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“氢能第一股”,终止重大资产重组,核心技术人员辞职
DT新材料· 2025-09-06 16:04
Group 1 - The core viewpoint of the article highlights the termination of the acquisition deal between Yihuatong and Xuyang Hydrogen Energy due to a lack of consensus among the parties involved, which aims to protect the long-term interests of the company and its investors [2] - Yihuatong's business primarily focuses on the research, production, and industrial application of hydrogen fuel cell engine systems and core components, and it has been recognized as the "first hydrogen energy stock" in China [3] - The company reported a significant decline in revenue for the first half of 2025, with operating income of 71.93 million yuan, a year-on-year decrease of 53.25%, and a net loss of 163 million yuan, indicating a worsening financial situation due to decreased market demand in the fuel cell industry [4] Group 2 - The article discusses the upcoming 2025 Liquid Sunshine Industry Development Forum, which will focus on the development of green methanol and its role in achieving carbon neutrality goals, highlighting the industry's challenges and breakthroughs [5][6] - The forum will feature discussions on key technologies for the large-scale preparation of green methanol, biomass gasification, and sustainable aviation fuel (SAF), with participation from industry experts, government representatives, and enterprises [12][50] - The event aims to facilitate international cooperation and high-quality development in the green methanol industry, providing a platform for supply and demand matching, technology transfer, and showcasing scientific achievements [52][53]
苏州博安图何勇明总经理:改性工程塑料生产的关键要素剖析
DT新材料· 2025-09-06 16:04
只有四个要素协同发展,才能打造高效生产体系。然而 ······ 塑料改性是通过添加助剂、填料等改变塑料性能,提高质量的方法。同时,塑料改性也是降低塑料成本的最有效方法。 改性工程塑料生产中,设备是"骨架",工艺是"血液",配方是"灵魂",体系是"免疫系统": 9月10-12日 于 合肥 召开的 2025高分子产业年会 上 , 苏州博安图工程塑料技术有限公司总经理 何勇明 将出席会议,并以 "改性工程塑料生产的关键 要素剖析" 为题,进行主题报告。 他将深入探讨 改性工程塑料生产中,如何通过 四要 素协同,打造高效生产体系 。欢迎相关企业莅临会议,交流合作! 设备 决定了 硬件基础与生产效能 工艺路线 决定了如何进行 流程设计与参数优化 , 配方 决定了 材料性能的灵魂 工厂体系完整性 是 生产的基石与保障 。 生产工况瞬息万变,如何保证性能稳定性? 如何进行成本控制?复杂工艺如何处理? 四大要素谁的权重更高,预算收紧下如何分配投入资源优先级? 2025高分子产业年会暨"新塑奖"评选 9月10-12日 安徽·合肥 全球化工产业正处于深刻变革的浪潮中,焦虑、迷茫又充满希望是许多企业的真实状态,下一步究竟应该往哪走 ...
宁德时代,退出
DT新材料· 2025-09-06 16:04
【DT新材料】 获悉,近日, 宁德时代 于近期结束了其 8 年海外持股 。其所持 20.6% 股份出售给芬兰国家与现有股东 Pontos ,这也意味着 Valmet 汽车公司正式完成了"国有化"。 2017年,宁德时代以3000万欧元入股芬兰汽车制造商Valmet Automotive 。彼时,宁德时代的入股彰显着 " 在欧洲电动车市场建立强势地位 " 的 野心,是其欧洲战略的关键一步——通过入股 Valmet ,宁德时代向欧洲车企展示了其电池技术与系统集成能力,为后续的合作奠定基础。 此后, Valmet 加速布局电池系统( EVS )业务。 2019 年,其芬兰萨洛工厂电池模组产线投产, 2023 年电池系统产量达 80 万个,累计突破 200 万个,成为欧洲领先的独立电池系统供应商之 一。 2023 年 EVS 业务营收首次突破 10 亿欧元。 但这也难以隐藏 Valmet 的转型阵痛 。 2023 年, Valmet 传统汽车代工业务( VCM )营收同比下降 21.8% ,核心原因是奔驰 GLC 生产线于 2022 年 6 月终止。 欧洲的燃油车需求萎缩,电动汽车代工虽然利润率更高,但也面临新订单不 ...
