Core Viewpoint - The article discusses the intensifying global competition for carbon neutrality and how the bio-based industry can address three major contradictions: reliance on upstream raw materials, certification barriers in the midstream, and limitations in downstream applications [1]. Group 1: Event Overview - The 2025 Bio-based Industry Strategic Seminar was held from May 25-27 in Shanghai, focusing on industry breakthroughs [3]. - The seminar gathered 25 representatives from industry associations, well-known brands, material companies, and research institutions to discuss three core topics: market reshaping, policy collaboration, and technological breakthroughs [6]. Group 2: Key Insights from the Seminar - **Need for Certification and Traceability**: International brand representatives emphasized that non-food bio-based raw material certification (C14 testing + supply chain traceability) has become a prerequisite for collaboration [10]. - **Price Tolerance**: Brands are generally willing to accept a price increase of up to 10%, but a doubling of costs would hinder promotion [11]. - **Performance and Application**: Companies highlighted the need for bio-based materials to meet specific performance requirements, such as lightweight and decorative features for automotive parts, and integrated packaging solutions for cosmetics [12][14]. Group 3: Strategies for Bio-based Material Companies - **Cost and Purity Challenges**: The bio-based furan industry is focusing on overcoming the cost and purity challenges of FDCA, which is currently priced at 40 times that of PTA [14]. - **Identifying Unique Value Propositions**: Companies agreed that bio-based materials should leverage unique performance advantages rather than merely replacing petroleum-based materials [15]. - **Policy Collaboration**: There is a call for China to establish a bio-based material standard system in conjunction with the EU's packaging regulations to facilitate non-food raw material development [16]. Group 4: AI Empowerment in Bio-manufacturing - Companies shared practices of using AI to reduce R&D costs by 30% through protein modification, enhancing enzyme efficiency, and improving accuracy and speed in research [16]. Group 5: Regional Development Initiatives - Zhoushan is positioning itself as a new hub for the bio-based industry by attracting projects related to PLA, PHA, FDCA-PEF, and providing comprehensive support including raw material supply and industrial land [17]. Group 6: Consensus and Conclusions - The seminar reached three core conclusions: 1. Upstream raw materials must shift to non-food sources for large-scale commercialization, driven by policy and technological innovation [20]. 2. Accelerating the establishment of carbon footprint standards aligned with international norms is essential to break down green trade barriers [20]. 3. Collaboration between brands and material suppliers is necessary to redefine applications from "performance substitution" to "value creation" [20].

Core Insights - The 10th Bio-based Conference and Exhibition was held in Shanghai from May 26-27, 2025, focusing on AI-enabled innovation in new materials and applications in bio-based materials [1][3][19] - The conference featured discussions on the development trends of the bio-manufacturing industry in China, highlighting its potential as a global bio-manufacturing center [3] - Various experts presented on the integration of AI in chemical new materials research and production, emphasizing the challenges and opportunities in this field [7][16] Group 1: Industry Trends and Insights - YiKai Capital's partner shared insights on the definition and market size of the global and Chinese bio-manufacturing industry, along with development trends and capital market reviews for 2024 and 2025 [3] - The Shanghai Academy of Science's researcher discussed a dual-driven molecular pre-training model that significantly improved reaction selectivity by five times and designed new biodegradable polymer materials [5] - The roundtable discussions included perspectives from investment institutions and scientific experts on how AI can enhance the efficiency of bio-based material research and development [9][15] Group 2: AI Applications in Material Science - The market director of Magnesium Technology presented on the application of AI in the research and production of chemical new materials, addressing the challenges faced in implementing these technologies [7] - A report on high-resolution atomic imaging analysis using deep learning highlighted the limitations of traditional models and introduced a new framework for analyzing structural diversity [11] - The application of AI in polymer material design was discussed, showcasing recent advancements and case studies in composite materials and organic photovoltaic materials [13]

