沙特阿美全资子公司阿朗新科，正在持续加码中国市场。 孙泓表示，全球宏观环境的结构性调整是整个行业都在努力面对的新问题。不过对阿朗新科来说，中国 在产业升级和新能源等新兴战略产业方面发展迅速。"我们希望作为上游原材料企业，更多地参与到新 能源、智能制造和绿色转型等增长方向的发展中来，为市场提供高性能材料，这对我们而言既是挑战也 是机遇。" 新工厂投产之后，阿朗新科在中国的投资总额已接近10亿美元。 （文章来源：21世纪经济报道） 氢化丁腈橡胶是在丁腈橡胶的基础上进一步改性而成，其在耐化学介质、耐磨性、耐油性以及耐高低温 性能等方面都表现出色，是一类面向战略性新兴产业高端化需求的高性能合成橡胶材料。 "阿朗新科的新工厂可以更好地满足下游客户在不同应用场景下严苛且差异化的加工和性能需求， 比如 海上钻井和新能源汽车所需要的密封材料，以及动力电池。"阿朗新科常州工厂生产经理李晶向记者介 绍，例如在新能源汽车领域，一些车型采用电机油冷等先进技术，对密封材料的耐油性和可靠性提出了 更高要求，氢化丁腈橡胶正好能够支持更好的整车性能和更长的续航里程；在动力电池领域，合成橡胶 可以帮助实现碳材料的均匀分散，从而显著提升导电性能 ...

Core Insights - Daon Group is leveraging "industry-university-research" collaboration and technological innovation to develop advanced materials, including a new elastic material that mimics human skin expressions for bionic robots [1][2] - The company aims to achieve a revenue of 47.96 billion yuan in 2024 and is projected to enter the top 500 Chinese enterprises by 2025 [1] Group 1: Innovation and R&D - Daon Group has developed a series of innovative products in the chemical new materials sector, including high-performance thermoplastic elastomers (TPV), hydrogenated nitrile rubber (HNBR), and new thermoplastic elastomers for tires [2][4] - The company emphasizes R&D innovation through a structured collaboration with universities and research institutions, establishing a comprehensive R&D system [4] - TPV, a core product of Daon, was developed in collaboration with Beijing University of Chemical Technology, overcoming significant engineering challenges to achieve a breakthrough in production technology [4][6] Group 2: Market Opportunities and Applications - The booming low-altitude economy presents new market opportunities, with Daon collaborating with Xi'an Jiaotong University to develop polycarbonate materials suitable for low-altitude aircraft manufacturing [5] - Daon's TPV product is utilized across various sectors, including automotive, home appliances, medical, aerospace, and new energy, due to its superior production, performance, and environmental advantages [6][8] Group 3: Future Development and Investment - Daon has established four major technology platforms that support ongoing innovation, including dynamic vulcanization and esterification synthesis, which have led to the development of new materials and products [6][8] - The company plans to invest approximately 261 million yuan in R&D in 2024, marking a 40.99% increase year-on-year, which represents 4.93% of its revenue [8]

Core Insights - Daon Group, established in 1991, focuses on high-performance polymer materials and aims to achieve a revenue of 47.96 billion yuan in 2024, positioning itself among the top 500 Chinese enterprises by 2025 [1][3] Group 1: Innovation and R&D - Daon Group emphasizes R&D innovation through "industry-university-research" collaboration, creating a comprehensive R&D system labeled "1+2+4+12" [3] - The core product, Thermoplastic Elastomer (TPV), is a result of collaboration with Beijing University of Chemical Technology, which began in 2002, leading to significant technological breakthroughs [3][5] - The company has developed four major technology platforms, including dynamic vulcanization and esterification synthesis, which have led to the creation of high-value-added products like TPV and HNBR [5][8] Group 2: Market Opportunities - The booming low-altitude economy presents new market opportunities, with Daon collaborating with Xi'an Jiaotong University to develop polycarbonate materials suitable for low-altitude aircraft manufacturing [4] - The DVA product, developed under the dynamic vulcanization platform, is designed to enhance tire gas barrier properties, indicating a shift towards more efficient materials in the automotive sector [8] Group 3: Financial Commitment to R&D - In 2024, Daon Group plans to invest approximately 261 million yuan in R&D, marking a 40.99% increase year-on-year, which constitutes 4.93% of its revenue [8] - For the first half of 2025, R&D investment is projected at 114 million yuan, reflecting a 17.98% year-on-year growth [8] Group 4: Supportive Business Environment - Longkou City provides a favorable business environment for private enterprises, recognized for its high-quality development and support for small and medium-sized enterprises in specialized fields [9] - The local government has implemented various policies to support the development of high-end chemical new materials, enhancing the growth potential of companies like Daon [9]