【DT新材料】 获悉，2月8日， 杉杉股份 发布公告，公司收到杉杉集团管理人通知，经遴选，确定 安徽皖维集团有限责任公司 （简称"皖维集 团"）、 安徽海螺集团有限责任公司 (简称"海螺集团")和 宁波金融资产管理股份有限公司 （简称"宁波金资"）组成的联合体中选；皖维集团和宁波 金资为杉杉集团和朋泽贸易的重整投资人。其中， 安徽海螺集团目前正在推进与皖维集团的重组事宜，完成后将成为皖维集团的控股股东。 杉杉股份表示，如此次重整成功，公司的控制权将发生变更，其控控股股东将变更为皖维集团， 公司实际控制人将变更为安徽省国资委， 皖维集团计 划通过"直接收购股票+保留股票"，此次投资总额上限不超过约71.56亿元，主要由皖维集团出资。 皖维集团 是安徽省属国有独资企业，主营化工、化纤、新材料等业务，核心子公司的主业为聚乙烯醇（PVA）及其衍生产品的研发、生产和销售。截 至2024年末，皖维集团的总资产为163.30亿元，净资产为85.06亿元。2022年至2024年，皖维集团的净利润分别为12.66亿元、3.53亿元、3.98亿 元。 海螺集团 是经安徽省人民政府批准成立的国有大型企业，已成长为以水泥建材为核心主 ...

展开全面研讨 现面向用户单位 开放100位免费参会名额 您来参加吗？ 大材料 大市场 大变局 新兴应用不断涌现 产业格局变换不停 如何赋能 终端应用新需求？ 如何搭建 产业 上下游交流平台？ 3月19-20日 广州 小鹏周边 2026先进尼龙产业创新与应用开发大会 聚焦尼龙单体、聚合、改性最新进展 汽车、电子电气、低空经济、 人形机器人 等应用领域 材料新需求与新方案 合作媒体： DT新材料、生物基能源与材料、高分子循环再利用、DT新能源、DT半导体材料、DT新型储能与电池、热管理材料、Carbontech、材视等 大 会 亮 点 高质量大会： 300+国内外尼龙企业及产业链上下游汇聚，带来资源的有效对接； 技术交流： 20+大咖、专家、企业家、高校学者主题分享，探索产业创新路径； *扫描二维码，即可申请免费名额 大 会 背 景 全球尼龙市场规模即将突破470亿美元的当下，尼龙这一革命性材料历经近百年迭代演进， 新能源汽车、电子电气、低空经济、具身机器人、智能终 端、医疗器材 等应用边界不断突破， 高性能、功能性和可持续的尼龙聚合物和改性新品 层出不穷，产业生命力历久弥新。与此同时，能源体系重构、 贸易环境调 ...

Core Viewpoint - The article highlights the advancements and commercialization efforts of Xinghuo Technology in the production of bio-based hexamethylenediamine and nylon 56, emphasizing the collaboration with research institutions and the potential applications of nylon 56 in various industries [2][3]. Group 1: Company Developments - Xinghuo Technology has established a production line for 10,000 tons of hexamethylenediamine, 20,000 tons of nylon 56 salt, and 10,000 tons of nylon 56 chips at its Heilongjiang production base, with trial production progressing smoothly [2]. - The project leverages the leading position of its subsidiary, Yipin Bio, in the lysine sector, and has developed key technologies for bio-based nylon polymerization through collaboration with the Chinese Academy of Sciences [2]. Group 2: Product Characteristics and Applications - Nylon 56 is a high-performance bio-based nylon material suitable for civilian textiles and engineering plastics, featuring moisture-wicking, quick-drying, skin-friendly, dyeable, and lightweight properties [3]. - The bio-based carbon content of the EYLON® nylon series products launched by Yipin Bio reaches 48%, certified by the USDA and ISCC PLUS for sustainability [3]. - Nylon 56 is positioned for applications in electric vehicles, consumer electronics, and construction materials, with partnerships established with leading fabric manufacturers to promote its commercialization [3]. Group 3: Industry Trends and Events - The global nylon market is projected to exceed $47 billion, with ongoing innovations and applications in sectors such as electric vehicles, low-altitude economy, and humanoid robots [8]. - The "2026 Advanced Nylon Industry Innovation and Application Development Conference" will be held in Guangzhou, focusing on technological innovations and market expansion strategies within the nylon industry [8][10]. - The conference aims to gather over 300 participants from domestic and international nylon enterprises, featuring expert discussions and networking opportunities to explore high-quality development paths for the industry [10][12].

