Core Viewpoint - Specialty nylon, as a high-performance polyamide material system beyond general nylon (PA6, PA66), is a key direction for the new materials industry towards high-end, functional, and green development. It overcomes the limitations of conventional nylon in heat resistance, water absorption, and transparency through molecular structure design and synthesis process innovation, leading to various subcategories widely used in advanced manufacturing fields such as automotive electrification, electronics, new energy equipment, and aerospace [1][2]. Group 1: Overview of Specialty Nylon - Specialty nylon refers to polyamide materials excluding general nylons (PA6 and PA66), including long-chain polyamides, high-temperature polyamides, transparent polyamides, and bio-based polyamides (PA56), with long-chain nylon and high-temperature nylon dominating the market [5][6]. - The global specialty nylon market is currently dominated by international giants such as Arkema, Evonik, and DuPont, with significant technological barriers in key monomers, polymerization processes, and high-end grades [1][10]. Group 2: Market Supply and Demand - The global production capacity of specialty nylon is approximately 600,000 tons per year, with major producers including Arkema, DuPont, DSM, and others. DSM uniquely masters the industrialization of hexamethylenediamine, producing PA4T, while other companies primarily focus on PA6T products [10][11]. - In China, domestic production of long-chain polyamides has gained a significant market share, with several companies planning to expand production capacity, expected to reach 150,000 tons in the next five years [14][13]. Group 3: Long-Chain Polyamides - Long-chain nylon typically refers to nylon materials with more than ten methylene groups in the molecular chain, offering high toughness and low water absorption, with applications in automotive, electronics, and military sectors [16][20]. - The global production capacity of long-chain polyamides is around 270,000 tons per year, with a projected market sales revenue of $2.846 billion in 2024, expected to reach $3.64 billion by 2031, reflecting a CAGR of 3.6% [21][23]. Group 4: High-Temperature Polyamides - High-temperature polyamides can operate at temperatures up to 150°C, with a global production capacity of approximately 335,000 tons per year. They are widely used in electronics, automotive, and mechanical manufacturing [26][32]. - The production of high-temperature nylon involves complex synthesis processes, with the two-step method of high-temperature high-pressure solution polymerization followed by solid-phase post-polymerization being the mainstream industrial process [28][31].

欧盟委员会已与2025年11月27日正式发布战略指导《构建具竞争力与可持续性的欧盟生物经济战略框架（最终版）》。但这仅仅是风暴的序曲。在 其身后，是一套精密咬合的法律"组合拳"正在收网：《欧盟生物技术法案》（EU Biotech Act）正加速生物制造的市场准入与监管沙箱落地；《包装 与包装废弃物法规》（PPWR）划定了严苛的回收红线；《生态设计法规》（ESPR）强制推行数字产品护照；而《反洗绿指令》（Green Claims Directive）则开启了对环境数据的穿透式审计。特别是根据最新立法时间表，欧盟将于2026年期间实施针对生物基塑料的碳足迹核算细则 （Delegated Acts），并同步启动对食品接触材料"微塑料释放"的合规性立案审查。 第三，"减塑"红线难越。PE淋膜本质上并未脱离"塑料"范畴。随着欧盟PPWR等法规对包装中塑料含量的严格限制，这种"纸+塑"的过渡性方案正面 临政策红线的挤压，注定无法成为长期的合规解决方案。 定义 2.0 标准：生物基水性涂层的"降维打击" 在中国"十五五"即将开局的当下，这场源自欧洲的规则重构，引发了中国造纸与包装行业深刻的冷思考：如果用这把来自国际市场的" ...

天眼查App显示，近日，海南诸睿熹生物科技有限公司成立，法定代表人为龙莲英，注册资本300万人 民币，经营范围为一般经营项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广； 农作物秸秆处理及加工利用服务；货物进出口；进出口代理；生物基材料制造；生物基材料销售；密封 用填料制造；密封用填料销售；农副产品销售；初级农产品收购；食用农产品初加工；基础化学原料制 造（不含危险化学品等许可类化学品的制造）；专用化学产品制造（不含危险化学品）；新材料技术研 发；轻质建筑材料制造；轻质建筑材料销售；生物基材料技术研发（经营范围中的一般经营项目依法自 主开展经营活动，通过国家企业信用信息公示系统（海南）向社会公示）。 ...

