【DT新材料】 获悉， 近日， 东粤化学 20 万吨/年混合废塑料资源化综合利用示范性项目试生产成功，受到全球废塑料回收行业极大关注，刷屏内 网。 之所以如此震动，是因为： （1）体量大 。年废塑料处理量高达20万吨，实现了从"废塑料→循环化工原料→循环高端材料"的绿色化工产业链条，并且可复制推广，号称 全球首 套和首创 。 （2）收率高 。项目采用"一步法"深度催化裂解技术（CPDCC），可将废塑料直接转为裂解气、液化气、轻质油等，较传统的废塑料化学两步法（废 塑料-热解油-气）的收率大大提高。 先不评价项目本身， 最重 要因素应该是：高分子循环再利用，已经毫无疑问成为当下化工产业的"顶流"。 在国内，除 东奥化学 外， 中石化、万华化学、航天石化、金发科技、英科再生、奇美实业、科茂环境、恒誉环保、佳人新材料、格林循环、海尔再循 环 等也已经在纷纷布局。 在国外，热度也同样高，比如隔壁的日本。 之前分析过《日本化工巨头大"撤退"》，DT新材料报道过日本化工巨头第一个集体大动向是布局 生物基化学品和材料 ，其投入力度还真不输走在前列的 欧洲化工巨头。而说到他们集体围观的第二个热门化工赛道，那必须就是这个" 高 ...

Core Insights - Synthetic polyamides are crucial industrial materials with applications in automotive, oil pipelines, electronics, sports equipment, and medical industries, with a global market size exceeding 100 billion RMB [1] - China is the largest consumer market for polyamide materials, with an annual demand reaching several million tons [1] - Polyamide 6 (PA6) and Polyamide 66 (PA66) account for over 90% of the total production [1] - The synthesis of polyamides begins with specific monomers, including lactams, dicarboxylic acids, and diamines, which contribute to the diversity of polyamide types and properties [1] - There is a growing interest in bio-based polyamides, such as PA1010, PA11, PA610, and PA410, driven by advancements in biotechnology [1] - Challenges in chemical production of core monomers include harsh conditions and low reaction efficiency, leading to a focus on developing dicarboxylic acids and diamines through synthetic biology [1] Research and Development - Professor Wang Dan's team at Chongqing University is dedicated to the biosynthesis of key polyamide monomers, including pentamethylenediamine, δ-valerolactam, and 5-aminovaleric acid [2] - The team collaborates with various companies, including Yantai Wanhua Chemical, Guangdong Kingfa Technology, Chongqing Wankai New Materials, and PetroChina [2] Industry Events - Professor Wang Dan will present at the SynBioCon 2025 conference from August 20-22 in Ningbo, Zhejiang, focusing on "Biomanufacturing of Polyamide Material Monomers and Applications of Green Low-Carbon Materials" [3] - The conference will showcase multiple technological achievements, including bio-based chemicals and materials, and L-piperidine carboxylic acid [3] - The SynBioCon 2025 will explore key directions in green chemistry and biomanufacturing, aiming to replace petroleum-based raw materials with sustainable alternatives [9]

Group 1 - The core viewpoint of the article highlights the commencement of the construction of a 100,000-ton modified engineering materials project by Hengshen Anke Luo, with an initial capacity of 50,000 tons [1] - The total investment for the project is 1 billion yuan, covering an area of 110 acres and a total construction area of approximately 150,000 square meters [1] - The project aims to meet the stringent material performance requirements of industries such as automotive, rail transportation, and electronics by utilizing advanced German technology [1] Group 2 - In July 2022, Hengshen Group acquired 60% of the shares of AKRO-PLASTIC, leading to the establishment of Hengshen Anke Luo Engineering Materials (Changzhou) Co., Ltd [2] - AKRO-PLASTIC, founded in 1988 and headquartered in Germany, specializes in innovative applications of modified engineering plastics and has production bases in Germany, China, and Brazil [2] - Hengshen Group is a leading advanced manufacturing enterprise that integrates chemical fiber, chemicals, and new materials, and is the world's largest producer of caprolactam with an annual production capacity of 1 million tons [3]

