Core Viewpoint - The article highlights the launch of the world's first sodium battery mass-produced passenger vehicle by Changan Automobile, expected to be available in mid-2026, marking a significant milestone in the sodium battery market for passenger cars [1][3]. Group 1: Sodium Battery Development - 2026 is identified as the year for large-scale application of sodium batteries in the passenger vehicle market, with Changan Automobile being the first major automaker to fully embrace sodium batteries [3]. - Changan's brands, including Avita, Deep Blue, Qiyuan, and Gravity, will utilize CATL's sodium battery technology, which is branded as "Sodium New" [3]. - CATL plans to apply sodium batteries across various sectors, including passenger vehicles, commercial vehicles, and energy storage, establishing a dual development trend of "sodium-lithium" [3]. Group 2: Technical Advantages of Sodium Batteries - Sodium batteries are not a downgraded alternative to lithium batteries; they offer superior low-temperature performance and safety features, addressing concerns of some users regarding electric vehicles [3]. - For instance, the sodium battery-equipped vehicle can maintain a discharge power nearly three times higher than conventional lithium iron phosphate models at -30°C, with over 90% capacity retention at -40°C [4]. - The sodium battery's energy density reaches 175 Wh/kg, which is among the highest in the industry, and it is expected that the pure electric range could increase to 500 km or even 600 km in the future [6]. Group 3: Market Potential and Growth - The sodium battery industry is entering a rapid development phase, with global shipments projected to reach 9 GWh by 2025, a 150% increase year-on-year [6]. - By 2030, the global market for sodium batteries in energy storage is expected to reach 580 GWh, while the automotive sector's market size will exceed 410 GWh [6]. - The average price of sodium cells is anticipated to decrease from approximately 0.52 yuan/Wh in 2025 to 0.25 yuan/Wh by 2030, indicating a trend towards cost-effectiveness [6]. Group 4: Strategic Partnerships and Infrastructure - CATL's sodium battery technology is designed to be adaptable across multiple brands, enhancing flexibility and performance for Changan's upcoming sodium battery models [7]. - Since starting research on sodium batteries in 2016, CATL has invested nearly 10 billion yuan and tested around 300,000 battery cells by 2025 [7]. - CATL plans to establish over 3,000 chocolate battery swap stations across more than 140 cities in China by 2026, facilitating quick energy replenishment for users [7].

Core Viewpoint - The article emphasizes the importance of the source and quality of recycled plastics (PCR) in determining their performance and suitability for various applications, highlighting that not all recycled materials are created equal [5][12][19]. Group 1: Source and Quality of PCR Materials - The value of PCR materials is not just about their recycling status but rather their previous applications, which significantly affect their performance characteristics [5]. - A case study illustrates that even seemingly high-quality PCR materials can perform poorly if sourced from inappropriate origins, leading to unexpected issues during production [5][8]. - The article warns against suppliers who misrepresent the quality of their PCR materials, often mixing high-quality sources with lower-quality ones, resulting in inconsistent product performance [12][19]. Group 2: Stability and Processing Challenges - The stability of PCR materials is crucial, as variations in processing can lead to significant quality issues, such as inconsistent melt flow rates and dimensional changes in final products [8][9]. - A specific example shows how a batch of PCR-PP exhibited extreme variability in performance, causing production disruptions and quality control challenges [9][19]. - The article stresses the need for rigorous quality control measures throughout the production process to ensure batch consistency and reliability [23][25]. Group 3: Supplier Evaluation and Best Practices - Companies are advised to thoroughly vet suppliers by examining their material sourcing, processing methods, and quality control practices to avoid potential pitfalls [19][25]. - The article suggests implementing a multi-step purification process to enhance the quality of PCR materials, including color sorting, infrared analysis, and electrostatic separation to eliminate impurities [27][28][29]. - It is recommended that companies require suppliers to provide detailed documentation and testing reports for multiple batches to ensure transparency and reliability [34].

