Core Viewpoint - The global chemical industry is undergoing profound changes, with anxiety, confusion, and hope characterizing the current state of many companies. The rise of emerging industries in China is expected to lead the next decade in high polymers [1]. Group 1: Conference Overview - The 2025 Polymer Industry Conference, hosted by Ningbo Detaizhong Research Information Technology Co., Ltd., will take place from September 10-12, 2025, in Hefei, focusing on new opportunities in materials, technology, and equipment across various emerging industries [1]. - The conference will feature 55 speakers from international leading companies, industry experts, government, and associations, discussing topics such as AI, low-altitude economy, aerospace, and new energy vehicles [1]. Group 2: Low-altitude Economy and Aerospace Materials - The low-altitude economy is identified as a strategic emerging industry, with 2024 being termed the "Year of China's Low-altitude Economy." Electric Vertical Takeoff and Landing (eVTOL) aircraft are highlighted as key players requiring advanced materials for performance enhancement [7]. - Research on hybrid power systems for low-altitude unmanned aerial vehicles is being conducted, focusing on materials that can withstand marine environments [4]. - The demand for lightweight, high-performance materials in eVTOL applications is emphasized, with specific attention to polyaryletherketone (PAEK) composites and their manufacturing methods [7][16]. Group 3: New Energy Vehicles and Material Innovations - The conference includes discussions on the integration of high-performance polymers in new energy vehicles, with a focus on lightweight materials and thermal management solutions [25][29]. - The importance of polyimide (PI) materials in electric motor insulation is highlighted, showcasing their thermal stability and cost-effectiveness in battery applications [26]. - Innovations in non-metal materials for automotive interiors are explored, emphasizing user-oriented design and comfort [27][31]. Group 4: Electromagnetic Shielding and Communication Materials - The need for advanced electromagnetic shielding materials in communication technologies is addressed, with a focus on carbon nanotube structures and their performance under extreme conditions [50][59]. - The development of thermoplastic electromagnetic shielding materials is discussed, highlighting their applications in various sectors [53]. - The conference also covers the advancements in high-frequency PCB materials for communication devices, emphasizing the evolving requirements in the industry [48][57].

天眼查资料显示，江苏永鼎股份有限公司，成立于1994年，位于苏州市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本146199.4802万人民币。通过天眼查大数据分析，江苏永鼎股份有限 公司共对外投资了35家企业，参与招投标项目271次，专利信息691条，此外企业还拥有行政许可90个。 国家知识产权局信息显示，江苏永鼎股份有限公司、金亭汽车线束（苏州）有限公司、上海金亭汽车线 束有限公司、金亭汽车线束（武汉）有限公司申请一项名为"一种新能源汽车数据连接线束的制备方 法"的专利，公开号CN 120663502 A，申请日期为2025年08月。 专利摘要显示，本发明涉及一种新能源汽车数据连接线束的制备方法，属于新能源汽车技术领域；通过 对碳纤维进行功能化，在功能化碳纤维表面接枝具有良好配位能力的氨基和硫醚结构，这些结构能提供 稳定的成核位点，降低成核能垒，促进均匀成核，并增强功能化碳纤维与镀层的结合能力，显著提高镀 层的覆盖率和致密度，连续连续、高效的导电网络，导电性显著提升，进而增强增强了碳纤维碳纤维的 屏蔽效能，并利用极化作用使界面处受限的电荷和极性偶极子无法完全跟随高频电磁场的变化，其响应 过程 ...