Core Viewpoint - The article discusses the recent adjustments made by the Ministry of Commerce and the Ministry of Science and Technology to the "Catalog of Technologies Prohibited or Restricted from Exporting in China," particularly focusing on dual-use technologies and their implications for the new materials and emerging technologies sector [1][2]. Summary by Relevant Sections Adjustments to Export Control Catalog - On July 15, the Ministry of Commerce and the Ministry of Science and Technology announced adjustments to the export control catalog, specifically including dual-use technologies [1]. - The adjustments follow a public consultation that began on January 2, where significant deletions and refinements were made to the catalog, particularly in the chemical raw materials and chemical products manufacturing sector [2]. Key Changes in Battery Materials - The revised catalog now includes specific control points for battery cathode material preparation technologies, particularly lithium iron phosphate and lithium manganese iron phosphate, due to their increasing application in sensitive fields [2]. - The control points for lithium iron phosphate preparation technology now require: - A powder compact density of ≥2.38g/cc at 220MPa (down from 300MPa in the earlier version) - A first-cycle coulombic efficiency of ≥95% - A discharge capacity of ≥155mAh/g at 0.1C [2][7]. - For lithium manganese iron phosphate, the requirements include: - A powder compact density of ≥2.38g/cc at 220MPa - A first-cycle coulombic efficiency of ≥95% - A discharge capacity of ≥155mAh/g at 0.1C and an average voltage of ≥3.85V [2][7]. New and Modified Technologies - The article lists newly added or modified technologies in the new materials and emerging technologies sector, including: - Non-metallic mineral products manufacturing technologies - High-temperature alloy production technologies - Rare earth extraction and processing technologies [4][5][6]. - Specific technologies related to battery materials and their preparation processes have been highlighted, indicating a focus on enhancing the control over sensitive technologies [4][5][6]. Implications for Industry - The adjustments in the export control catalog are expected to impact the new materials and emerging technologies sector significantly, particularly in the areas of battery technology and rare earth materials [2][4]. - Companies involved in the production of these materials may need to adapt their processes to comply with the new regulations, which could affect their operational strategies and market positioning [2][4].

Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Concurrent events include the Youth Scientist 10² Forum, an industry development and innovation technology conference, and various specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - Specialized forums will cover topics like offshore wind power, marine energy, and Power to X technologies, with expert conveners leading discussions [5][6]. Group 4: Agenda Highlights - The agenda includes a focus on the development trends of the marine clean energy industry, the "14th Five-Year Plan" policy outlook, and the integration and collaboration of related topics [12]. - Key presentations will address the challenges of deep-sea development and cost reduction, as well as innovations in construction equipment and power generation devices [13]. Group 5: Registration and Participation - Registration fees are set at ¥3200 for corporate representatives who register and pay in advance, and ¥2800 for research representatives [47]. - Participants are required to register upon arrival and will receive materials such as badges and meal vouchers [44].

Core Viewpoint - CATL has secured a significant supply agreement with Vanda RE for a total of 2.2 GWh of battery energy storage systems, reflecting the growing demand for clean energy solutions globally [1][4]. Group 1: Company Developments - CATL signed a framework supply agreement with Vanda RE, a renewable energy developer based in Singapore, to supply battery energy storage systems [1]. - The battery storage systems will be produced at CATL's factory in West Java, Indonesia, which has a total production capacity of 15 GWh [3]. - The project in Indonesia is part of a larger initiative to develop a solar and storage project, which includes a 2 GW photovoltaic power station and a 4.4 GWh storage system, making it one of the largest integrated solar-storage projects in Southeast Asia [1]. Group 2: Market Trends - The global demand for energy storage systems has been rapidly increasing, with a notable growth in overseas orders for Chinese battery companies, including CATL and BYD [5][6]. - According to CITIC Securities, global energy storage installations are expected to grow by 42.2% year-on-year by 2025, reaching 266 GWh [6]. - In the first half of 2025, the global battery energy storage system market saw a significant increase, with new installations reaching 86.7 GWh, a 54% increase compared to the same period in 2024 [6]. Group 3: Financial Performance - In 2024, CATL's energy storage battery system sales are projected to reach 93 GWh, contributing approximately 57.29 billion yuan to the company's total revenue, which accounts for 15.83% of total revenue [7]. - The gross margin for energy storage batteries has surpassed that of power batteries for the first time, standing at 26.84% compared to 23.94% for power batteries [7].