【DT新材料】 获悉， 2月2日，开投集团通过旗下开投基金投资的 畅的新材料科技（上海）有限公司 （以下简称"畅的新材"）光学膜生产基地项目， 在前湾新区完成备案， 总投资规模超10亿元 。 该项目将分两期建设，总用地80亩，建筑面积近10万平方米，预计于2026年第四季度进行千层膜涂布产线试生产。项目全面达产后，可实现 年产 13000吨光学级薄膜的产能 ，预计年产值可超15亿元。 2025年7月，畅的新材料完成近2亿元新一轮融资，为产能扩张提供了充足的资金支持。本轮融资由鸿富资产旗下基金宁波甬元鸿德股权投资合伙企业 （有限合伙）、台州畅德创业投资合伙企业（有限合伙）领投。截至目前，畅的新材料已完成5轮融资。 畅的新材是国家级重点专精特新"小巨人"企业，长期深耕光学膜及电子纳米新材料领域，凭借纳米级精度控制技术与复合光学结构设计能力，成功突破 多项国外技术垄断，打造出纳米千层膜、电子光学膜等复合特性的高端产品矩阵。 轻量化功能化与可持续材料展 2026.06.10 → 06.12 > 40 轻量化材料 · 纤维及复合材料: 碳纤维/玻纤/芳纶/超高分子量聚乙烯/聚酰亚胺/陶瓷纤 维增强树脂基复合材料、碳/碳 ...

关键词| DT新叶奖 生物基领域"奥斯卡"——「 2026(第4届)DT新叶奖 」火热申报中，将于第11届生物基大会 正式揭晓获奖名单，并举行颁奖典礼。 首轮报名截止： 2月10日，享独家宣传 。 参选单位&独家宣传 ： 万华化学 光华伟业 双枪科技 裕同包装 华润双鹤 利夫生物 中科国生 聚维元创 糖能科技 京博中聚 骐业科技 瑞恒茂 河南浩森生物 军安绿色新材 华呋新材 麒祥 材料 泰安羽时 元一生物 华澄生物 播下环保 凤登绿能 和塑美 拜科瑞生物 壹科麦 碧嘉材料 科幂仪器 无锡华辰 托摩根生物 谱键科技 碧普仪器 道生生物 德渊化工 漂莱特 碳和新材 微 谱检测 武汉瑞鸣 树合科技 唯铂莱生物 ... ... 生物基创新应用场景有哪些？什么样的生物基应用解决方案值得被关注？ 为进一步挖掘生物基领域的创新应 用产品，「 # 2026DT新叶奖 」已邀 请了 20余 位 来 自 运动鞋服、汽车及零部件、包装、家具家电 等领域 的专 家和高管 加入评委团 。 从品牌用户的角度，生物基材料产品在以上领域应用 需兼顾材料性能带来的更高附加值、应用适配度和替代可行性，产品的合成路径清洁低耗，并能进 一步为终端产 ...

00 引言：从拆分到跃迁 2025 年 10 月 30 日，前沿特种材料公司 Solstice Advanced Materials （简称" Solstice "）正式完成从霍尼韦尔（ Honeywell ）的分拆，以股票代码" SOLS "在纳斯达克挂牌上市，开启面向全球客户的独立运营。 范式迁移—— 从传统电力电子到 AIDC 的"散热长征" 2026 年 1 月下旬， Solstice 在上海举办了独立运营后的首场媒体见面会， DT 新材料受邀参与媒体交流会并且采访了 Solstice Advanced Materials 亚太区总 经理、制冷剂及应用解决方案亚太区总经理李宝刚先生和电子与特种材料亚太区总经理何薇女士。 交流中我们不仅见证了一家拥有 130 年历史底蕴的"新公 司"的诞生，更在对话中捕捉到了一个明确的信号：在 AI 算力狂飙、液冷技术迭代的当下，热管理材料已不再是电子设备的"附属品"，而是决定数据中心能 效比的核心。 Solstice 向我们展示了其在热管理材料领域的持续积累和未来布局，尤其是在数据中心和人工智能（ AI ）冷却等新兴应用场景中的发展方向。 01 Solstice 以 ...

