知 | 深圳高新投 鹰晨资本 | | | | | | 温州方道投资 | | | | | | 江西铜业集团 | | 2 | 2025-01-15 | B轮 | 金额未知 | 哦晨资本 深创投 润宁创投 | | 3 | 2024-05-06 | 战略投资 | 金额未知 | 哈勃投资 江铜集团 | | ব | 2024-04-25 | A轮 | 金额未知 | 哈勃投资(华为旗下) 江西铜业集团 | | 5 | 2022-09-30 | Pre-A轮 | 金额未知 | 镇海产业基金 | | ଚ | 2022-09-30 | 战略投资 | 金额未知 | 镇 ...

Core Viewpoint - BASF has recently made significant advancements in the field of new materials, launching innovative products and expanding its production capabilities, particularly in the nylon and battery materials sectors [2][3][5]. Group 1: New Product Launches - BASF introduced the world's first high-permeability thermoplastic polyamide, Ultramid H, which is designed for artificial casings used in sausage production, allowing smoke flavor to penetrate effectively [3]. - The company has also launched several other polyamide products, including Ultramid® Advanced N3U42G6, which enhances the safety and durability of electric vehicle components by reducing metal contact corrosion [3]. - Ultramid® T6000, a high-temperature polyamide, offers superior mechanical and dielectric properties compared to PA66, filling a gap between traditional PA66 and PA6T [4]. - Ultrason® D 1010 G6 U40, a polyether sulfone-based blend, meets the special injection molding requirements for energy-efficient components in data and energy transmission [4]. - The new Ultramid® Advanced T1300HG7 HR product exhibits excellent chemical stability and dimensional stability at high temperatures, suitable for automotive cooling systems [4]. - BASF launched Ultramid Ccycled, made from chemically recycled post-consumer plastic waste, providing high performance comparable to virgin fossil materials [5]. Group 2: Battery Materials Development - BASF Shanshan Battery Materials Co., Ltd. has successfully delivered its first batch of mass-produced cathode materials for semi-solid batteries in collaboration with Beijing Weilan New Energy Technology Co., Ltd. [6]. - This partnership focuses on developing high-nickel cathode materials with unique composite coatings to enhance energy density and cycle performance [6][7]. - BASF has also renewed a long-term supply agreement for cathode active materials (CAM) with a third-party company, ensuring a steady supply from its facility in Germany [8]. Group 3: Expansion of Production Capabilities - BASF's integrated base in Zhanjiang has completed the mechanical construction of its ethylene joint unit, marking a transition to operational readiness for a facility with a total investment of €10 billion [9]. - The ethylene unit is designed to have an annual production capacity of 1 million tons, supplying essential raw materials for downstream production lines [9]. - The company has also successfully launched a propyl acrylate plant ahead of schedule, with the first batch delivered to a partner, and has initiated the world's largest TPU production line [10].