【DT新材料】 获悉， 在新能源汽车产业迈向"续航焦虑"与"安全痛点"双重突破的关键节点，全固态电池技术迎来里程碑式进展。 据 央视新闻 报道，在 广汽集团 ， 国内首条大容量全固态电池产线建成， 目前正在小批量测试生产。，这在行业内率先具备了60安时以上车规级全固态电池的 批量量产条件。 广汽集团平台技术研究院新能源动力研发负责人祁宏钟表示，现在开发的全固态电池的能量密度比现有的电池能量密度高了接近一倍。 500公里以上续航的车使 用之后达到1000公里以上的续航。计划是2026年可以进行小批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产 。 记者了解到，"无液"电池的优势，其实源于生产线的两大关键革新。在负极制造环节，传统液态电池需要经过原浆、涂布、滚压三道独立工序，而干法工艺则直 接将原有工序"三合一"，既降低能耗又提升了效率。 专家表示，除了生产工艺的优化，另一个核心突破就是电解质的改变。在这里，他们已经摒弃传统的液态电解液，改用自主研发的固态电解质材料，帮助产品的 耐热性和安全性大幅提升。 据悉，当前全球范围内尚未有一家公司的全固态电池进入商业验证阶段 。从量产时间表上看， 宁德时 ...

Core Insights - China Chemical has recently signed two major high-end chemical new material projects, marking significant advancements in the industry [1][4]. Group 1: High-End Polyoxymethylene (POM) Project - China Chemical Engineering Hualu Company has signed a cooperation framework agreement with China Coal Ordos Energy Chemical Co., Ltd. for a high-end POM project, which will be the first engineering application and industrialization of self-developed high-end POM technology [1]. - POM is recognized for its excellent self-lubricating properties, fatigue resistance, and dimensional stability, making it a key polymer material to replace traditional metals like steel, copper, and aluminum [1]. - The domestic supply of high-end POM has long relied heavily on imports, with global production mainly dominated by companies like DuPont and Asahi Kasei [1][6]. Group 2: Special Nylon Series Project - China Chemical Engineering Hualu Company has also signed a cooperation framework agreement with Shanghai Jieda Chemical Technology Co., Ltd. to initiate the third phase of the Jieda project, which will cover approximately 200 acres with a total investment of about 1.85 billion yuan [4]. - The project will utilize hexamethylenediamine and 2-methylpentanediamine produced in previous phases as primary raw materials, aiming to enhance the high-end nylon industry chain and improve product value and market competitiveness [4]. Group 3: Overall Project and Financial Performance - From January to September, China Chemical signed a total of 3,566 projects with a cumulative contract amount of 284.56 billion yuan, with domestic contracts accounting for 230.91 billion yuan and overseas contracts for 53.65 billion yuan [7]. - The latest financial report indicates that in Q3 2025, China Chemical achieved revenue of 45.42 billion yuan, a year-on-year increase of 4.32%, and a net profit of 1.13 billion yuan, up 13.21% [7]. - The sales of industrial and new materials reached 7.85 billion yuan, showing a significant year-on-year growth of 23.37%, indicating a strong second growth curve for the company [7].

Core Viewpoint - The restructuring plan for Shanshan Group and its wholly-owned subsidiary, Ningbo Pengze Trading Co., has failed to pass the creditor vote, indicating significant challenges ahead for the companies involved [2][3]. Group 1: Restructuring Details - On November 3, Shanshan Co. announced that the restructuring plan for its controlling shareholder, Shanshan Group, and its subsidiary, Pengze Trading, did not receive approval from creditors [2]. - The restructuring process was initiated due to substantial debt issues, leading to a court ruling for substantive consolidation and restructuring on March 20, 2025 [2]. - A restructuring investment agreement was signed on September 29, involving a consortium of investors aiming to acquire control of 23.36% of Shanshan Co.'s shares through various methods [2]. Group 2: Future Uncertainties - Despite the failure of the restructuring plan, the restructuring manager will continue to advance the process according to relevant laws and regulations [3]. - There remains uncertainty regarding the success of the restructuring for Shanshan Group and Pengze Trading, which may lead to adjustments in shareholder equity and potential changes in company control [3].