Core Insights - Arkema and HP Additive Manufacturing Solutions have launched a new generation of HP 3D printing material, HR PA11 Gen2, which is 100% bio-based and enhances mechanical performance while significantly reducing carbon footprint [2][4]. Group 1: Mechanical Performance - HP 3D HR PA11 Gen2 offers consistent mechanical performance with improved repeatability and higher dimensional accuracy, achieving an excellent powder reuse rate of 80/20, which helps lower production costs and reduce waste [3]. - Compared to the previous generation, HP 3D HR PA11 expands the application potential in automotive, medical, and consumer goods sectors [3]. Group 2: Sustainability - Rilsan® PA11, derived from castor oil, contains 100% renewable carbon and is sourced responsibly from semi-arid regions, contributing to sustainability goals [4]. - The new generation of PA11 reduces the carbon footprint of final 3D printed parts by 20-30% compared to the previous specifications, aiding manufacturers in achieving their sustainability targets [4]. Group 3: Technology Platform - HP 3D HR PA11 Gen2 is designed for use with HP's Multi Jet Fusion (MJF) technology platform, providing manufacturers with a reliable and eco-efficient solution for high-performance parts production [5].

天眼查App显示，近日，六安硕阳生物科技发展有限公司成立，法定代表人为刘海林，注册资本10万人 民币，经营范围为一般项目：生物基材料技术研发；生物基材料制造；生物基材料销售；新材料技术研 发；生物质液体燃料生产工艺研发；生物质能技术服务；生物化工产品技术研发；海洋生物活性物质提 取、纯化、合成技术研发；密封胶制造；高性能密封材料销售；涂料制造（不含危险化学品）；新兴能 源技术研发；电子专用材料制造；资源再生利用技术研发；储能技术服务；物联网技术研发；互联网销 售（除销售需要许可的商品）；个人互联网直播服务；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

Core Insights - The new materials industry in Bengbu, Anhui, is positioned as a strategic and foundational sector, crucial for building a modern industrial system, with a focus on innovation and integration [1] - The industry has attracted 411 new materials companies, achieving a scale exceeding 66 billion yuan, with a focus on silicon-based and bio-based materials [1] Group 1: Silicon-based New Materials - Bengbu is developing a unique competitive advantage in silicon-based new materials, supported by national innovation centers and laboratories [2] - The city aims to establish itself as "China's Glass Valley," being the only city capable of producing all glass varieties needed for the display industry [2] - Local silicon-based materials are widely used in electronics and renewable energy, contributing significantly to high-end glass material independence [2] Group 2: Bio-based New Materials - Bio-based new materials represent a distinctive industry with innovative advantages in Bengbu, featuring a complete industrial chain from lactic acid bacteria to polylactic acid products [3] - The industry is led by Fengyuan Group, which produces biodegradable tableware and has been recognized as a key supplier for major events like the Beijing Winter Olympics [5] - Bengbu has implemented a plastic ban and promotes the use of bio-based products, enhancing the application scenarios for these materials [5] Group 3: Chemical New Materials - The chemical new materials sector in Bengbu is supported by two provincial chemical parks, focusing on fine chemicals, biomedicine, and chemical new materials [6] - The region has significant market shares in vitamin products and specialized chemicals, with companies like Yishitong leading in lithium battery separator materials [6][8] - Yishitong has a global market share of 43% in its field and has developed numerous patents, pushing forward green and low-carbon projects [6] Group 4: Industry Development Ecosystem - Bengbu's new materials industry benefits from a robust support system, with 46 provincial-level innovation platforms established [8] - The city has nurtured a range of high-quality enterprises, including national champions and specialized "little giant" companies, fostering a gradient development of the industrial cluster [8] - In the first nine months of 2024, the new materials industry in Bengbu achieved a production value of 56.595 billion yuan, reflecting a year-on-year growth of 12.6% [8]

