Core Insights - The 10th International Carbon Materials Conference and Exhibition (Carbontech 2026) will take place from June 10-12, 2026, at the Shanghai New International Expo Center, reflecting the acceleration of strategic emerging industries and high-end manufacturing systems in China [1][2] - Carbon materials, including carbon fiber, carbon nanotubes, graphene, and silicon-carbon anodes, are becoming essential materials for future industries due to their unique physical and chemical properties [1][3] Group 1: Event Overview - Carbontech 2026 will merge with the iTherM2026 and AMTE2026 exhibitions to form the FINE2026, aiming to establish a benchmark exhibition in the new materials sector with a focus on future industries [2] - The exhibition will cover an area of 50,000 square meters, featuring over 800 participating companies, 200+ research institutions, and attracting more than 100,000 professional visitors [2] Group 2: Industry Significance - Carbon materials have maintained their strategic importance throughout various stages of industrial civilization, evolving from graphite and activated carbon to advanced materials like diamond semiconductors and carbon fiber [3] - The conference serves as a vital platform for academic exchange and industry collaboration, showcasing the strategic value and enduring vitality of carbon materials in energy, information, and advanced technology sectors [3] Group 3: Recent Developments - The 2025 Carbontech event attracted over 10,000 professional visitors and featured nearly 400 exhibitors, highlighting the industry's growth and the increasing interest in carbon materials [6][8] - The event included specialized areas focusing on diamond and superhard materials, as well as carbon materials for energy and equipment, demonstrating the innovative applications and solutions in strategic fields [8][11] Group 4: Future Trends - With the rapid development of emerging industries such as artificial intelligence, semiconductors, and new energy vehicles, carbon materials are expected to experience significant growth and application expansion [11] - The conference will feature a dedicated area for new product launches, allowing companies to showcase technological breakthroughs and connect with potential customers [14]

（文章来源：北京商报） 北京商报讯1月30日晚间，易成新能（300080）发布2025年度业绩预告显示，公司预计全年实现归属净 利润约为-6.5亿元到-5.6亿元，上年同期为-8.51亿元。 对于业绩变动原因，易成新能表示，2025年至今，公司主营业务涉及的碳材料、光伏铝边框、锂离子电 池等行业竞争态势激烈，市场供需环境导致主营产品毛利率持续承压，对公司业绩持续产生影响。 ...

易成新能1月30日公告，预计2025年度归母净利润亏损5.6亿元-6.5亿元。2024年，公司对亏损严重的平 煤隆基光伏电池片业务进行剥离，帮助公司一定程度上改善了盈利状况，整体亏损面呈收窄态势。2025 年至今，公司主营业务涉及的碳材料、光伏铝边框、锂离子电池等行业竞争态势激烈，市场供需环境导 致主营产品毛利率持续承压，对公司业绩持续产生影响。 ...

易成新能公告，预计2025年度净利润为负值，预计在-5.6亿元至-6.5亿元之间。2025年至今，公司主营 业务涉及的碳材料、光伏铝边框、锂离子电池等行业竞争态势激烈，市场供需环境导致主营产品毛利率 持续承压，对公司业绩持续产生影响。 ...

