| 800+ | 200+ | 30+ | 50.000m | | --- | --- | --- | --- | | 正亦参展 | 科研院所 | 主题论坛 | 展览面积 | | 2026.06.10 → 06.12 | | 上海新国际博览中心 ( N1-N5 ) 馆 | | 【DT新材料】 获悉，近日，横琴粤澳开发投资公司以3.55亿元对 科泰思创新技术公司 实施战略投资。根据公开信息，双方将依托此次合作，在横琴 粤澳深度合作区共同设立研发中心， 重点围绕航空级碳纤维复合材料及低空经济相关关键技术开展研发与产业化布局。 合作双方计划以航空级碳纤维复合材料为切入点，推动相关技术在低空飞行器、智能无人系统等领域的应用，助力合作区构建"海陆空全空间智能无人 体系"，进一步完善低空经济相关产业链。 2025年10月， 常州启赋安泰复合材料科技有限公司 " 正式更名 为" 科泰思创新技术（江苏）股份有限公司 "，市场主体类型由有限责任公司变更为股份有限公 司(非上 市)， 标志着公司在战略布局上的进一步深化。 科泰思创新技术成立于2017年7月，是一家专注于航空级碳纤维复合材料结构件研发与生产的高科技企业。公司核心业 ...

Core Viewpoint - The article discusses the advancements and collaborations in the solid-state battery industry, highlighting key players and their strategic partnerships aimed at enhancing battery technology and materials for electric vehicles and other applications [1][2][3][4][5]. Group 1: Industry Developments - Solid-state batteries are recognized for their high safety and energy density, marking a significant development direction for electric vehicle power batteries [1]. - The Ministry of Industry and Information Technology of China has emphasized accelerating breakthroughs in solid-state battery technologies, indicating a shift from pure R&D to engineering validation [1]. - Major chemical companies are actively engaging in the solid-state battery sector, with BASF and Sanyou Technology announcing milestone collaborations to enhance their strategic partnership [2]. Group 2: Key Collaborations - BASF has partnered with Sanyou Technology to deliver high-quality samples for heavy-duty vehicle projects and to collaborate on new product cell validation in the 3C safety certification field [2]. - Covestro is working with Fujian Blue Ocean Black Stone New Materials Technology to develop polyurethane binders for silicon-carbon anodes, addressing volume expansion issues during charge and discharge cycles [3]. - SES Holdings has formed a new company, Argylium, with Axens Group to focus on the commercialization of advanced materials for solid-state batteries, particularly targeting the next generation of sulfide solid electrolytes [4]. Group 3: Material Innovations - Companies like Dow Chemical and LG Chem are developing low-cost sulfide electrolytes and uniform control technologies for solid-state electrolytes, respectively, with LG Chem planning to launch a vehicle solid-state battery with an energy density exceeding 500 Wh/kg by 2027 [5]. - Other firms, such as Tianqi Materials and Huizhou Enjie, are also advancing their production capabilities for lithium sulfide and solid-state electrolytes, with significant production lines already established [5]. - The article notes that various materials, including polymer electrolytes and silicon-based anode materials, present promising opportunities for chemical companies in the solid-state battery landscape [6].

此外，为真实反映公司资产状况，公司对存在减值迹象的本公司全资子公司衢州巨化锦纶有限责任公司的环己酮、己内酰胺和丁酮肟生产装置，进行减值测试并 计提资产减值准备合计32,088.96万元，列入2025年度损益。 | 主要产品 | 产量 | 同比 | 外销量 | 同比 | 营业收入 | 同比 | | --- | --- | --- | --- | --- | --- | --- | | | 南 | 0/0 | 144 | 0/0 | 万元 | % | | 氟化工原料 | 1129984.98 | 1.40 | 350022.15 | 0.84 | 121908.89 | -1.23 | | 致冷剂 | 579817.26 | -1.96 | 342980.61 | -2.83 | 1354438.45 | 43.37 | | 含氟聚合物材料 | 138098.12 | 4.74 | 49219.97 | 4.14 | 186201.08 | 1.25 | | 其中:氟聚合物 | 47709.13 | 4.69 | 47774.12 | 3.54 | 178875.07 | 0.88 | | 含氟精细化学品 | 6 ...

