Core Viewpoint - BASF announced the launch of a new low-conductivity coolant, GLYSANTIN ELECTRIFIED, aimed at enhancing the safety and stability of electric vehicle battery systems [1] Group 1: Product Launch - The new coolant is designed to reduce safety risks associated with batteries, thereby improving overall vehicle safety and lifespan [1] - The product complies with the new national standard GB29743.2-2025, which will take effect in China on October 1 [1] - Production of the new low-conductivity coolant has commenced at BASF's facility in Pudong, Shanghai [1]

Core Viewpoint - The global battery circular economy high-end forum, supported by CATL and hosted by the Ellen MacArthur Foundation, aims to promote the "Global Energy Circular Plan" and establish a collaborative network for battery recycling and circular economy in the automotive industry [1][2][3] Group 1: Forum Highlights - The forum gathered over a hundred representatives from leading companies in the automotive supply chain, including CATL, BMW, Mercedes-Benz, and BASF, to discuss the pathways for achieving a circular battery value chain and the role of policy and finance in promoting the circular economy [1][2] - CATL's Vice President emphasized the need for a collaborative network and knowledge sharing to maximize the value of each battery, integrating circular concepts from the design stage [1][2] Group 2: Key Discussions - Discussions included the importance of innovative cooperation mechanisms in supply chain management, quality responsibility, and localization strategies [2] - The significance of digital tools like battery passports and Catena-X for enhancing supply chain transparency and traceability was highlighted as essential for efficient recycling and repurposing [2] Group 3: Global Energy Circular Plan - The Global Energy Circular Plan is the first circular economy initiative involving a Chinese enterprise, aiming to create a collaborative network across the entire industry chain, including policymakers and social organizations [2][3] - The project seeks to eliminate the need for new mineral extraction in 50% of global battery production over the next 20 years [2] Group 4: Next Steps - The forum marked a consensus in the industry, indicating that the Global Energy Circular Plan is entering a phase of substantial advancement, with plans to launch pilot projects and develop replicable circular economy models [3]

【DT新材料】获悉，近日，巴斯夫，相继发布多个突破性消息。 （1）全球首款高透水性热塑性聚酰胺 近日，巴斯夫向市场推出了全球首款高透水性热塑性聚酰胺Ultramid H。迄今为止，此类肠衣通常由胶原蛋白或纤维素等材料制成。Ultramid H 优异的强 度可用于生产壁厚显著减小的人造肠衣，使其成为用于熏制和干燥香肠的人造肠衣的创新材料。其亲水性，在烟熏过程中，所需的烟熏香气能够穿透纯聚 酰胺制成的人造肠衣，进入香肠产品内部。其高透水性使其能够直接在肠衣内进行后续干燥。 除这个新品之外，巴斯夫今年已经推出多个聚酰胺产品，比如： Ultramid® Advanced N3U42G6，属于聚酰胺9T材料，采用无卤阻燃剂，可最大程度地降低电动汽车电气电子 (E&E) 部件中金属触点的电腐蚀，提高高压 （HV）连接器的安全性和耐用性。 Ultramid® T6000 是一种耐高温聚酰胺材料，具有优于PA66 的机械和介电性能，及以较低的吸湿性保证了良好的尺寸稳定性，填补了传统 PA66 和 PA6T 之间的产品空白，尤其在潮湿和高温的环境下具有卓越的机械和介电性能。该款材料是巴斯夫于 2020 年收购索尔维聚酰胺业务之 ...

Core Insights - BASF SE's unit, BASF Battery Materials, has successfully supplied its first batches of mass-produced Cathode Active Materials for Semi-Solid-State batteries to Beijing WELION New Energy Technology Co., Ltd. through their joint venture, BASF Shanshan Battery Materials Co. [1][8] Group 1: Technological Advancements - The industrialization of Solid-State batteries is driven by high market demands for increased energy density and enhanced safety [2] - The BSBM R&D team developed an ultra-high Nickel NCM cathode material with a composite coating, which boosts energy density, lowers resistance, and improves battery life and performance [2] - The mass production of this innovative technology was achieved within a year of project launch, showcasing effective teamwork and commitment to excellence [2][4] Group 2: Collaboration and Expertise - WELION's extensive experience in Solid-State battery technologies, combined with BSBM's expertise in cathode active materials, contributed to the successful commercial implementation of the project [3] - The collaboration between BASF and WELION is accelerating the commercialization and large-scale industrialization of next-generation battery technologies [4] Group 3: Market Performance - BASFY stock has gained 8.8% over the past year, contrasting with the industry's 17.3% decline [6]

