关键词| 生物基大会 生物基材料作为实现双碳目标的重要路径、助力我国产业链自主可控，并拥有万亿市场潜力，已成为全球战略重点，更是我国"十五五"重点规划产 业。 浙江省全省生物基高分子材料重点实验室 、 宁波德泰中研信息科技有限公司（DT新材料） 站在关键节点，以推动行业绿色低碳转型为目标，搭建全 球交流合作平台——生物基大会暨展览（Bio-based）。 作为生物基行业盛会风向标， # 第11届生物基大会暨展览（Bio-based 2026） 布局" 9大主题论坛 + 9大同期活动 + 1000 个新品展示 + 1 场创新评选 &颁奖 "，将邀请产业化专家、行业领袖与终端品牌分享 产业趋势、前沿科技创新、创新材料与下游应用、需求与趋势、项目路演、成果转化等 关键 话题，以助推产业绿色低碳转型。 展会正在火热报名中， 诚邀您 参会、新品发布、参展、参选DT新叶奖 ，共同跨越新周期，澎湃新生机！ Bio-based 2026 会务组 2026年 5 月 20-22 日（周三-周五） 中国 · 上海富悦大酒店 朱锦研究员 ：给研究者展示新技术的平台，给生产者找到应用客户，给下游客户找到产品新方向，为政府寻找新技术， ...

Core Viewpoint - Since 2025, an increasing number of photovoltaic material manufacturers have begun to actively reduce their presence in the photovoltaic sector, with some companies even choosing to exit the market. Recently, another leading company decided to adjust its pace [2]. Group 1: Project Termination - On February 8, Mingguan New Materials announced the termination of its investment in a solar backsheet and functional film production base project in Feidong County, Anhui, with a total investment of 5 billion yuan [3]. - The project was signed in February 2023 and was planned to be constructed in two phases, with the first phase's factory and infrastructure nearly completed, aiming for an annual production of 300 million square meters of solar backsheets and 200 million square meters of functional films [4]. - The direct reason for the project's termination is the overcapacity in the photovoltaic industry leading to a deteriorating market environment, with signs of overcapacity emerging since Q4 2023 [8]. Group 2: Market Dynamics - The photovoltaic industry is expected to experience widespread losses in 2024 and 2025, with the profitability of photovoltaic packaging materials gradually declining due to intensified competition [8]. - By 2026, the global market share of photovoltaic backsheets is projected to drop below 5% [8]. - Mingguan New Materials has decided to optimize the planned capacity of 500 million square meters of backsheets and functional films from the original project and transfer it to Yichun Economic and Technological Development Zone in Jiangxi [21]. Group 3: Financial Performance - In the first half of 2025, the company reported a significant decline in sales, with total sales volume of photovoltaic packaging materials at 63.86 million square meters, a year-on-year decrease of 16%, and sales revenue of 350 million yuan, down 39% [16]. - The company experienced a net loss of approximately 52.71 million yuan in the first half of 2025, marking its first half-year net loss since its listing in 2020 [17]. - The annual net profit forecast for 2025 is expected to be a loss between 125 million and 160 million yuan, representing a decline of 86.35% to 138.53% compared to the previous year [18]. Group 4: Product Development - The company has developed a 0BB functional film (smart grid film) that has received high recognition from leading manufacturers such as Aiko Solar, State Power Investment Corporation, and LONGi Green Energy, indicating a foundation for large-scale implementation [20]. - The company is also adjusting its production strategy to focus on specialized functional films, with an initial construction plan for a new project in Jiangxi to produce 350 million square meters of new battery packaging functional films, with a total investment of 290 million yuan [21].

| 产品类型 | 분 能 | 核心用途 | | --- | --- | --- | | | (t/a) | | | 液体环氧树脂 (电子级) | 130000 | 覆铜板、发光二极管、电容器等电子零件生产，11.85 万吨外售，1.15 万吨用于溶剂环氧树脂生产 | | 溶剂环氧树脂 | | | | (工业级) | 20000 | 涂料、电器板生产,采用桶装存储 | 该项目是公司精准把握国内电子、芯片等科技产业升级趋势，响应市场对高性能环氧树脂的迫切需求的重要布局。据悉，2025年6月20日，该项目的101装 置楼正式封顶，标志着项目建设迈入全新阶段，为今后全面投产奠定了坚实基础！ 资料显示，江西轻竺电子材料有限公司作为 江西轻竺科技 旗下企业，成立于2024年4月， 一家专注于高端电子材料研发与生产的企业，聚焦电子级环氧树 脂等关键材料领域 。其母公司 轻竺科技集团 是国内环氧树脂的主要供应商之一，产能在国内环氧树脂企业中处于领先地位。 【DT新材料】 获悉，2月4日，上饶市生态环境局发布关于 江西轻竺电子材料有限公司年产15万吨电子级环氧树脂项目 环境影响报告书的拟受理公示。 据悉，项目选址于江西德兴高新 ...

