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又要暴涨!科思创不可抗力后,万华化学65万吨停产
DT新材料· 2025-07-21 15:38
Core Viewpoint - The article highlights the impact of maintenance shutdowns at major TDI production facilities, particularly by Wanhua Chemical and Covestro, leading to a significant increase in TDI prices in the domestic market. Group 1: Maintenance Shutdowns - Wanhua Chemical announced a maintenance shutdown for its Hungarian subsidiary's MDI and TDI production starting July 23, 2025, lasting approximately 30 days [1] - Covestro's Dormagen plant experienced an electrical fire on July 12, disrupting the production of key raw materials, which directly affects TDI production [2][3] - Wanhua Chemical's TDI facility in Fujian began a 45-day maintenance period on June 5, 2023, while other facilities also initiated maintenance, affecting a total capacity of 710,000 tons, which is 43.3% of domestic capacity [4] Group 2: Price Increases - The domestic TDI market price reached 15,900 yuan/ton on July 21, 2023, an increase of 1,012 yuan/ton (6.79%) from the previous day, marking five consecutive days of price rises [5] - Spot prices surged to 15,000 yuan/ton on the same day, with a daily increase of 9.22% and a monthly increase of 31.2% [5] Group 3: Global TDI Market Dynamics - The shutdowns of major TDI production bases in Europe and Japan will enhance the importance of Chinese TDI in the global market [6][7] - As of now, global TDI capacity totals 3,367,000 tons, with Asia accounting for 2,427,000 tons (72.1%), and China alone holds 1,640,000 tons (48.7% of global capacity) [7] Group 4: Export Trends - China's net TDI exports reached 220,000 tons from January to May 2025, a year-on-year increase of 97%, with major export destinations including Vietnam, Turkey, Indonesia, and India [8] Group 5: Market Reactions - The secondary market has reacted positively, with stocks of companies like Cangzhou Dahua and Wanhua Chemical experiencing significant gains [9] - The unexpected production cuts have provided a temporary relief to TDI prices, which had been declining for two and a half years [10] Group 6: Future Considerations - The sustainability of the price increase will depend on downstream demand, as TDI is primarily used in soft foam, coatings, and adhesives, with soft foam accounting for approximately 73% of consumption [11]
欣旺达,总投资213亿电池项目二期受理
DT新材料· 2025-07-21 15:38
据悉,2022年9月,欣旺达与义乌市签约,总投资213亿元,拟建年产50GWh动力电池和储能电池生产 基地。其中第一期计划投入约128亿元,计划建设30GWh电芯、模组、PACK和电池系统生产线; 第二 期计划投入约85亿元,计划建设20GWh电芯、模组、PACK和电池系统生产线。 【DT新材料】 获悉 ,近日,义乌市生态环境分局发布公告, 浙江欣旺达动力电池生产基地项目 二期 环评文件获受理。 浙江欣旺达动力电池有限公司 成立于2022年12月16日,由欣旺达控股子公司欣旺达动力,和浙江义欣 动力电池有限公司共同持股,持股比例分别为80%、20%。后者背靠义乌国资,由义乌市数智产业发展 集团有限公司与义乌市产业投资发展集团有限公司共同持有。 目前,欣旺达已在江苏南京、江西南昌、广东惠州、在山东枣庄、四川什邡、湖北宜昌、浙江义乌等地 布局生产基地。 海外方面,欣旺达正积极推进全球化战略。除了现有的印度、越南、摩洛哥基地外,2024年, 欣旺达 进一步配合客户需求,加速"出海"步伐,越南锂威项目、匈牙利、泰国动力项目顺利推进 。 其中,泰国动力项目于今年3月获得泰国国家目标产业竞争力提升委员会批准。按照规划,欣 ...
