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倒计3天!国际对接+参观+闭门+报告:第五届液态阳光(绿色甲醇)产业发展论坛
DT新材料· 2025-09-20 16:03
Core Points - The 2025 Fifth Liquid Sunshine Industry Development Forum will be held from September 24 to 26 at the Dalian 1896 Garden Hotel, focusing on the development of green methanol [2][9] - The forum will include various sessions on carbon dioxide utilization, key technologies in green methanol production, and biomass gasification [14][16][17] Registration and Venue - Registration will take place on September 24 from 13:00 to 20:00 and on September 25 from 08:00 to 12:00 at designated locations [2][3] - The venue is the Dalian 1896 Garden Hotel, located at No. 36, Guanghui Lane, Zhanbei Street, Xigang District, Dalian, Liaoning Province [2][9] Agenda Overview - The forum will feature a series of thematic discussions, including the macro forum on green methanol, key technology advancements, and international collaboration sessions [14][16][17] - Notable sessions include discussions on renewable methanol technology, methanol as a marine fuel, and carbon capture and utilization [16][18] Transportation and Accommodation - The hotel is approximately 3 km from Dalian Station, 18 km from Dalian North Station, and 11 km from Dalian Zhoushuizi International Airport, with estimated travel times of 15, 30, and 20 minutes respectively [11][11][11] - Special accommodation rates are available for forum participants at the Dalian 1896 Garden Hotel, priced at 350 RMB per room per night [9] Key Participants and Organizers - The forum is organized by DT New Energy, supported by the Green Methanol Ecological Alliance and other industry leaders [9] - Notable speakers include researchers and professors from various prestigious institutions, contributing to discussions on green methanol and carbon utilization technologies [16][21]
2025高分子产业大会丨报告精华分享(上篇)
DT新材料· 2025-09-20 16:03
Core Viewpoint - The global chemical industry is undergoing profound changes, with anxiety, confusion, and hope characterizing the current state of many companies. The rise of emerging industries in China is expected to lead the next decade in high polymers [2]. Event Overview - The 2025 Polymer Industry Annual Conference, hosted by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials), took place in Hefei, featuring 55 speakers from various sectors to discuss new opportunities in materials and technologies related to AI, robotics, low-altitude economy, aerospace, new energy vehicles, and more [2][4]. Keynote Address - Academician Qian Xigao emphasized the deep adjustments in the global chemical industry chain and the new demands for high polymer materials arising from innovations in new applications and business models. He called for collaboration within the industry to tackle challenges and seize opportunities [6]. Awards Ceremony - The 2025 "New Plastic Award" recognized outstanding companies in the engineering plastics industry, aiming to promote innovation and development within the sector. Awards included "Innovative Materials Award," "Innovative Industry Solutions Award," and a special "End-User Innovative Application Award" [7][10]. Industry Insights - Various experts presented on topics such as the development of high-performance engineering plastics, global trends in new materials, and investment opportunities in the Zhoushan petrochemical and polymer industry [15][17][21]. Technological Innovations - Presentations covered advancements in materials for electric vehicles, online curing monitoring systems for resin-based composites, and the integration of AI in material development processes, highlighting the industry's shift towards intelligent manufacturing [29][32][75][77]. Future Directions - The conference underscored the importance of sustainable practices and the need for continuous innovation in materials to meet the evolving demands of industries such as automotive and robotics, with a focus on lightweight, high-strength, and environmentally friendly materials [30][56][67].
