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7家新材料龙头两会发声,涉硅基浸没式液冷、生物降解材料、芳纶、纤维及复材......
DT新材料· 2026-03-04 16:05
Core Viewpoint - The article highlights the discussions and suggestions made by representatives from the chemical and new materials sectors during the 2026 National People's Congress, focusing on energy security, green low-carbon transformation, and breakthroughs in high-end chemical new materials domestically [2][3][4][5]. Group 1: Energy Security and Market Regulation - Liu Xiaohua, a representative from Sinopec, emphasizes the need for increased investment in energy reserves and the optimization of energy transportation systems to enhance operational efficiency and security [2]. - He also calls for stronger market regulation to maintain fair competition in the petroleum and petrochemical industry, which is crucial for high-quality development [2]. Group 2: Technological Innovation and Industry Upgrading - Li Guihe from Blue Ocean New Materials stresses the importance of technological innovation in driving industrial upgrades and enhancing overall efficiency, advocating for a seamless connection between R&D, pilot testing, and industrialization [3]. - He highlights the need for core technology breakthroughs in high-end polyolefins and the promotion of "smart native" construction through digitalization and intelligence in traditional chemical industries [3]. Group 3: Biodegradable Plastics and Industry Standards - Mo Dingge, Chairman of China Chemical Engineering, points out the slow progress in plastic pollution management and the challenges faced by the biodegradable materials industry, including inadequate regulations and standards [3]. - He proposes four recommendations: enhancing top-level design for industry development, establishing a robust regulatory framework, promoting rapid technological innovation, and supporting collaborative development among upstream and downstream enterprises [3]. Group 4: Material Safety and Innovation - Song Xiquan, Chairman of Taihe New Materials, focuses on material safety, particularly in lithium batteries and fire-resistant building materials, advocating for improved safety standards and a quantifiable testing system [4]. - Zheng Yueming from Lianhong New Technology emphasizes the need for industrialization of innovative materials, including high-end optical materials and solid-state battery materials, to create new growth points [4]. Group 5: Integration of New Materials and AI - Xu Guanju, Chairman of Chuanhua Group, discusses the integration of new materials with artificial intelligence, specifically advocating for the development and application of silicon-based immersion liquid cooling technology to meet the cooling demands of AI chips [5]. - He suggests including this technology in the national innovation agenda and establishing a standard system to promote its application [5].