【DT新材料】 获 悉， 8月28日，由 东华大学俞建勇院士科研团队 深度参与研发的" 无氟安踏膜 "正式面向全球发布。 这一中国自主研发的 高性能 生物基无氟防水透湿材料 ，成功破解了业内公认的世界级难题，引发全球广泛关注。 据悉，高性能防水透湿面料的无氟化一直是行业"卡脖子"难题。为打破这一局面，该团队从分子设计入手，创造性地研发出 高导湿生物基高分子材 料 ，并通过微纳米结构调控技术，显著提升了材料的透湿性；同时在无氟防泼水表面改性、无氟粘合剂等关键环节取得突破，确保了防水性能的稳定性。 生物基产业社群专属 链接全球生物基产业链, 构建合作共赢生态 向 而行,向新求 OVERNE 型上『超 E 금융 8 ြီ 生物基大会 供需对接 产业资源 精准匹配 免费加入 行业细分社群 与1W+行业用户 交流探讨 ច 扫码提交供需信息 新材料一站式科技服务平台 新加散 品牌传播、研究咨询、投资孵化 品牌推广 企业专访 会议演讲 产品展示 定制报告 投资融资 需求对接 项目尽调 关注公众号 浙江省宁波市镇海区兴海南路1519号 合作咨询: 15355132586 (DT新材料服务号) 角江实验室A区创园B栋B2-51 ...

Core Viewpoint - The establishment of Changzhou Tiannai Robotics by Tiannai Technology aims to explore the application of carbon nanotubes in the robotics sector, marking a strategic shift from solely serving the lithium battery industry to diversifying into new markets [4][8]. Group 1: Company Developments - Tiannai Technology has invested 5 million yuan to set up a wholly-owned subsidiary focused on the research and market development of carbon nanotube materials for robotics [4]. - The company has a leading position in the dispersion slurry and single-walled carbon nanotube technology, which is crucial for mitigating the impact of industry cycles on performance [4][8]. Group 2: Industry Trends - The robotics industry is transitioning from demonstration applications to large-scale implementation, with global industrial robot sales consistently exceeding 500,000 units annually [5]. - The rise of "embodied intelligence" has expanded the role of robots beyond manufacturing to include human-robot interaction and daily life applications [5]. Group 3: Material Innovations - Carbon nanotubes are identified as a promising material for robotics due to their high strength, excellent conductivity, and ability to be woven and compounded [6]. - Applications of carbon nanotubes in robotics include enhanced composite materials, electromagnetic shielding, anti-static components, artificial muscles, and flexible sensors, covering multiple critical areas of the robotics supply chain [6][7]. Group 4: Future Prospects - The potential for carbon nanotube fibers to be developed into "electrically driven muscles" could revolutionize robotic movement, making it more akin to biological systems [7]. - Tiannai Technology's ability to scale production and ensure consistency in carbon nanotube manufacturing positions it well for cross-industry applications, which could lead to significant market breakthroughs [7][8].

Core Viewpoint - The recent surge in the new energy sector, particularly in battery and photovoltaic industries, signals a strong recovery and renewed investor interest, driven by government policies and market dynamics [1][2]. Battery Industry Summary - On September 5, the wind power battery index rose by 9.64%, with major companies like CATL seeing their market value rebound to 1.48 trillion yuan, close to its historical high [1]. - The Ministry of Industry and Information Technology and the State Administration for Market Regulation released a plan aiming for an average annual revenue growth of over 5% in the electronic information manufacturing industry from 2025 to 2026, emphasizing the importance of lithium batteries and photovoltaics [2]. - The battery supply chain is experiencing growth due to policies promoting electric vehicle upgrades, export increases, and high demand for energy storage and consumer batteries [2]. - In the battery cell segment, companies like CATL and Aiko achieved significant revenue and profit growth, with EVE Energy and Zhongxin Innovation seeing revenue growth exceeding 30% [2]. - The positive trend extends to the positive electrode materials, with a 53% year-on-year increase in output, and leading companies like Hunan Youneng reporting a 33.17% increase in revenue [3]. - The negative electrode materials also saw a 37% increase in output, with companies like Shanshan and Zhongke Electric achieving substantial revenue and profit growth [3]. - Electrolyte production increased by 54.57%, with key players like Tianqi Lithium and New Energy achieving revenue growth [4]. - The separator segment showed significant growth, particularly in wet-process separators, with leading companies also reporting revenue increases [5]. - Solid-state battery technology is advancing, with companies like EVE Energy and Zhuhai Coslight making strides in production and technology [5][6]. Photovoltaic Industry Summary - The photovoltaic sector is experiencing a recovery, with government initiatives aimed at regulating competition and stabilizing prices, leading to an increase in polysilicon prices [8]. - Many photovoltaic companies reported reduced losses in Q2, with some turning profitable, indicating a positive trend [8]. - Longi Green Energy reported a significant reduction in net losses, aiming for breakeven in Q4, aided by advancements in technology such as BC cells [8]. - The industry is focusing on international expansion, technological innovation, and internal consolidation to optimize resources and eliminate outdated capacities [8]. - Despite these positive developments, the photovoltaic industry still faces challenges, including oversupply and market uncertainties [8].