国家能源局发布15项氢能标准
DT新材料· 2025-09-20 16:03
Core Viewpoint - The National Energy Administration has released a plan for the development and revision of industry standards in the energy sector for 2025, which includes a total of 801 new standards, 402 revised standards, and 64 foreign language translation projects [1][2]. Summary by Relevant Sections Standard Development Plans - The plan includes various standards such as: 1. Guidelines for the planning and design of green hydrogen and methanol systems from wind, solar, and biomass sources, with completion expected by 2027 [2]. 2. Technical specifications for sealing technology of hydrogen pressure equipment, also to be completed by 2027 [3]. 3. Regulations for the design and cost estimation of renewable energy power hydrogen production projects, applicable to projects primarily using wind and solar energy [4]. Technical Content and Scope - The standards cover a wide range of technical content, including: - General principles, terminology, resource endowment, demand forecasting, system capacity optimization, operational control system design, construction plans, effect evaluation, investment estimation, financial evaluation, and environmental and social impact assessments [2][3][4]. - Specific requirements for sealing materials used in hydrogen environments, applicable to various hydrogen production, storage, and transportation equipment [3]. Safety and Performance Testing - Safety regulations for hydrogen pipelines and performance testing methods for solid oxide fuel cells and electrolyzers are also included, with completion dates set for 2027 [13][10][12]. - The standards will ensure safety in the design, materials, construction, operation, and evaluation of hydrogen pipelines [13]. Industry Collaboration and Innovation - The standards involve collaboration among various organizations, including universities and research institutes, to ensure comprehensive development and implementation [2][3][4].
宁德时代,再签约两大巨头
DT新材料· 2025-09-20 16:03
Core Viewpoint - CATL has signed two major strategic cooperation agreements with Li Auto and China Huaneng, focusing on battery technology innovation and expanding their business in both domestic and international markets [2][5]. Group 1: Cooperation with Li Auto - On September 18, Li Auto and CATL signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [2]. - CATL will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [2]. - The sodium-ion battery developed by CATL has an energy density of 175Wh/kg and can achieve over 500 kilometers of pure electric range, addressing over 40% of the domestic passenger car market demand [2]. - As of August 31, Li Auto has delivered a total of 1.3971 million vehicles, with over 1 million units equipped with CATL batteries, and has not experienced any thermal runaway incidents due to battery issues [3]. Group 2: Cooperation with China Huaneng - On September 17, CATL signed a strategic cooperation agreement with China Huaneng, the second-largest power generation group globally [5]. - The cooperation will leverage both parties' strengths in product manufacturing, renewable energy, energy storage construction and operation, scientific research innovation, and nuclear power industry [6]. - The aim is to enhance collaboration in response to national strategic needs, focusing on joint innovation and technology standards [7]. Group 3: Overview of Recent Collaborations - Since 2025, CATL has deepened cooperation with 10 leading automotive companies, covering battery research and development, battery swapping, new material applications, and overseas market expansion [3]. - The table summarizes recent partnerships, including collaborations with Geely, Dongfeng Nissan, Honda China, Changan Mazda, NIO, Volkswagen China, BAIC Foton, SAIC Group, and FAW Liberation, focusing on various aspects of battery technology and market development [4].
手机屏幕的次世代难题,OPPO答出来了
DT新材料· 2025-09-20 16:03
在每场手机发布会的 PPT 中,护眼都是最频繁被提及的词之一。 然而,很长一段时间里,手机厂商都对这个问题束手无策。 这背后,是显示行业多年都 未能克服的技术顽疾。 对于 Mura 效应,业内一般有两种妥协式解法: 依靠软件算法进行有限的补偿,或是被动依赖屏幕供应商的良品率,但无论如何,都停留在「治标不治 本」的层面。 即便是世界范围内的顶级屏厂,至今都没能交出最好的方案。这也是为什么,其他手机厂商始终不敢真正落地 1nit 。 然而, OPPO 成为了那个挑战不可能的角色。 终于,9 月 19 日, OPPO 发布了国内首个自研显示双产线,这也是国内首次有手机公司亲自下场造屏。在双产线模式下, OPPO 造出了亮度低至 1nit 的护眼屏幕。 这是一场屏幕生产模式的重构,也是一场影响深远的技术突围。 " 1nit "的含金量 现有的行业技术,最多只能让手机亮度降至 2 ~ 5nit ,还很难实现理论上的最低可视亮度—— 1nit ,这是暗光环境下人眼最舒适的屏幕亮度,也是手机 厂商竞逐护眼的巅峰难度。 为什么把屏幕亮度做低这么难? 从发光原理来说,一块屏幕的亮度,是由近千万个子像素的亮度组合成的,每个子像素 ...