Core Viewpoint - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from CATL through a share issuance, which will make CATL a shareholder in Yongtai Technology after the transaction is completed [1]. Group 1: Company Overview - Yongtai High-tech was established on June 30, 2016, with a registered capital of 300 million yuan, and is recognized as a national "specialized, refined, characteristic, and innovative" small giant enterprise by 2024 [1]. - The main products of Yongtai High-tech include lithium battery materials such as lithium hexafluorophosphate and lithium bis(fluorosulfonyl)imide [1][2]. Group 2: Financial Performance - In the first half of 2025, Yongtai Technology expects a net profit loss of 25.6 million to 48.6 million yuan, which represents a reduction in losses compared to the previous year's loss of 478.35 million yuan [3]. - The anticipated growth in demand for new energy vehicles and energy storage is expected to significantly boost the sales and prices of core products like lithium hexafluorophosphate, leading to a notable increase in gross profit from main business operations [3]. Group 3: Industry Position - Yongtai Technology has established a vertically integrated industrial chain from lithium salt raw materials to lithium salts, additives, and electrolytes, with production capacities of 18,000 tons/year for solid lithium hexafluorophosphate and 67,000 tons/year for liquid lithium bis(fluorosulfonyl)imide [3]. - The company is positioned among key players in the lithium battery materials sector, with significant production capacities compared to competitors [3].

Group 1 - The core theme of the event is the rise of China's future industries leading global innovation in new materials, particularly focusing on liquid cooling technology as a solution to high heat density challenges in various sectors such as AI, electric vehicles, and data centers [2][15][28] - The "2026 Thermal Management Liquid Cooling Industry Conference and Exhibition" will take place from June 10-12, 2026, at the Shanghai New International Expo Center, featuring discussions on key technologies and engineering applications in the liquid cooling field [2][3][28] - The event will include a specialized exhibition area, "FINE2026 Thermal Management Liquid Cooling Board Industry Exhibition," which will gather upstream and downstream materials, equipment, and industry chain resources to meet market demands and promote high-quality development of the liquid cooling industry [2][7] Group 2 - The organizing bodies include DT New Materials, DT Future Industries, and various associations related to new materials and productivity enhancement, indicating a strong collaborative effort in the industry [4] - The conference will feature over 30 specialized forums and more than 300 expert reports focusing on cutting-edge technologies and industry trends in sectors such as AI, aerospace, and renewable energy [17][19] - The event will showcase a wide range of innovative solutions and products, including liquid cooling solutions for AI data centers, power semiconductor modules, and advanced cooling materials, highlighting the comprehensive nature of the exhibition [7][19] Group 3 - The event will offer early bird registration prices, with fees set at ¥2200 for regular attendees and ¥1200 for students until March 31, 2026, after which the prices will increase [8] - The agenda includes a variety of activities such as keynote speeches, parallel forums, and networking opportunities, designed to facilitate collaboration and knowledge sharing among industry professionals [5][19] - The exhibition will cover various themes, including data center liquid cooling, energy storage, and advanced manufacturing technologies, providing a holistic view of the industry's current landscape and future directions [6][7]

