Group 1 - The core issue involves a lawsuit against China Chemical's subsidiary, Ningbo Engineering Co., related to false securities statements by Kangde Xin, with a claim for compensation of approximately 4.139 billion yuan [2][3] - The lawsuit includes 40 defendants, with Ningbo Engineering being a minor participant, and the company has assessed that the case will not materially impact current or future profits [2][3] - China Chemical's subsidiary, Tianchen Qixiang New Materials Co., has achieved full production capacity for its 200,000 tons/year adiponitrile project, which is part of a larger investment of 22.7 billion yuan [3] Group 2 - The conference on polymer recycling will explore global plastic recycling policies and China's 14th Five-Year Plan for plastic recycling, focusing on new technologies and collaborations [23][24] - Advanced recycling technologies will be discussed, including thermal cracking and depolymerization techniques for mixed low-value plastics and rubber [23][31] - The event will feature a youth forum aimed at discovering innovative technologies and fostering talent connections within the industry [23][32]

点击阅读 ： 四大化工新材料巨头，业务合并重组！ 再然后就是，12月5日宣布，将停止生产 己二胺（HMD） ！ 己二胺（HMD）及其副产品丙腈用于生产聚酰胺66（PA66）、六亚甲基二异氰酸酯（HDI）和树脂固化剂等材料。 基于对市场动态、竞争力和未来资 本需求的评估，旭化成决定退出己二胺的生产。 停产将于2027年4月完成。 对于 旭化成 来说，以上是公司三年中期管理计划"共同开拓"（Trailblaze Together）的举措， 以将 资源引导到其关键增长支柱—— 制药、重症监 护、海外住宅和电子产品 。 【DT新材料】 获悉， 最近几天，日本化工巨头 旭化成 动作频繁。 首先是 ，12月1日，宣布将自己的子公司 旭化成Advance与帝人的子公司 帝人富瑞特 实施吸收合并。 紧接着 ，12月2日，宣布将其旗下 铅电池隔膜 业务Daramic战略性剥离 给Kingswood Capital Management，并进一步加强电子业务和扩大在北美电池隔膜业务，这两个业务都是利润增长的关键驱 动力。旭化成将通过继续投资其Hipore湿法锂离子技术，加强其在电池隔膜市场的地位，重点关注北美、日本和韩国的汽车行 ...

Group 1 - LG Chem announced a strategic partnership with Haier Smart Home to establish a joint laboratory focusing on new product development, materials, and processes to address specific technical challenges in the appliance sector [2][3] - The collaboration aims to enhance technological cooperation and innovation practices, aligning with the global trend towards high-end, intelligent, and personalized home appliance products [3] - LG Chem has an ABS production capacity of 2.3 million tons, leading the international market share, and is set to achieve approximately 48.9 trillion Korean won in global sales in 2024 [3] Group 2 - Haier Smart Home, a subsidiary of Haier Group, focuses on the "smart home" sector and aims to become a world-class leader in smart home ecosystems, having ranked first in global retail volume of large home appliances for 16 consecutive years [3] - Haier has established 12 lighthouse factories, creating the largest and most diverse cluster of such factories in the industry [3] Group 3 - The article mentions an upcoming conference on polymer recycling, featuring various forums and discussions on advanced recycling technologies and sustainable practices in the industry [4][5][6][7][8][9][10] - The conference will include presentations from experts on topics such as chemical recycling, waste plastic upcycling, and sustainable materials development [6][7][9]

Core Viewpoint - The Ministry of Commerce of China has initiated a final review investigation of anti-dumping measures on imported polyphenylene sulfide (PPS) from Japan, the United States, South Korea, and Malaysia, following a request from Zhejiang Xinheng Special Materials Co., Ltd. [2] Group 1: Anti-Dumping Measures - The Ministry of Commerce announced the initiation of a final review investigation on November 30, 2025, regarding anti-dumping measures applicable to imported PPS from Japan, the United States, South Korea, and Malaysia [2]. - During the investigation period, the anti-dumping duties will continue to be levied according to the rates specified in previous announcements from 2020, 2021, and 2022 [2]. - The anti-dumping tax rates for various companies are as follows: - Japan: 26.9% to 69.1% - United States: 214.1% to 220.9% - South Korea: 26.4% to 32.7% - Malaysia: 40.5% [4] Group 2: Product Description and Applications - Polyphenylene sulfide (PPS) is a high-performance thermoplastic resin characterized by a molecular chain containing phenyl sulfide, known for its excellent properties such as high-temperature resistance, corrosion resistance, radiation resistance, flame retardancy, and electrical insulation [2]. - PPS is widely used in various industries, including textiles, automotive, electronics, machinery, petroleum, chemical, and aerospace [3].