Core Viewpoint - The Mesocarbon Microbeads (MCMB) industry in China is transitioning from rapid growth to high-quality development, with a projected market size of approximately 7.559 billion yuan in 2024, reflecting a year-on-year growth of 4.46% [1][6]. Industry Overview - MCMB is a key carbon material produced from heavy aromatic compounds like asphalt and coal tar through thermal treatment, characterized by its unique anisotropic liquid crystal structure [2]. - MCMB exhibits excellent electrical conductivity, thermal conductivity, chemical stability, thermal stability, and ease of graphitization, making it essential for applications in lithium-ion batteries, sodium-ion batteries, catalyst carriers, and composite materials [2]. Production Process - The production methods for MCMB are categorized into direct polymerization and indirect methods, with the latter further divided into suspension and emulsion methods. Direct polymerization is cost-effective but has inherent defects like low yield and high impurity content, while indirect methods yield higher quality products but are more complex and costly [4]. - The industry employs a gradient complementary structure of cost and performance, requiring companies to balance production methods based on market demands for yield, purity, and particle size precision [4]. Industry Chain - The upstream of the MCMB industry chain includes raw materials such as coal tar, petroleum pitch, and carbon black, while the midstream focuses on the production of MCMB. The downstream applications include lithium-ion batteries, high-strength composite materials, and chromatography column fillers [5]. - The "dual carbon" strategy and policies promoting new energy vehicles are driving the demand for power batteries, with a significant increase in lithium battery shipments, which reached 776 GWh in the first half of 2025, a year-on-year increase of 68% [5]. Market Size - The MCMB industry is at a critical turning point, with a market size projected at 7.559 billion yuan in 2024, growing by 4.46% year-on-year. Continuous optimization of production processes has improved particle size uniformity and enhanced performance in fast charging and low-temperature applications [6][7]. Key Companies' Performance - The MCMB industry is characterized by a concentration of leading companies like BETTERRY and Shanshan, which leverage technological advancements and scale advantages. BETTERRY leads in high-capacity products, while Shanshan dominates the mid-to-low-end market through cost control [8]. - BETTERRY has a production capacity of 16,500 tons of MCMB annually and holds over 70 national and international patents, achieving a particle size control precision of ±0.8 μm [8]. - Baotailong, another key player, has developed a unique business model integrating coal chemical processes with new materials, achieving over 90% self-sufficiency in raw materials [8]. Industry Development Trends 1. **Technological Innovation and Performance Breakthroughs**: The industry is advancing through continuous technological innovations, with traditional methods being optimized and new techniques like low-temperature plasma and microwave radiation showing promise [9]. 2. **Diversified Market Demand**: The demand for MCMB is growing due to the increasing sales of new energy vehicles and the explosive growth of the energy storage market, driven by policies and technological advancements [10]. 3. **Green Upgrading and Circular Economy**: The "dual carbon" goals are pushing the industry towards greener practices, with companies adopting closed-loop solvent recovery systems and focusing on waste reduction and recycling [10].

Core Viewpoint - The company maintains its leading position in the ceramic materials business while carbon materials and lithium battery materials are gradually becoming core strategic businesses. Group 1: Main Business Analysis - The company's revenue primarily comes from lithium battery materials and carbon materials related to the new energy industry, with a year-on-year decline attributed to several factors [1]. - Revenue from the carbon materials segment decreased due to increased product sales but forced price reductions; the shipment volume of conductive agents reached 12,000 tons, a 27% increase year-on-year, but prices were lowered due to supply-demand impacts and intense industry competition [1]. - The decline in revenue from the lithium battery materials segment is mainly due to cobalt salt products; while sales revenue from ternary precursors increased by 175% and shipment volume grew by 203%, cobalt salt shipment volume decreased by 52%, and prices fell due to declining cobalt metal prices [1]. - Overall, the company achieved a revenue of 3.338 billion yuan in the first half of 2023, a decrease of 10.39% year-on-year, with overseas business revenue accounting for 53% [1]. Group 2: Market Position and Competitive Landscape - The company began mass application of graphene conductive paste in lithium iron phosphate batteries in 2014, being one of the earliest enterprises in China to do so [3]. - In 2017, the company successfully developed carbon nanotube conductive paste for ternary lithium batteries [3]. - By 2022, the company expanded its product line to include graphite anode materials and silicon-based anode materials, with a graphite production capacity of 20,000 tons per year established at the Lanzhou base [3]. Group 3: Technical and Production Scale - The company adheres to a talent innovation plan, led by chief scientist Dong Angang from the Lawrence Berkeley National Laboratory, to build a strong technical R&D team [4]. - The company is recognized as a leader in customer acceptance and R&D capabilities within the industry [4].

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exhibition emphasizes "Material Innovation Driving Industrial Transformation" and showcases advancements in semiconductor carbon materials and their applications in strategic fields such as wind power, aerospace, automotive, hydrogen storage, and batteries [3][5]. Event Overview - Event Name: Carbontech 2025 International Carbon Materials Conference and Exhibition - Theme: Material Innovation Driving Industrial Transformation - Date: December 9-11, 2025 - Venue: Shanghai New International Expo Center - Exhibition Halls: N1 for Semiconductor Carbon Materials and N2 for Energy and Equipment Carbon Materials [5][19]. Conference Activities - The event will feature four major application conferences and seven concurrent activities, including product launches and supply-demand matching [3][5]. - Key conferences include the 2025 Diamond Annual Meeting, Carbon Fiber High-end Equipment Manufacturing Conference, and New Energy Carbon Materials and Battery Conference [5][19]. Organizational Structure - Honorary Chairman: Xue Qunji, Academician of the Chinese Academy of Engineering - Organized by: DT New Materials - Co-organizers include various industry associations and research institutions [10]. Media and Support - Supported by numerous media outlets and industry associations, enhancing the event's visibility and outreach [11]. Schedule Highlights - December 9: Opening ceremony, keynote speeches, and various specialized conferences focusing on diamond applications and carbon fiber technologies [19][21]. - December 10-11: Continued discussions on advanced materials, including precision processing and energy storage solutions [20][29][33].

