随着国家对科技创新和前沿技术的重视程度不断提升， 航空航天、新能源汽车、轨道交通、机器人、人工智能、风光氢、储能与电池（ 锂电池、钠电池、 固态 电池、超级电容器、燃料电池、太阳能电池 ） 等战略性产业加速崛起。作为承载国之重器的关键基础材料，高性能碳材料凭借其优异的综合性能，正 在成为推动产业升级的核心驱动力。 在能源与装备应用场景中，碳材料更是展现出了广阔的发展前景与市场潜力 。 为此，Catbontech 2025第九届国际碳材料大会暨产业展览会隆重举行，展会特设 能源与装备碳材料馆（N2馆） ，汇聚全球碳材料研发、生产及应用企 业，集中 展示碳材料在风光氢、空天、电池等高端领域的最新成果与应用 。 展品涵盖 石墨 （含 石油焦、沥青焦等原料 ） 、石墨烯、碳纳米管、硅碳、 硬碳、电容炭、多孔炭 、 碳纤维、预制体、复合材料、碳/碳（陶）复合材料等，同时还将展出系列碳材料产业链中的生产及加工设备、科学仪器和检测设 备。 围 1、 应用端： 汽车工业、航空航天（低空经济）、风电叶片、氢储运、回收领域用碳材料制品；锂离子电池、钠离子电池、超级电容器、储能系统、导电散 热、催化吸附领域； 2、材料端： 碳纤维 ...

Core Viewpoint - The carbon materials market is experiencing explosive growth driven by emerging industries such as artificial intelligence, semiconductors, and new energy vehicles, with significant market opportunities projected for diamond and carbon fiber materials in the coming years [1][2]. Market Overview - The global diamond market is expected to approach $100 billion by 2024, with the synthetic diamond market reaching several billion dollars [1]. - The global carbon fiber market is projected to exceed $4.3 billion in 2024, with a demand of 156,000 tons and a ten-year CAGR of nearly 12% [1]. - China's carbon fiber production capacity is anticipated to reach 135,500 tons in 2024, accounting for 87% of global demand [1]. - The porous carbon market is expected to see demand reach 48,500 tons by 2030, with a market space exceeding $7 billion [1]. Event Overview - DT New Materials is organizing an international carbon materials exhibition to connect global enterprises, capital, and authoritative institutions, focusing on the technological evolution and market dynamics of diamond, carbon fiber, and new energy carbon materials [2]. - The Carbontech 2025 International Carbon Materials Conference and Exhibition will take place from December 9-11, 2025, in Shanghai, covering an exhibition area of 20,000 square meters and expecting over 50,000 professional visitors [7]. Exhibition Features - The exhibition will feature a comprehensive display matrix covering "basic materials—core equipment—end applications" [2]. - It will include specialized areas for diamond, semiconductor carbon materials, and various applications in industries such as aerospace, automotive, and energy [8]. Concurrent Forums - The event will host several forums focusing on diamond applications, carbon fiber manufacturing, and new energy carbon materials, addressing industry challenges and technological advancements [12][13][14]. Innovation and Collaboration - The exhibition aims to facilitate effective supply-demand matching, promoting resource optimization and sustainable industry development [17]. - Special areas will be designated for product displays, new product launches, and research achievements, encouraging collaboration between enterprises, universities, and research institutions [16][18][19].

Core Viewpoint - Carbontech aims to integrate "production, education, and research" to accelerate technological innovation in the carbon materials industry, providing advanced technical support for high-quality industry development [1] Group 1: Research and Innovation - High-tech research results can be transformed into core competitiveness for enterprises, with top research teams providing continuous momentum for the carbon materials industry [1] - Carbontech's exhibition will feature a research achievement display area to showcase cutting-edge, breakthrough, and transferable research results from globally renowned universities and research institutions [1] Group 2: Research Achievements Scope - The scope of research achievements includes materials such as diamond, superhard materials, porous carbon, silicon carbon, graphene, carbon fibers, and composite materials [5] - Manufacturing-related achievements include the production and regulation of equipment for diamond synthesis, ultra-precision processing tools, and high-temperature equipment [5] Group 3: Application Rules - Research achievements must be launched since 2025, possess advanced characteristics such as repeatability and high added value, and must not infringe on third-party intellectual property rights [6] Group 4: Exhibition Participation - The standard exhibition price is 8,000 yuan per 9 square meters [7] - Participants will receive free promotion through Carbontech's media matrix and free access to all forums at the carbon materials exhibition for up to two people [8]

【DT新材料】 获悉，4月23日， 道氏技术 发布公告，2025年第一季度，公司实现营业收入为17.58亿元，同比下降12.17%；归母净利润为4273.36万 元，同比大幅上升206.86%；扣非归母净利润为3576.83万元，同比大幅上升266.60%。 受全球新能源材料市场竞争加剧及下游需求阶段性波动影响。尽管公司 三元前驱体和阴极铜 出货量同比增长（三元前驱体出口1.8万吨，+137%）， 但产品价格受行业供需格局调整承压，导致收入规模收缩58。受益于 金属铜市场价格高位运行 （刚果子公司阴极铜产量19,674吨，+61%）及存货跌 价准备减少，叠加规模化生产摊薄成本，推动毛利率显著改善，支撑净利润高增。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 1,758.117,781.59 | 2.001.701.468.85 | -12.17% | | 归属于上市公司股东的净利 | 43.733.567.84 | 14,252,078.70 | 206.86% | | 润(元) | | | | | 归属于上市公司 ...