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泰和新材,芳纶涂覆隔膜大产线试车
DT新材料· 2025-06-16 15:41
【DT新材料】 获悉,6月12日, 泰和新材 表示 芳纶涂覆隔膜大产线已有产线开始投料试车。 芳纶 作为高性能聚酰胺纤维材料,在锂电池涂覆隔膜 领域展现出独特价值。不但 具备 耐高 温、抗穿刺 等性能, 有助于提升电池的安全性和稳定性 ,而且 对电解液的润湿性良好 ,可有 效 改善电池的充放电效率和循环寿命 。尽管芳纶材料的制造成本较高,但其在提升电池性能和 安全性方面的优势使其在高端电池产品中得到广泛应用与探索。 从市场潜力来看,芳纶涂覆隔膜凭借其在耐高温性、抗穿刺性、抗氧化性、综合寿命等方面大幅 提升的性能, 可有效解决新能源汽车终端用户的 "安全焦虑" 和 "里程焦虑" ,市场前景广阔。 据券商测算,预计2025年芳纶涂覆市场空间可达44亿元,对应芳纶涂覆隔膜需求近11亿平方 米。 目前,全球芳纶涂覆隔膜技术主要由 日本住友、帝人 等企业主导,苹果手机、特斯拉 Model S 系列装载的电池已使用芳纶涂覆隔膜。 国内隔膜出货量中约70%为涂覆隔膜,且以陶瓷涂覆隔 膜为主 ,但随着技术突破与降本,芳纶涂覆隔膜渗透率有望快速提升。 除了泰和新材外,国内不少企业也在积极布局芳纶涂覆隔膜领域。例如, 金力股份 ...
胜宏科技(300476) - 300476胜宏科技投资者关系管理信息20250616
2025-06-16 10:40
答:厂房四项目按计划有序推进中,预计6月中旬开 始正式投产,新建厂房投产初期的产线磨合和产能产量逐 步释放是行业的必经过程,公司对后续的生产经营及效益 实现充满信心。 3、公司订单情况? 答:目前公司在手订单饱满,业务进展顺利,订单生 产和交付均在正常履行中。 4、公司为什么能做到这么好的良率水平? 公司依托数字工厂与智慧化品控体系,贯通"研发-生 产-追溯"全链路,技术水平处于行业领先地位。凭借领先 的研发技术优势、制造技术优势和品质技术优势,深度参 与国际头部大客户新产品预研,从产品规划到技术能力提 升,再到扩产计划,全程跟踪服务客户,已形成较强的技 术壁垒与客户粘性,市场竞争力强劲,构建了深厚的护城 河。 2、厂房四的建设投产情况? 证券代码:300476 证券简称:胜宏科技 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | 现场参观 | | | ☐其他 摩根士丹利、盘京投资、国盛证券、粤民投、铭海基金、 | | 参与单位名称及人员姓名 | 榕湖投资、歌汝投资、巨子投资、富安达投 ...
全球纯金属溅射靶材市场生产商排名及市场占有率
QYResearch· 2025-06-16 09:43
溅射靶材通常是具有不同尺寸和形状的固态金属块。靶材的材料可以是纯金属、合金,也可以是氧化物或氮化物等化合物。 本报告仅涵盖纯金属溅射靶材。纯金属溅射靶材通常由高纯度金属制成,是溅射沉积技术中最广泛使用和最基础的涂层材料。如铝、铜、银、金 等金属靶材,在现代工业中非常常见。 据 QYResearch 调研团队最新报告"全球纯金属溅射靶材市场报告 2025-2031 "显示,预计 2031 年全球纯金属溅射靶材市场规模将达到 27.6 亿美 元,未来几年年复合增长率 CAGR 为 4.8% 。 纯金属溅射靶材 ,全球市场总体规模 全球 纯金属溅射靶材 市场前 14 强生产商排名及市场占有率(基于 2 024 年调研数据;目前最新数据以本公司最新调研数据为准) 根据 QYResearch 头部企业研究中心调研,全球范围内纯金属溅射靶材生产商主要包括 JX Nippon 、 Honeywell Electronic Materials 、宁波江丰电 子材料、 Plansee 、 Tosoh 、 Materion 、 Sumitomo Chemical 、 Hitachi Metals 、爱发科、 GRIKIN 等。 ...