Core Viewpoint - The company focuses on research and development to address the reliability issues of electronic products, providing solutions in thermal management, electromagnetic shielding, bonding, and sealing [1] Product Offerings - The main products include high thermal conductivity graphite products, thermal interface materials, heat pipes, heat spreaders, thermal modules, EMI shielding materials, adhesive materials, and sealing materials [1] - These products are versatile and can be applied in the robotics sector [1]

Core Viewpoint - The company focuses on research and development to address the reliability issues of electronic devices, providing solutions in thermal management, electromagnetic shielding, bonding, and sealing [1] Group 1: Company Overview - The company, Zhongshi Technology (300684), offers a range of products including high thermal conductivity graphite products, thermal interface materials, heat pipes, heat spreaders, thermal modules, EMI shielding materials, adhesives, and sealing materials [1] - These products are widely used in high-growth industries such as consumer electronics, digital infrastructure, smart transportation, and clean energy [1]

Core Viewpoint - The rapid development of technologies such as wireless communication, autonomous driving, and system packaging has led to a sharp increase in the demand for high-frequency data transmission. Traditional low-frequency electromagnetic interference (EMI) shielding materials perform poorly at high frequencies and are often bulky and heavy, making them unsuitable for modern electronic devices. MXene materials are gaining attention due to their excellent conductivity and shielding effectiveness [1][6]. Group 1: MXene Materials and Their Mechanisms - MXene materials, a type of transition metal carbide, exhibit superior electromagnetic shielding capabilities through mechanisms of reflection and absorption. Their layered structure allows for multiple reflections and can be modified with external inclusions to enhance shielding effectiveness [1]. - The surface chemistry of MXene contributes to electromagnetic wave absorption through various polarization losses, particularly at GHz frequencies, where dipole polarization dominates [1]. Group 2: Challenges and Research Directions - The main challenges in applying MXene materials in high-frequency integrated circuits include structural design, enhanced material synthesis and composites, and optimization of forming processes to improve EMI shielding effectiveness [2][6]. - The upcoming 2025 Polymer Electromagnetic Composite Materials and Applications Forum will feature a presentation by Liu Feihua from Harbin Institute of Technology (Shenzhen) on optimizing MXene composite shielding materials for high-frequency integrated circuits [2]. Group 3: Industry Trends and Future Developments - As 5.5G/6G communication evolves towards the terahertz band, the demand for lightweight, flexible, and high-performance electromagnetic shielding materials is increasing. MXene materials are considered ideal candidates, but issues such as low mechanical strength and poor oxidation resistance limit their applications [6]. - The forum will address the current state and future development paths of high-frequency PCB materials, electromagnetic composite materials, and the integration of new materials in various applications, including AI servers and electric vehicles [9][12].

Core Viewpoint - The article discusses the increasing concern over electromagnetic radiation from electronic devices and the importance of electromagnetic shielding materials in protecting both human health and electronic systems from electromagnetic interference [1][3]. Group 1: Industry Overview - The Ministry of Industry and Information Technology reported that by the end of 2024, China will have 4.251 million 5G base stations, an increase of 874,000 from the previous year, with 5G base stations accounting for 33.6% of all mobile phone base stations, up 4.5 percentage points year-on-year [1]. - The development of electromagnetic shielding materials is crucial for the advancement of 5G communication and national defense technology [1]. Group 2: Types of Electromagnetic Shielding Materials - Conductive polymer composite materials can be categorized into several types, including: - Metal-filled conductive polymer composites, which enhance conductivity and electromagnetic shielding performance [6][7]. - Carbon-based conductive polymer composites, which are lightweight and have strong conductivity [9]. - Magnetic particle-filled conductive polymer composites, which utilize magnetic materials to enhance shielding effectiveness [10]. - Hybrid filler conductive polymer materials, which combine various fillers to optimize performance [11]. Group 3: Structural Optimization of Shielding Materials - Structural optimization techniques include: - Isolation-type conductive polymer composites that create a honeycomb network structure for better conductivity and shielding [13]. - Layered conductive polymer composites that enhance electromagnetic shielding through multiple interfaces [16]. - Porous conductive polymer composites that reduce weight while maintaining effective shielding performance [18][19]. Group 4: Advances in Conductive Polymer Shielding Materials - Intrinsic conductive polymer shielding materials are created through chemical or electrochemical doping, resulting in materials with low density, high corrosion resistance, and strong strength [23]. - The core of electromagnetic shielding materials is conductivity, with traditional metal shells being replaced by various conductive plastics and composites that offer better performance and lower costs [24][25]. Group 5: Future Trends and Developments - The demand for high-performance polymer-based electromagnetic shielding materials is increasing, driven by advancements in AI, 5.5G/6G, and other emerging technologies [28][29]. - The upcoming 2025 Polymer Industry Annual Conference will focus on the latest developments in electromagnetic composite materials and their applications [30][31].

