Core Viewpoint - Carbontech is leveraging a robust data system to continuously promote resource integration, precise matching, and cross-industry collaboration in the carbon materials sector, providing a comprehensive expert directory to facilitate academic and industrial research [2]. Group 1: Expert Directory - The "Expert Directory of Carbon Fiber and Carbon/Carbon Materials" includes over 160 industry experts from more than 30 universities and research institutions, covering key research areas such as performance analysis, structural design, functional applications, and recycling [2]. - This directory serves as a valuable resource for researchers, engineers, and companies in the carbon fiber and carbon/carbon composite fields, enhancing academic collaboration and technology consulting [2]. Group 2: Industry Trends and Applications - The carbon fiber industry is undergoing a critical period of technological transformation and industrial restructuring, with application sectors driving the industry's revitalization [9]. - The demand for high-performance materials in sectors such as aerospace, automotive, and green energy is rapidly increasing, creating significant growth potential for the carbon fiber industry [9]. - The upcoming Carbontech High-end Equipment Manufacturing Conference will focus on breaking the "involution" pattern in the domestic carbon fiber industry, discussing market status, industrial layout, and technological iterations [9].

Core Viewpoint - The article emphasizes the critical role of liquid cooling technology in addressing the increasing thermal management challenges faced by data centers due to the rapid advancement of technologies like artificial intelligence and the Internet of Things. Traditional air cooling methods are becoming inadequate, making liquid cooling a key focus for sustainable development in data centers [5]. Summary by Sections Overview of Liquid Cooling Technology - Data centers are evolving towards "high performance, high density, and high energy consumption," with cooling systems accounting for approximately 40% of total energy consumption. Efficient heat dissipation is essential for sustainable development [5]. Company Profiles - **Shenzhen Envicool Technology Co., Ltd.**: Established in 2005, it specializes in precision cooling solutions for data centers and has a diverse product matrix including liquid cooling technologies widely used in high-power density servers [6][7]. - **Guangzhou Gaolan Energy-saving Technology Co., Ltd.**: Founded in 2001, it offers advanced cooling solutions with a focus on liquid cooling technologies, achieving a PUE as low as 1.08 in applications [10][12]. - **Sugon Information Industry Co., Ltd.**: With a comprehensive product system in liquid cooling, it has developed technologies that enhance heat exchange efficiency by over 15% [13][14]. - **Inspur Information**: A global leader in IT infrastructure, it holds a 5.5% market share in the global liquid cooling infrastructure market and has been the top provider in China for four consecutive years [16][17]. - **Ningchang Information Industry (Beijing) Co., Ltd.**: Focused on liquid cooling servers, it has developed a comprehensive system covering all scenarios of liquid cooling [20][22]. - **Sanhua Tongfei Refrigeration Co., Ltd.**: Established in 2001, it specializes in industrial temperature control technology and has developed solutions that significantly reduce energy consumption [24][26]. - **Jiangsu Likang Puting Precision Technology Co., Ltd.**: Founded in 2024, it focuses on efficient and energy-saving cooling solutions for data centers [27][28]. - **Nanjing Jialitu Room Environment Technology Co., Ltd.**: Established in 2003, it provides a full chain of services in environmental control, including liquid cooling solutions [31][33]. - **Kehua Data Co., Ltd.**: With a history dating back to 1988, it has developed liquid cooling solutions that achieve a PUE as low as 1.2 [36][37]. - **Shenzhen Keda Technology Co., Ltd.**: Founded in 1993, it offers comprehensive solutions for data centers, focusing on high-density liquid cooling products [39][40]. - **Guangdong Shenling Environment System Co., Ltd.**: Established in 2000, it provides integrated solutions for environmental control, including innovative liquid cooling systems [42][43]. - **Guangdong Haiwu Technology Co., Ltd.**: Focused on low-carbon solutions, it has developed a full-stack liquid cooling system adaptable to various power densities [46][47]. - **Shenzhen Green Cloud Technology Co., Ltd.**: A subsidiary of Wangsu Technology, it specializes in green data center solutions based on immersion cooling technology [50][51]. - **Yimikang Technology Group Co., Ltd.**: Established in 2002, it aims to lead in zero-carbon data center solutions, with a focus on various liquid cooling technologies [53][54]. - **Yuan Di (Guangzhou) Digital Technology Co., Ltd.**: Founded in 2021, it focuses on innovative liquid cooling products and solutions, achieving significant milestones in various industries [57][58]. - **Sichuan Chuanrun Co., Ltd.**: Established in 1992, it has developed dual technology routes in liquid cooling, achieving a PUE below 1.05 [61][62]. - **Changzhou Hester Technology Co., Ltd.**: With 25 years of experience, it has become a leader in liquid cooling technology, providing solutions for high-performance computing [64][65]. - **Beehe Electric (Taicang) Co., Ltd.**: Founded in 2006, it offers comprehensive thermal management solutions, including liquid cooling products [68][69]. - **Guangzhou Hashi Temperature Control Technology Co., Ltd.**: Established in 2023, it focuses on liquid cooling solutions and has developed a complete technical system for various applications [71][72]. - **Lanyang (Ningbo) Technology Co., Ltd.**: Founded in 2019, it provides comprehensive liquid cooling solutions for various industries, focusing on immersion cooling technology [73][74]. - **Zhejiang Yunchuang Zhida Technology Co., Ltd.**: A subsidiary of Zhejiang Kangsong, it offers customized liquid cooling solutions based on extensive experience in thermal management [77][78]. - **Henan Jingrui Cooling Technology Co., Ltd.**: Established in 2008, it provides solutions for various fields, including data centers [80][81]. - **H3C Group**: Offers high-density liquid cooling solutions to meet the growing performance demands of data centers [84]. Upcoming Events - The sixth Thermal Management Industry Conference and Expo will be held in 2025, focusing on thermal management technologies in data centers and consumer electronics, inviting industry professionals and researchers to participate [88].