PVDF 法国阿科玛 710、720、740区别
Sou Hu Cai Jing· 2025-06-16 03:48
Core Insights - PVDF (Polyvinylidene Fluoride) is a high-performance fluoropolymer that demonstrates exceptional properties across various industrial sectors, with Arkema's Kynar series being particularly well-received in the market [1] Group 1: Product Characteristics - Kynar 710 is known for its balanced performance, featuring high tensile strength and elongation at break, ensuring stability and toughness under external forces [3] - Kynar 720 enhances weather resistance, optimized to withstand UV radiation and extreme temperature variations while maintaining basic performance [4] - Kynar 740 excels in high-temperature environments, with improved polymerization processes and additive formulations that allow it to maintain stable physical and chemical properties at elevated temperatures [4] Group 2: Application Areas - Kynar 710 is widely used in general industrial environments for structural components and protective layers in chemical pipelines, storage tanks, and reactors [3] - Kynar 720 is preferred for outdoor construction and photovoltaic applications due to its enhanced weather resistance [6] - Kynar 740 is significant in chemical, electronic, and high-temperature working environments, such as chemical pipelines and heat exchangers [4][6] Group 3: Market Position - The different models of PVDF products collectively form a rich product line within Arkema's Kynar series, catering to diverse industrial demands for high-performance materials [6]
雷军官宣YU7将于6月底发布 定位豪华高性能SUV
Huan Qiu Wang Zi Xun· 2025-06-16 03:15
【环球网科技综合报道】6月16日消息,小米创始人雷军在其社交账号上正式宣布,备受关注的小米 YU7将于6月底发布。这款新车中文名为"小米御7","御"字寓意"陆地战车,御风而行",其名称灵感源 自《庄子·逍遥游》。 作为一款轿跑SUV,小米YU7并非SU7的简单拉高版本,而是经过重新设计,定位为豪华高性能SUV。 在车身尺寸方面,该车属于中大型SUV范畴,遵循"532标准",具体长宽高为4999毫米×1996毫米×1600 毫米,轴距达到3000毫米。其车身比例设计颇具亮点,拥有1:3头身比、3x轮轴比、2.1x轮高比以及 1.25x宽高比,再搭配275毫米后宽胎,使车身自带宽体效果。 来源:环球网 外观设计上,小米YU7采用镂空水滴大灯,配备嵌入贯穿式风道,光环尾灯简洁立体,大大提升了车辆 的辨识度。此外,电动内翻门把手设计也人性化,靠近车辆时自动内翻,关门后自动闭合。在空气动力 学方面,该车拥有同级唯一的10组贯穿式风道、19个风口,并进行了40余处风阻优化,风阻系数低至 0.245。 值得一提的是,此前关于该车定价,有网友提到19.9万元,雷军明确表示这是不可能的。(纯钧) 在车型版本设置上,小米YU7 ...
2025年中国润滑油添加剂供需及进出口变动:环保法规趋严进一步加速行业技术迭代,已实现净出口[图]
Chan Ye Xin Xi Wang· 2025-06-16 01:49
Core Viewpoint - The tightening of environmental regulations is accelerating technological iteration in the lubricating oil additive industry, with increased investment in bio-based additives and low VOC product development, driving companies towards green manufacturing transformation. Additionally, policy support for green and low-carbon development is providing growth momentum for the industry, promoting upgrades towards high-end and intelligent manufacturing [1][5][15]. Industry Development Overview - Lubricating oil consists of base oil and additives, with the latter accounting for approximately 2%-35% of the final product, significantly altering the physical and chemical properties of lubricating oil. Lubricating oil additives are the most technically sophisticated component of lubricating oil, categorized into single agents and composite agents [2][9]. Policy Background - China's lubricating oil additive policies focus on low-carbon emissions, technological upgrades, and industrial chain optimization. Policies encourage the development of low-pollution, biodegradable high-performance products and support the recycling of waste lubricating oil to reduce dependence on petroleum resources [5][6]. Industry Chain - The lubricating oil industry chain in China includes upstream raw material supply, midstream additive processing and manufacturing, and downstream application in specific chemical fields. The industry is a key segment of fine chemicals and specialty chemicals manufacturing [7][9]. Current Industry Status - The rapid development of the electric vehicle market is increasing the demand for new additives such as anti-wear agents and cleaning dispersants. Stricter environmental regulations are accelerating technological iterations, with a projected production of 996,100 tons and a demand of 978,300 tons for lubricating oil additives in 2024, resulting in a market size of 20.53 billion yuan [1][9]. Competitive Landscape - The global lubricating oil additive market is highly concentrated, dominated by four major composite additive manufacturers, which collectively hold an 85% market share. These companies have a long history and deep technological expertise [13]. Development Trends - The lubricating oil additive industry in China is transitioning towards green and low-carbon solutions, with a focus on bio-based additives and the use of renewable resources. The industry is reducing reliance on petroleum-based materials and developing low-sulfur, low-phosphorus products to meet emission standards. Technological upgrades are emphasizing intelligent and high-performance customization, integrating AI, IoT, and big data into R&D and production processes [15][16].