【DT新材料】 获悉，9月6日， 威马汽车 发布的《致供应商白皮书》显示 ，公司正式启动重整并准备复工复产，上海与温州政府及相关部门提供相 应支持。 据悉，威马汽车此前是国内头部造车新势力之一，估值一度超400亿元， 并且申报了港股IPO ，但是因资金链断裂深陷停工、欠薪、经销商退网的泥 潭。 如今，威马汽车披露"起死回生"计划，核心信息包含：2 025年9月复产；预计2026年实现10万辆满产运行，预计年收入近百亿元； 2027年至 2028年启动IPO筹备工作 ；2030年挑战产量达100万辆、实现营收1200亿元的目标 。 《致供应商白皮书》显示， 翔飞汽车 是威马汽车科技集团有限公司、威马智慧出行科技（上海）股份有限公司、苏州威马智慧出行科技有限公司、 威马汽车制造温州有限公司（以下统称威马四公司）的重整投资人和新股东。 根据2025年4月3日法院裁定批准的重整计划 ，翔飞汽车已接管威马四公司，正在全力以赴推动威马EX5和E5车型在温州基地快速恢复量产 ，计划在 2025年8月恢复具备量产能力。 翔飞汽车初期预计 投资10亿元， 用于威马汽车的设备升级、供应链恢复和产品开发等；供应链团队已完成与215 ...

金刚石作为性能最为优异的材料之一，正在切削加工、精密制造、新能源、半导体、航空航天等诸多领域展现出巨大的应用潜力。如何让更多金刚石应用被看 到、被认可，已成为行业共识。 在这一过程中，材料企业是源头，承担着技术突破与性能提升的关键角色；下游加工与装备企业则推动着工艺革新与效率提升；更广泛的应用端，则为金刚石 材料的价值释放提供了舞台。唯有上下游协同发力，才能真正推动整个金刚石产业链 " 活 " 起来。 基于此 ， DT 新材料将于 2025 年 9 月 19 日下午 举办 " 金刚石产业链新机遇 ——Carbontalks 线下沙龙 " ，邀请金刚石及超硬材料行业上下游企业代 表共同参与，共同探讨如何激发产业链活力，推动金刚石应用价值更广泛地被看到。 注：免费参与，因场地限制，仅有50席位，欢迎积极参与 电话： 13373875075 （微信同号） 邮箱： luna @polydt.com 活动信息 主办单位： DT 新材料 &Carbontech 承办单位： 宁波德泰中研信息科技有限公司 活动规模： 50 人以内，企业家及高管限 2 人 / 企业 时间： 2025 年 9 月 19 日（星期五） 地点： 郑 ...