说明： 本文部分素材来自 上海证券报 及网络公开信息，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：15355132586（微信同号） 【DT新材料】 10月22日， 乐聚机器人 宣布于近日完成近 15亿元Pre-IPO轮融资 。 乐聚机器人表示，本轮融资将用于强化核心技术研发、深化产业链 布局、完善产业场景应用，旨在推动人形机器人迈向大规模量产与多元化场景应用的新阶段。 本轮Pre-IPO融资由深投控资本、深圳龙华资本、前海基础投资、石景山产业基金、东方精工、拓普集团、中信金石、中证投资、道禾长期投资、盛奕资 本、联新资本、探针创投、合肥产投、玖兆投资及中美绿色基金联合投资 。 目前公司已完成股改，IPO计划推进中。 乐聚机器人成立于2016年3月，是国家级专精特新"小巨人"企业，专注于智能机器人研发与生产，获腾讯、深创投、洪泰基金等战略投资。产品包括 通用 人形机器人、中小尺寸双足人形机器人、编程教育系列机器人、医院物流机器人 等。 产业协作方面： 今年6月，乐聚机器人联合中国移动、华为发布业界首款5G-A具身智能机器人，攻克了高 ...

Core Viewpoint - The announcement highlights the successful initiation of trial production for the "120,000 tons/year Caprolactam-Polyamide Integration and Supporting Engineering Project" by Hengyi Petrochemical's subsidiary, Guangxi Hengyi New Materials Co., Ltd. This project is a significant step in establishing a large-scale integrated production base for caprolactam and nylon in China [2][3]. Group 1: Project Overview - The project is located in the Qinzhou Port Petrochemical Park, covering an area of 1,717 acres. The first phase includes production facilities for 2*30 tons/year of cyclohexanone, 2*40 tons/year of hydrogen peroxide, 300,000 tons/year of synthetic ammonia, 100,000 standard cubic meters/hour of hydrogen production, 2*30 tons/year of caprolactam, and 2*30 tons/year of polyamide polymerization, along with supporting infrastructure [3]. - The Qinzhou project is a key focus for Hengyi Petrochemical, leveraging multiple advantages such as technological, integration, and product structure benefits [3]. Group 2: Product Structure Advantage - The project will produce a diverse range of finished products, including civilian fibers, engineering plastics, and films, which are expected to see increased demand due to ongoing industrial development and the acceleration of domestic component localization [4]. - The supply-demand structure indicates that while 2025 will see a high growth rate in caprolactam capacity, the expansion will slow in the next 2-3 years. The industry has high entry barriers due to stringent requirements on technology, funding, and environmental standards [4]. - The nylon market is anticipated to grow steadily, driven by its superior performance in both fiber and non-fiber applications. The new capacity for nylon 6 is expected to peak in 2024-2025, with limited new capacity thereafter [4]. Group 3: Technological and Integration Advantages - The project incorporates multiple proprietary technologies and intellectual property developed by the company, utilizing advanced unit technologies and energy-saving innovations, which are expected to reduce production costs [5]. - The project features a fully integrated production process that optimizes energy and material consumption, achieving industry-leading efficiency across various metrics [5].