Group 1 - The core viewpoint of the article highlights the strategic collaboration between Huayuan New Materials and Chongqing Tailan New Energy in the field of solid-state batteries and key materials, aiming to tackle technical challenges in adhesive applications for solid-state batteries [2] - Solid-state batteries present unique requirements for ionic conductivity, solid-solid interfaces, and the adhesion of powder anodes and cathodes, creating new application scenarios for adhesives while posing higher technical challenges [2] - Huayuan New Materials, established in 1977, is a leading domestic enterprise in the engineering adhesive industry, with a comprehensive product range and a strong presence in photovoltaic, new energy vehicles, and electronics sectors [2] Group 2 - In the first three quarters of 2025, the company achieved operating revenue of 3.285 billion yuan, a year-on-year increase of 8.49%, and a net profit attributable to shareholders of 216 million yuan, up 32.38% year-on-year [3] - The company’s lithium battery anode adhesive PAA has an existing capacity of approximately 15,000 tons/year, currently operating at full capacity, with an additional 36,000 tons/year under construction, expected to be fully operational next year [3] - The company is focusing on thermal conductive products in the electronics sector, particularly in semiconductor, consumer electronics, and automotive electronics applications, while also exploring liquid cooling technologies for energy storage and data centers [3]

Core Insights - The Carbontech New Energy Carbon Materials and Battery Conference focuses on the preparation of new energy carbon materials and their applications in the battery industry, aiming to overcome technical bottlenecks and diversify application scenarios [2] Group 1: Conference Objectives - The conference aims to break through technical bottlenecks in the field of new energy carbon materials and promote innovations in key preparation processes [2] - It seeks to expand the diversified layout of battery application scenarios, constructing a full-chain value ecosystem from materials to end products [2] Group 2: Research and Development Focus - The conference discusses advancements in porous carbon, silicon-carbon anodes, fast-charging graphite anodes, conductive additives, hard carbon anodes, and new nano-carbon materials [2] - It integrates upstream and downstream resources of the industry chain to promote collaborative innovation in material research, battery manufacturing, and terminal applications [2] Group 3: Key Participants and Contributions - An important participant, An Zhongxun, will present on sodium-ion hybrid capacitor energy storage technology, highlighting the energy density achievements nearing national key research plan levels [4][5] - Other notable speakers include Han Kun, who will discuss low-cost metal salt-assisted polymer chemical foaming strategies for three-dimensional nitrogen-doped graphene-based composites [5] - Liu Hong will present on the development of carbon nanomaterials and carbon fibers from multiple carbon sources, emphasizing the potential for industrial chain integration with CCUS [5] Group 4: Innovations in Battery Technology - The conference features discussions on various innovative battery technologies, including solid-state batteries and sodium-ion batteries, with a focus on their latest advancements and applications [6][12] - Participants will explore the development of high-performance hard carbon materials for sodium-ion batteries and the integration of carbon nanotubes in silicon-carbon anode research [17][18] Group 5: Industry Trends and Future Directions - The conference reflects a growing trend among leading battery manufacturers to explore self-generating anode technologies, with companies like CATL and BYD making significant advancements [13] - The event also highlights the importance of solid-state battery solutions for low-altitude economic applications, showcasing the industry's commitment to innovation and sustainability [14][15]

Core Insights - Yuanli Co., Ltd. engaged in discussions with two institutions, including Xinda Securities, focusing on technology development, product innovation, market expansion, and new energy carbon materials business [1][2] Group 1: Technology and Innovation - Technology innovation is central to Yuanli's sustainable development, with a focus on comprehensive utilization of thermal energy and reducing consumption through R&D and technological upgrades [3] - The company aims to optimize production processes to enhance the stability of three main products: activated carbon, sodium silicate, and silica gel [3] - Yuanli is committed to improving production line efficiency and environmental standards while reducing costs and increasing efficiency through "technology application, process improvement, and equipment enhancement" [3] Group 2: Activated Carbon Product Layout - Yuanli is expanding its activated carbon product range towards full-category and high-end development, including wood-based powdered activated carbon, bamboo-based granular activated carbon, and fruit shell activated carbon [4] - These products find applications across various sectors such as fermentation, food, pharmaceuticals, chemicals, and water treatment [4] Group 3: Market Expansion Strategy - To consolidate market advantages, Yuanli employs flexible sales strategies to increase market share in traditional sectors and enhance bargaining power [5] - The company is expanding the production and sales scale of granular and coconut shell activated carbon while enhancing high-end product market development through exhibitions and forums [5] - Yuanli is focusing on creating a "one-stop overall solution" capability and improving marketing management to increase customer loyalty and promote activated carbon sales growth [5] Group 4: New Energy Carbon Materials Progress - Yuanli's new energy carbon materials business is off to a good start, with bulk production and sales of supercapacitor carbon, hard carbon, and porous carbon [6] - The company is steadily advancing the "2,000 tons annual production of porous carbon construction project," which is expected to become a new growth driver [6]