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exposition focuses on "Material Innovation Driving Industrial Transformation," showcasing advancements in carbon materials across various strategic applications [6][8]. Exhibition Overview - The event will feature two main exhibition halls with a total area of 20,000 square meters, highlighting the latest achievements in semiconductor carbon materials and applications in energy and equipment sectors [4][8]. - Four major application conferences will be held alongside seven concurrent activities, including product launches and supply-demand matching [6][8]. Event Details - The conference is scheduled for December 9-11, 2025, at the Shanghai New International Expo Center [8]. - The exhibition will include the N1 Semiconductor Carbon Materials Hall and the N2 Energy and Equipment Carbon Materials Hall [8]. Application Conferences - Key conferences include the 2025 Diamond Annual Meeting, focusing on diamond applications and manufacturing, the Carbon Fiber High-end Equipment Manufacturing Conference, and the New Energy Carbon Materials and Battery Conference [8][27]. Concurrent Activities - Activities will encompass product launches, supply-demand matching, scientific achievement displays, and diamond viewing sessions [8][27]. Organizational Structure - The event is organized by DT New Materials, with support from various academic and industrial institutions, including the Chinese Academy of Engineering and several universities [18][19]. Transportation and Venue Access - The venue is accessible via multiple transportation options, including taxis, metro lines, and buses, ensuring convenient access for attendees [46][49][51].

Core Points - The Carbontech 2025 International Carbon Materials Conference and Exhibition will focus on "Material Innovation Driving Industrial Transformation" [4] - The event will take place from December 9 to 11, 2025, at the Shanghai New International Expo Center [4] - The exhibition will feature two main pavilions: N1 for semiconductor carbon materials and N2 for energy and equipment carbon materials [4] Event Overview - The conference will include four major application forums and seven concurrent activities such as product launches and supply-demand matchmaking [2][5] - Notable activities include the 2025 Diamond Annual Conference, Carbon Fiber High-end Equipment Manufacturing Conference, and New Energy Carbon Materials and Battery Conference [5] Organizational Structure - The honorary chairman is Xue Qunji, an academician of the Chinese Academy of Engineering [8] - The event is organized by DT New Materials, with support from various industry associations and research institutions [8] Schedule and Activities - The event will feature a detailed schedule including opening ceremonies, keynote speeches, and specialized sessions on diamond applications and carbon fiber manufacturing [16][17] - Specific sessions will cover advancements in porous carbon, silicon-carbon anodes, and solid-state battery technologies [19][20][21] Transportation and Accommodation - The venue is accessible via multiple public transport options, including metro lines and buses [28][29] - A range of hotels are available near the venue, with varying price points and amenities [34][35][36]

Core Viewpoint - The Carbontech 2025 conference focuses on "Material Innovation Driving Industrial Transformation," highlighting advancements in carbon materials and their applications across various industries [6][8]. Group 1: Event Overview - The conference will take place from December 9 to 11, 2025, at the Shanghai New International Expo Center [8]. - It features two main exhibition halls: N1 for semiconductor carbon materials and N2 for energy and equipment carbon materials [8]. - The event includes four major application conferences and seven concurrent activities, such as product launches and supply-demand matching [6][8]. Group 2: Key Themes and Applications - The N1 hall will showcase the latest achievements and industrial applications of diamond and superhard materials [6]. - The N2 hall will focus on carbon materials used in strategic fields like wind power, aerospace, automotive, hydrogen storage, and batteries [6]. - Specific conferences include the 2025 Diamond Annual Meeting and the Carbon Fiber High-End Equipment Manufacturing Conference [8]. Group 3: Conference Schedule - The event schedule includes a series of keynote speeches, product launches, and technical discussions on advancements in carbon materials and their applications [27][29]. - Notable sessions will cover topics such as cutting-edge battery materials, diamond integration technologies, and carbon fiber applications in various industries [31][41]. Group 4: Organizers and Support - The conference is organized by DT New Materials, with support from various academic and industrial institutions, including the Chinese Academy of Engineering and several universities [18][19]. - Collaborating media outlets include DT New Materials and other industry-specific publications [19].