Core Viewpoint - The 2025 Dynamic Polymer Forum focuses on the design and manufacturing of recyclable dynamic polymers, emphasizing their role in sustainable development through reversible chemical bonds that enable recycling, self-repair, and reprocessing [2][4]. Group 1: Event Overview - The forum is organized by DT New Materials and will take place from December 11-13, 2025, in Ningbo, Zhejiang [3]. - The event will feature a macro forum on polymer recycling, advanced recycling technologies, and case studies on the circular use of PCR/PIR polymers [18][19]. Group 2: Key Topics - Dynamic polymer chemistry and principles [5]. - High-performance dynamic polymer materials that can self-repair and be recycled under mild conditions [5]. - High-stability dynamic non-covalent supermolecular polymer materials [5]. - Dynamic polymer elastomer materials [5]. - Dynamic polymer gel materials [5]. Group 3: Specialized Topics - Macro forum on polymer recycling industry, discussing domestic and international recycling policies, regulations, and future development directions [6]. - Advanced recycling technologies for waste polymers, including various depolymerization methods [6]. - Case studies on the circular use of PCR/PIR polymers, focusing on regulatory impacts and technological advancements in recycling [7][8]. Group 4: Highlights of the Forum - Insights into global plastic recycling policies and China's 14th Five-Year Plan for plastic recycling [10]. - Sharing advancements in advanced recycling technologies for mixed low-value waste plastics and rubber [10]. - Discussion on balancing performance, compliance, and sustainability in recycled plastics across various industries [10]. - Exploration of dynamic polymers' sustainability and functionality through molecular structure design [10]. - Opportunities for collaboration and innovation among leading enterprises, top universities, and industry stakeholders [10]. Group 5: Agenda Overview - The agenda includes registration, a youth scientist forum, and various specialized sessions on polymer recycling and advanced technologies [11].

Core Viewpoint - The article discusses the recent developments in the production and application of cyclic olefin copolymers (COC) in China, highlighting investments, production capacities, and market trends in the COC industry. Group 1: Investment and Production Capacity - Sinopec (Tianjin) has filed for a fixed asset investment project for a COC facility, which includes a 850 tons/year NBE unit and a 1000 tons/year COC unit, with an operational time of 8000 hours per year, expecting a COC capacity of 1000 tons/year [2] - AkzoNobel plans to expand its production with a 20,000 tons/year fatty amine project and a new 10,000 tons/year high-transparency material project, set to enter production by June 30, 2025 [4] - Topkin Technology's first phase of 3000 tons/year SOOC® production has been successfully launched, with a total capacity of 10,000 tons/year expected after the second phase [4] - Liaoning Luhua Hongjin's COC facility has successfully produced 500 tons of COC and 1000 tons of NBE, with plans for further capacity expansion [5] Group 2: Market Trends and Applications - COC is a high-value thermoplastic engineering plastic with applications in optics, medical fields, and mobile devices, with global consumption expected to reach 90,000 tons in 2024, and China's consumption projected to grow to 29,000 tons by 2025 [3] - Japan currently dominates the global COC market, with major players including Japan's Zeon, Polyplastics, and Mitsui Chemicals, among others [3] - The article notes the increasing support from policies and investments in the COC sector, leading to significant advancements by various companies in production and technology [3][5]