报告申请开启!Carbontech2025新能源碳材料与电池大会(12月9-11日 上海)
DT新材料· 2025-09-06 16:04
大会背景 01 在当今全球能源结构加速向低碳化转型的背景下,以新能源汽车、新型储能、低空经济及人形机器人为代表的新兴领域,对电池技术提出前所未有的高 要求:高能量密度(≥500Wh/kg)、快速充电(15分钟充至80%)、超长循环寿命(≥15000次)、低成本、宽温域及高安全性。这些需求正推动 电池制造技术进入 材料创新 与 工艺革新 并行的关键阶段,尤其是 硅基负极、硬碳、多孔炭、电容炭等新材料,以及干法电极、等静压等新工艺的突 破 ,已成为新能源电池行业发展的核心驱动力。 Carbontech新能源碳材料与电池大会 以" 破界新材料·定义新电池·引领新周期 " 为核心主题,深度聚焦两大战略维度: 一方面致力于破解新能源碳 材料领域的技术瓶颈,推动关键制备工艺的革新突破;另一方面积极拓展电池应用场景的多元化布局,构建从材料到终端的全链条价值生态 。 大会通过搭建高端学术交流与产业对接平台,系统探讨碳材料在 多孔炭、硅碳负极、快充石墨负极、导电添加剂、硬碳负极及新型纳米碳材料 等前沿 方向的研发进展与产业化路径,整合产业链上下游资源,促进 材料研发 、 电池制造 、 终端应用 等环节的协同创新,加速技术成果向 ...
道华化工/键毅新材料:改性助剂助力工程塑料实现性能突破
DT新材料· 2025-09-06 16:04
Core Viewpoint - The article highlights the establishment and product offerings of Daohua (Anqing) Chemical Trading Co., Ltd., a subsidiary of Daohua Chemical Company in the U.S., focusing on polymer additives and modifiers for engineering plastics [2]. Product Overview - Daohua Chemical specializes in high-performance antioxidants, heat stabilizers, and various additives for polymers, including solid and liquid forms [2]. - Key products include: - **Doverphos S-9228**: A high-efficiency antioxidant suitable for various resins, providing excellent color and property protection during high-temperature processing [3]. - **Winox TS02**: A heat stabilizer designed for nylon, offering long-lasting high-temperature stability up to 180°C [3]. - **AM Series Matte Resin**: A polymer-based matting agent that achieves a matte finish without compromising the strength and impact resistance of plastics [3]. - **NC-420 Noise Reduction Agent**: Reduces stick-slip phenomena to lower noise in plastic products [3]. - **Winox CA22**: An efficient nucleating agent for nylon that enhances gloss, modulus, and thermal stability [4]. - **DoverClear 8004**: A non-fluorinated PPA alternative that improves polymer surfaces without sacrificing yield [4]. Event Information - The 2025 Polymer Industry Annual Conference will take place from September 10-12, 2025, in Hefei, Anhui, featuring various forums and award ceremonies [8][12]. - The event will include discussions on the development opportunities and challenges in the polymer industry, with participation from government officials, industry leaders, and academic experts [28].