Core Insights - The 10th Bio-based Conference and Exhibition successfully concluded in Shanghai, featuring over 100 speakers and 60 participating companies, attracting more than 1000 attendees [1][4][5] Group 1: Conference Overview - The conference focused on international trends, opportunities in the bio-based industry, technology and industrialization, downstream applications, and innovation [1] - Key activities included three major awards, over 20 specialized sessions, and more than 10 core topic discussions, receiving high praise from the industry [1] Group 2: Key Presentations - Notable speakers included academicians and industry leaders discussing topics such as the development trends of the petrochemical industry during the 14th Five-Year Plan, advancements in bio-based polymers, and the industrialization of biodegradable rubber [1][4] - Presentations covered a wide range of subjects including nanocellulose, bio-based olefins, and sustainable thermosetting resins [4][5] Group 3: Sustainable Applications - The conference featured specialized forums on sustainable applications in automotive and packaging, discussing the green transition trends in the automotive industry and sustainable packaging developments [7][9] - Key discussions included the challenges and opportunities in sustainable packaging applications and the use of bio-based materials in automotive applications [9][7] Group 4: International Cooperation - The International Cooperation Forum highlighted Finland's leadership in sustainable development, challenges and opportunities in the European bio-based industry, and investment opportunities in the bio-plastics sector [13] - Discussions also included synthetic biological protein fibers and China's innovation cooperation practices [13] Group 5: Future Materials and AI - The AI Empowered Future Materials Innovation Development Forum addressed China's emergence as a global bio-manufacturing center and the role of AI in chemical new materials research and production [18][19] - Key themes included the challenges of bio-manufacturing and the opportunities presented by the AI era [18] Group 6: Industry-Specific Forums - The HMF-FDCA-PEF Industry Forum focused on the industrialization of non-grain glucose dicarboxylic acid and the sustainable material applications in cosmetic packaging [21] - Discussions also included the development trends of bio-based PEF materials and the engineering challenges in FDCA mass production [21] Group 7: Bio-based Leather - The Sustainable Applications Forum on Bio-based Leather featured discussions on mycelium leather materials and low-carbon circular production [26] - The forum also explored the core value and commercialization of the bio-based leather industry [26]

Core Viewpoint - The article discusses the environmental impact report for Zhejiang Huafeng Ruixun Biochemical Materials Co., Ltd.'s new project to produce 60,000 tons of bio-based PTT annually, highlighting the company's expansion in the bio-based materials sector [1][2]. Group 1: Project Overview - The total investment for the new bio-based PTT production project is 21,270 million yuan, which is an expansion project that will increase the total annual production capacity to 90,000 tons [1]. - The bio-based PTT fiber is derived from bio-based 1,3-PDO, differing from petroleum-based PTT fibers, and is characterized by properties such as stain resistance, easy dyeing, and a soft hand feel [1]. Group 2: Company Background - Huafeng Group was founded in 1991 and is headquartered in Rui'an, Zhejiang Province. It has subsidiaries including Zhejiang Huafeng Ruixun Biochemical Materials Co., Ltd. and Zhejiang Huafeng Synthetic Resin Co., Ltd. [2]. - The company has recently completed a 30,000-ton bio-based PTT polymer project, which was transferred to Zhejiang Huafeng Ruixun Biochemical Materials Co., Ltd. for production management [2].

【DT新材料】 获悉，近日， 全球领先的生物基材料企业 Braskem 宣布， 其最新研发的甘蔗基乙烯 - 醋酸乙烯共聚物（EVA）牌号" I'm green EVA 7870S "正式商业化量产。 该产品采用100%甘蔗乙醇为原料，碳足迹较传统石油基EVA降低65%，成为全球首个通过ISCC PLUS认证的光伏级生物基EVA材料。 作为光伏封装胶膜的核心原料， I'm green EVA 7870S 在保持传统EVA优异光学性能（透光率>91.5%）和抗PID性能（>3000小时湿热老化后功率衰减 <0.5%）的同时，实现了全生命周期的低碳转型。其生物基碳含量达 70%，每吨产品可减少3吨二氧化碳排放，相当于种植160棵成年树木的碳汇能力。 Braskem此次推出的I'm green EVA 7870S， 不仅适配当前主流的单玻 / 双玻组件，更针对N型TOPCon电池开发了超薄结构（0.08mm），可提升组件功 率增益1-3W 。 目前，该产品已获得 隆基、晶科 等头部光伏企业的批量采购订单，2025 年产能规划达 10 万吨，可满足 20GW 光伏组件的封装需求。 说明： 本文部分素材来自于 Brask ...

