【DT新材料】 获 悉，近日， 阿科玛 与 惠普增材制造解决方案( HP Additive Manufacturing Solutions)宣布推出新一代HP 3D打印高重复使用率材料 HR PA11 Gen2。该新一代 聚酰胺11材料用于工业领域3D打印，100%生物基 ，增强机械性能，提高成本效率并显著降低碳足迹。 机械性能增强，满足严苛应用要求 HP 3D HR PA11 Gen2在机械性能上始终如一，重复性更好，尺寸精度更高。该材料带来极优的粉末重复使用率（80/20），助力降低生产成本并减少浪 费。相较于上一代产品，HP 3D HR PA11使3D打印在汽车、医疗和消费品等领域具有更广泛的应用潜力。 可再生材料赋予更可持续性 | 14:40 | 美V刺 | | --- | --- | | | 中国科学院福建物质结构研究所研究员 | | 14:40 | 以竹代塑-可持续发展的塑料替代方案与挑战 (以竹代塑、加工技术、市场展望) | | 15:00 | 定程度 国际竹藤中心研究员 | | 15:00 | 天然多糖高分子材料的绿色加工与应用 (天然多糖、改性) | | 15:20 | 张水洞 华南理工大学 ...

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]

Core Viewpoint - The company is optimistic about the bio-based materials sector and has already launched ISCC-certified bio-based PPS products, with plans to actively develop other related products [2] Company Developments - The company has confirmed its involvement in bio-based materials and has introduced bio-based PPS products that meet ISCC certification [2] - Future plans include expanding the product lineup in the bio-based materials category [2] Market Outlook - The company is assessing the market potential for bio-based materials, indicating a positive outlook for growth in this sector [2]

Core Viewpoint - The company Jinfa Technology (600143) reported a strong performance in the first three quarters of 2025, with significant revenue and profit growth driven by business optimization and market expansion [1][2]. Group 1: Financial Performance - The company achieved an operating income of 49.616 billion yuan, representing a year-on-year increase of 22.62% [1]. - The net profit attributable to shareholders reached 1.065 billion yuan, reflecting a year-on-year growth of 55.86% [1]. Group 2: Business Segment Performance - The modified plastics segment recorded sales of 2.0908 million tons, up 18.16% year-on-year, providing solid support for overall performance [2]. - The special engineering plastics segment achieved sales of 24,000 tons, a remarkable increase of 53.85% year-on-year, surpassing the total sales for 2024 [2]. - The biodegradable materials segment saw a sales increase of 27.31% year-on-year, with an annual production capacity of 180,000 tons of PBAT biodegradable plastics, leading in Asia [2]. Group 3: Global Expansion - The company has successfully launched factories in Vietnam, Spain, and Indonesia, with ongoing construction in Mexico and Poland, enhancing its global production and service network [2]. - The establishment of overseas bases in the U.S., Europe, and India has contributed to a steady increase in global market share and competitiveness [2]. Group 4: Research and Development - The company has significantly increased R&D investment, achieving breakthroughs in bio-based materials and establishing a full industrial chain system [3]. - Successful advancements in the application of biodegradable plastics in industrial-grade additive manufacturing and high-end food packaging have expanded product applications and market potential [3]. - The company plans to continue focusing on technological innovation, increasing R&D investment, and accelerating capacity release and international expansion to capture growth opportunities [3].

Group 1 - The core viewpoint is that the moment for synthetic biology has arrived, with fossil-based materials facing potential disruptive impacts due to energy structure adjustments, while low-energy consumption products and industries are expected to have a longer growth window [1] - Traditional chemical companies will compete based on energy consumption and carbon tax costs, with leading firms utilizing green energy alternatives, integration, and scale advantages to reduce energy costs, or shifting new capacity to larger overseas markets to achieve dual reduction goals [1] - The cost of bio-based materials is decreasing, and breakthroughs in "non-food" raw materials for bio-based products are anticipated to lead to a demand explosion, creating a high-growth sector with potential for both profit valuation and performance improvement [1] Group 2 - The chemical leader ETF (516220) tracks a specialized chemical index (000813) that focuses on sub-sectors within the chemical industry, including chemical raw materials, fertilizers, and pesticides [1] - The constituent stocks are representative companies in their respective niche markets, reflecting the overall performance and development trends of the chemical industry's sub-sectors [1]