万华化学、三井化学,MDI/TDI恢复生产
DT新材料· 2025-09-05 16:04
Group 1 - Wanhua Chemical's subsidiary BorsodChem Zrt. has resumed normal production of MDI (400,000 tons/year) after maintenance, while another TDI (250,000 tons/year) facility also returned to normal operations on August 19 [2] - Wanhua Chemical's new TDI Phase II facility (360,000 tons/year) in Fujian has recently been completed and is producing qualified products [2] - Mitsui Chemicals announced that its TDI facility in Japan will resume production around September 8 after a gas leak incident that halted operations since July 27 [2] Group 2 - Covestro has issued an emergency notice to reduce TDI supply to China by 10% to support the European market, marking the second supply cut this month, totaling a 25% reduction [3] - The TDI market in China experienced a "high-to-low" trend in August, with prices peaking at around 17,500 yuan/ton before dropping to a range of 14,500-15,000 yuan/ton by the end of August [3] - As of September, TDI prices have further declined to a range of 13,500-14,100 yuan/ton, with low-price rumors circulating and the market experiencing significant fluctuations [3]
陶氏化学,塑料回收新突破
DT新材料· 2025-09-05 16:04
【DT新材料】 获悉,9月3日, 陶氏 与 Gruppo Fiori 联合宣布,双方共同开发 的 新型聚氨酯回收工艺 取得重大突破 ,该工艺无需拆卸即可从报废 车辆中回收聚氨酯材料。 聚氨酯泡沫在汽车中属于内饰的重要一部分,一辆普通轿车中 约含 28公斤 的聚氨酯材料,其中 10-15公斤 用于座椅制造。但传统回收方式必须拆解 汽车零部件,因此成本较高。 陶氏与Gruppo Fiori的技术创新在于, 无需拆解即可直接回收废聚氨酯,并且能保证其废料纯度达到可化学解聚的要求 ,从而生成再生多元醇用于生 产新产品。 对于陶氏而言,早在去年就已经有布局报废汽车聚氨酯泡沫化学回收。去年11月27日, 陶氏、捷豹路虎、安道拓 宣布,在废旧聚氨 酯座椅泡沫的闭 环回收方面取得了重大技术突破,行业首次将其应用到新汽车座椅中,目前该产品含有20%的再生多元醇,未来还将继续提高比例。 化学回收技术方面 ,陶氏化学曾经推出一种 胺解法化学回收工艺 。该工艺包括两个步骤:用烷基醇胺和催化剂把废旧聚氨酯分解成高浓度分散状氨 酯、脲、胺和多元醇;然后进行烷基化反应,去除回收物中的芳香族胺后,得到性能好、色泽较浅的多元醇。该法可回收多种 ...
10位大咖顾问和主席官宣丨2025第六届热管理产业大会暨博览会
DT新材料· 2025-09-05 16:04
Core Viewpoint - The rapid advancement of electronic technology is driving the demand for efficient thermal management materials and innovative solutions across various sectors, including consumer electronics, 5G, AI, and more, to ensure product efficiency, reliability, and safety [2]. Group 1: Conference Information - The 6th Thermal Management Industry Conference and Exposition (iTherM 2025) will be held from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, focusing on the theme of "Fusion and Innovation" [3]. - The conference will feature over 350 exhibitors and a 20,000 m² exhibition area, aiming to provide a one-stop, high-efficiency value service platform for the thermal management industry [4]. Group 2: Conference Agenda - The agenda includes various activities such as opening ceremonies, parallel forums, and expert consultations, with an expected attendance of over 2,000 participants [6][7]. - Key topics will cover scientific frontiers, functional materials, technology applications, and engineering solutions related to thermal management [7]. Group 3: Key Themes and Topics - The conference will address real challenges and future opportunities in the thermal management industry, clarifying current market dynamics and technological trends [7]. - Specific topics include thermal science, micro/nano-scale heat transfer, semiconductor heterostructures, and various thermal management materials and technologies [7][14]. Group 4: Registration and Fees - Registration fees are set at ¥2,200 for regular attendees and ¥1,200 for students if paid online before October 31, 2025 [8]. - Payment options include bank transfer, Alipay, and WeChat Pay, with specific instructions for registration and invoicing provided [10][11].