铁犁不停歇,播种新希望——山东“三夏”抢收抢种忙
Xin Hua Wang· 2025-06-15 09:14
Core Insights - The article highlights the busy agricultural season in Shandong, particularly focusing on the wheat harvest and subsequent corn planting, showcasing advancements in agricultural technology and practices [1][2][4]. Group 1: Wheat Harvesting - In Wenshang County, the wheat harvesting area is approximately 756,000 mu, an increase of 2,000 mu from the previous year [2]. - Over 1,000 combine harvesters were mobilized for the wheat harvest, which began on June 9 and was nearly completed by June 13 [2]. - The use of advanced harvesting machinery has improved efficiency, with new models reducing grain loss to under 1% [4]. Group 2: Agricultural Technology and Practices - The implementation of modern agricultural techniques such as wide-row precision sowing and deep plowing has been promoted to enhance wheat yields [2]. - A cooperative in Huadian Town has managed over 30,000 mu of land since its establishment in May 2023, demonstrating the benefits of agricultural socialization services [4][5]. - The introduction of new irrigation technologies, such as drip irrigation, has significantly improved the utilization of saline-alkali land, with wheat yields exceeding 650 kg per mu in demonstration fields [5]. Group 3: Future Prospects - The agricultural sector is optimistic about future yields, with investments in new machinery and technology expected to support increased productivity [5]. - The ongoing efforts in agricultural modernization and socialized services are anticipated to create greater opportunities for farmers and enhance overall agricultural output [5].
买出来的芯片帝国?
半导体行业观察· 2025-06-14 03:09
公众号记得加星标⭐️,第一时间看推送不会错过。 在半导体世界里,有的公司靠技术立业,有的靠专利吃饭,而高通,则是在拥有这两个的基础上,通 过有的放矢的"买买买",打造出了一个芯片帝国。 如今的高通,是一个横跨手机、汽车、物联网、AI边缘计算的芯片巨头,但你可能不知道,这个帝国 的地基,是一个个被悄然吞下的技术团队与资产,用时间和耐心打磨而成。 GPU:从ATI的余晖中崛起的Adreno 2006年的移动设备图形处理能力堪称"原始"。彼时的智能手机概念尚未普及,BlackBerry和Palm Pilot还在市场上占据主导地位,而iPhone的发布还要等到2007年。在这个移动图形处理"能跑贪吃蛇 就行"的年代,绝大多数设备制造商对GPU的需求极其有限,更多关注的是基本的2D界面渲染和简单 的多媒体播放功能。 然而,正是在这样一个看似平静的时期,一场影响深远的技术收购正在酝酿。AMD为了在与英特尔 的竞争中获得图形处理优势,决定以54亿美元的天价收购ATI Technologies。这笔交易不仅改变了 PC图形卡市场的格局,也意外地为移动图形处理领域埋下了一颗重要的种子。 在AMD-ATI并购案中,AMD的主要目 ...
买出来的芯片帝国?
半导体行业观察· 2025-06-14 03:05
公众号记得加星标⭐️,第一时间看推送不会错过。 2006年的移动设备图形处理能力堪称"原始"。彼时的智能手机概念尚未普及,BlackBerry和Palm Pilot还在市场上占据主导地位,而iPhone的发布还要等到2007年。在这个移动图形处理"能跑贪吃蛇 就行"的年代,绝大多数设备制造商对GPU的需求极其有限,更多关注的是基本的2D界面渲染和简单 的多媒体播放功能。 然而,正是在这样一个看似平静的时期,一场影响深远的技术收购正在酝酿。AMD为了在与英特尔 的竞争中获得图形处理优势,决定以54亿美元的天价收购ATI Technologies。这笔交易不仅改变了 PC图形卡市场的格局,也意外地为移动图形处理领域埋下了一颗重要的种子。 在AMD-ATI并购案中,AMD的主要目标是ATI的桌面和服务器GPU业务,而ATI的移动图形部门在 当时被视为"边角料"。这个部门虽然技术实力不俗,但市场前景在当时看来并不明朗。移动设备的图 形需求有限,整个行业对移动GPU的发展潜力普遍缺乏信心。 然而,高通展现出了超前的战略眼光。这家以通信芯片起家的公司敏锐地察觉到,随着移动设备功能 的不断丰富,图形处理能力将成为未来移动平 ...
京东今年向应届生提供1.8万余个岗位
转自:北京日报客户端 记者近日从京东获悉,今年该公司将面向2025届毕业生提供1.8万余个岗位。数据显示,截至4月30日, 京东体系员工总数已超过72万人,其中快递小哥、运输司机、分拣员工等一线员工总数超过50万人。 "非常惊喜!能在实习后通过转正述职,提前锁定正式校招offer(入职通知)。"去年正式入职京东的晓 韦说,公司为大学生人才设置了快速成长通道,他在入职后的短短一年间连获两次晋升,成长为一名能 够独当一面的采销人员。 京东集团雇主品牌负责人石玉介绍,公司在连续三年累计面向在校生提供5万多个岗位的基础上,今年 面向2025届毕业生再提供1.8万余个岗位,核心岗位薪资提升20%。同时,今年5月,京东启动了面向全 球技术人才招聘的"顶尖青年技术天才计划",在新兴领域持续提供更多优质岗位,涵盖多模态大模型与 应用、机器学习、搜索推荐广告、空间与具身智能、高性能与云计算、大数据等前沿领域。 新技术催生新职业,公司近年来增添了许多新岗位,例如"大模型+"广告智能投放岗、"AI+"医疗服务 岗、家用机器人研发岗、无人机飞行师等等。 "有了'五险一金',心里踏实也更有奔头。"今年3月成为京东外卖全职骑手的杨晶泽说 ...