中复神鹰,签约金博股份
DT新材料· 2025-07-21 15:38
Core Viewpoint - The collaboration between Hunan Jinbo Carbon Co., Ltd. and Zhongfu Shenying aims to advance the development and cost optimization of high-performance carbon-ceramic brake discs, which are essential components in the braking systems of new energy vehicles [1][2]. Group 1: Collaboration Details - A framework cooperation agreement was signed between Jinbo and Zhongfu Shenying to promote the cost optimization and large-scale application of carbon-ceramic brake discs [1]. - Both companies will establish a technical research and development system to shorten product iteration cycles and ensure priority supply of core materials [1][2]. - The partnership will focus on exploring low-carbon green advanced manufacturing processes to overcome efficiency bottlenecks in technology transfer and large-scale production [1]. Group 2: Market Context and Strategic Focus - Jinbo has been deeply involved in carbon-ceramic materials for over five years, investing its own funds in research, design, and production, and has become a qualified supplier for several vehicle manufacturers [2]. - The carbon-ceramic brake disc, a representative product of Jinbo, offers a competitive price-performance ratio compared to foreign products and meets the diverse needs of various vehicle types, from commercial to passenger cars [2]. - Jinbo's chairman expressed that the company is shifting focus to carbon-ceramic materials in response to pressures in the photovoltaic industry, indicating a strategic pivot during a challenging market period [2].
直播丨本周四周五线上评审!2025“新塑奖”工程塑料产业创新评选
DT新材料· 2025-07-21 15:38
Core Viewpoint - The article discusses the 2025 China International Engineering Plastics Industry Innovation Awards, highlighting the importance of innovation in the plastics sector and the upcoming evaluation process involving expert reviews and public voting [1][2]. Group 1: Event Overview - The event features participation from well-known companies such as Wanhua Chemical, DOMO, Asahi Kasei, and LG Chem, with over 30 new products being launched [2]. - Online voting for the "New Plastic Award" will conclude on July 23, followed by an expert review session from July 24 to July 25 [2][3]. Group 2: Evaluation Process - The online expert review for the "Innovative Materials Award" is scheduled for July 24 from 14:00 to 16:45, while the "Innovative Industry Solutions Award" review will take place on July 25 from 14:00 to 16:15 [3][6]. - The evaluation criteria include innovation degree, feasibility, economic viability, and impact [9][10][11][12]. Group 3: Award Categories and Participants - The "Innovative Materials Award" includes submissions from companies like Jiangsu Jino New Materials, Wanhua Chemical, and LG Chem, showcasing products such as flexible polyimide foam and optical-grade methyl methacrylate-styrene copolymer [4]. - The "Innovative Industry Solutions Award" features projects from companies like Suzhou Mold Flow Analysis Software and Guangdong Enbixin Intelligent Equipment, focusing on innovative solutions like vacuum weighing technology [5]. Group 4: Event Highlights - The event will gather over 600 global enterprise leaders and top scientists, promoting collaboration and exchange [13]. - It will also feature a grand award ceremony with over 100,000 exposures, establishing industry benchmarks and helping users select quality solutions [14].
周三签到!中能建/中电建/中海油/华能/国电投/三峡上海院/龙源振华/海油工程/明阳智能/运达股份/天科院/国网/南网……
DT新材料· 2025-07-20 14:12
Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Various activities will take place, including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - The Youth Scientist 10² Forum will present various research topics, including studies on floating wind turbines and wave energy devices [5][6]. Group 4: Industry Development Focus - The forum will address the trends in the marine clean energy industry, focusing on the "14th Five-Year Plan" policies and the integration and collaboration within the industry [12]. - Discussions will include the balance between increasing development difficulty and cost reduction in deep-sea clean energy projects [12]. Group 5: Technical Innovations - The forum will explore technological innovations in construction equipment, power generation devices, support structures, mooring, and transmission and consumption in the marine clean energy sector [13]. - Specific sessions will cover advancements in wave energy and tidal energy device array development [13]. Group 6: Registration and Participation - Registration for the forum is open, with fees set at ¥3200 for corporate representatives and ¥2800 for research representatives if paid in advance [47]. - Participants are required to register and can submit their information via a QR code [46].