Group 1: Company Overview and Innovation Plans - The company emphasizes that technological innovation is the core of its sustainable development, focusing on research and development (R&D) and technological transformation to optimize production processes and enhance product quality stability for activated carbon, sodium silicate, and silica gel [1] - The company aims to improve production line efficiency and environmental standards through "technology application, process improvement, and equipment enhancement," while steadily advancing towards decarbonization [1] - The company plans to explore new products and applications in activated carbon, leveraging its technical foundation to develop specialized activated carbon products, aiming for a "develop one generation, produce one generation, and reserve one generation" strategy for long-term growth [1] Group 2: Product Development and Market Expansion - The company has developed a wide range of activated carbon products, including bamboo-based granular activated carbon, fruit shell activated carbon, coconut shell carbon, supercapacitor activated carbon, biomass hard carbon, and porous carbon, which are applied in various industries such as fermentation, food additives, pharmaceuticals, chemicals, water treatment, environmental protection, catalyst carriers, and new energy carbon materials [2] - The company intends to strengthen its market position in the activated carbon industry by adopting flexible sales strategies to expand market share in traditional sectors and enhance product pricing power [2] - The company is actively developing high-end activated carbon products and utilizing exhibitions, forums, and seminars to enhance its industry image and promote a "one-stop overall solution" capability [2] Group 3: New Energy Carbon Materials - The company reports that its new energy carbon materials, including supercapacitor carbon, hard carbon, and porous carbon, have started well, achieving mass production and sales, and are expected to become a new growth driver for the company [2] - The company is progressing with the "2,000 tons per year porous carbon construction project" to further enhance its production capacity [2]

Core Viewpoint - The article emphasizes the urgent need for innovation in battery technology driven by the transition to low-carbon energy structures, highlighting the importance of new materials and manufacturing processes in the development of next-generation batteries [2][3]. Group 1: Conference Background - The conference focuses on the challenges and advancements in new energy carbon materials and battery technologies, aiming to break through technical bottlenecks and diversify battery applications [3]. - Key requirements for battery technology include high energy density (≥500Wh/kg), rapid charging (80% in 15 minutes), long cycle life (≥15,000 cycles), low cost, wide temperature range, and high safety [2]. Group 2: Organizational Structure - The conference is organized by DT New Materials and supported by various institutions, including the National Supercapacitor Engineering Research Center and several automotive and battery companies [5]. Group 3: Agenda Overview - The agenda includes discussions on the current state of porous carbon industry, key synthesis technologies, and the application trends of silicon-carbon anodes in high-capacity batteries [6][7]. - Topics also cover advancements in solid-state batteries, sodium batteries, and their applications in energy storage and eVTOL (electric Vertical Take-Off and Landing) technologies [7]. Group 4: Registration Information - Registration fees are set at ¥1,200 for corporate or research representatives and ¥800 for students for online payment, with higher fees for on-site registration [8].

Core Viewpoint - The company has successfully completed its employee stock ownership plan, reflecting management's confidence in the company's future development and stability in stock price [3][5]. Group 1: Employee Stock Ownership Plan - The company completed its employee stock ownership plan by acquiring 2.6217 million shares at a price of 14.83 yuan per share, which represents 0.72% of the total share capital [3][5]. - A total of 285 employees participated in the plan, with 8 senior management and supervisors accounting for 9.23% of the total shares subscribed [4]. - The plan aims to stabilize stock prices and protect shareholder interests, demonstrating management's confidence in the company's prospects [5]. Group 2: Production and Sales Performance - In 2024, the company achieved an activated carbon production capacity of 149,900 tons, with a utilization rate of 98.68%, and sales of 150,200 tons, reflecting a year-on-year increase of 17.86% [6]. - The company maintained its leading position in the industry for several consecutive years in terms of production, sales, and export volumes [6]. - The sodium silicate production capacity reached 207,200 tons, with a utilization rate of 96.13%, and sales of 197,800 tons, showing a year-on-year decrease of 42.47% [6]. - The silica gel production capacity was 26,000 tons, with a utilization rate of 106.90%, and sales of 28,100 tons, reflecting a year-on-year increase of 10.62% [6]. Group 3: New Energy Carbon Materials Development - The company successfully launched its first porous carbon production line in 2024, laying a solid foundation for the industrialization of new energy carbon materials [7]. - Hard carbon and porous carbon have achieved mass production, enhancing the product matrix and accelerating the formation of new growth drivers for the company [7]. - The company announced a change in the use of raised funds from a previous project to support the construction of a new porous carbon production project, further strengthening its position in the new energy carbon materials sector [7].