Cathay Biotech (SH:688065) Sou Hu Cai Jing·2025-09-03 01:20Core Viewpoint - The delivery of the world's first bio-based composite refrigerated container marks a significant advancement in the application of bio-based materials in the cold chain logistics sector, providing a replicable "Chinese solution" for the global container industry’s low-carbon transition [1][3]. Group 1: Product Innovation - The newly delivered refrigerated container utilizes Kasei Biotech's self-developed bio-based polyamide continuous fiber composite materials in key components such as the inner ceiling and side panels [3]. - The bio-based material offers low carbon and high performance, featuring lightweight, high strength, wear resistance, and corrosion resistance, with a density only 1/4 that of steel and 2/3 that of aluminum, while achieving comparable or superior mechanical properties [3]. Group 2: Environmental Impact - The lightweight design significantly reduces the weight of the container, leading to decreased transportation energy consumption and improved logistics efficiency [3]. - The material requires no additional surface treatment to meet functional needs, thereby lowering production costs and environmental pollution [3]. - The lifecycle carbon emissions of the bio-based materials are substantially lower than those of traditional metal materials, aligning with global carbon neutrality trends [3]. Group 3: Future Developments - In addition to the container delivery, a bio-based battery shell manufacturing base project, with a total investment of 500 million yuan, has been established, aiming for an annual production capacity of 2.5 million bio-based battery shells [3]. - The bio-based materials exhibit strong corrosion resistance, maintaining stability in harsh environments such as high humidity and low temperatures, which extends the product's lifespan [3].