【DT新材料获悉】 近日， 天津新和成新材料项目一阶段工程 取得施工许可手续，标志着项目 一阶段地上工程正式具备全面开工条件。该项目位于天津南港工业区 ， 总投资约100亿元 ， 采 用新和成自主开发的 丁二烯法制备己二腈技术 ，全力打造己二腈-己二胺-尼龙66关键中间体及 高端尼龙新材料产业链，已完成小试、中试技术验证等。 其中， 一期规划建设10万吨/年己二腈、10万吨/年己二胺及14万吨/年尼龙66，二期规划40万吨/ 年尼龙66产能 ，未来可根据市场需求灵活调节各环节的产品产出，产品广泛应用于汽车、电子 电气、新能源等多个热门领域，市场前景广阔。 天津新和成材料科技有限公司 是浙江新和成股份有限公司（以下简称" 新和成 "）的全资子公 司，于2024年6月7日设立，注册资本1亿元。 新和成成立于1999年，2004年在深交所上市，是 一家专注于营养品、香精香料、高分子新材料和原料药生产的国家高新技术企业，已拥有浙江新 昌、浙江上虞、山东潍坊、黑龙江绥化4个现代化生产基地。近年来,新和成专注于精细化工， 以"化工+"和"生物+"两大核心技术平台不断发展各类功能性化学品。2025年前三季度，新和成 营业收 ...

Core Viewpoint - The article discusses the advancements in carbon fiber reinforced plastic (CFRP) technology by Toray Industries, focusing on their new welding technology that addresses the challenges of joining composite materials in aerospace and other industries [3][7]. Group 1: CFRP Technology and Applications - CFRP is a lightweight, high-strength composite material with a density only 1/4 that of steel and a specific strength exceeding 2000 kN·m/kg, making it widely used in aerospace applications such as aircraft skins and wings [4]. - In the Boeing 787 Dreamliner, CFRP accounts for 50% of the material used, with Toray being the largest supplier [4]. - Despite the advantages of CFRP, metals still dominate in large equipment sectors, necessitating effective joining technologies between different materials [4]. Group 2: New Welding Technology - Toray's new welding technology allows for direct welding between thermosetting and thermoplastic CFRP, eliminating the need for adhesives and bolts, thus enhancing integration design possibilities [7]. - The new welding resin developed by Toray has been validated to provide superior strength compared to traditional adhesive bonding, significantly reducing assembly time from over one day to approximately 20 minutes for a 900 mm x 600 mm aircraft structure [7]. Group 3: Financial Performance and Market Position - For the fiscal year 2024, Toray reported total sales of 2.56 trillion yen, a 4.0% increase year-on-year, with net profit soaring by 255.8% to 77.9 billion yen, driven by recovery in aerospace and wind energy sectors [9]. - The carbon fiber and composite materials segment generated approximately 300 billion yen in revenue, with a profit increase of 70.7% to 22.5 billion yen [9]. - Toray's global carbon fiber production capacity stands at 64,000 tons, making it the largest producer worldwide [9]. Group 4: Strategic Collaborations and Innovations - Toray has initiated a joint aircraft recycling program with French companies to enhance recycling technologies in aerospace manufacturing [10]. - The company signed a long-term supply agreement with Airborne Aerospace for advanced CFRP materials for next-generation satellite solar panels [11]. - In November, Toray developed a breakthrough carbon fiber recycling technology that recycles CFRP from various sources, achieving a tensile strength of over 95% compared to virgin carbon fiber [12].

