Core Viewpoint - Ube Industries is restructuring its basic chemicals business by investing in specialty chemicals while reducing or exiting basic chemicals production [1][2] Group 1: Business Restructuring - Ube Industries will cease production of ammonia and related products at its main plant in Ube, Japan, by March 2028, which is over two years earlier than the current mid-term plan [1] - Production of caprolactam and polyamide materials will stop by March 2027, with the Ube plant focusing on specialty chemicals such as polyimides, separation membranes, ceramics, pharmaceuticals, and high-purity chemicals thereafter [1] - The subsidiary in Thailand will stop producing cyclohexanone, caprolactam, and ammonium sulfate, and will close one of its two polyamide production lines [1] Group 2: Expansion in Specialty Chemicals - A new plant in Louisiana, USA, has broken ground and is expected to be completed by 2026, producing 100,000 tons/year of dimethyl carbonate (DMC) and 40,000 tons/year of ethyl methyl carbonate (EMC), marking the largest investment in the production base [2] - DMC and EMC are used as electrolyte solvents for lithium-ion batteries and in semiconductor manufacturing processes [2] Group 3: Sustainability Goals - Ube expects to achieve its greenhouse gas reduction target of a 50% decrease from 2013 levels ahead of schedule by 2028 [2] - The company plans to leverage stable earnings from its specialty chemicals business to quickly offset losses from the restructuring [2] - By 2030, Ube will continue to focus on growth strategies, including active investment in specialty business management resources and enhancing global management while making further progress in sustainability management [2]

功能膜材料是应用在基材上以提供更多改进的功能以提高产品的整体潜力的薄膜或片材。 除了具有尺寸优势外，功能性薄膜还与当前的现代技术 和各种类型的材料兼容。 它们还具有其他附加特性，例如在加工过程中需要较少的能耗，并且可以根据要求制造成复杂的结构。 功能薄膜可以 是导电的、粘合的、光学的和水溶性的。近年来，在制造业产业升级的宏观政策背景下，电子信息制造业、消费电子产业作为战略性新兴产业发 展迅猛，技术创新水平不断提升，功能性膜材料也随着下游行业的发展而不断升级。 功能性膜材料行业发展总体概况 1、市场需求持续增长 随着社会对高性能材料的需求不断增加，功能性膜材料在多个领域的应用也不断扩展。例如：能源领域：如锂电池隔膜、燃料电池膜等，随着新 能源产业的快速发展，膜材料在电池技术中的应用得到广泛关注。环保领域：膜材料在水处理、废气处理、空气净化等方面的应用需求不断增 加。电子领域：柔性显示屏、传感器、触摸屏等技术的普及，使得功能性膜材料的需求不断攀升。 2、政策支持与行业规范 各国政府对膜材料产业的支持政策逐步加强，特别是在节能环保、新能源和高科技领域，相关政策的扶持为膜材料行业的发展提供了坚实的基 础。与此同时，随 ...