在汽车"颜值经济"和智能化浪潮的推动下，车灯已从单一功能件升级为彰显品牌价值的核心部件。据权威预测，2025年中国汽车车灯市场规模将 突破1000亿元大关，其中车灯用塑料市场更将迎来240亿元的增量空间。 会通通过独创的"基材-金属粉协同改性技术"，配合Moldflow仿真优化，实现： ● 免喷涂金属质感 ： 无需喷涂等其他工序，即可获得高金属质感。 会通股从材料创新到系统解决方案的全方位支持，助力客户打造更具竞争力的车灯产品。 前大灯系统 定义光学性能与美学标准 高光免喷涂金属效果PC材料 金属免喷涂制件工艺面临流痕、熔接线、老化变色等顽固问题。 ● 耐老化 ： 可通过2500kJ氙灯老化+1000h热老化测试 。久用不易老化变色。 ● 降本环保 ： 综合成本降低30%，碳排放减少80% 。 高反射PC材料 对比传统镀铝方案， 会通研发的高反射PC材料以96.6%的反射率（550nm波长）树立行业新标杆 ， 并且在 性能、环保和生产应用等方面都展现 出独特价值，为相关领域带来了更好的选择， 实现： ● 光线更柔和 ： 光线漫反射率比传统镀铝方案提升 40%，能有效解决 "灯厂" 面临的眩目难题，让光线更舒适 ...

【DT新材料】 获悉，8月22日， 中材科技 发布2025年上半年业绩报告，公司实现营业收入133.3亿元，同比增长26%；实现归属于上市公司股东的净 利润10.0亿元，同比增长115%；实现归属于上市公司股东的扣除非经常性损益的净利润8.1亿元，同比增长245%。 中材科技围绕新能源、新材料、绿色低碳等战略性新兴产业方向，聚焦 特种纤维、复合材料、新能源材料 三大赛道、秉持" 做优玻纤、做强叶片、做 大锂膜 "的产业发展思路，集中优势资源大力发展玻璃纤维及制品、风电叶片、锂电池隔膜三大主导产业，同时从事高压复合气瓶、膜材料及其他复 合材料制品的研发、制造及销售。 （1）玻璃纤维业务 ： 报告期内， 泰山玻纤 充分发挥高端产品结构占比高的优势，盈利能力大幅跃升，共销售玻璃纤维及制品67.3万吨，实现销售 收入43.5亿元，同比增长13%，实现归母净利润5.6亿元，同比增长262%； 其中，特种纤维布实现销售895万米，产品覆盖低介电一代纤维布、低介电 二代纤维布、低膨胀纤维布及超低损耗低介电纤维布全品类产品 ，且均已完成国内外头部客户的认证及批量供货，产品性能媲美国际厂商。 报告期内，玻璃纤维产品均价同比增长 ...

岚图汽车 高管将 2025年高分子产业年会 （9月10-12日合肥），分享新能源汽车新趋势和车用材料 新需求。 中国新兴产业崛起引领高分子下个十年！ 【DT新材料】 获悉，8月22日， 东风汽车集团股份有限公司 （东风集团股份）于港交所公告称， 将推动子公司岚图汽车以介绍上市方式登陆港股， 估值400亿左右 ，与此同时，东风集团股份自身将同步完成私有化退市 。 公告称，公司整体业绩不达预期，拟通过分派、合并及上市等进一步整合优质资源向新兴产业集中，实现估值重构。 通过建议交易，东风公司将重点 发展新能源汽车产业， 推动燃油汽车向新能源汽车转型升级 。 根据公告，本次交易采用"股权分派+吸收合并"模式，两大环节互为前提、同步推进。 一方面 ，东风集团股份先向全体股东分派所持岚图汽车79.67%股权， 随后岚图以介绍上市方式完成港交所挂牌 ；另一方面，由东风集团股份境内全 资子公司—— 东风汽车集团（武汉）投资有限公司作为吸并主体 ，以10.85港元/股总价收购流通股，实现对东风集团股份的100%控制。其中现金对 价6.68港元/股，岚图股权对价4.17港元/股。 "介绍方式上市"（Listing by Intr ...