Core Viewpoint - DOMO Group's subsidiary, DOMO Engineering Plastics, is establishing a new Asian Application Development Center in Jiaxing, Zhejiang, to enhance its global innovation network and support customers in China and Southeast Asia [2][3]. Group 1: Investment and Market Confidence - The investment reflects the company's long-term confidence in the Chinese and Asian markets, emphasizing its commitment to supporting clients in high-growth sectors such as new energy vehicles and renewable energy [3]. - The Jiaxing facility has achieved IATF 16949 and GMP certifications, with nearly 30 localized materials passing UL Yellow Card certification, ensuring high standards in quality, safety, and compliance [3]. Group 2: Product Development and Applications - The TECHNYL® product range includes engineering polymers based on PA6, PA66, and other materials, designed for various processing techniques and applications in advanced industrial fields [2]. - The materials exhibit excellent thermal management and hydrolysis resistance, making them suitable for connectors, photovoltaics, drones, robotics, and other advanced industries [2]. Group 3: Industry Trends and Events - The global nylon market is expected to exceed $47 billion, with ongoing innovations in applications such as new energy vehicles, electronics, and robotics [8]. - The "2026 Advanced Nylon Industry Innovation and Application Development Conference" will be held in Guangzhou, focusing on technology innovation, application development, and market expansion strategies [8][10]. - The conference aims to gather over 300 domestic and international nylon enterprises and industry experts to explore high-quality development paths for the industry [10].

Core Viewpoint - The article discusses the strategic collaboration between Dangsheng Technology and Huineng Technology to advance the mass production of solid-state batteries, highlighting the potential for investment and procurement of battery materials [1]. Group 1: Strategic Collaboration - Dangsheng Technology signed a strategic cooperation framework agreement with Huineng Technology to enhance collaboration in the solid-state battery and new energy sectors [1]. - The agreement includes discussions on equity investment in Huineng Technology and the validation of Dangsheng's battery materials for use in Huineng's solid-state batteries, with a commitment for priority procurement if the materials meet production timelines [1]. Group 2: Technological Advancements - Dangsheng Technology's ultra-high nickel multi-element materials for solid-state batteries are nearing the performance levels of liquid batteries, achieving energy density requirements exceeding 400Wh/kg [2]. - The company has developed a new type of sulfide electrolyte that maintains high ionic conductivity while significantly reducing interfacial pressure, addressing solid-solid interface contact challenges [2]. Group 3: Financial Performance - Dangsheng Technology expects a net profit attributable to shareholders of 600 million to 650 million yuan for 2025, representing a year-on-year growth of 27.16% to 37.76% [3]. - The increase in performance is attributed to the company's ability to capitalize on opportunities in the power, energy storage, and consumer markets, with significant growth in product sales [3]. Group 4: Production Capacity and Market Demand - The company has a planned production capacity of 300,000 tons for lithium iron phosphate (LiFePO4) materials, with the first phase already operational at 120,000 tons per year [4]. - Due to strong demand in the energy storage market, Dangsheng Technology is facing capacity constraints and is actively planning expansions in the southwestern region of China [4].

【DT新材料】 获悉，2月5日， 巴斯夫 湛江一体化基地再度迎来两个重要里程碑： 第三套丙烯酸丁酯（BA） 生产装置成功投产 ，同时 丙烯酸2-乙基己 酯（2-EHA） 装置顺利完成性能测试 。 这标志着该基地丙烯酸联合装置全面投产。 据悉，巴斯夫湛江一体化基地建设包括一套可年产100万吨乙烯的蒸汽裂解装置以及多个面向消费市场的下游产品生产装置，建设内容还包括66/83/20万 吨/年环氧乙烷/乙二醇/精制环氧乙烷装置、21.5万吨/年非离子表面活性剂装置、50万吨/年聚乙烯装置、2×19万吨/年冰丙烯酸装置、37.5万吨/年丙烯酸 丁酯装置、10万吨/年丙烯酸异辛酯装置、50万吨/年丁辛醇装置、5万标立方米/小时合成气装置、8万吨/年（折百）新戊二醇装置、11万吨/年甲醛装置、 4万吨/年柠檬醛装置等。项目以石脑油、正丁烷等为原料，生产乙烯、丙烯、苯、甲苯、二甲苯、裂解燃料油、异丁烯等及下游产品。 其中，全部 BA装置年产能达 约40万吨 ，将 显著增强了巴斯夫的供应能力，为 粘合剂、涂料和特种解决方案 等应用领域客户提供稳定的产品供应。2- EHA装置年产能 约10万吨 ，专为满足汽车、建筑和电子等行业在 ...