Core Viewpoint - Changyu Group plans to raise 700 million yuan, with all funds directed towards its main business, including projects for 45,000 tons of ultra-pure zirconium oxychloride and deep processing, 10,000 tons of high-performance nylon elastomer products, and 1,000 tons of bioceramics and functional ceramics [1]. Group 1: Fundraising and Project Details - The total investment for the 45,000 tons ultra-pure zirconium oxychloride and deep processing project is estimated at 304 million yuan, with 300 million yuan from the raised funds [3]. - The annual production of 10,000 tons of high-performance nylon elastomer products is projected to require a total investment of 248 million yuan, with 240 million yuan from the raised funds [3]. - The annual production of 1,000 tons of bioceramics and functional ceramics is expected to have a total investment of 161 million yuan, with 160 million yuan from the raised funds [5]. Group 2: Product Characteristics and Market Position - Nylon elastomers are characterized by high rebound, lightweight, and excellent properties such as tensile strength and low-temperature impact resistance, with applications in sports equipment and medical devices [4]. - The main use of zirconium oxychloride is as a fundamental raw material for producing various zirconium compounds, widely applied in high-end ceramics and nuclear materials [5]. - Changyu Group has established a comprehensive production capability from long-chain dicarboxylic acids to downstream specialty nylon and modified products [4]. Group 3: Company Background and Financial Performance - Changyu Group was established in April 2019, with a registered capital of 366.875231 million yuan, focusing on the R&D, production, and sales of zirconium products, specialty nylon products, and fine chemical products [6]. - The company has shown significant fluctuations in operating performance from 2022 to 2024, with revenues of 1.669 billion yuan, 1.607 billion yuan, and 1.637 billion yuan respectively [7]. - The gross profit margin for the main business has shown slight fluctuations, recorded at 28.05%, 22.84%, and 23.37% for the respective years [8].

（1） 福建工业园 根据化工企业生产工艺的要求，为确保生产装置安全有效运行，按照年度计划，本公司福建工业园 80 万吨/年 MDI 装置、36 万吨/年 TDI 装置、40 万 吨/年 PVC 装置及相关配套装置 将于 2025年6月5日 开始停产检修，预计检修 45 天 左右。 【DT新材料】 获悉，近日， 万华化学 公告，公司 福建工业园 80万吨/年MDI装置、36万吨/年TDI装置、40万吨/年PVC装置 以及 烟台产业园 100万 吨/年乙烯一期装置 将于 6月 开始停产检修。 说明： 本文部分素材来自于万华化学公司 官网及网络公开信息，由作者重新编写，转载请备注来源，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支 持。如果有任何问题，请联系我们：dtmaterial （微信）15355132586 （2） 万华化学烟台产业园 100 万吨/年乙烯一期装置为实现原料多元化，将于 2025年6月3日 开始停产进行技术改造，改造周期约 5个月 。在此期间，烟台产业园120万吨/年乙烯 二期装置正常生产，以尽量满足客户的需求。 主办单位 浙江省 生物基高分子材料重点实验室 宁波德泰中研信息科技有 ...

Core Viewpoint - The article discusses the ongoing projects and strategic developments of Kaisa Bio, highlighting the delays in their major production projects and the establishment of new production bases in response to market demands and infrastructure changes [1][3][4]. Group 1: Project Developments - Kaisa Bio's project in the Shanxi Synthetic Biology Industrial Park is experiencing delays due to changes in infrastructure planning, affecting the annual production of 900,000 tons of bio-based polyamide [1][3]. - The company has completed a production line capable of producing 5,000 tons of bio-based high-temperature polyamide, which meets current demands for continuous fiber composite materials [1][2]. - The total investment for the Shanxi project is planned at 80 billion yuan, with the first phase involving 45 billion yuan and the second phase 35 billion yuan, aiming for a total output value exceeding 100 billion yuan upon completion [2]. Group 2: Strategic Partnerships - In May 2024, Kaisa Bio signed a strategic cooperation agreement with the Hefei municipal government and China Merchants Group to establish a joint venture focused on bio-based polyamide composite materials [4]. - The Hefei project aims to create an industrial ecosystem for bio-based materials, with the establishment of a company for research, production, and sales of bio-based polyamide composites [4]. - The collaboration is expected to enhance the development of a complete industrial chain for bio-based materials, positioning Kaisa Bio as a key player in the bio-based materials market [4].