【DT新材料】 获悉，7月16日， SABIC 宣布其LNP™ THERMOTUF™特种复合材料系列推出全新产品， 这是行业内首款基于聚对苯二甲酸丁二醇酯 (PBT) 的纳 米成型技术（NMT）材料，兼具卓越的阻燃性能和优异的机械性能 。 它满足了消费电子行业对轻质耐用的金属-塑料复合部件（例如智能手机中框）日益增长的需求。此外，该材料的阻燃性能可帮助客户满足最新版IEC 62368-1消 费电子设备安全标准。LNP™ THERMOTUF™ WF0087N复合材料荣膺2025爱迪生奖。 纳米成型技术（NMT） 通过将塑料树脂注入经化学处理的金属表面，形成紧密结合的复合材料。与压铸和嵌件成型技术相比， 纳米成型技术（NMT）可帮助制 造商实现轻量化、薄壁设计、射频信号穿透性、卓越的美观度和更精简的加工流程，同时还能够增强电子设备的防水防尘性能。 除了这些优势之外，LNP™ THERMOTUF™复合材料在保留良好粘结强度与机械性能（如抗冲击性）的基础上， 新增薄壁阻燃性能（UL94 V0@1.0毫米） 。其 金属粘结强度较常规阻燃PBT树脂提升约60%，助力设计者满足严苛的IP68防水防尘标准。 该创新材料还具有 ...

Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Concurrent events include the Youth Scientist 10² Forum, an industry development and innovation technology conference, and various specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University Nantong Marine Research Institute and Harbin Engineering University [4]. Group 3: Key Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - Specialized forums will cover topics like offshore wind power, marine energy, and Power to X technologies, with experts leading discussions [5][6]. Group 4: Agenda Highlights - The agenda includes a focus on the development trends of the marine clean energy industry, the "14th Five-Year Plan" policy outlook, and the integration and collaboration of related topics [12]. - Key presentations will address the challenges of deep-sea development and cost reduction in marine clean energy projects [13]. Group 5: Registration and Participation - Registration fees are set at ¥3200 for corporate representatives who register and pay in advance, and ¥2800 for research representatives [47]. - Participants are required to register and collect their materials at the venue upon arrival [44].

Core Viewpoint - Hangzhou Yushu Technology Co., Ltd. has initiated the process for listing on the stock market, having completed its transformation into a joint-stock company and is preparing for its initial public offering (IPO) [2][3]. Company Overview - Hangzhou Yushu Technology was established on August 26, 2016, with a registered capital of 364.017906 million yuan [4]. - The company is primarily focused on the research, development, production, and sales of high-performance quadruped and humanoid robots, having launched several product series since its inception [6]. Recent Developments - In June, Yushu Technology completed a C-round financing led by major investors including China Mobile's fund, Tencent, Alibaba, and Geely Capital, with a pre-financing valuation exceeding 10 billion yuan [7]. - The registered capital increased dramatically from 2.889 million yuan to 364 million yuan, reflecting a growth of over 125 times [7]. Shareholding Structure - The controlling shareholder is Wang Xingxing, who directly holds 23.8216% of the shares and controls an additional 10.9414% through a partnership, totaling 34.763% [8]. - Han Hai Information Technology (Shanghai) Co., Ltd., a subsidiary of Meituan, is the second-largest shareholder with approximately 8% [8]. Market Position and Performance - Yushu Technology's annual revenue is reported to be around 1 billion yuan, with projected sales of 23,700 quadruped robots in 2024, capturing approximately 69.75% of the global market [9]. - The company anticipates delivering over 1,500 humanoid robots in 2024, indicating significant growth in this sector [9]. Major Contracts - Yushu Technology recently won a contract worth 124 million yuan for humanoid robot manufacturing services, marking the highest single procurement amount in the domestic humanoid robot sector [10].

【DT新材料】 获悉 ，7月16日，据"乌海市融媒"发布消息， 清陶（乌海）能源科技有限公司 建设 的清陶能源固态电池专用材料项目，目前已进入试生产阶段。 据介绍，该项目总投资70亿元， 计划建设年产5万吨固态电池专用材料、10GWh固态电池及储能系 统，以及配套的风光新能源与储能电站 。项目一期占地面积315亩，2026年一期将全部建成投产， 建成后具备年产5万吨固态电池专用材料产能。 公开资料显示， 清陶能源 成立于2016年，总部位于江苏苏州昆山，由中科院院士、清华大学教授南 策文团队领衔创办，已建成"新能源材料—固态锂电池—自动化装备—锂电池资源综合利用—科研成 果孵化—产业投资"的完整产业生态链，并与多家主流车企建立了长期合作关系。 除乌海基地，清陶能源 还在成都（15GWh）、江西宜春（10GWh）、江苏昆山（10GWh）、浙江 台州（20GWh） 等地设有固态电池生产基地，五大生产基地总规划产能高达65GWh。 材料:石墨、活性炭、多孔炭、碳分子筛、硅碳、石墨负极、电容炭、硬/软碳、炭 气凝胶、碳纳米管、炭黑、石墨烯、树脂原料等 制品: 电极、导电添加剂、碳毡、石墨毡、双极板 生产设备: 炭化活 ...