Core Viewpoint - The article emphasizes the growing importance of polymer electromagnetic composite materials in addressing electromagnetic interference and ensuring the stable operation of electronic devices, particularly in the context of rapid advancements in AI, 5.5G/6G, and other emerging industries [1][4]. Forum Information - The forum will take place on September 11-12, 2025, in Hefei, Anhui, organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) [2]. - The conference will be chaired by Qian Xigao, an academician of the Chinese Academy of Engineering [2]. Core Topics - The forum will cover the current status and future trends of electromagnetic composite materials, including high-frequency, high-speed, and high-density interconnect copper-clad board materials [4]. - Discussions will focus on the exploration of polymer composite materials for the 6G era [4]. Research Progress - Advances in polymer-based electromagnetic shielding composite materials, including performance tuning and structural design for various polymers such as PET, epoxy resin, and PEEK [5]. - Research on absorbing composite materials and their performance adjustments, including materials like epoxy resin and PU [5]. - Development of thermal conductive composite materials and low dielectric loss polymers, with a focus on materials like LCP and PTFE [5]. Substrate Materials and Power Devices - Key materials and packaging methods for electromagnetic shielding in advanced electronic packaging [6]. - Processing techniques for electromagnetic composite materials, including fibers, foams, and films [6]. - Applications of new materials such as MOFs and COFs in electromagnetic materials [6]. Emerging Fields - The forum will explore the transformation of the electromagnetic materials industry chain, particularly in relation to AI servers, new energy vehicles, and robotics [8]. - Discussions will include the development of materials for antennas and base stations in the context of 5.5G/6G [10]. Overall Conference Agenda - The event will feature over 100 new materials and technologies, providing a platform for sharing the latest research and innovations in electromagnetic materials [15]. - It will also include specialized activities such as school-enterprise cooperation and technology achievement matching [15]. Related Conferences - The event will coincide with other conferences focusing on engineering plastics, new energy vehicles, and embodied robotics, highlighting the interconnectedness of these industries [16].

Core Viewpoint - The company Feirongda (300602) expects its net profit to double in the first half of 2025, driven by market recovery and the return of key customers [1] Group 1: Financial Performance - Feirongda anticipates revenue of approximately 2.886 billion yuan and a net profit between 155 million and 170 million yuan for the first half of 2025, representing a year-on-year growth of 103.95% to 123.69% [1] - The company's non-recurring net profit is projected to be between 125 million and 140 million yuan, reflecting an increase of 82.34% to 104.22% compared to the same period last year [1] Group 2: Product and Market Development - Feirongda's main products include electromagnetic shielding materials, thermal management materials, and lightweight composite materials, which are widely used in communication, consumer electronics, and new energy sectors [1] - The company has strengthened its R&D capabilities and increased investment in R&D, enhancing its product structure and expanding into emerging markets [1] - The return of significant customers, particularly Huawei, has contributed to the company's market share growth in the smartphone sector [2] Group 3: Business Segments - In the communication sector, Feirongda reports successful business operations with increased sales revenue and profitability, particularly in AI server cooling solutions [2] - The company's new energy vehicle business is seeing a gradual increase in sales revenue, although profit margins remain relatively low due to fluctuations in raw material prices [3] - Feirongda's subsidiary completed the acquisition of Jiangsu Zhongyu Rubber and Plastic Technology Co., Ltd., which will be included in the consolidated financial statements [3] Group 4: Non-Recurring Gains - The company expects non-recurring gains to impact net profit by approximately 30 million yuan, primarily from government subsidies and the consolidation of Jiangsu Zhongyu [3]