Core Viewpoint - Elon Musk is at the forefront of multiple technological trends, including electric vehicles, humanoid robots, commercial space travel, and now space-based solar power, indicating a significant shift in the energy landscape and potential investment opportunities in the solar industry [1][3]. Group 1: Research and Development in Solar Technology - Musk's team has conducted research on several Chinese photovoltaic companies, focusing on advanced technologies such as Heterojunction (HJT) and perovskite solar cells, which promise higher efficiency and stability [1][2]. - HJT solar cells can achieve a light-to-electricity conversion efficiency of over 24%, making them a key area of interest for future solar energy production [1]. Group 2: Market Dynamics and Future Projections - SpaceX aims to achieve an annual solar manufacturing capacity of 100 GW within the next three years, highlighting the growing importance of solar energy in Musk's broader vision [3]. - The integration of AI with space-based energy networks is expected to lower the cost of AI computing power, with Musk predicting that space will become the most cost-effective location for generating AI computing resources within 2-3 years [3]. Group 3: Industry Sentiment and Challenges - Despite the optimism surrounding space solar power, many companies in the photovoltaic sector remain cautious, with some stating they have not yet engaged in space solar initiatives [5]. - The current state of space solar technology is still in the exploratory phase, and established technologies like gallium arsenide (GaAs) solar cells are still preferred for commercial space applications due to their proven reliability [5]. Group 4: Financial Outlook and Market Trends - The photovoltaic industry is expected to improve by 2026, driven by technological advancements and a shift towards high-value markets like space solar power [4]. - Major players in the solar industry are setting ambitious profitability targets for 2026, with companies like Trina Solar aiming for a profit of at least 200 million yuan [5].

【DT新材料】 获悉，近日，全球高性能弹性体制造商 阿朗新科 宣布，其位于中国常州的全新 Therban® 氢化丁腈橡胶（HNBR）工厂正式投运！ 该工厂的投运助力拓展了阿朗新科在氢化丁腈橡胶领域的产能布局，它坐落于阿朗新科常州生产基地内，与公司三元乙丙橡胶（EPDM）工厂以及亚洲 技术中心（RTC）毗邻而建。这背后释放出的信号非常明确：从技术研发、应用测试到规模化生产，阿朗新科正在中国构建一条完整的高性能弹性体能 力链。 新建成的 Therban® HNBR 工厂设计年产能约 5,000 吨，主要用于生产高性能氢化丁腈橡胶产品，应用场景覆盖汽车关键零部件、石油与天然气系 统、工业设备、航空航天、下一代新机动化电池系统 等。 这些领域有一个共同特征：材料必须在高温、高压、耐油、耐化学介质等极端工况下，长期保持可靠性。 HNBR，正是为这种"高要求、低容错"的应 用而存在。 /扫码加入行业交流群/ 化工新材料、复合材料、机器人、无人机、eVTOL、商业航天.....等产业同行❤️↓ FINE 2026 × Carbontech 2026.06.10 → 06.12 > 40 轻量化材料 · 纤维及复合材料: 碳 ...

Core Viewpoint - The article emphasizes the upcoming "2026 Advanced Nylon Industry Innovation and Application Development Conference" in Guangzhou, focusing on the latest advancements in nylon monomers, polymers, and modifications, addressing new material demands in various emerging applications such as automotive, electronics, low-altitude economy, and humanoid robots [5][6]. Group 1: Conference Background - The global nylon market is expected to exceed $47 billion, with nylon evolving over nearly a century, now penetrating new application boundaries in sectors like new energy vehicles, electronics, low-altitude economy, and medical devices [5]. - The nylon industry is at a critical juncture due to energy system restructuring, trade environment adjustments, and carbon reduction goals, presenting both challenges and strategic opportunities for domestic substitution, application upgrades, and globalization [5][6]. Group 2: Conference Information - The conference will gather around 300 participants, including leading companies, experts, and core end-users from the nylon industry [7][8]. - Key activities include technical exchanges with over 20 experts and entrepreneurs, and matching sessions with more than 30 end-user companies bringing material application demands [8]. Group 3: Conference Highlights - The event will feature specialized salons, visits, and demand matching activities to meet industry needs comprehensively [9]. - A collective effort will be initiated to establish industry standards for advanced nylon materials in core application areas such as new energy vehicles and robotics [9]. Group 4: Agenda Overview - The agenda includes sessions on terminal trends and material demands, nylon modification and innovation, popular resins and new monomers, and discussions on new applications and scenarios [10][12]. - Specific topics will cover high-temperature nylon modifications for SMT connectors, nylon development for low-altitude aircraft, and innovations in nylon elastomers and flame-retardant systems [12].