Group 1 - The European chemical industry is facing significant turmoil due to at least 15% import tariffs imposed by the US on EU goods, impacting major clients in the automotive, machinery, and consumer goods sectors [1] - Following a 22% decline in Q2, European chemical companies are expected to see a further 5% drop in profits in Q3, as many clients are delaying orders [1] - BASF, the world's largest chemical manufacturer, has lowered its full-year performance expectations, citing that some clients are placing orders only weeks in advance instead of the usual three to four months [1] Group 2 - The European Commission has committed to supporting the domestic production of strategic chemicals like ethylene and propylene, but industry insiders are skeptical about the effectiveness of these measures given the existing impact of US tariffs [2] - The EU's carbon neutrality goals, outlined in the European Climate Law, are facing challenges as the carbon costs continue to rise, with ETS certificate revenues reaching nearly €29.1 billion in 2023 [2] - Smaller European chemical companies are struggling as suppliers withdraw from transactions due to pessimistic outlooks, with uncertainty leading to a difficult Q3 for companies like Lanxess [2]

巴斯夫9月1日宣布，巴斯夫电池材料旗下巴斯夫杉杉电池材料有限公司（下简称：巴斯夫杉杉）在新一 代电池技术取得重大成果。通过与北京卫蓝新能源科技股份有限公司（下简称：卫蓝新能源）深度合 作，巴斯夫已经成功交付首批用于半固态电池的量产正极材料，向固态电池产业化迈出坚定的一步。 卫蓝新能源是固态电池领域的先行者，拥有 40 余年固态电池产业研究经验，产品主要应用于新能源汽 车、储能、以及低空飞行和动力工具等其他领域。巴斯夫杉杉则在电池正极材料的研发和生产方面有着 二十多年的经验，具有解决固态电池材料中关键挑战的能力。 （原标题：巴斯夫向卫蓝新能源交付用于半固态电池的创新正极材料） 自 2024 年 8月 开始合作，双方通过紧密合作和对高新技术的共同追求，在一年内便完成了从概念到量 产的全过程。巴斯夫杉杉研发团队针对正极材料与固态电解质的界面问题，设计了具有独特复合包覆层 的超高镍（镍钴锰）正极材料。这一创新技术不仅以更高的容量和更低的阻抗提升了能量密度，还通过 有效抑制正极活性材料与电解质的界面副反应，大幅提高了产品的循环性能和日历寿命。 卫蓝新能源总经理向晋表示："对于巴斯夫过硬的技术和迅速的反馈，我们印象深刻。 ...

Group 1 - BASF SE (BASFY) will showcase its VALERAS portfolio at K 2025, focusing on plastic circularity, durability, and carbon transparency through its additive solutions and services [1][8] - The company will introduce two innovations, Tinuvin NOR112 for organic farming and a new hindered amine light stabilizer (HALS) solution, enhancing greenhouse film performance against agrochemicals [2][8] - Innovations such as Tinuvin NOR 211 AR and 112 AR are designed to withstand strong sunlight, heat, and chemicals while being cost-effective, with Tinuvin NOR 356 offering exceptional durability [2][3] Group 2 - K 2025 will also serve as a platform for BASFY to engage with industry partners and internal experts to address challenges and explore solutions [4] - Successful partnerships highlighted include a closed-loop agricultural packaging solution with Cleanfarms and McKenzie/Snyder, a collaboration with Shouman Group in Egypt's plasticulture market, and a partnership with Takazuri Ltd. for climate-resilient roofing in Eastern Africa [4][8] Group 3 - BASFY stock has increased by 10.6% over the past year, contrasting with a 19.2% decline in the industry [6] - BASFY currently holds a Zacks Rank 1 (Strong Buy), indicating strong market performance [7]