Core Viewpoint - Huawei has officially launched the new Mate XTs foldable smartphone, priced at 17,999 yuan, which is 2,000 yuan lower than its predecessor, marking a significant development in the foldable smartphone market [2] Group 1: Product Features - The new Mate XTs features a new hinge system called "Tiangong Hinge," which reduces the thickness of the outer fold axis by 23% and the inner fold axis by 16% compared to single-sided foldable phones [2] - The device has a lightweight metal frame design and introduces eSIM functionality, eliminating the need for a physical SIM card slot. Its thickness is only 3.6mm when unfolded, making it 15% thinner than Samsung's Galaxy Z Fold 7 [3] - The screen is the largest foldable display in the industry, utilizing 30μm ultra-thin UTG glass, which enhances impact resistance by 30% through the use of non-Newtonian fluid materials [3] Group 2: Market Performance - Huawei has achieved a historical milestone by becoming the first Chinese brand to exceed 10 million cumulative shipments of foldable smartphones, with a market share of 75% in the foldable smartphone segment [4] - According to IDC data, the foldable smartphone market in China is expected to reach 4.98 million units in the first half of 2025, reflecting a year-on-year growth of 12.6% [4] Group 3: Supply Chain Insights - The hinge system's value is approximately 1,000 yuan, with suppliers including Kosen Technology, Jingyan Technology, and Yian Technology [2] - The metal frame's value is estimated to be between 800-1,000 yuan, with the supplier being AAC Technologies, which also provides speaker and motor components [3] - The display suppliers include BOE and Visionox, while the UTG flexible glass is sourced from Kaisheng Technology and Changxin Technology, indicating an increase in material costs due to upgrades [3]

Core Viewpoint - Multiple leading enterprises are urgently seeking site selection for new projects, leveraging a comprehensive industrial database to match corporate needs with government planning [1]. Project Summaries Project 1: CO₂ High-Value Nano Carbon Material - The project focuses on the industrialization of CO₂ high-value nano carbon materials coupled with renewable energy consumption technology, actively seeking new factory locations in areas rich in wind and solar energy [3]. - The company specializes in high-value CO₂ conversion and negative carbon technology, aiming to provide carbon reduction solutions for traditional high-carbon industries while producing high-value nano carbon materials for various applications [4]. - Key advantages include a cost-effective CO₂ conversion route, with costs being 1/3 to 1/4 of traditional CVD processes, and the project is currently in the scale promotion phase [5]. - Total investment is estimated at 50 million, with projected output value of 100 million and land requirement of 5,000 square meters [7]. Project 2: Cork and Mugwort Composite Material - This project is focused on developing cork and mugwort composite materials, with a preference for establishing a new factory in Changzhou Jintan [8]. - The company is a national high-tech enterprise specializing in bio-based materials, having achieved mass production of biodegradable and recyclable shoe materials, filling a market gap [9]. - The project utilizes advanced surface dyeing and coating technology, optimizing production processes to reduce costs and enhance product lifespan [10]. - Total investment is projected at 7 million [12]. Project 3: Advanced Packaging Substrate Materials - The project is aimed at establishing a new factory in regions such as Kunshan, Suzhou, and Wuxi, focusing on advanced packaging substrate materials [12]. - The company has developed environmentally friendly polymer resin materials, with products meeting carbon neutrality goals and various international standards [13]. - The materials offer comprehensive advantages in electrical performance and mechanical properties, catering to high-performance chip demands [14]. - Total investment is estimated at 200 million, with projected output value of 600 million and land requirement of 5,000 square meters [20]. Project 4: Comprehensive Energy Storage System Supplier - This project seeks to establish a new factory in regions like Xinjiang, Inner Mongolia, Ningxia, Yunnan, and Shanxi [16]. - The company specializes in all-vanadium flow battery energy storage systems and has a strong R&D team with nearly 200 patents [17]. - Key products include all-vanadium flow battery systems and perfluorosulfonic acid ion membranes, with a focus on providing safe and efficient energy storage solutions [18]. - The project aims for a total investment of 300 million, with an estimated output value of 432 million and a land requirement of 30,000 square meters [21].

Core Viewpoint - The global chemical industry is undergoing profound changes, with anxiety, confusion, and hope being the real state of many companies. The rise of emerging industries in China is expected to lead the polymer sector in the next decade [2]. Group 1: Event Overview - The 2025 Polymer Industry Annual Conference will explore new opportunities in materials, technologies, and equipment related to emerging industries such as AI, embodied robotics, low-altitude economy, aerospace, new energy vehicles, new energy, data centers, and next-generation communications [2]. - The conference will be held at the Sheraton Hotel in Hefei, with various accommodation options available for attendees [3][4]. Group 2: Organizers and Support - The event is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) and chaired by Qian Xigao, an academician of the Chinese Academy of Engineering [5]. - The conference is supported by various institutions, including the China New Materials Industry Technology Innovation Platform and the Anhui Composite Materials Industry Association [5]. Group 3: Attendee List - Notable attendees include representatives from companies such as Guangzhou Xiaopeng Motors, Lantu Automotive Technology, and the China Petroleum and Chemical Industry Federation, among others [6][7]. Group 4: Conference Agenda - The agenda includes a series of forums and discussions on topics such as the development of polymer materials, innovations in embodied robotics, and the impact of AI on polymer material development [18][21][27]. - Specific sessions will focus on the application of polymer materials in aerospace, low-altitude economy, and new energy vehicles [29][31]. Group 5: Registration and Participation - Registration fees are set at 3,500 RMB per representative from companies, with discounts available for educational institutions and DT members [35][40].