Core Viewpoint - Teijin Limited has introduced a solvent recovery technology for recycling polycarbonate (PC) resin, which matches the performance of virgin resin [2][3]. Group 1: Technology and Process - The new process dissolves waste PC resin using solvents, separating pure polymers from contaminants, addressing challenges such as material degradation, high costs, and carbon emissions [3][5]. - Unlike chemical recycling that breaks materials down into chemical components, the solvent recovery process involves fewer steps, resulting in lower costs and reduced CO2 emissions [6]. Group 2: Market Relevance and Compliance - This announcement coincides with the European review of the End-of-Life Vehicles (ELV) regulation draft, which mandates the use of recycled plastics from scrapped vehicles in new car manufacturing [3]. - Teijin's solvent-based recycling method complies with these regulatory requirements, providing a viable solution for industries reliant on high-quality recycled materials [3]. Group 3: Material Properties and Applications - Polycarbonate resin is widely used in automotive parts, electrical components, and electronic products due to its transparency and impact resistance [5]. - The recycled material's transparency and performance are comparable to virgin polycarbonate resin, overcoming limitations posed by contaminants in discarded PC resin [5].

Core Viewpoint - The article highlights the approval of a new project by Quzhou Xingchuan Julong New Materials Co., Ltd. for the annual production of a hundred tons of polyolefin elastomer catalyst, with a total planned investment of approximately 2.11824 billion yuan [2]. Group 1: Project Overview - The project has a total planned investment of approximately 2.11824 billion yuan, with fixed asset investment around 2.01824 billion yuan and an additional land area of approximately 129.665 acres [2]. - The project will be implemented in two phases, with the first phase having a planned total investment of 1.05948 billion yuan, fixed asset investment of 1.00948 billion yuan, and an additional land area of approximately 81.305 acres, aiming to achieve an annual production capacity of 200 tons of hyperbranched polyolefin elastomer catalyst [2][3]. - The planned start date for construction is December 2025, with an expected completion date in December 2028 [3]. Group 2: Project Development Timeline - On November 29, 2024, the world's first industrialized facility for the annual production of 30,000 tons of hyperbranched polyolefin elastomer (H-POE) began construction in Longyou County, supported by self-developed polyolefin elastomer catalysts [5]. - On February 14, 2025, a formal signing ceremony for the hundred-ton hyperbranched polyolefin elastomer catalyst project was held between Longyou County and Hangzhou Xingchuan New Materials Technology Co., Ltd. [6]. - By June 2025, Xingchuan New Materials completed several hundred million yuan in Series B financing, and by July 22, 2025, significant progress was reported in the construction of the 30,000 tons/year H-POE industrial facility, with key structures successfully topped off [7].

Group 1 - The core project of the Yanchang Petroleum Group is the Carbonyl New Materials Project, with a total investment of 5.321 billion yuan, focusing on the production of high-value-added products such as alcohols, aldehydes, and esters through the carbonylation of ethylene, propylene, and butylene [3] - The project will be implemented in three phases, with the first phase expected to produce qualified products from a 25,000 tons/year ethylene-propylene rubber line and complete two projects: a 50,000 tons/year MTBE unit and an ACO technology transformation by the end of 2026 [3] - The second phase will include a 50,000 tons/year ethylene-propylene rubber unit and a 100,000 tons/year MMA-PMMA integrated project, while the third phase will focus on the production of butyl methacrylate and its copolymers, 20,000 tons/year POM, and 10,000 tons/year tert-butylamine [3] Group 2 - Yanan Energy Chemical Company, a wholly-owned subsidiary of Yanchang Petroleum Group, is responsible for the construction and operation of the Yanan coal-oil-gas resource comprehensive utilization project, which began commercial operations in July 2020 [4] - The project includes eight main units with capacities of 1.8 million tons/year methanol, 600,000 tons/year methanol deep processing, 400,000 tons/year light oil processing, 420,000 tons/year polyethylene, 300,000 tons/year polypropylene, 200,000 tons/year butanol, 80,000 tons/year 2-PH, and 25,000 tons/year ethylene-propylene rubber [4] - The light oil processing unit is the first of its kind in China, the butanol/2-PH co-production unit is the first in the world, and the ethylene-propylene rubber unit is the world's first to use the solution polymerization technology from Italy's FasTech [4]

