1.1电芯与模组之间的热传导优化 在动力电池模组中，有很多电芯紧紧地排列在一起。当它们充放电的时候，会产生大量的热量，如果这些 热量不能及时散发出去，就会导致局部温度升高，进而影响整个电池的性能，导热胶在这时候就能发挥很 大的作用。 1.2电池Pack与冷却系统的热管理 到了电池Pack这个层级，导热胶一般用在模组和液冷板、风冷通道之间，起到热连接的作用。 长期稳定性 ：汽车运行的环境很复杂，可能会遇到零下40度到零上120度这样的高低温循环，还有振 动以及潮湿闷热的条件。所以导热胶必须能在这样的环境下 长期保持稳定的性能，不能因为环境的变 化而失效 。 填充界面间隙 ：电芯和散热结构，像液冷板、铝壳这些，它们的接触面其实并不是完全平整的。而空 气的导热能力很差，这会阻碍热量的传递。导热胶可以把这些空隙填满，减少热量传递过程中的阻碍， 也就是降低接触热阻，让散热的效率提高不少 。 控制均温性 ：通过合理安排导热胶的涂覆方式， 能让模组里不同电芯的温度保持均衡 ，不会出现有 的地方特别热，有的地方温度又不高的情况，避免了局部过热带来的问题。 缓冲震动 ：有些导热胶还具有粘接功能， 在帮助散热的同时，还能把电芯固 ...

（来源：嘉兴日报） 转自：嘉兴日报 ■记者 钟淑婷 为进一步释放校地协同效能，推动北理工长三院建设提质增效，去年初，秀洲区政协委员钱伟提出了 《全力建设好北理工长三院，助力秀洲城市能级全面提升》的提案，建议举全区之力加快研究院建设， 从三方面精准发力破解发展瓶颈：发挥北理工牵引力，明确定位、理顺机制、强化保障；汇聚区位、生 态、配套协同力，打造科创高地、优化生态、完善配套；激发平台、人才、基金原动力，提升平台能 级、集聚人才、加速成果转化，推动创新链、产业链、人才链、资金链深度融合。 围绕加速成果转化等建议，秀洲区加快专属孵化载体搭建，着力破解"科产脱节"难题。在北理工长三院 一路之隔布局秀水领创园，作为其专属孵化基地，提供多样化办公、研发及中试空间，为科研成果转化 项目留足发展空间。 由北理工长三院高层次人才张刚教授创办的声子时代（嘉兴）智能科技有限责任公司就落地在园区内。 项目依托北理工长三院与学校材料学院的学科优势，专注于电子封装用陶瓷基板、导热胶等热管理材料 的研发与设计。目前，其陶瓷基板产品正与嘉兴当地功率器件行业的头部企业展开合作测试与验证，并 为未来实现车规级功率电子模块封装技术的自主可控积累关 ...

进入中国市场40余年，3M公司始终秉持"扎根中国，服务中国"的本土化战略，与中国市场共同成长。 对于2026年，3M中国总裁丁泓禹近日在接受《中国化工报》专访时表示："十五五"规划进一步凸显了 科技创新的引领作用，围绕现代化产业体系构建、高水平科技自立自强、经济社会发展全面绿色转型等 方面做出明确部署，这让3M对在华发展充满信心。未来，3M将抓住这一机遇，深化创新与可持续发展 的融合，完善本土产业链供应链布局，以3M科技助力中国经济社会高质量发展。 搭乘中国发展快车开拓多元市场空间 丁泓禹指出，中国正从"制造大国"稳步迈向"创新强国"，为3M这类以材料科学为核心的多元化科技企 业提供了广阔舞台。 "十四五"以来，中国在人工智能、新材料等领域不断加强技术攻关，推动产业链现代化。3M凭借百年 材料科学积淀，正致力于将材料潜能转化为实际的行业解决方案。 中国稳步推进的"双碳"目标，与3M在全球范围不断加快可再生能源转型，力争至2050年使用100%可再 生电力的承诺高度契合。3M积极开发绿色低碳技术与产品，携手消费者和其他公司一同降低碳排放。 例如，3M开发的中空玻璃微球可助力绿氢生产与运输降本增效，采用100%再 ...

进入中国市场40余年，3M公司始终秉持"扎根中国，服务中国"的本土化战略，与中国市场共同成长。 对于2026年，3M中国总裁丁泓禹近日在接受《中国化工报》专访时表示："十五五"规划进一步凸显了 科技创新的引领作用，围绕现代化产业体系构建、高水平科技自立自强、经济社会发展全面绿色转型等 方面做出明确部署，这让3M对在华发展充满信心。未来，3M将抓住这一机遇，深化创新与可持续发展 的融合，完善本土产业链供应链布局，以3M科技助力中国经济社会高质量发展。 搭乘中国发展快车 开拓多元市场空间 丁泓禹指出，中国正从"制造大国"稳步迈向"创新强国"，为3M这类以材料科学为核心的多元化科技企 业提供了广阔舞台。 "十四五"以来，中国在人工智能、新材料等领域不断加强技术攻关，推动产业链现代化。3M凭借百年 材料科学积淀，正致力于将材料潜能转化为实际的行业解决方案。 中国稳步推进的"双碳"目标，与3M在全球范围不断加快可再生能源转型，力争至2050年使用100%可再 生电力的承诺高度契合。3M积极开发绿色低碳技术与产品，携手消费者和其他公司一同降低碳排放。 例如，3M开发的中空玻璃微球可助力绿氢生产与运输降本增效，采用100% ...