Core Viewpoint - Guoxuan High-Tech plans to raise no more than 5 billion yuan through a private placement of A-shares to support capacity expansion and supplement working capital, driven by the growing demand in the new energy lithium battery market [1]. Group 1: Fundraising and Investment Projects - The raised funds will be used for the following projects: - Annual production of 20GWh power battery project with a total investment of approximately 50 billion yuan, using 20 billion yuan from the raised funds [2]. - Guoxuan High-Tech 20GWh new energy battery base project with a total investment of 40 billion yuan, using 10 billion yuan from the raised funds [3]. - New type of lithium-ion battery (20GWh) intelligent manufacturing base project with a total investment of 40 billion yuan, using 10 billion yuan from the raised funds [3]. - Supplementing working capital with 10 billion yuan from the raised funds [2]. Group 2: Project Implementation Details - The annual production of 20GWh power battery project will be implemented by Hefei Guoxuan Green Energy Co., Ltd. in Hefei, Anhui Province, and has obtained the necessary approvals for land transfer and environmental assessment [2]. - The 20GWh new energy battery base project will be implemented by Wuhu Guoxuan Power Technology Co., Ltd. in Wuhu, Anhui Province, and has received the land use rights certificate and construction planning permit [3]. - The new type of lithium-ion battery intelligent manufacturing base project will be implemented by Jiangsu Guoxuan New Energy Technology Co., Ltd. in Nanjing, Jiangsu Province, and has also obtained the required investment project filing certificate and land use rights certificate [3].

Core Viewpoint - The low-altitude economy in China is projected to reach a market size of 3.5 trillion RMB by 2035, with a complete industrial chain covering research, manufacturing, and operations [1] Group 1: Market Growth and Industry Dynamics - By the end of 2024, the number of related enterprises in the low-altitude economy is expected to reach 14,707, representing a year-on-year growth of 19.8%, significantly higher than the average growth rate over the past three years [1] - The low-altitude economy is characterized by both potential and challenges, with ongoing expansion of industry scale and product systems, while facing core issues such as technological innovation and infrastructure development [3] Group 2: Material Applications and Requirements - Plastics and composite materials are becoming strategically valuable for low-altitude vehicles due to their lightweight, high strength, excellent weather resistance, fatigue resistance, and chemical resistance [1] - Key applications of plastics and composites in low-altitude vehicles include load-bearing structures, internal components, battery and thermal management, and specialized parts [1] - The industry commonly uses engineering plastics like PA, PC, POM, and PPO for general structural components, while specialized high-temperature plastics like PPS and PEEK are used for critical areas requiring higher heat resistance [2] Group 3: Core Pain Points in Commercialization - The three core pain points faced by manufacturers in the commercialization of low-altitude vehicles are safety, endurance, and cost reduction [1][2] - Safety concerns include achieving a balance between flame retardancy, low smoke toxicity, fatigue resistance, and impact resistance, especially around battery compartments [2] - Lightweighting is a quantifiable solution for enhancing endurance, where reducing structural weight by 1 kg can significantly improve range, flight time, or payload [2] Group 4: Strategic Directions for Industry Players - Companies in the rubber and plastics industry should transition from being "suppliers" to "solution providers," offering integrated material solutions that address safety, endurance, and cost [3] - Focusing on collaborative innovation in processes with equipment and component manufacturers is essential for developing specialized materials suitable for high-speed production and rapid customization [3] - Proactive involvement in the establishment of industry standards and certifications will be crucial for building long-term competitive advantages as material entry standards for low-altitude vehicles become stricter [3]

【DT新材料获悉】 2026年2月4日， 英威达 与 酶法塑料回收技术公司Epoch Biodesign ，宣布 签署了一份备忘录（MoU），旨在推动 消费后回收尼龙6,6的开发 。 此次合作将结合Epoch基于人工智能设计的酶回收技术与英威达的聚合工艺专长及全球布局，旨在 生产商业化规模的经客户验证认可的原生品质尼龙6,6。双方目标明确： 开发出可大规模商业化、 性能媲美原生材料的回收尼龙6,6 ，以满足服装、汽车及工业制造等关键领域对可持续高性能材料 日益增长的需求。 Epoch Biodesign是一家位于英国的酶法回收公司，专注于PA66/弹性纤维混纺织物的回收。他们 利用人工智能 (AI) 和机器学习 (ML) 算法，筛选酶数据库，寻找合适的底物。 目前，该公司尼龙66回收的生产规模已达数吨级，试点工厂自2025年起投入运营。其第二个生产 基地将于2026年投产，每年超过150吨。商业工厂将于2028年建成，每年超过2万吨，其技术将成 为全球循环尼龙6,6生产的基础。 值得注意的是，2月2日，南希·科瓦尔斯基（Nancy Kowalski ）被任命为英威达（INVISTA，科 氏工业集团旗下公司）新 ...

