【DT新材料】 获悉，12月2日， 万凯新材 发布公告，公司与法国 Carbios公司 签署协议，将在中国成立合资 公司，建设年处理5万吨废料的生物酶解聚PET再生项目，项目总投资约9.22亿元。万凯新材出资70%，Carbios 出资30%。 Carbios作为法国最具创新力的生物材料科技企业之一，是全球生物酶法塑料再生技术的开创者和领导者。此 外，万凯新材还计划增资Carbios以获得其董事会席位。该项目旨在推动消费后PET再生循环产业化，确立公司 在再生PET领域的竞争领先地位。 建设项目基本情况 让专业的人聚在一起, 绿色化工/化学、物理回收/PCR材料等交流群 ❤️ ↓ /高分子先进回收交流群/ 1、公司和Carbios双方将通过合资公司联合建设并运营首座年处理5 万吨含PET废料的生物酶解聚PET再 生工厂。 （一）项目名称：首座年处理5万吨废料的生物酶解聚PET再生项目 （二）建设地点：海宁尖山工业区（暂定） （三）项目建设内容及Carbios生物酶技术介绍 2、 Carbios生物酶技术介绍：合资工厂使用Carbios的生物酶技术，无 需使用任何溶剂，工艺温和，不 仅可以处理目前难以回收的复杂 ...

Core Insights - Yuan Tian Biotechnology (Tianjin) Co., Ltd. has recently secured strategic investment from Toyota Tsusho (Shanghai) Co., Ltd., marking a continuation of capital activities following an investment from Tianchuang Capital in September, with total financing amounting to several tens of millions [1][4] - The collaboration will focus on the development of downstream application products in various fields, including textile yarns, industrial yarns, food packaging, and engineering plastics, leveraging Toyota Tsusho's advantages in the automotive supply chain and its established presence in the Japanese market [1][5] Company Overview - Yuan Tian Biotechnology specializes in the industrialization and commercialization of waste PET enzymatic recycling, having developed an efficient PET degrading enzyme that can decompose various waste PET materials into rPTA and rMEG monomers under normal temperature and pressure, enabling the recycling and infinite reuse of PET [1][4] - The company is expanding its recycling capabilities from PET to PA6 (polyamide 6), with the PA6 biological recycling process now capable of operating as a standalone line [1] Production and Technology - Yuan Tian Biotechnology is continuously iterating its production line processes to enhance product quality and reduce costs, with the Rb-PET product showing superior performance compared to virgin PET in several metrics [2] - The company's enzymatic recycling PTA project has been established in Tianjin Economic Development Zone, with a total investment of approximately 150 million yuan, designed for a scale of 5,000 tons, expected to commence production next year [4] Market Expansion - The company is actively pursuing partnerships with brand clients in the textile and daily chemical sectors, aiming to penetrate the automotive supply chain through its collaboration with Toyota Tsusho and expand into the Japanese market [4][5] - The automotive industry is experiencing explosive growth in demand for recycled materials, driven by regulatory pressures and the industry's need for environmentally friendly materials [5] Investment Perspective - Toyota Tsusho is committed to promoting and applying sustainable materials globally, recognizing the broad market potential of Yuan Tian Biotechnology's enzymatic recycling technology and products [6]

Group 1: Company Highlights - Mindray Medical launched the world's first clinically implemented critical care AI model and established an animal healthcare subsidiary [1] - Jieshun Technology's cloud-managed SaaS service increased to 16,600 lanes, with software and cloud service revenue reaching 125 million yuan, a year-on-year growth of 26.11% [1] - State Grid Information Technology reported a revenue of 3.525 billion yuan, a decrease of 4.55% year-on-year, while its virtual power plant business is being applied in multiple cities [2] - Inke Recycling focuses on high-value applications of recycled plastics, with significant growth in non-European markets and a projected dividend of 1.00 yuan per 10 shares [3] - ZaiJing Pharmaceutical achieved a revenue of 376 million yuan, a 56% increase, driven by sales growth of its drugs [4] - Tianzhihang reported a revenue of approximately 125 million yuan, a year-on-year increase of 114.89%, with significant growth in orthopedic surgical robot sales [5] - Aibo Medical's revenue reached 787 million yuan, a 14.72% increase, with a gross margin of 65.25% [6] - Mankalon's strategy focuses on expanding its presence in core urban areas and enhancing profitability of franchise stores [7] - Oulu Tong's revenue reached 2.12 billion yuan, a 32.59% increase, with data center power business revenue growing by 94.30% [8] - Sun Paper's special paper project is operational, with plans for further production capacity expansion [9] - Taili Technology is enhancing its market penetration and focusing on customized material solutions for various industries [10] Group 2: Financial Performance - Jieshun Technology's parking asset operation revenue grew by 49.86%, with new orders totaling 677 million yuan [1] - State Grid Information Technology's net profit decreased by 11.01% due to increased corporate income tax [2] - Inke Recycling's non-U.S. market revenue grew by 31.15% year-on-year [3] - ZaiJing Pharmaceutical's new drug approvals are expected to boost future sales [4] - Tianzhihang's orthopedic robot surgeries exceeded 22,000 cases, indicating strong market demand [5] - Aibo Medical's second-quarter revenue was 430 million yuan, a 14.44% increase year-on-year [6] - Oulu Tong's R&D expenses increased by 28.26%, reflecting investment in innovation [8] - Sun Paper's projects are expected to enhance its competitive position in the market [9]