生物基智库 . 生物基产业的推动者（生物基和生物制造产业服务平台www.bio-basedlink.net） 以下文章来源于生物基智库 ，作者生物基能源与材料 关键词| 上市公司进展 | 圣泉集团、青岛科技大学、生物基橡胶化学品 【 生物基能源与材料 】 获 悉，近日，济南圣泉集团橡胶化学品事业部与青岛科技大学共同筹建的" 生物基橡胶化学品联合实验室 "启用仪式在青岛举 行。 圣泉集团橡胶化学品事业部总经理王轩、大庆木质素事业部总经理时峰、橡胶化学品研究所所长陈英军、青岛科技大学宗成中教授及其研发团队、 部分特邀行业嘉宾等参加揭牌仪式。 来源：圣泉集团 一个是A股主板上市、营收过百亿的生物基材料行业龙头，一个是"中国橡胶工业的黄埔军校"，这次联手，要干什么？ 2024年，圣泉在大庆投资20多亿元的全球首个百万吨秸秆炼制项目投产。这个项目除了从秸秆中提取纤维素用于造纸，还能生产糠醛、高活性木质素 和生物炭等深加工产品。其中， 高活性木质素——可以作为橡胶化学品的原料 。 圣泉集团大庆生物质项目的生产厂区，来源：圣泉集团 青岛科技大学，被誉为"中国橡胶工业的黄埔军校" ，学校前身是1950年创建的沈阳轻工业高级职 ...

| 800+ 200+ 30+ 50,000m | | --- | | 企业参展 科研院所 | | 2026 . 06 . 10 → 06 . 12 | 在新能源产业迭代升级的浪潮中，固态电池已成为撬动行业变革的核心支点，是衡量国家高端制造实力的重要 标志。 在固态电池体系中，负极直接决定电池的能量密度、循环寿命， 是制约电池整体性能升级的关 键环节 。 相比于传统石墨负极， 硅基负极凭借优异的性能 （ 硅理论 比容量 是传统石墨负极的10倍以上 ）和与固态 电池体系的高匹 配 度（ 降低 固-固界面阻抗，抑制锂 枝晶析出 ）， 已成为当前固态电池体系主流选择 。 作为高能量密度电池的核心材料， 硅碳负极已成为固态电池产业链的关键布局方向。 2025年，国内硅碳负极 赛道更是呈现全面开花、项目密集落地的火热态势。 据 DT 新材料不完全统计，2025年国内硅碳负极落地项 目数量突破 100 个，规划总产能超 30 万吨，行业总投资额高达800 亿元！ 我们已梳理2025年硅碳负极项目（涵盖受理、公示、开工、投产等全阶段）的核心信息 ， 囊括产能规划、技 术路线、项目规模等关键内容。 扫描下方二维码，转发即可领 ...

Group 1 - The global nylon market is expected to exceed $47 billion, driven by advancements in applications such as electric vehicles, electronics, low-altitude economy, embodied robots, smart terminals, and medical devices [2] - The nylon industry is entering a critical period of structural adjustment due to energy system restructuring, trade environment changes, and energy-saving and carbon reduction goals, presenting both challenges and strategic opportunities [2] - The "2026 Advanced Nylon Industry Innovation and Application Development Conference" will be held on March 19-20, 2026, in Guangzhou, focusing on technology innovation, application development, cost reduction, and market expansion [2][4] Group 2 - The conference will gather over 300 domestic and international nylon enterprises and industry chain participants for effective resource matching [5] - More than 20 experts, entrepreneurs, and scholars will share insights on industry innovation paths [5] - The event will feature over 30 end-user companies presenting material application needs to facilitate upstream and downstream cooperation [5] Group 3 - The agenda includes sessions on terminal trends and material demands, innovations in nylon applications in the automotive and electronics industries, and case studies on nylon materials for low-altitude flying vehicles and embodied robots [7][8] - Specialized activities such as thematic salons, exchange visits, and demand matching will be organized to meet industry needs [5][10] - The conference will initiate the development of industry group standards for advanced nylon materials in key application areas like electric vehicles and robotics [5][10]

双方计划建立专项工作机制，确保合作高效推进。 恩捷股份在湿法隔膜、铝塑膜及硫化物电解质等领域具 备深厚的技术积累与量产能力。 恩捷股份将通过布局固态电池关键材料，进一步巩固其产业链地位，并为 恩力动力提供稳定的上游供应；恩力动力则有望借助材料端的支持，向市场推出更具竞争力的电池产品。 恩力动力 是一家专注于高比能固态电池技术研发与产业化的国家专精特新"小巨人"企业，深耕硫化物固态 电解质技术路线，在固态界面包覆、锂金属负极保护、超离子导体材料等关键技术上实现重要突破。 恩力动力 产品覆盖3.5Ah至100Ah规格，能量密度达270-600Wh/kg，可在-40℃至100℃环境下稳定运行。 其 电池已应用于机器人、无人机及高端电摩等领域，为前沿动力能源提供技术支撑。 /扫码加入行业交流群/ 硅碳、电芯、新能源汽车、低空经济、 人形机器人、工商业储能、超级电容器等产业同行❤️↓ 添加微信，请备注： 姓名-单位职位 2026.06.10 -> 06.12 上海新国际博览中心 | 3 800+ 200+ 企业参展 经济、消费电子、半导体、Al数据中心、 www.finexpo.xin 【DT新材料】 获悉，1月19日 ...