Group 1 - The core viewpoint of the article highlights the rise of embodied intelligence technology as a national strategy in China, marking a new phase in artificial intelligence focused on physical interaction [2] - By the end of 2024, nearly 100 humanoid robot companies are expected to exist in China, with the global market for embodied intelligence projected to exceed $100 billion by 2030 [2] - Embodied intelligence refers to intelligent systems that integrate perception, cognition, decision-making, and action through physical interaction with the environment, with humanoid robots being a key focus [2] Group 2 - Major automotive companies such as GAC, SAIC, BYD, and Chery are accelerating their investments in intelligent robots and autonomous driving through self-developed technologies or strategic investments in innovative companies [3] - In 2024, SAIC invested in a humanoid robot startup, while BYD established a future lab focusing on the research and development of robots and embodied intelligence [3] Group 3 - The article emphasizes the interconnectedness of various sectors, including AI, low-altitude vehicles, new energy vehicles, and embodied robots, indicating a collaborative approach to innovation [4] - The 2025 Polymer Industry Annual Conference will feature forums on low-altitude economy, aerospace, new energy vehicles, AI, and embodied robots, showcasing the demand for innovative materials and applications [6] Group 4 - The conference aims to explore new opportunities in materials, technologies, and equipment across emerging industries, inviting participation from international enterprises, experts, and government representatives [6] - The event will include closed-door meetings and project roadshows to discuss high-quality development paths for the engineering plastics industry [19]

Group 1 - The core viewpoint of the article highlights the strategic collaboration between China FAW Group and Leap Motor, including a preliminary offer to acquire approximately 10% of Leap Motor shares, which is currently being advanced internally within FAW [2] - Leap Motor's financial report indicates a significant revenue increase of 174% year-on-year, reaching RMB 24.25 billion in the first half of 2025, with a gross margin improvement from 1.1% to 14.1% [2] - The growth in revenue is attributed to a substantial increase in vehicle and parts deliveries, as well as related service income, including government subsidies and carbon credit income [2][3] Group 2 - In the first half of 2025, Leap Motor delivered a total of 222,000 vehicles, marking a 156% year-on-year increase, making it the leading new force in the automotive sector [3] - Leap Motor's export volume reached 25,000 units in the first seven months of 2025, leading the new force brands in overseas sales, with a notable performance in the European market [3] - The company has established over 600 sales and after-sales service outlets across approximately 30 international markets, significantly enhancing its global presence [3] Group 3 - The rapid rise of electric vehicles is driving significant changes in the design, manufacturing, and supply of plastic components, with Leap Motor developing its own resin product line [4] - Leap Motor has collaborated with Haitian Plastic Machinery to launch its first resin product line bumper, showcasing its commitment to in-house production of key components [4] - The 2025 Polymer Industry Annual Conference will feature discussions on innovative materials and applications in the electric vehicle sector, highlighting the industry's focus on material solutions [4][5]

随着全球5G网络建设进入深水区，通信基站和数据中心的功率密度正经历前所未有的跃升。根据3GPP标准的节奏，5G-ADVANCED ( 5.5G ) 也逐渐 进入商用阶段，这为迈向6G打下基础。而在通信速率代际提升的同时，基站功耗也会随之迈上新台阶，带来更高的热管理挑战。 在这场静悄悄的"散热革命"中， 热界面材料（Thermal Interface Materials, TIM） 作为填补芯片与散热器间微隙的"隐形桥梁"，正成为保障通信系 统稳定性的战略物资。 基站体积的减小对天线、滤波器的集成化要求也较高，也使得小基站散热器的尺寸受到限制。但5G小基站的发热件尺寸小、功耗大，且长时间运行累 积的热量若不及时散发出去，就会严重影响到5G小基站的通讯信号及其使用寿命。但基站是典型的封闭式自然散热设备，当温度稳定后，所有热量都 会先传到外壳，再由外壳传导到空气。芯片和壳体之间需要借助导热界面材料，推动导热界面材料的提升。 当前主要有 四大类创新热界面材料 ，包括： 导热凝胶、相变材料（PCM）、碳基材料、液态金属 等。 中兴通讯 在BBU基带单元中采用7.8W/mK凝 胶方案，实现200万小时无故障运行。而相变材 ...

Core Viewpoint - The article emphasizes the growing importance of nylon in the automotive industry, particularly in the context of lightweighting and performance enhancement for components such as cooling systems and fuel lines. The domestic production of nylon 66 is expected to surge, with a projected capacity exceeding 8 million tons by 2025, positioning nylon as a critical material for new energy vehicles [2]. Industry Overview - Nylon is widely used in automotive applications due to its advantages such as vibration fatigue resistance, fuel resistance, heat resistance, and low roughness, accounting for approximately 20% of the total plastic used in vehicles [2]. - The shift from traditional rubber hoses to nylon can lead to weight reductions of over 50%, which is particularly beneficial for electric vehicles where weight plays a crucial role in efficiency [2]. - The design and quality of nylon piping directly impact the overall technical level of vehicles, especially in cooling systems for new energy vehicles [2]. Market Development - The domestic nylon 66 production capacity is expected to experience significant growth, with plans to exceed 8 million tons by 2025, driven by breakthroughs in the domestic production of hexamethylenediamine [2]. - The increasing competition in the market has made nylon a key application area for new energy vehicles, highlighting its strategic importance in the automotive supply chain [2]. Event Participation - Hu Fa, Deputy Director of the Pipe and Fitting Testing Room at Sinopec (Beijing) Chemical Research Institute, will present on "Automotive Nylon Pipeline Technology Development and Application" at the 2025 Polymer Industry Annual Conference [3].