超亿元种子轮、数亿元天使轮灵巧手头部企业——灵心巧手确认报告
DT新材料· 2025-09-05 16:04
机器人多指灵巧手是新型末端执行器,也是人机交互的关键部件。 灵巧手集成了 驱动、减速、传动、感知四大模块,其性能直接决定机器人落地速 度。 灵心巧手 专注于 高自由度、高性能灵巧手产品的研发打造 ,成功在国内开辟了全新的高自由度灵巧手市场,并在全球取得领先地位,占全球高自由度 灵巧手市场的80%以上。在强大的领先产品力之外,灵心巧手也攻克了高自由度灵巧手的生产工艺和流程难题,相较传统海外大厂率先实现量产, 成为 全球唯一一家有能力量产千台高自由度灵巧手的公司。 截至现在,灵心巧手旗下Linker Hand灵巧手产品已经覆盖多种产品序列, 全新推出的「工业大师」系列产品包含两款产品——Linker Hand L6与L20 工业版 ,采用"无刷电机+滚珠丝杠"方案的全新"超强电缸"驱动模块,驱动效率高达90%,达传统产品的2倍以上,兼具强负载能力和高运动速度,能够 适应工业半开放场景下的各种生产任务需求; L10、L20、L30三款高自由度高性能灵巧手覆盖连杆、线驱、直驱等多种驱动方式,自由度均在20个及 以上 ,以超高的自由度和高性能表现满足开放场景的灵巧操作需求;O7、O6两款高性能灵巧手则以超高性价比推动灵 ...
苏州纳磐:高分子复材在机器人行业的替代与应用
DT新材料· 2025-09-05 16:04
Core Viewpoint - Suzhou Napan New Materials Technology Co., Ltd. has successfully completed nearly 100 million yuan in Series A financing, led by cornerstone capital and Anhui Science and Technology Investment, with additional investment from existing shareholders [2]. Group 1: Company Overview - Suzhou Napan focuses on innovative material technology research and development, specializing in high-performance and lightweight composite materials, including special high polymers such as PPS, PPA, and PEEK [2]. - The company has established an end-to-end integrated R&D system that covers the entire technology chain from material synthesis to product manufacturing, allowing for diverse material solutions and rapid response to customer needs [2]. Group 2: Applications in Automotive Industry - Napan's special engineering plastics have been supplying domestic alternatives in the new energy vehicle sector since 2018, with applications in parts for major global manufacturers like BYD, Geely, and various new energy vehicle companies [2]. - The company collaborates directly with leading Tier 1 clients in the new energy sector, integrating deeply into the core supply chain [2]. Group 3: Innovations in Thermoplastic Composites - Napan has developed a unique end-to-end integrated molding technology (EEM®), enabling efficient and low-cost production from materials to finished products, and has partnered with major automotive companies to develop thermoplastic composite components [4]. - The continuous glass fiber/PPS thermoplastic composite technology has been recognized for its weight reduction and excellent fire resistance, significantly lowering thermal runaway risks, and won the prestigious Lingxuan Award in November 2024 [4]. Group 4: Robotics Sector Solutions - In the robotics field, Suzhou Napan addresses key technical challenges such as wear resistance, operational adaptability, and structural strength with innovative material solutions using PPS and PEEK carbon fiber composites [7]. - Experimental data shows that using PPS bearings in robotic joints reduces energy loss by 25%, significantly extends service life, and contributes to a 20%-30% reduction in overall weight, a 15% increase in movement speed, an 18% decrease in energy consumption, and a 25% extension in endurance time [9]. Group 5: Upcoming Events and Industry Engagement - The Deputy General Manager of Suzhou Napan, Chen Bin, will present at the 2025 Polymer Industry Annual Conference, discussing the application solutions of high polymer materials in the robotics industry, including insights on material selection, performance optimization, and cost control [11][14]. - The conference will feature discussions on emerging industries such as AI, low-altitude economy, aerospace, and new energy vehicles, highlighting opportunities for new materials and technologies [19].