天眼查App显示，近日，邵阳传茗生物科技有限公司成立，法定代表人为王颖，注册资本10万人民币， 经营范围为一般项目：生物基材料制造；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；发酵过程优化技术研发；工程和技术研究和试验发展；物联网技术服务；新材料技术研发；工程 技术服务（规划管理、勘察、设计、监理除外）；人工智能基础资源与技术平台；人工智能应用软件开 发；农副产品销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - The article discusses the recent advancements in the production of bio-based polyphenylene sulfide (PPS) by Zhejiang Xinheng and the expansion of production capacity by Toray Advanced Materials in South Korea, highlighting the growing market for PPS and its applications in various industries [2][3]. Group 1: Company Developments - Zhejiang Xinheng has successfully launched bio-based PPS products with 100% bio-based content, matching the mechanical performance of traditional products, and has entered the small-scale sales phase [2]. - The total planned production capacity for Xinheng's PPS is 30,000 tons, with 22,000 tons already built and a target utilization rate of 100% by 2024 [2]. - Toray Advanced Materials has completed the expansion of its PPS production line in Gunsan, South Korea, increasing its annual capacity to 13,600 tons [2]. Group 2: Market Landscape - The global PPS resin production capacity is concentrated in Northeast Asia and North America, with the top five producers accounting for 60% of the total capacity [3]. - As of June 2025, China has 250,000 tons of planned PPS projects under construction, with an expected total capacity of 129,000 tons by the end of 2025 [3]. - The domestic consumption of PPS is projected to be 56,000 tons in 2024, with approximately 30,000 tons relying on imports from international giants like Celanese and Toray, resulting in a self-sufficiency rate of only 46.4% [3]. Group 3: Industry Applications - PPS is recognized for its excellent high-temperature resistance, chemical corrosion resistance, flame retardancy, and dimensional stability, making it suitable for various applications [2][3]. - The largest demand for PPS is in the electric vehicle sector, where it is used in components such as explosion-proof battery covers and electronic pumps [7]. - Other significant applications include robotics, electronics, and aerospace, where PPS is utilized in lightweight structural components and circuit board substrates [7].

Core Insights - The 138th China Import and Export Fair (Canton Fair) concluded on November 4, 2023, in Guangzhou, attracting over 310,000 foreign buyers from 223 countries and regions, marking a 7.5% increase from the previous session, setting a new historical record [1] - The on-site intended export transaction volume reached $25.65 billion [1] - Notable growth in buyers from the EU, Middle East, the United States, and Brazil was observed, with 214,000 buyers from Belt and Road Initiative countries, an increase of 9.4% [1] - Over 60% of the export transactions were with countries involved in the Belt and Road Initiative, while traditional markets maintained stable transaction levels [1] Event Highlights - A total of 632 new product launch events were held during the fair [1] - New products, green products, and products with independent intellectual property rights accounted for over 20% of the 4.6 million exhibits [1] - Popular exhibits included embodied robots, brain-computer interface devices, bio-based materials, AI rehabilitation equipment, and 3D printing technology [1] Innovations and Upgrades - The fair introduced a QR code credential system, enabling the fastest credential issuance in 30 seconds, a sixfold increase in speed compared to previous years [1] - A new navigation system utilizing "Bluetooth + 5G + Beidou" technology was launched, enhancing AI exhibition navigation and smart guidance features, with a total of 477,000 users [1]

Group 1 - The core viewpoint of the article highlights the strategic partnership between the Yangtze River Delta Carbon Fiber and Composite Materials Technology Innovation Center and Michelin (Shanghai) Polymer Co., Ltd. This collaboration marks the first project for joint research and development of composite materials in non-tire applications in China [2] - The agreement focuses on the joint development of high-performance, sustainable, and non-toxic bio-based resin systems, leveraging the center's application advantages and industrialization capabilities alongside Michelin's resin technology expertise [2] - The partnership aims to accelerate the entire process from laboratory results to industrialization, contributing to the establishment of a local green chemistry and composite materials ecosystem in China [2] Group 2 - The Fourth Green Composite Materials Forum will be held on November 30 in Hangzhou, focusing on the theme "Green Composites, Innovative Future," addressing fiber and resin, composite technology, and downstream applications [6][5] - The forum aims to create a platform for communication among industry, academia, and research, promoting technological breakthroughs and industrial integration in green composite materials [6] - The event will feature various sessions, including a main forum on the development of the green composite materials industry and specialized sessions on technology and innovation [27] Group 3 - The forum will showcase innovative achievements and projects in the field of biomass utilization, with a call for 50 commercially viable innovations to be displayed and connected during the event [28] - Key figures in the forum include Yi Xiaosu, the executive director of the Yangtze River Delta Carbon Fiber and Composite Materials Technology Innovation Center, and Liu Xiaoqing, a researcher at the Chinese Academy of Sciences, who will serve as the forum's chair and executive chair, respectively [12][13][39] - The forum will also feature discussions on various topics related to green composite materials, including the application of natural fiber composites and the role of bio-based materials in 3D printing [41][41]