Core Insights - The article emphasizes the growth and transformation of the bio-based and bio-manufacturing industry in 2025, aligning with global green transition trends and China's "dual carbon" strategy [2][3] - The industry has moved from a technology exploration phase to a critical stage of industrialization and marketization, with bio-based materials expected to penetrate various sectors [2] Summary by Sections Part 1: Bio-based 2025 - The 10th Bio-based Conference and Exhibition was held in Shanghai, gathering over 1,000 experts and industry leaders, with more than 100 industry leaders sharing insights [4] - The event featured over 20 specialized sessions and discussions on international trends, technology, and applications in the bio-based industry [4][6] - The DT New Leaf Award recognized over 70 products, with 28 winners across various categories, highlighting innovation in the sector [7] Part 2: SynBioCon 2025 - The 4th Synthetic Biology and Green Bio-manufacturing Conference took place in Ningbo, attracting over 400 participants, including 60 experts [9] - The conference included 40 presentations and discussions across four major themes, focusing on macro trends in bio-manufacturing and AI applications [9] Part 3: NFUCon 2025 - The 5th Non-food Biomass High-Value Utilization Forum was held in Hangzhou, with over 400 industry experts discussing economic feasibility and sustainable resource utilization [12] - The forum featured discussions on non-food biomass chemicals, materials, and energy, along with three special activities [12] Part 4: GCMF 2025 - The 4th Green Composite Materials Forum was successfully held, focusing on fiber and resin technologies and promoting collaboration between academia and industry [20] - The forum aimed to drive technological breakthroughs in green composite materials [20] Additional Activities - The 3rd Polymer Recycling Conference was held in Ningbo, focusing on policies, recycling technologies, and high-value utilization of waste polymers, with nearly 300 industry representatives attending [24] - The company aims to facilitate technology transfer and industry collaboration through various events and platforms [26]

Core Viewpoint - The competition for computing power in AI large models has intensified, with chip cooling becoming a hidden bottleneck for industry development. New materials and cooling solutions are essential for addressing the increasing power density of high-performance chips [2][4]. Group 1: Company Developments - Xin'an Co., a leader in organic silicon, has partnered with Canxiang Technology to launch an immersion liquid cooling solution, applying self-developed high-performance silicon-based cooling liquid to commercial immersion cooling platforms [2]. - The newly introduced ICL series immersion silicon-based liquid cooling products demonstrate Xin'an's long-term technological foundation, featuring excellent insulation, low viscosity for rapid heat dissipation, and environmental friendliness [5]. - Xin'an's shift from a raw material supplier to a comprehensive solution provider marks a significant transformation in the context of increasing competition in the traditional organic silicon market [7]. Group 2: Market Insights - The liquid cooling market in China is projected to reach 29.3 billion yuan by 2025, with the edge computing market expected to exceed 100 billion yuan [7]. - The phenomenon of high power density in chips is becoming more pronounced across various applications, including electric vehicles, data centers, humanoid robots, and power semiconductors, necessitating advanced cooling solutions [7]. Group 3: Technical Innovations - The immersion cooling solution allows high-performance AI servers to be fully submerged in a special silicon-based cooling liquid, breaking the physical limits of traditional air cooling technology [4]. - The current heat power density on AI processors has reached 1 kW/cm², significantly exceeding the temperatures found in rocket nozzles, highlighting the urgent need for innovative thermal management solutions [5]. - Future chip thermal management will focus on shortening thermal paths and reducing interface thermal resistance, potentially through the introduction of high thermal conductivity materials [8][9].