Core Viewpoint - The 10th Bio-based Conference aims to accelerate the integration of technological and industrial innovation in the bio-based industry, addressing the needs of downstream users and promoting sustainable development [1]. Event Overview - The conference will take place from May 25-27, 2025, at the Shanghai Sheshan Maoyuan Hotel, featuring over 1500 industry professionals [1]. - The event includes three main components: an industry conference, an innovation exhibition, and the New Leaf Award selection and ceremony [1]. Conference Structure - The event will consist of 1 award ceremony, 6 major forums, 17 specialized sessions, and 4 unique networking and exchange meetings [1]. - Key topics will focus on market reshaping, policy coordination, and technological breakthroughs in the bio-based materials industry [86]. Accommodation and Transportation - The main venue hotel offers rooms at a rate of 500 RMB per night, including breakfast [7]. - Additional nearby hotel options are provided for attendees, with prices ranging from 141 RMB to 270 RMB per night [8]. Weather Forecast - The weather during the conference is expected to be variable, with temperatures ranging from 18°C to 30°C [9]. Organizing Institutions - The conference is organized by the Zhejiang Bio-based Polymer Materials Key Laboratory and DT New Materials, with support from various industry associations and research institutions [17][18]. Expert Panel - The conference features a distinguished panel of experts, including academicians and industry leaders from renowned institutions such as Tsinghua University and the University of Nottingham Ningbo China [19][20]. Agenda Highlights - The agenda includes a variety of forums focusing on key chemical innovations, sustainable applications, and investment opportunities in the bio-based sector [24][25][36]. - Specific sessions will address advancements in bio-based polymers, biodegradable materials, and the role of AI in material innovation [35][36][49]. Networking Opportunities - The event will facilitate networking through specialized sessions aimed at connecting industry leaders with emerging technologies and investment opportunities [86][89].

Core Viewpoint - The establishment of Guokao Material New Materials (Guangdong) Co., Ltd. by Kingfa Technology highlights the company's strategic commitment to the development of bio-based materials, which are seen as a crucial direction for future material advancements [1][2]. Group 1: Company Developments - Guokao Material New Materials has a registered capital of 5 million yuan and is fully controlled by Kingfa Technology's Guokao Polymer Material Industry Innovation Center [1]. - Kingfa Technology has developed a diversified product matrix in the bio-based materials sector, including biodegradable materials and high-performance engineering materials, with a focus on reducing carbon emissions [2]. - The company has launched a 10,000-ton bio-based BDO production line and is constructing a 100,000-ton modified resin project, creating an integrated industrial chain from cell factories to resin synthesis [2]. Group 2: Industry Trends - The OECD predicts that by 2030, bio-based chemical products could account for 35% of the global market, driven by stricter environmental regulations and the push for green and low-carbon materials [3]. - Major chemical companies, including Braskem, BASF, and LG Chem, are making significant investments in bio-based materials, indicating a broader industry shift towards sustainable practices [3][4][5]. - Braskem has increased its bio-ethylene plant capacity and celebrated the 15th anniversary of its bio-based polyethylene brand, demonstrating its leadership in the bio-based sector [3]. Group 3: Technological Innovations - Kingfa Technology has developed proprietary testing equipment to enhance material research efficiency and reduce development cycles, addressing key technological challenges in the polymer materials industry [1]. - The company has achieved TÜV certification for several products, promoting the green and low-carbon circular development of the industry [1]. - Other companies, such as BASF and LG Chem, are also innovating in bio-based materials, with BASF launching the world's first bio-based polyether sulfone product and LG Chem introducing new bio-based nylon materials [6][7].