Core Viewpoint - The rapid development of the electric vehicle industry has increased the demand for safety and reliability in automotive battery systems, prompting companies like BASF to innovate in materials technology to meet these needs [2][3]. Group 1: Innovations in Materials - BASF has partnered with research institutions to develop next-generation solid-state battery packs, focusing on non-metal components to enhance lightweight design, thermal safety management, and functionality [2]. - The introduction of Ultramid® Advanced N3U42G6, a halogen-free flame-retardant polyamide, aims to reduce electro-corrosion at metal contact points in electric vehicle components, enhancing the safety and durability of high-voltage connectors [3]. - The Ultramid® Advanced N series products are designed to improve the durability and reliability of thin-walled high-voltage connectors, addressing the growing demand for halogen-free electronic components in warm and humid environments [3]. Group 2: Sustainable Material Solutions - BASF has launched a range of sustainable material solutions, including Ccycled® and bio-based engineering plastics, to support the automotive industry's shift towards more environmentally friendly materials [5]. - The company is also focusing on industrial post-recycling applications, such as Infinergy® E-TPU, and bio-based synthetic leather, showcasing its commitment to sustainability in material development [5]. Group 3: Industry Events and Engagement - BASF's senior manager will present at the 2025 Polymer Industry Annual Conference, discussing multi-dimensional innovations that empower the development of electric vehicle battery systems [5][6]. - The conference will feature discussions on emerging materials and technologies in various sectors, including electric vehicles, highlighting the importance of collaboration across the industry [8][24].

Core Insights - The successful docking of the "Henghui 69" vessel at the BASF Zhanjiang Integrated Base marks the first foreign trade ship to arrive at the newly approved liquid bulk cargo terminal, supporting the development of the Zhanjiang petrochemical park [1][3]. Group 1: Project Overview - The BASF Zhanjiang Integrated Base is BASF's largest single investment project to date, with a total investment of approximately €10 billion [3]. - Once completed, the Zhanjiang base will become BASF's third-largest production site globally, following the Ludwigshafen site in Germany and the Antwerp site in Belgium [3]. Group 2: Terminal Details - The liquid bulk cargo terminal was officially approved for external operations on June 30, 2025, and is now equipped to handle international vessels for import and export operations [3]. - The terminal is designed to include four berths: one 120,000-ton chemical oil berth, two 80,000-ton liquefied hydrocarbon berths, and one 50,000-ton chemical oil berth [3]. Group 3: Maritime Safety and Efficiency - The maritime department implemented detailed safety measures for the docking of the "Henghui 69," including deploying patrol boats for navigation assistance and ensuring a clear shipping channel by removing obstacles [5]. - Advanced technologies such as smart maritime systems, AIS, and CCTV were utilized for real-time monitoring and dynamic escorting of the foreign trade vessel, ensuring safe navigation [5]. - A "green channel" was established for the "Henghui 69," streamlining the import and export approval process to enhance operational efficiency and user satisfaction at the port [5].

Group 1 - The core viewpoint of the article highlights the struggles of German chemical companies, particularly BASF, which are forced to relocate production to China due to the adverse effects of the Russia-Ukraine conflict and rising energy costs [4][6][20] - The German chemical industry contributes significantly to the national GDP, accounting for 10%, and provides stable employment for hundreds of thousands [2][4] - The energy crisis, exacerbated by sanctions against Russia, has led to a dramatic increase in natural gas prices, tripling within three months, severely impacting production costs for chemical companies [10][12][14] Group 2 - BASF's decision to move production lines to China is driven by the need to reduce costs associated with skyrocketing energy prices and labor costs in Germany, where wages are significantly higher than in China [14][23] - The company has invested heavily in a new integrated production facility in Guangdong, China, with a total investment of 13 billion euros, making it the third-largest integrated production base globally [21][25] - China's favorable policies for foreign investment, including tax breaks and support for the chemical industry, make it an attractive location for BASF to establish operations [25][27] Group 3 - The article discusses the challenges posed by stringent EU environmental regulations, which increase operational costs for chemical companies in Germany, making it difficult to compete globally [16][18] - The bureaucratic hurdles in Germany, such as lengthy project approval processes, further complicate the operational landscape for local chemical firms [18][20] - The shift of production to China not only aims to cut costs but also positions BASF closer to a market that accounts for 30% of global chemical product consumption, allowing for better market access [23][25]