最近，中国石油和化学工业联合会联合专业协会等发布《石化化工行业存在供大于需风险的产品清单（2025年版）》引起热议。 《清单》确认15 种产品面临过剩风险，分别是： 环氧丙烷、环氧氯丙烷、丙烯腈、聚氯乙烯、氯化石蜡、聚硅氧烷、 ABS、PBAT、聚醚多元醇、 1,4-丁二醇 （BDO） 、 尼龙66 、醋酸乙烯、聚丙烯、纯碱、钛白粉 。 其实，许多行业人评论这个《清单》还是比较保守的， 实际上的种类还有很多 。出现预警的原因主要是 "十三五"以来新建项目集中投产、低端产能扩张过快， 叠加下游地产、家电、包装等传统需求疲软，行业开工率低。 不过，里面有两个非常好材料，BDO和尼龙66，确实来得太快。 首先是，尼龙66， 在2025年底国内产能已逼近150万吨/年，而2024年国内市场表观消费量仅75-80万吨，行业产能利用率不足60%。最近， 新和成 100亿尼龙66新 材料项目正式开工受到极大关注。 随着多个项目推进，整体尼龙66格局还未定，毕竟是性价比最高的材料之一， 在汽车、机器人、 低空无人机、 连接器等很多新的领域都用得着，这些产业还在 高速增长，从树脂到改性的路还有很多高端缺口。 不仅仅是能合成树脂 ...

Key Takeaways BASFY is boosting BDO production in Ludwigshafen to ensure a stable European supply.Higher output supports THF, PolyTHF and NMP across polymers and solvents markets.BASFY expands biomass-balanced BDO portfolio to cut carbon footprints and fossil use.BASF SE (BASFY) is increasing production in Ludwigshafen, Germany, to reinforce a stable and reliable supply in the 1.4-butanediol (BDO) value chain. As BDO remains a key intermediate used in applications across numerous downstream markets, BASFY’s ...

Key Takeaways BASF SE is adding a dispersions line at its Mangalore, India, facility. BASFY will leverage its acrylic value chain to serve architectural, construction and packaging. BASFY says the expansion will boost supply security and cut delivery timelines in India. BASF SE (BASFY) is strengthening its production footprint in India with a new dispersions line at its Mangalore facility in Karnataka, reinforcing its commitment to local manufacturing and customer proximity. Leveraging its integrated acryli ...

Core Viewpoint - German companies are increasingly investing in the United States due to energy crises and inflation in Germany, leading to a shift in production capacity to regions with more favorable conditions, particularly the U.S. and China [1] Group 1: Investment in the U.S. - BMW Group announced an investment of $1.7 billion (approximately 12.3 billion RMB) in electric vehicle and battery production in the U.S. [1] - Volkswagen plans to invest $7.1 billion (approximately 51.4 billion RMB) in the U.S. over the next five years [1] - BASF will invest $25 billion (approximately 181.1 billion RMB) in North America over four years [1] - Other German companies like Mercedes, Bosch, Siemens, and Bayer are also increasing their investments in the U.S. [1] - The U.S. offers cheap energy, a large consumer market, and attractive business policies, making it an appealing destination for German manufacturers [1] Group 2: Investment in China - BASF plans to invest €10 billion in China, while Audi, Volkswagen, and Merck have significant investment plans in the country [3] - Investments are concentrated in coastal cities, particularly Shanghai, which is favored for its strong infrastructure and business environment [3] - French companies are also looking to benefit from the situation, as Germany's energy crisis creates market opportunities for them [3] Group 3: Industry Trends - The shift of German industries is focused on high-value sectors such as organic chemicals, electronic devices, and automotive components [1] - The historical trend of industrial transfer shows a movement from advanced regions to less developed areas, but current conditions favor the U.S. and China for advanced manufacturing [1][3] - Germany's reliance on natural gas, particularly from Russia, has exacerbated its energy crisis, while France's energy strategy positions it to capitalize on Germany's challenges [3]

Key Takeaways BASF sets up a centralized India hub to advance its Global Business Services transformation.BASFY will consolidate Finance and HR in India and optimize the supply chain via Kuala Lumpur. BASF says the hub model will simplify processes, increase automation and cut costs. BASF SE (BASFY)  is advancing the next phase of its Global Business Services transformation by setting up a new centralized hub in India, aimed at improving cost efficiency, strengthening operational resilience and delivering m ...