超2万吨电子级环氧树脂项目竣工验收
DT新材料· 2025-09-19 16:04
Core Viewpoint - The article highlights the completion of the environmental protection acceptance for the electronic-grade epoxy resin production line project by Binzhou Zhilan New Materials Technology Co., Ltd., with a total investment of 150 million yuan, focusing on high-purity and low-chlorine electronic-grade epoxy resins [2][3]. Company Overview - Zhilan New Materials Technology (Xi'an) Co., Ltd. was established in May 2022 and specializes in the R&D, production, and sales of ultra-high-purity low-chlorine electronic-grade epoxy resins, positioning itself as a high-tech enterprise [3]. - The company utilizes efficient gradient separation technology to achieve industrialization and import substitution of high-end electronic-grade epoxy resins with ultra-high purity, ultra-low viscosity, and low total chlorine content [3]. Product Range - The company offers four main categories of high-quality products, including low total chlorine epoxy resins, high-purity epoxy resins, low-viscosity epoxy resins, and high-end reactive diluents, totaling over 60 specifications [4]. - The production capacity for various products includes: - Ordinary Tetra Methyl Biphenol Type Epoxy Resin (BPE): 1,000 tons/year - High-Purity Tetra Methyl Biphenol Type Epoxy Resin (BPE): 1,100 tons/year - High-Purity Tea Series Epoxy Resin (BPN): 400 tons/year - High-Purity Bisphenol A Epoxy Resin (BPA): 7,200 tons/year - High-Purity Bisphenol F Epoxy Resin (BPF): 1,440 tons/year - Modified Electronic Grade BPA Resin: 2,840 tons/year - Modified Electronic Grade BPF Resin: 1,920 tons/year - Solvent-Based Electronic Grade BPA Epoxy Resin: 200 tons/year - Solvent-Based Electronic Grade BPF Epoxy Resin: 100 tons/year - High Viscosity Resin: 4,793 tons/year [5].
又一巨头宣布,全固态电池2026年出货
DT新材料· 2025-09-19 16:04
Core Viewpoint - The article highlights the rapid development and commercialization of solid-state batteries, with significant advancements from various companies in the industry, indicating a promising future for electric vehicles and other applications [2][3][4]. Group 1: Company Developments - Panasonic Energy announced its commitment to producing solid-state batteries, aiming for sample shipments by the fiscal year 2026, with a potential 25% increase in battery capacity by 2027 [2]. - Ganfeng Lithium reported ongoing development in solid-state batteries, with applications in electric vehicles and drones, and is accelerating its industrialization process [3]. - Contemporary Amperex Technology Co., Ltd. (CATL) is collaborating with multiple domestic and international battery manufacturers and vehicle companies to advance solid-state battery technology [3]. - A new solid-state battery from Guoxuan High-Tech, featuring a sulfide solid electrolyte and high nickel content, has achieved an energy density of 400 Wh/kg, with positive customer feedback on performance and safety [3]. Group 2: Market Insights - According to CICC, the solid-state battery sector is entering a critical phase of industrialization, with a projected market space of 2.5 billion yuan for solid-state battery equipment by 2027, growing at a CAGR of 122% to reach 27.3 billion yuan by 2030 [4]. - The value of mid-stage equipment in the solid-state battery supply chain is expected to rise to 75%-80%, with new processes like dry electrode and isostatic pressing being key growth drivers [4]. - The commercialization of solid-state batteries is anticipated to follow a "high-end breakthrough, gradual penetration" approach, initially targeting high-value sectors such as consumer electronics and aviation [4].
隆基绿能、晶科能源,和解!