Core Viewpoint - Porous carbon materials effectively address the core issues of silicon-based anodes, aiding solid-state batteries in enhancing energy density and extending cycle life, thus accelerating the transition of silicon-based anodes from laboratory research to large-scale practical application [2] Market Demand - The global demand for silicon-carbon anode materials is expected to reach 22.8 billion yuan by 2028, with a significant increase in demand for high-performance porous carbon materials as a core raw material [3] - The demand for porous carbon is projected to reach 48,500 tons by 2030, with a market space exceeding 7 billion yuan, and a compound annual growth rate (CAGR) of 77.36% from 2024 to 2030 [4] Industry Events - The 9th International Carbon Materials Conference and Industry Exhibition will be held from December 9-11, 2025, in Shanghai, showcasing numerous representative companies in the porous carbon sector [5] Company Highlights - Haihua New Carbon Material Technology Co., Ltd. specializes in the production of carbon molecular sieves for PSA nitrogen production, recognized as a high-tech enterprise in Zhejiang Province [5][6] - Yuanli New Energy Carbon Materials (Nanping) Co., Ltd. is a leading company in the activated carbon industry, with over 100,000 tons of production capacity and a market share exceeding 40% [7] - Derui New Energy (Tongling) Technology Co., Ltd. focuses on high-end carbon materials and has a pilot production line with a capacity of 40 tons, aiming for a breakthrough of 400 tons by the end of the year [9] - Ba Zhong Carbon Atom New Material Technology Co., Ltd. has a production capacity of 50,000 tons for graphite anode powder and plans to establish a production line for silicon-carbon anode precursor materials by 2024 [14]

Group 1 - The core viewpoint of the article highlights Foxconn's energy storage brand "Fuchu Kenen" launching new energy storage products, including the AIO series with capacities of 261kWh, 522kWh, and 4.32MWh, emphasizing their efficiency and safety features [2][3] - The newly established energy storage production base in Zhengzhou is expected to achieve an annual production capacity of 3GWh, aiming to become the world's first "energy storage lighthouse factory" through smart manufacturing [2] - The products are designed to save over 10 million yuan in electricity costs annually across various projects, showcasing the economic benefits of the energy storage solutions [2] Group 2 - Fuchu Kenen aims to simplify operations through technologies like quick replacement of wear parts, preventive maintenance, and remote diagnostics, significantly reducing operational pressure for customers [3] - Future product launches include a 488kWh AIO system and container systems with capacities of 6.25MWh and 9.37MWh, with the "Energy Beast 9370" utilizing patented technology to enhance capacity by 87% compared to conventional products [3]

【DT新材料】 10月17日， 中化高性能纤维材料有限公司 和 东华大学 共同完成的 "高强/高模型对位芳纶绿色制备关键技术" 项目科技成果通过 中国纺织工业联合 会鉴定会，鉴定委员会认为项目成果达到国际先进水平。 项目研发了 低温溶液缩聚高产能反应器工艺控制技术 ，实现了 高分子量窄分布PPTA的稳定制备 ；攻克了 高分子量对位芳纶聚合体快速高效溶解技术 ，提 升了 产业化生产PPTA纤维的均匀性 ；开发了 高模型对位芳纶液晶纺丝及低强损高模化热处理技术、单丝细旦化高强型对位芳纶液晶纺丝技术 ，高模型 1500D产品初始模量达到837cN/dtex，高强型1000D产品断裂强度达到24cN/dtex；建立了 聚合过程氯化钙回用技术 ，回收的氯化钙溶液可满足聚合工 艺要求。 高性能对位芳纶（ PPTA） 是我国关键战略材料，兼具军事与经济价值，广泛应用于航天军工、防弹防护等多领域，是重要军民两用材料。截至2025 年，其全球市场需求达12万吨，年增速超9%，我国军工和高端制造领域年需高强产品近1万吨。 项目建成了5000吨/年 高强/高模PPTA纤维， 并进入产业化运营阶段。聚合、纺丝一键联动，达产达效，产品 ...

Group 1 - The core viewpoint of the article highlights the significant growth in the financial performance of Kangda New Materials, with a projected net profit increase of approximately 204.61% to 217.68% year-on-year for the first three quarters of 2025 [2] - The adhesive and specialty resin segment has shown steady sales growth, driven by strong demand in the wind power industry, particularly for wind turbine blade products [2] - In the first half of 2025, the company reported a revenue of 2.258 billion yuan, a year-on-year increase of 65.75%, and a net profit attributable to shareholders of 51.1737 million yuan, reflecting a growth of 190.56% [2] Group 2 - Kangda New Materials is actively transforming and developing a second growth curve by focusing on semiconductor materials, including CMP polishing liquids and sputtering targets [3] - The company is expanding its overseas business, particularly in Southeast Asia, South Asia, and Central Asia, with a production base project in Thailand currently in the planning and design stage [3]