Core Viewpoint - The article discusses the recent announcements by Daon Co., including the transfer of a subsidiary and the establishment of a new company, highlighting the company's strategic moves in the polymer materials sector and its focus on emerging technologies and markets [2][3]. Summary by Sections Company Announcements - Daon Co. announced the transfer of 51% equity in its subsidiary, Daon Wanyi (Hebei) Polymer Materials Co., to Hebei Wanyi Special New Materials Manufacturing Co. for 2.46 million yuan, resulting in Daon no longer holding any shares in Daon Wanyi [2]. - The establishment of a wholly-owned subsidiary, Shandong Daon Technology Co., with a registered capital of 10 million yuan, aims to enhance the company's market competitiveness and overall strength [4]. Financial Performance - Daon Wanyi's revenue has stagnated in recent years, with reported figures showing a revenue of 5.18 million yuan for the first nine months of 2025 and a net loss of 36.64 million yuan [4][9]. - For the first three quarters of 2025, Daon Co. achieved a revenue of 4.456 billion yuan, marking an 18.23% year-on-year increase, and a net profit of 143 million yuan, up 30.11% [9]. Business Development and New Technologies - The company is focusing on new materials and business areas, including breakthroughs in DVA, robotics materials, and TPV [5]. - Daon has made significant progress in high-quality rubber, with TPV products validated for mass production and increased sales of HNBR products [5]. - The company is advancing in the development of high-end composite materials and bio-based materials, including biodegradable polyester materials for medical applications [6][8]. Production Capacity and Expansion - Daon currently has an annual production capacity of 500,000 tons for modified plastics, 90,000 tons for thermoplastic elastomers, and 60,000 tons for copolyester materials [8]. - A new materials expansion project is underway in Shandong Longkou, which includes the construction of a 100,000-ton TPU production line and a 60,000-ton multi-functional polyol project [8]. Industry Trends and Events - The article mentions the upcoming Third Polymer Recycling Conference scheduled for December 11-13, 2025, in Ningbo, focusing on polymer recycling policies, advanced recovery technologies, and sustainable development in the industry [12][63].

Group 1 - Fujian Keten Biotechnology Co., Ltd. has officially started construction of a production base for polyamide (nylon) elastomers and high-temperature nylon in Zhangzhou, with an annual production capacity planned at 90,000 tons, involving nylon materials, copolyester materials, and high-purity dicarboxylic acids [2] - The company focuses on the research, production, and sales of bio-based materials, aiming to provide environmentally friendly and high-performance polymer solutions to global customers [2] - Keten has established a complete industrial chain from raw materials to finished products, utilizing advanced biorefining technology and fine chemical processes, with applications in advanced energy materials, lightweight materials, adhesives, super coatings, and specialty inks [2] Group 2 - High-temperature nylon (HTPA) is a heat-resistant polyamide that can be used in environments up to 150°C, categorized into aliphatic nylon and semi-aromatic nylon [3] - Aliphatic nylon, represented by PA46, has high crystallinity and heat resistance but exhibits high moisture absorption [3] - Semi-aromatic nylon incorporates a benzene ring structure, offering superior heat resistance and mechanical properties, including types such as PA4T, PA6T, PA9T, PA10T, and PA12T [4] Group 3 - High-temperature nylon demonstrates excellent thermal, electrical, physical, and chemical resistance, maintaining high rigidity, strength, and dimensional stability even at elevated temperatures, suitable for applications in automotive, electrical, and mechanical engineering sectors [4]

Core Viewpoint - The article discusses the environmental impact assessment and development of high-end polyolefin production projects by Jiangsu Sierbang Petrochemical Co., Ltd., highlighting its strategic focus on advanced materials in the photovoltaic sector [2][3][4]. Group 1: Project Overview - Jiangsu Sierbang Petrochemical is set to establish an 800 tons/year high-end polyolefin pilot plant, with an investment of 10 million yuan, located in Lianyungang City [3]. - The project will utilize existing equipment and facilities, adding new components such as butene feed buffer tanks to achieve the production capacity [3]. - The production process will employ a metallocene solution method, emphasizing the company's commitment to high-end polyolefin products [3][4]. Group 2: Strategic Focus - Sierbang is strategically focusing on high-end polyolefin areas, particularly polyolefin elastomers (POE) and high-end ethylene-vinyl acetate copolymers (EVA), being the only company in China with independent production technology for both photovoltaic-grade EVA and POE [4]. - The company’s subsidiary, Jiangsu Hongjing New Materials, is constructing a 100,000 tons/year POE facility, with the first phase expected to be operational by September 2025, producing 320 tons of high-quality products [4]. - The second phase will introduce a new 50,000 tons/year ethylene oligomer unit, ensuring a steady supply of key monomers for POE production [4]. Group 3: Market Position and Innovation - The 800 tons/year high-end EVA pilot project is expected to complete debugging by August 2025 and enter trial production by October 2025, addressing the domestic market's reliance on imports for high-quality barrier materials [4]. - The project is a result of collaboration between Sierbang and the Dalian Institute of Chemical Physics, showcasing innovation in material science [4].