Core Viewpoint - Aik Shares (300889.SZ) is actively pursuing the acquisition of Dongguan Silicon Xiang Insulation Materials Co., Ltd. as part of its strategic shift towards the new energy sector, aiming to enhance its competitive position and create a complete industrial chain from battery materials to thermal management systems [2][3][4] Group 1: Acquisition Details - On November 18, Aik Shares announced plans to issue shares and pay cash to acquire Dongguan Silicon Xiang, leading to a stock suspension starting November 19 [3] - The main counterpart in this transaction is Yan Ruohong, the largest shareholder of Dongguan Silicon Xiang, who holds 31.34% of the company's equity [3] - Dongguan Silicon Xiang, established in 2008, has over 15 years of experience in the thermal management field for new energy vehicle batteries, with core products including battery heating sheets, thermal insulation cotton, and thermal conductive adhesives [3] Group 2: Strategic Importance - Aik Shares' traditional LED landscape lighting business has seen slowing growth, necessitating expansion into high-growth sectors, making this acquisition a critical step in its new energy strategy [3] - The integration of Dongguan Silicon Xiang with previously acquired companies, Foshan Yongchuang Xiangyi and Wuxi Shuguang, aims to create a complete industrial chain and achieve deep synergy in business and customer resources [3][4] - Aik Shares is transitioning from a single product supplier to a provider of new energy system solutions, with a focus on integrating three major business segments to enhance overall competitiveness [4] Group 3: Financial and Market Position - Aik Shares' revenue from new energy business has surpassed 50%, indicating a successful shift from traditional lighting to the new energy sector [4] - The company plans to support its future growth with four key business areas: materials, thermal management, components, and smart charging, aiming to strengthen industry chain collaboration and reshape its market position [4]

Group 1 - The core point of the article is that Shenzhen Aikelaite Technology Co., Ltd. is planning to issue shares and pay cash to acquire controlling interest in Dongguan Silicon Xiang Insulation Materials Co., Ltd., and has suspended trading on the same day [2][4] Group 2 - Aikelaite is a national high-tech enterprise engaged in the research, development, production, and sales of landscape lighting intelligent control systems and LED landscape lighting fixtures [4] - In the first three quarters of this year, Aikelaite achieved revenue of 822 million yuan, representing a year-on-year increase of 29.56%, while the net profit attributable to shareholders was -31 million yuan [4] Group 3 - Dongguan Silicon Xiang, established in May 2008 with a registered capital of 30.2098 million yuan, focuses on providing one-stop solutions for new energy power batteries, energy storage batteries, and data center thermal management [6] - The products of Dongguan Silicon Xiang include thermal conductive adhesives, battery heating films, and fireproof insulation cotton, which are widely used in various fields such as new energy vehicles, special vehicles, motor power batteries, energy storage systems, and data centers [6]

Core Viewpoint - The article highlights the significant increase in stock prices of companies that have signed major contracts or agreements since October, indicating a positive market reaction to these developments [3][4]. Group 1: Major Contracts and Agreements - Nearly 70 A-share listed companies have signed strategic cooperation agreements or major contracts since October, spanning across 18 industries, with mechanical equipment and electric power equipment leading in numbers [3]. - Specific contracts include a 6.16 billion yuan contract for a storage power station project by Hongying Intelligent and a 5.81 billion yuan contract for nuclear power equipment by Lanshi Heavy Industry [3]. - The FPSO project contracts signed by Bomaike and its subsidiary are valued between 190 million to 240 million USD [3]. Group 2: Stock Performance - Companies that announced major contracts saw an average stock price increase of 1.45% on the first trading day post-announcement, while the CSI 300 index fell by 0.09% during the same period [4]. - From the announcement date to the latest closing date, these companies experienced an average stock price increase of over 6%, contrasting with a 0.95% decline in the CSI 300 index [4]. - Notable stock price surges include companies like Haibo Sichuang and Huo Pu Co., with some stocks hitting the daily limit up [4]. Group 3: Institutional Research and Profit Forecasts - 20 companies have been investigated by institutions since October, with 15 of them receiving attention from over 10 institutions [6]. - Companies like Dangsheng Technology and Leidi Ke have seen significant profit growth forecasts, with some expected to exceed 100% growth in net profit for 2025 [7]. - Dangsheng Technology has established deep cooperation with several key clients, achieving substantial sales growth in lithium iron phosphate products [7].