AI芯片及功率器件热管理大会暨展览会 2026年6月10-12日 上海新国际博览中心 01 大会信息 人工智能大模型、新能源汽车、储能系统及具身智能等新兴产业加速落地，算力密度与功率密度的同步跃 升，正将热管理推向前所未有的工程高度。一方面， AI服务器与专用芯片持续突破单芯片与单机柜功耗 上限； 此外 功率器件在新能源汽车、电力电子与储能系统中的高频、高压、高集成化应用，使系统发热 集中度与热失控风险显著上升。 在此背景下 ，本届 " AI芯片及功率器件热管理大会暨展览会 " 将聚焦高热流密度场景下的热管理系统工 程问题，围绕 高性能 导热材料、封装基板、液冷技术等方向 ， 系统性探讨 材料层面 、模块级、系统级 的关键技术路径与工程实践。 同期 "FINE2026 AI芯片及功率器件热管理 展区 " 将汇聚上下游材料、设备、产业链资源，精准对接市场 需求，全力助推液冷产业的高质量发展。 扫码报名参展参会 主题 ： 中国未来产业崛起引领全球新材料创新 时间 ： 2026年6月10-12日（6月8-9日布展） 地点 ：上海新国际博览中心 N1-N5 规模： 50,000平 ,10W+观众 02 组织机构 主办 ...

Group 1 - ExxonMobil has closed its Mossmorran plastic plant in Scotland two weeks ahead of schedule, resulting in approximately 400 job losses [2] - The Fife Ethylene Plant (FEP) was one of the largest and most advanced ethylene facilities in Europe, operational for 40 years, and was deemed no longer economically viable [2] - The Scottish government has pledged £9 million over three years to support affected workers, with a working group established to address the situation [2] Group 2 - The global nylon market is expected to exceed $47 billion, with applications expanding into sectors such as electric vehicles, electronics, and robotics [5] - The upcoming "2026 Advanced Nylon Industry Innovation and Application Development Conference" will focus on technological innovation, application development, and market expansion strategies [5][6] - The conference will feature over 300 participants from domestic and international nylon enterprises, including experts and end-users, to explore high-quality development paths for the industry [7][8] Group 3 - The conference agenda includes sessions on trends in terminal demand, nylon material development for various applications, and innovations in nylon modification [10][11] - Key topics will cover the development of nylon for automotive and electronic applications, lightweight structures for low-altitude vehicles, and advancements in bio-based nylon technologies [10][11] - The event will also address the establishment of industry standards for advanced nylon materials in core application areas such as electric vehicles and robotics [8][10]

新材料科技成果与项目路演 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 2026未来产业新材料博览会（上海） (Future Industries New Materials Expo 2026，简称" FINE 2026 ")，将 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） ，呈现从终端、 部件、材料、技术装备到前沿科技的全链条创新，打造一站式交流、合作与采购平台。 展会同期将举办 " FINE2026新材料科技成果与项目路演 " ，以 " 路演+点评与建议+精准合作对接 " 为核心 ，助力优质项目精准对接产业基金、政府园区、 产业企业资源，加速 科技成果商品化， 让更多优质科技成果、产业项目，被发现、被看到，助力新兴与未来产业崛起！ 1 活动组织 主办单位 ：DT新材 ...

Core Viewpoint - The article discusses the recent strategic investment by Kabeiyi in Weichuang Intelligent, highlighting the significance of this partnership in enhancing Kabeiyi's capabilities in high-value technology sectors, particularly in lightweight materials for the automotive industry [2][7]. Company Overview - Weichuang Intelligent was established in November 2017, focusing on lightweight materials, particularly high-performance polymer materials like PEEK and LCP, to meet the demands of sectors such as semiconductors, automotive, and robotics [3]. - The company has developed products including stator encapsulation and semiconductor IC trays, with over 10 stable clients, including major companies like Changdian Technology and Tesla [3]. - Kabeiyi, founded in August 1986, is recognized as "China's first automotive cable stock" and specializes in high-end automotive cables and sensors, serving renowned brands like BMW and Tesla [5][6]. Recent Developments - Kabeiyi has expanded its product offerings beyond automotive cables to include high-speed copper cables and humanoid robot cables, achieving mass production capabilities for advanced copper cable products [6]. - The partnership with Weichuang Intelligent is seen as a critical step for Kabeiyi to transition from traditional automotive cables to integrated solutions in electrical connections and lightweight vehicle components, enhancing competitiveness in the high-end electric vehicle market [7]. Financial Performance - Kabeiyi's revenue for 2023 and the first three quarters of 2025 was reported at 3.452 billion, 3.648 billion, and 2.854 billion yuan, with net profits of 166 million, 162 million, and 138 million yuan, indicating a stable growth trend [7].