又一高端光刻胶(KrF/ArF)项目验收
DT新材料· 2025-07-20 14:12
Core Viewpoint - The article discusses the recent acceptance announcement of Hangzhou Hanya Microelectronics Technology Co., Ltd.'s high-end photoresist new material project, highlighting its significance in the semiconductor industry and the company's ambitions in this field [1][3]. Group 1: Project Overview - The project involves an investment of 101.5 million yuan, aiming to produce 3 tons of high-end photoresist new materials annually, with completion expected in December 2024 and trial operations starting in January 2025 [2]. - The initial acceptance includes 2.62 tons of high-end photoresist materials, specifically 2.5 tons of KrF photoresist and 0.5 tons of ArF photoresist [2]. Group 2: Company Background - Hangzhou Hanya Microelectronics Technology Co., Ltd. was established in June 2023 in Qiantang District, Hangzhou, with a registered capital of 6.25 million yuan and has completed its Series A financing [3]. - The company aims to become the first domestic enterprise with commercial production capabilities for high-end deep ultraviolet photoresist KrF (248nm) and ArF (193nm) core resin materials, as well as next-generation EUV (13nm) extreme ultraviolet photoresist resin materials [3]. Group 3: Industry Context - Photoresists, also known as photoresist agents, are essential in semiconductor manufacturing, comprising components like photoinitiators, resins, monomers, solvents, and additives [4]. - The semiconductor photoresist market is categorized by exposure wavelength, including g-line (436nm), i-line (365nm), KrF (248nm), ArF (193nm), and EUV photoresists (13.5nm), with EUV photoresists currently being entirely imported [4]. - Domestic production of KrF and ArF photoresists has been achieved by several companies, but their market share remains low, with competitors including Nanda Optoelectronics, Jingrui Electric Materials, and others [4].
第二轮通知丨2025高分子产业年会(9月10-12日 合肥)
DT新材料· 2025-07-20 14:12
Core Viewpoint - The global chemical industry is undergoing a transformation due to intensified competition and structural overcapacity, leading to a shift from traditional, unprofitable sectors to innovative high polymer materials, driven by new applications in low-altitude economy, robotics, electric vehicles, semiconductors, and renewable energy [1]. Group 1: Industry Trends - The chemical industry is transitioning from "scale-based competition" to "technology-based competition," emphasizing breakthroughs in new material technologies and structures [1]. - China's dominance in the global chemical sector is increasing, attracting multinational companies to establish innovation and R&D centers in the country due to its vast market, complete industrial chain, and stable political environment [1]. Group 2: Event Overview - The 2025 Polymer Industry Annual Conference and "New Plastic Award" will be held from September 10-12, 2025, in Hefei, Anhui, focusing on the theme "The Rise of China's Emerging Industries Leading the Next Decade of Polymers" [2]. - The event will feature three main components: thematic industry conferences, innovation exhibitions, and the New Plastic Award ceremony, along with specialized sessions for terminal connections, international cooperation, and project roadshows [2]. Group 3: Conference Highlights - Over 600 global corporate leaders and top scientists will participate, fostering collaboration and exchange [3]. - More than 50 overseas associations and foreign enterprises will gather to support companies in international expansion [3]. - The event will include participation from over 100 end-users from emerging industries such as electric vehicles and robotics, facilitating direct connections for material application needs [3]. - A CEO strategic seminar will feature discussions on the future of polymer materials with government officials, academicians, and industry leaders [3]. Group 4: Forum Topics - The conference will cover various topics, including industry development, market analysis, investment and financing, and AI empowerment in polymer materials [5][8]. - Specific forums will focus on high-performance engineering plastics, new additives, and the development of sustainable plastics [9][12][13]. Group 5: Innovation and Collaboration - The event will emphasize the importance of AI in enhancing material development processes and fostering interdisciplinary research [21]. - International cooperation sessions will explore opportunities for Chinese companies to expand globally and attract foreign investment in the chemical materials sector [22].