Core Insights - The company reported a significant increase in revenue and profit for the first three quarters of 2025, with total revenue reaching 3.285 billion yuan, a year-on-year growth of 8.49%, and net profit attributable to shareholders of 216 million yuan, up 32.38% [1] Financial Performance - In Q3 2025, the company achieved record-high quarterly revenue of 1.117 billion yuan, representing a year-on-year increase of 10.02% - The net profit attributable to shareholders and the net profit after deducting non-recurring gains and losses saw substantial growth of 179.06% and 239.31% respectively [2] - The net cash flow from operating activities for the first three quarters was 143 million yuan, an increase of 23.50% year-on-year [1] R&D and Product Development - The company invested 136 million yuan in R&D during the first three quarters, marking an 11.97% increase year-on-year - A total of 22 key R&D projects were initiated, with 14 projects entering mass production, contributing to the rise in new product sales [3] Market Strategy and Growth Areas - The company focuses on adhesive products and functional new materials, aiming to become a leader in four key sectors: automotive, electronics, photovoltaics, and packaging - The sales volume of core adhesive products, including electronic adhesives, automotive adhesives, photovoltaic adhesives, and packaging adhesives, continued to grow, indicating a solid market position [4] - Key growth drivers include the sales and revenue growth in lithium battery electric vehicles, consumer electronics, and passenger vehicles, with new products like lithium battery negative electrode adhesives and high thermal conductivity adhesives gaining traction [4] Future Outlook - The company is strategically investing in solid-state battery technology, anticipating market opportunities as the technology matures by 2027 and commercial production by 2030 - The focus on thermal management products in the electronics sector is ongoing, with attention to new demands in semiconductor and consumer electronics applications [5] - Future growth areas include low-altitude economy and artificial intelligence sectors, with the company actively pursuing opportunities arising from import substitution due to tariff changes [5]

Core Viewpoint - The rapid development of the electric vehicle market has made the performance and safety of power batteries a core focus of the industry, with thermal management materials like thermal conductive adhesives playing a crucial role in battery efficiency and safety [2][5]. Group 1: Applications of Thermal Conductive Adhesives in Power Batteries - Thermal conductive adhesives optimize heat transfer between battery cells and modules, preventing localized overheating during charge and discharge cycles [3]. - In battery packs, these adhesives are used for thermal management between modules and cooling systems, such as liquid cooling plates and air cooling channels [4]. Group 2: Technical Requirements for Thermal Conductive Adhesives - Thermal conductivity is a critical parameter, typically required to be between 1.5 to 5.0 W/m·K, balancing cost and performance based on specific applications [5]. - Viscosity and application properties are essential for automated production lines, ensuring good coating without sagging or poor curing that could affect production efficiency and product quality [5]. - Adhesives must maintain stability under long-term high and low-temperature cycling, avoiding cracking or powdering to ensure effective thermal management [5]. - Electrical insulation properties are vital, with volume resistivity needing to exceed 10¹² Ω·cm to prevent leakage risks and ensure safe battery operation [5]. Group 3: Market Dynamics and Future Outlook - The market for thermal conductive adhesives in power batteries is characterized by both established international companies and emerging domestic players leveraging their technological advantages and innovation capabilities [95]. - Continuous technological advancements and growing market demand are expected to drive these manufacturers to further enhance battery performance and contribute to the development of the electric vehicle industry [95].

Group 1: Company Overview and Strategy - The company’s 2025 operational guiding principle is "strategic leadership, innovation-driven internationalization; project breakthroughs, quality improvement, and increased efficiency" [2] - Future development strategies focus on leading the development of composite adhesive materials, enhancing traffic functional materials, accelerating the development of electrical functional materials, and breaking through in optical display materials [2][6] Group 2: Composite Adhesive Materials - The company leads the domestic market in soft packaging adhesives, with a high market share, although specific statistics are not available [3] - Continuous investment in R&D and market expansion is expected to accelerate sales growth of high solid content adhesives, pharmaceutical packaging adhesives, and polyester solvent-free adhesives [3] Group 3: Traffic Functional Materials - In the automotive adhesive sector, significant sales growth in the power battery field was noted, with a substantial increase in sales compared to the entire year of 2024 [4] - The company has passed material validation and factory audits from several top 10 battery pack customers, with mass production verification planned for the second half of 2025 [4][5] Group 4: International Expansion - The establishment of a subsidiary in Hong Kong is part of the company's international strategy, aimed at leveraging local resources for talent acquisition and enhancing overseas communication and service capabilities [5] - The Hong Kong subsidiary will facilitate overseas acquisitions and utilize local financial resources to support international development [5] Group 5: Production Capacity and Projects - The company’s subsidiary in Nantong is working on two major projects: a 124,500-ton adhesive new material project and a 46,000-ton electronic new energy adhesive project, with significant progress reported [5] - The electronic new energy adhesive project is expected to receive government approval in the second half of 2025, while the adhesive new material project is progressing with various construction phases [5][6] Group 6: Electrical and Optical Display Materials - The company plans to combine internal growth with external acquisitions to accelerate the strategic layout of electrical functional materials and optical display materials [6] - Focus areas include expanding in the "three electrics" sector and developing adhesive products for polarizers and protective films, with successful product development already yielding orders [7]