Core Viewpoint - The article highlights the significant progress and investment in the integrated project of Lianhong Gelun, focusing on the establishment of a 240,000 tons/year polyether polyol (PPG) facility, which is a key component of a larger new materials initiative in Shandong Province [2][3]. Summary by Sections Project Overview - The Lianhong Gelun integrated project has a total investment of 12.5 billion yuan, covering over 1,600 acres, and includes multiple production facilities for various materials [3]. - The project features a 200,000 tons/year EVA facility, a 300,000 tons/year CHPPO facility, a 50,000 tons/year PPC facility, and a 1.3 million tons/year DMTO facility, among others [3]. Production Facilities and Technologies - The 240,000 tons/year PPG facility, constructed by Zhuoran Co., utilizes proprietary technology developed by Zhuoran, using upstream-produced epoxy propane and epoxy ethane as raw materials [3]. - The facility aims to produce high-performance polyether polyol products, including soft foam and CASE series [3]. Company Background - Lianhong Gelun (Shandong) New Materials Co., Ltd. was established on September 26, 2021, with a registered capital of 500 million yuan, and is a subsidiary of Lianhong New Materials Technology Co., Ltd. [3]. - The company focuses on four major business areas: new energy materials, biodegradable materials, electronic materials, and other specialty materials [3]. Product Portfolio - The company produces high-value EVA products, with existing capacity exceeding 150,000 tons/year and plans for an additional 200,000 tons/year facility by the end of 2025 [3]. - Other products include lithium battery materials, solid-state battery materials, and various electronic-grade gases, with several projects under construction and expected to be operational by 2025 [4][5][6][7]. Financial Performance - In the first half of 2025, the company reported revenue of 2.911 billion yuan, a year-on-year decrease of 12.13%, while net profit attributable to shareholders increased by 14.15% to 161 million yuan [8].

Core Viewpoint - The establishment of the joint venture company, Fujian Zhong-A Refining and Chemical Co., Ltd., marks a significant investment in the refining and chemical sector, with a total investment of 711 billion RMB, focusing on the integrated refining and chemical project in Fujian [3][4]. Group 1: Joint Venture Details - The joint venture was officially registered on September 4, with a registered capital of 28.8 billion RMB, where Fujian Refining and Chemical Co., Ltd. holds 50%, Sinopec holds 25%, and Saudi Aramco's subsidiary holds 25% [3]. - This project is the largest single investment in refining by Sinopec and the largest industrial project in Fujian province to date, representing a new model of energy cooperation between China and Saudi Arabia [3]. Group 2: Project Investment and Construction - The total investment for the project is 711 billion RMB, with plans for full production by 2030, including the construction of over 30 refining and chemical units [4]. - Key refining capacities include: 16 million tons/year of atmospheric distillation, 3.8 million tons/year of light hydrocarbon recovery, and various hydrogenation and cracking units [4]. - Chemical production will include: 1.5 million tons/year of steam cracking, 600,000 tons/year of hydrogenation of cracked gasoline, and multiple other chemical units [4]. Group 3: Saudi Aramco's Strategic Moves - Saudi Aramco's downstream president stated that this project signifies a new step in their investment in China, with plans to supply over 1 million barrels of crude oil daily to China, enhancing the "oil-to-chemicals" transition [5]. - Saudi Aramco has been actively increasing its market presence in China, with significant investments and partnerships, including a recent agreement with Rongsheng Petrochemical [5]. - The company aims to participate in various large-scale refining and chemical projects in China, indicating a strategic focus on the Chinese market [6][7].