晶泰科技的自主实验室不仅能实现实验操作的高度标准化与实验通量的显著提升 ， 更 能 作 为 高效生成高精度结构化数据的平台 ， 持续 、 稳定地收集海量标准化实验数据 ， 为 研 发 领 域专有AI模型的开发与持续优化提供关键燃料 。 随着AI在研发领域的深度渗透 ， 能 够 自 动 化执行并规模化生成高质量数据的智能实验室 ， 已成为未来AI研发的核心基础设施 ， 而晶 泰科技已在该领域占据先发和领先优势 ， 构建起独特的竞争壁垒 。 晶泰科技的自动化实验 解决方案已服务于包括国际药企 、 中石化 、 复旦大学 、 新加坡科技研究局(A*STAR) 、 横琴实验室在内的多家不同领域大型企业与顶尖科研院所 ， 通过 " 标准化平台+敏捷定制 " 的商业模式 ， 其业务边界正从医药研发向大化工 、 新能源等万亿级市场加速拓展并规模化 落地 ， 不断开辟新的增长空间 。 巴斯夫在全球拥有约112,000名员工 ， 2024年巴斯夫全球销售额为653亿欧元 。 晶泰控股 有限公司董事会成员包括温书豪博士 、 马健博士 、 赖力鹏博士及蒋一得博士;以及独立非执 行董事罗卓坚先生 、 陈颖琪女士及周明笙先生。 | 版 ...

Core Insights - The strategic partnership between Guoxuan High-Tech and BASF aims to develop next-generation solid-state battery technology, focusing on high-performance materials through collaborative innovation [1][2]. Group 1: Partnership Details - Guoxuan High-Tech and BASF signed a memorandum in Hefei, Anhui, to jointly develop solid-state battery technology, emphasizing the co-development of core materials [1]. - The collaboration will leverage Guoxuan's capabilities in solid-state battery industrialization and BASF's expertise in advanced materials [1][2]. - The partnership aims to address key technical bottlenecks in the commercialization of solid-state batteries through joint design and targeted material development [1][2]. Group 2: Technological and Market Implications - Guoxuan has made progress with its Jinshi all-solid-state battery, achieving a 90% yield rate and an energy density of 300 Wh/kg on its pilot line [1]. - The collaboration reflects a competitive landscape in solid-state battery technology, with Guoxuan adopting a multi-faceted strategy that includes both all-solid-state and hybrid solid-liquid battery solutions [2]. - The partnership signifies a shift for Chinese battery companies from manufacturing leadership to innovation in materials and systems, aiming to create a unique technological moat [3].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：国轩高科 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 近日，国轩高科与巴斯夫在合肥签署战略合作备忘录， 共同开发下一代固态电池技术。 据协议，双方将以协同创新为核心，聚焦下一代固态电池高性能材料的联合技术研发，研发范围覆盖多 项核心材料。国轩高科凭借其在固态电池技术的产业化能力，巴斯夫借助于其在材料领域的研发积淀， 通过电池及其系统的联合设 ...

Group 1 - The core viewpoint of the article highlights that Jingtai Holdings (02228) has successfully delivered an automated workstation for formula stability testing to BASF, enhancing BASF's automation system across sample management, testing analysis, and data management [1] - The stock price of Jingtai Holdings increased by 4.52%, reaching HKD 11.8, with a trading volume of HKD 296 million [1] - The automated platform has been successfully delivered in high-value fields such as new drug development, chemical synthesis, and new material discovery [1] Group 2 - On February 5, Jingtai Holdings announced a project agreement and long-term strategic cooperation with Weisheng Pharmaceutical (02561) [1] - The collaboration aims to integrate Jingtai Holdings' AI and robotics drug development platform with Weisheng Pharmaceutical's expertise in the endocrine field, focusing on high clinical value indications and innovative targets [1] - This partnership seeks to advance the early discovery and clinical translation of innovative therapies in the endocrine treatment sector, targeting a market potential worth hundreds of billions [1]

Core Viewpoint - Crystal Tech Holdings (02228) has successfully delivered an automated workstation for formula stability testing to BASF, enhancing BASF's automation system across various high-value fields such as new drug development and chemical synthesis [1] Group 1: Company Developments - Crystal Tech Holdings' stock rose over 4%, reaching 11.8 HKD with a trading volume of 296 million HKD [1] - The automated workstation delivered to BASF supports a comprehensive automation system for sample management, testing analysis, and data management [1] Group 2: Strategic Partnerships - On February 5, Crystal Tech Holdings announced a project agreement and long-term strategic cooperation with Weisheng Pharmaceutical (02561) [1] - The collaboration aims to integrate Crystal Tech's AI and robotics drug development platform with Weisheng's expertise in the endocrine field, focusing on high clinical value indications and innovative targets [1] - This partnership seeks to advance the early discovery and clinical translation of innovative therapies in the endocrine treatment sector, targeting a market potential worth hundreds of billions [1]