Core Viewpoint - Kangda New Materials is expected to turn a profit in 2025, with a projected net profit of 125 million to 135 million yuan, marking a year-on-year increase of 150.78% to 154.84% due to significant sales growth in adhesive and specialty resin products, particularly driven by the wind power sector [1][2]. Financial Performance - The net profit attributable to shareholders is projected to be between 125 million and 135 million yuan, compared to a loss of 246.17 million yuan in the same period last year, representing a growth of 150.78% to 154.84% [2]. - The net profit after deducting non-recurring gains and losses is expected to be between 21 million and 31 million yuan, a year-on-year increase of 106.81% to 110.06% [2]. - Basic earnings per share are projected to be between 0.425 yuan and 0.458 yuan, recovering from a loss of 0.824 yuan per share in the previous year [2]. Fundraising and Investment Projects - Kangda New Materials plans to raise up to 585 million yuan through a private placement of A-shares to support project construction and enhance liquidity, aligning with its "new materials + electronic technology" dual-driven strategy [2][3]. - 276.87 million yuan will be allocated to the expansion project of 80,000 tons/year electronic-grade epoxy resin at Dalian Qihua New Materials, expected to generate an annual sales revenue of 1.064 billion yuan and a net profit of 44.68 million yuan post-completion [3][4]. - 133.13 million yuan will be invested in the Kangda Northern R&D Center and military electronics and composite materials project, projected to yield an annual sales revenue of 526.11 million yuan and a net profit of 42.64 million yuan [3][4]. - An additional 175 million yuan will be used to supplement working capital to optimize the company's asset-liability structure and alleviate cash flow pressure [3][4].

Core Viewpoint - Nanjing Julong New Materials Technology Co., Ltd. is expanding its operations by establishing a wholly-owned subsidiary in Huizhou with a registered capital of 30 million yuan and an investment of 110 million yuan to build a production line for modified plastics with an annual capacity of 60,000 tons, aiming to enhance its market presence in South China [2][3][4]. Group 1: Company Expansion - The new subsidiary, Huizhou Julong, will focus on manufacturing bio-based materials, high-performance fibers, engineering plastics, and 3D printing materials, with a construction period of approximately three years [3][4]. - The establishment of the 60,000-ton modified plastics production line will significantly enhance the company's ability to meet customer demands in South China, addressing current inefficiencies in market response [4][6]. - By the end of 2024, the company's total designed capacity for high-performance modified plastics will reach 220,000 tons per year, including existing projects in Chuzhou and other planned expansions [4][5]. Group 2: Market Positioning - The establishment of Huizhou Julong is intended to strengthen the company's competitive position against major players in South China, such as Kingfa Technology and Yinhai Technology, particularly in the fields of materials for new energy vehicles and robotics [6]. - The company is also collaborating with other firms to enhance its capabilities in the robotics sector, indicating a strategic move to diversify its product offerings and market reach [6]. Group 3: Industry Trends - The modified plastics market is experiencing growth driven by the rapid development of downstream industries such as new energy vehicles and smart home appliances, leading to increased demand for high-performance materials [7]. - Other companies in the modified plastics sector are also expected to report positive performance in 2025, although there are concerns about potential challenges in 2026 due to rising raw material costs and trade tensions [7].

| 2026未来产业新材料博览会（FINE 2026） | | --- | | 第十届国际碳材料产业博览会（Carbontech 202 | | 30+ | 800+ 1 200+ | | 50.000m | | --- | --- | --- | --- | | 科研院所 | 企业参展 2026.06.10 ->06.12 | 主题论坛 | 展览面积 上海新国际博览中心 ( N1-N5 ) 馆 | 【DT新材料】 获悉，1月19日， 吉林碳谷 发布全年业绩预告，公司预计2025年1-12月业绩大幅上升，归属于上市公司股东的净利润为1.80亿至 2.20亿，净利润同比增长92.81%至135.66%。 关于业绩增长，公告表示公司有效地应对了前期碳纤维行业阶段性调整的影响，随着碳纤维市场逐步回暖，公司通过持续创新与技术攻关，提升了产品 品质，使其稳定性和性能进一步增强，有效满足了客户需求。 公司碳纤维原丝赢得市场广泛认可，销量实现持续增长 。 吉林碳谷碳纤维股份有限公司 ，成立于2008年12月24日，坐落于吉林省吉林市吉林经济技术开发区，公司专注于聚丙烯腈基（PAN）碳纤维原丝的研发、生产 与销售，产品广泛覆 ...