DT新材料· 2025-09-19 16:04
Group 1 - Longi Green Energy and JinkoSolar have reached a joint statement to end all ongoing patent disputes globally and have agreed on cross-licensing arrangements for some core patents [2][3] - The patent disputes between Longi Green Energy and JinkoSolar began in the second half of last year and escalated in early this year, with multiple lawsuits filed in various jurisdictions [3] - The patent battles are seen as a commercial strategy to limit competitors' market competitiveness, particularly in foreign markets where litigation risks influence customer choices [3] Group 2 - JinkoSolar is a leader in TOPCon technology, with over 5,500 patent applications, 75% of which are invention patents, and expects to achieve 40-50 GW of high-power TOPCon capacity by the end of 2025 [4] - JinkoSolar's patent fees increased by nearly 50% year-on-year to 0.14 billion [4] - Longi Green Energy has over 3,500 authorized patents and 480 patents for BC battery modules, with a self-owned HPBC2.0 battery capacity of 24 GW as of June [4] - In terms of shipment volume, JinkoSolar led with 41.84 GW of solar module shipments in the first half of the year, surpassing Longi Green Energy's 39.57 GW [4] - JinkoSolar reported a loss of 2.909 billion, while Longi Green Energy's loss was 2.569 billion, making it the least loss-making among the top five module manufacturers, reducing losses by 2.661 billion year-on-year [4]
两大化工巨头,再关停、出售
DT新材料· 2025-09-19 16:04
Group 1: Solvay's Strategic Changes - Solvay will terminate the production of selected product lines at its Bad Wimpfen plant, specifically stopping the production of trifluoroacetic acid (TFA) and related organic compounds by early 2026, which will result in a reduction of approximately 100 jobs [1][2] - The Bad Wimpfen plant will see new investments aimed at establishing a state-of-the-art NocolokⓇ paste and coating facility, consolidating its position as a global innovation and customer application center in automotive brazing [2] - Solvay plans to allocate around €250 million for restructuring and strategic investments around 2026, reaffirming Germany's importance as an industrial base [3] Group 2: SK Group's Divestment and Strategic Focus - SK Group is selling its entire 35% stake in the Sinopec-SK (Wuhan) Petrochemical Company for approximately 819.3 billion KRW (around 4.17 billion RMB), as the joint venture has accumulated losses exceeding 1 trillion KRW due to oversupply and intensified price competition in the Chinese ethylene market [4][5] - The joint venture, established in 2013 with a total investment of 3.3 trillion KRW, was once a symbol of SK's localization strategy in China, producing 3.2 million tons of general chemicals annually [4] - SK Group is accelerating its restructuring efforts to raise new funds, including plans to divest its overseas businesses, which were acquired for a total of approximately $600 million [5] - The company is shifting its focus towards the "ABC" strategy, concentrating on artificial intelligence, batteries, and chips, with a commitment to invest 8.2 trillion KRW in these growth areas by 2030 [6]
第二波嘉宾剧透!汉高、积水化学、德莎胶带、硅宝科技、阿莱德、鸿富诚、铟泰......
DT新材料· 2025-09-19 16:04
Core Viewpoint - The 6th Thermal Management Industry Conference and Exposition (iTherM 2025) will focus on the integration and innovation within the thermal management industry, highlighting the latest trends, technologies, and collaborative opportunities across various sectors such as electronics, new materials, and green energy [1][2]. Group 1: Conference Information - The conference will take place from December 3 to 5, 2025, at the Shenzhen International Convention and Exhibition Center, with an expected attendance of over 2000 participants and more than 350 exhibitors [1][2]. - The theme of the conference is "Fusion · Innovation | Delivering a Little More," emphasizing the importance of thermal management in various industries [1][2]. Group 2: Key Activities and Focus Areas - iTherM 2025 will feature over 20 activities, including keynote speeches, roundtable discussions, and case studies, aimed at fostering communication and collaboration in the thermal management field [2][4]. - The conference will particularly emphasize intellectual property, entrepreneurial projects, and innovative technologies that can transition from laboratory to market, promoting cooperation among government, industry, academia, and investment sectors [4]. Group 3: Featured Companies and Innovations - Notable participants include Henkel, which specializes in thermal interface materials and has applications in electric vehicles and power electronics [5]. - Shenzhen Hongfu Cheng New Materials Co., Ltd. focuses on carbon-based thermal materials for high-speed optical communication and intelligent driving chips [6]. - Shanghai Aled Group Co., Ltd. is expanding its high-performance thermal interface materials for data centers and AI applications [7]. - Other companies like tesa, Chengdu Silica Technology Co., Ltd., and Indium Corporation are also contributing innovative thermal management solutions [8][9][13]. Group 4: Conference Agenda - The agenda includes various specialized forums covering topics such as thermal science, functional materials, technology applications, and engineering solutions, addressing current challenges and future opportunities in the thermal management industry [19][20]. - Specific topics will include liquid cooling technology, power device thermal management, and thermal management for electric vehicles and data centers [19].