10万平/年气凝胶隔热片项目公示
DT新材料· 2025-07-20 14:12
该项目在河南省郑州市巩义市先进制造业开发区站街园区,总投资1000万元,施工工期24个月,用地面积 630平方米, 拟建设年产10万平方米新能源储能电池用含涂层隔热片项目,本项目主要原料为气凝胶隔热 毡、水性涂料、双面胶条、硅橡胶条,气凝胶毡年用量为117650平方米 ,生产工艺为气凝胶毡-前处理-涂 覆-烘干-(委托模切)-侧涂-贴背胶-检验-包装-成品。 资料显示, 郑州市博锐科技有限公司 成立于2024年03月20日,注册资本1000万元,位于河南省郑州市巩义 市站街镇鲁村7组,法定代表人为刘喜宗,是 巩义市泛锐熠辉复合材料股份有限公司 的全资子公司,该项 目的落地标志着泛锐熠辉由电池产业链正式进入新能源汽车产业链。 据悉,近日, 泛锐新材料产业园一期项目 开工仪式在巩义市先进制造业开发区站街园区隆重举行。 项目产 业园规模285.59亩,总建筑面积204096平方米。2025年启动一期建设,一期用地82亩, 建筑面积3508平方 米,拟建设研发测试中心,气凝胶毡裁切及封装产线、仓储物流中心等。 泛锐熠辉 聚焦气凝胶产业链,开拓气凝胶后加工和上游原毡制造业务,建立垂直整合的供应链管理模式, 有效降低气凝 ...
明年再见 | 2025(第四届)高分子3D打印材料高峰论坛圆满落幕
DT新材料· 2025-07-20 14:12
由 DT新材料 主办, 江苏集萃先进高分子材料研究所、南京墨分三维科技有限公司、浙江超领智能 科技有限公司 协办的" 2025(第四届)高分子3D打印材料高峰论坛 "于7月19日在杭州龙禧福朋喜来 登成功举办。 本次会议围绕高分子3D打印材料的研究与应用展开,共设4个分会主题,分为 人工智能、陶瓷、生 物医疗、工业四大专场 ,内容包含多品种、大批量、难加工、低成本、大尺寸、高精度、超高速3D 打印以及多材料功能3D打印技术等诸多方面,直面当下3D打印行业诸多亟待攻克的核心难题。200 余位行业领域的专家、学者、企业代表齐聚杭城,40余场行业报告倾情奉献。论坛 已圆满结束!现 为您带来论坛精彩汇总! 论坛开幕式:致辞 7月19日,迎来会议第一天的正式议程。 上午全体大会环节,论坛主席,四川大学夏和生教授出席开幕式并致辞。 夏和生教授对莅临本届论坛的嘉宾、学者、企业代表表示感谢!本次论坛聚焦高分子3D打印材料前 沿发展,旨在搭建产学研合作桥梁,推动领域创新突破,并期待与各位深化合作,共谋发展,预祝论 坛圆满成功! 大会报告环节,浙江大学谢涛教授、华中科技大学闫春泽教授、清锋科技有限公司联合创始人&首席 技术官朱光 ...
国内刷屏!日本化工巨头集体围观的第二个赛道
DT新材料· 2025-07-20 14:12
【DT新材料】 获悉, 近日, 东粤化学 20 万吨/年混合废塑料资源化综合利用示范性项目试生产成功,受到全球废塑料回收行业极大关注,刷屏内 网。 之所以如此震动,是因为: (1)体量大 。年废塑料处理量高达20万吨,实现了从"废塑料→循环化工原料→循环高端材料"的绿色化工产业链条,并且可复制推广,号称 全球首 套和首创 。 (2)收率高 。项目采用"一步法"深度催化裂解技术(CPDCC),可将废塑料直接转为裂解气、液化气、轻质油等,较传统的废塑料化学两步法(废 塑料-热解油-气)的收率大大提高。 先不评价项目本身, 最重 要因素应该是:高分子循环再利用,已经毫无疑问成为当下化工产业的"顶流"。 在国内,除 东奥化学 外, 中石化、万华化学、航天石化、金发科技、英科再生、奇美实业、科茂环境、恒誉环保、佳人新材料、格林循环、海尔再循 环 等也已经在纷纷布局。 在国外,热度也同样高,比如隔壁的日本。 之前分析过《日本化工巨头大"撤退"》,DT新材料报道过日本化工巨头第一个集体大动向是布局 生物基化学品和材料 ,其投入力度还真不输走在前列的 欧洲化工巨头。而说到他们集体围观的第二个热门化工赛道,那必须就是这个" 高 ...