Core Viewpoint - The article emphasizes the significance of polymer electromagnetic shielding composite materials in addressing electromagnetic interference and ensuring the stable operation of electronic devices, particularly in the context of rapid advancements in AI, 5.5G/6G, and other emerging industries [1][4]. Forum Information - The forum will take place on September 11-12, 2025, in Hefei, Anhui, organized by Ningbo DT New Materials Technology Co., Ltd. [2] - The conference will be chaired by Qian Xigao, an academician of the Chinese Academy of Engineering [2]. Key Topics - The forum will cover various topics including the current status and future trends of electromagnetic shielding polymer composites, advancements in 5G/5.5G/6G communication, and the application of these materials in advanced electronic packaging [3][4][5][6]. Industry Status and Future Trends - The demand for high-performance, wide-bandwidth, high-temperature resistant, and multifunctional polymer electromagnetic shielding composites is increasing due to the rapid development of integrated and miniaturized electronic devices [1][4]. Research Progress - The article highlights ongoing research in polymer electromagnetic shielding composites, including the use of graphene, carbon nanotubes, and other advanced materials to enhance shielding effectiveness [5][8]. Applications in Communication - The forum will discuss the application of electromagnetic shielding materials in 5G/5.5G/6G base stations, including their use in enclosures, connectors, and circuit breakers [8][9]. Material Involvement - Various materials will be discussed, including PCB substrates, antenna materials, and carbon-based shielding materials, which are critical for the development of advanced electronic devices [12][15]. Overall Conference Agenda - The conference will feature discussions on market analysis, investment opportunities, and the impact of AI on the development of electromagnetic shielding materials [16][14]. Special Activities - The event will include technology roadshows, strategic discussions, and an awards ceremony for innovative materials in the polymer industry [18][21].

Core Viewpoint - The article discusses the recent developments in the production of polyimide (PI) films in China, highlighting the investments and projects by various companies, particularly Inner Mongolia Zhongke Jiuyuan New Materials Technology Co., Ltd., which is expanding its production capacity to meet the growing demand in high-tech applications [2][4][16]. Group 1: Company Developments - Inner Mongolia Zhongke Jiuyuan has initiated a PI film production project with a total investment of 700 million yuan, planning to set up 24 production lines with an annual capacity of 3,000 tons [2]. - The company is a wholly-owned subsidiary of Zhejiang Zhongke Jiuyuan, which has signed a total investment agreement of 2.1 billion yuan for PI film production projects, including an initial phase with 24 production lines and a future phase with an additional 48 lines [4]. - Zhongke Jiuyuan has established nearly 50,000 tons of related production capacity across various provinces including Zhejiang, Anhui, Inner Mongolia, and Shanxi [4]. Group 2: Market Potential and Applications - PI films are recognized for their unique properties such as high mechanical performance, chemical resistance, flexibility, thermal stability, and electrical insulation, making them suitable for applications in flexible circuit boards, displays, and electronic devices [6]. - The demand for PI films is expected to grow significantly, particularly in the emerging 5.5G/6G technology sectors, where PI's dielectric performance can be enhanced through specific formulations [6][16]. - The global market for PI films is currently dominated by foreign companies, with major players holding approximately 80% of the high-end PI film market share [16]. Group 3: Technological Advancements - Recent advancements in domestic PI film production have led to the emergence of several companies capable of breaking the foreign monopoly, with notable examples including Zhuzhou Times New Material Technology, which has developed high-end electronic-grade PI films [8][9]. - Innovations in production processes, such as the introduction of AI algorithms for optimizing film thickness and efficiency, have been reported, enhancing production capabilities and quality [14]. - Research teams are also making strides in developing new materials, including bio-based PI materials and high thermal conductivity composites, indicating a trend towards more sustainable and high-performance products [15][13].