【DT新材料】 获悉，8月15日， 皖维高新 发布公告， 公司与江苏滨海经济开发区管理委员会签署乙烯法功能性聚乙烯醇树脂项目建设投资协议，根 据协议： （1） 拟在滨海沿海工业园投资建设乙烯法功能性聚乙烯醇树脂生产基地。规划 总投资约100亿元，占地约1000亩， 总体规划年产40万吨乙烯法功能 性聚乙烯醇树脂及下游产业链项目 。 项目分两期建设， 一期项目建设期预计为18个月，投产后再 适时启动二期项目。其中， 一期 投资 约36亿元，建设20万吨/年乙烯法功能性聚乙烯醇树 脂项目，含配套建设的36万吨/年醋酸乙烯、30万吨醋酸甲酯装置 。 二期 投资 约64 亿元，建设40万吨/年醋酸乙烯、20万吨/年乙烯法功能性聚乙烯醇 树脂及PVA 下游产业链VAE乳液、可再分散性乳胶粉、PVB 树脂、PVB 胶片等项目。 （2） 拟 出资组建" 江苏皖维新材料有限责任公司 （暂定名，下称"皖维新材料"），注册资金10亿元人民币，位于江苏省盐城市滨海县滨海经济开发 区沿海工业园，其中， 皖维高新 和滨海投资，分别出资8亿和2亿，分别持80%和20%权益。皖维新材料将独立经营一期20万吨/年项目。 聚乙烯醇（PVA ） ...

Core Viewpoint - The research and development of electromagnetic wave (EMW) absorbing materials are increasingly important due to the widespread application of high-frequency electromagnetic technology. High entropy materials (HEM) have emerged as a promising new class of materials, but their absorption efficiency and matching performance need improvement. The combination of metal nanoparticles with carbon-based materials can enhance EMW absorption performance, with electrospun porous carbon nanofibers (CNF) being a key focus area [1][8]. Group 1 - The team from Anhui University successfully developed a honeycomb-like porous CNF/HEA composite material using electrospinning and Joule heating methods. This composite achieves a minimum reflection loss of -65.8 dB with only 2 wt% filler and a wide absorption bandwidth of 7.68 GHz, setting new records in both CNF and HEA absorbers [2]. - The synergistic effect of the honeycomb structure of CNF and HEA significantly enhances EMW absorption performance, providing a lightweight and wideband absorption material option for EMW applications [2]. - The research findings were published in the journal "ACS Nano" under the title "Joule-Heating-Driven Synthesis of a Honeycomb-Like Porous Carbon Nanofiber/High Entropy Alloy Composite as an Ultralightweight Electromagnetic Wave Absorber" [2]. Group 2 - The increasing attention on efficient EMW absorbing materials is driven by the extensive application of electromagnetic technology across various fields. Traditional metal-based absorbers have high magnetic loss and strong absorption capabilities but are hindered by high density and low stability [8]. - Carbon-based materials, while lightweight, have high dielectric constants and poor impedance matching performance. Combining carbon-based materials with magnetic materials through optimized composition and structural design is a strategy to enhance EMW absorption performance [8]. - Advanced characterization techniques and DFT theoretical calculations have been employed to conduct detailed studies on the loss mechanisms at the atomic and molecular levels [8].

Core Viewpoint - Polyimide (PI) is a critical high-performance engineering material in the "three electric systems" (battery, motor, and control) of electric vehicles, enhancing efficiency and safety [2]. Group 1: Application in Electric Vehicles - PI is ideal for motor insulation coatings due to its excellent high-temperature resistance and flame-retardant properties, addressing the breakdown issues in flat wire motors and improving motor efficiency [2]. - In the field of power batteries, PI is utilized in anode and cathode materials, separators, and PACK systems, with a focus on enhancing thermal stability while reducing costs [2]. Group 2: Company Developments - Boya Juliy has developed a PI flat wire winding varnish that offers higher insulation strength, effectively solving the breakdown problem in flat wire motors [2]. - The company is set to launch a high-performance polyimide resin and film project in Zhoushan, with an investment of 500 million yuan, expected to produce 12,600 tons of high-performance polyimide resin and 600 tons of electronic-grade polyimide film annually, generating an estimated annual output value of 600 million yuan [2]. Group 3: Industry Events - The co-founder and general manager of Ningbo Boya Juliy will present a report titled "Application of Polyimide in the Three Electric Systems of New Energy Vehicles" at the 2025 Polymer Industry Annual Conference [3].