其中提出，促进高端产品创新发展，推动超高纯金属等高品质原料、铜合金结构功能一体化材料、 贵金属功能材料、高端稀土新材料等攻关突破；提升稀有金属应用水平，围绕集成电路、工业母机、低 空经济、人形机器人、人工智能等新兴产业，加快高纯镓、钨硬质合金、全固态电池材料等高端产品应 用验证，推进超导材料、液态金属、高熵合金等前沿材料的创新应用。 值得一提的是，在再生有色金属方面，方案提出支持有条件的地区建立再生资源回收基地，强化废 铜、废铝等废有色金属综合利用，以及废旧动力电池、废旧光伏组件等新兴固废综合利用；加快制定钨 等再生金属进口标准；支持符合要求的再生铜、再生铝、溅射后金属靶材、电池黑粉等再生资源进口。 据了解，下一步，工业和信息化部将会同有关部门加强统筹协调，强化央地协同、部门联动，加大 政策支持力度，扎实推动各项政策措施落地见效，更好支撑有色金属行业稳增长。 新华社北京9月28日电（记者王悦阳）记者28日从工业和信息化部获悉，工业和信息化部、自然资 源部、商务部等八部门近日联合印发《有色金属行业稳增长工作方案（2025—2026年）》，提出2025年 至2026年，有色金属行业增加值年均增长5%左右。 方案还 ...

工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025—2026年）》。 促进高端产品创新发展。围绕新一代信息技术、新能源汽车等重点产业链需求，推动超高纯金属等高品质原料、铜合金结构功能一体化材料、贵金属功能 材料、高端稀土新材料等攻关突破，提升铝合金及镁合金结构材料、硬质合金及制品等产品综合性能。深入实施制造业卓越质量工程，引导企业提升产品 品质，以高质量供给引领创造新需求。落实《新材料中试平台建设指南（2024—2027年）》，支持有色金属新材料、低碳冶炼工艺等中试平台建设。发挥 重点新材料平台作用，支持企业开展工艺"一条龙"应用计划，加快材料应用验证及迭代升级。 提升稀有金属应用水平。围绕集成电路、工业母机、低空经济、人形机器人、人工智能等新兴产业，加快高纯镓、钨硬质合金、全固态电池材料等高端产 品应用验证，推进超导材料、液态金属、高熵合金等前沿材料的创新应用。鼓励下游用户企业、科研机构等单位开放应用场景，打造应用场景典型案例， 培育新兴市场。 推动大宗金属消费升级。围绕新能源汽车、新一代电子信息、航空航天等应用领域，积极拓展高强、高韧、耐腐蚀铝材应用，加快推广高强高导铜线缆、 5G基站用铜散 ...

Core Insights - The Ministry of Industry and Information Technology and eight other departments have issued a plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, targeting an average annual growth of around 5% in added value and a 1.5% increase in the production of ten non-ferrous metals [1][2][3] Group 1: Industry Growth Targets - The plan sets a target for the non-ferrous metals industry to achieve an average annual growth of approximately 5% in added value from 2025 to 2026 [1] - Production of ten non-ferrous metals is expected to grow by an average of 1.5% annually, with significant progress in domestic resource development for copper, aluminum, and lithium [1] - The production of recycled metals is projected to exceed 20 million tons, with continuous enhancement in the supply capacity of high-end products [1] Group 2: Resource Exploration and Utilization - A new round of mineral exploration strategies will be implemented, focusing on copper, aluminum, lithium, nickel, cobalt, and tin to yield new exploration results [2] - The plan emphasizes the need for efficient and green mining technologies to improve resource recovery rates and comprehensive utilization [1][2] - Establishment of recycling bases for non-ferrous metals and the comprehensive utilization of emerging solid waste, such as used batteries and photovoltaic components, is encouraged [1] Group 3: High-End Product Development - The plan promotes innovation in high-end products, particularly in response to the demands of key industries like new-generation information technology and electric vehicles [2] - Support for the construction of pilot platforms for new materials and low-carbon smelting processes is outlined to enhance product quality and performance [2] - The application of rare metals in emerging industries, including integrated circuits and artificial intelligence, will be accelerated [2] Group 4: Consumption Upgrade - The plan aims to upgrade the consumption of bulk metals, focusing on applications in electric vehicles, aerospace, and new-generation electronic information [3] - Promotion of high-strength and corrosion-resistant aluminum materials, as well as advanced copper materials for specific applications, is highlighted [3] - Encouragement for upstream and downstream enterprises to establish long-term procurement agreements to mitigate raw material price fluctuations and maintain supply chain stability [3]

Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has released a plan titled "Nonferrous Metal Industry Stabilization and Growth Work Plan (2025-2026)" aimed at accelerating the application of high-end products in emerging industries such as integrated circuits, industrial mother machines, low-altitude economy, humanoid robots, and artificial intelligence [1] Group 1 - The plan emphasizes the validation of high-purity gallium, tungsten carbide, and all-solid-state battery materials for high-end product applications [1] - It promotes innovation in frontier materials such as superconducting materials, liquid metals, and high-entropy alloys [1] - The initiative encourages downstream user enterprises and research institutions to open application scenarios and create typical case studies to cultivate emerging markets [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has issued a work plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, emphasizing the enhancement of rare metal applications [1] Group 1: Industry Development - The plan focuses on accelerating the application verification of high-end products such as high-purity gallium, tungsten carbide, and all-solid-state battery materials in emerging industries like integrated circuits, industrial mother machines, low-altitude economy, humanoid robots, and artificial intelligence [1] - It encourages downstream user enterprises and research institutions to open application scenarios, creating typical case studies to cultivate emerging markets [1] Group 2: Innovation and Materials - The initiative promotes the innovative application of frontier materials such as superconducting materials, liquid metals, and high-entropy alloys [1]

Summary of Liquid Cooling Industry Conference Call Industry Overview - The liquid cooling industry is evolving with significant attention on NVIDIA's GB300 and the upcoming LOBIN structure, transitioning from traditional air cooling to advanced cooling solutions like microchannel cooling plates (MLCP) and bidirectional energy boards [1][2][6] Key Trends and Technologies - **Bidirectional Energy Boards**: Expected to become mainstream by 2026, currently facing design complexity and material selection challenges. R134 and 1,233ZD are the main candidates for refrigerants, each with pros and cons [1][4][3] - **Microchannel Cooling Plates (MLCP)**: Aiming to enhance cooling efficiency by integrating the cooling plate directly with chip packaging, though costs are significantly higher (3 to 7 times traditional plates) [7][6] - **Refrigerant Selection**: The industry is cautious about the transition to new refrigerants, with R134A likely to coexist with newer options due to its maturity and cost-effectiveness [2][13] Future Directions - **Integration of Technologies**: Companies are exploring the combination of bidirectional energy boards with silent cooling methods to address GPU cooling challenges [5][6] - **Material Innovations**: New materials such as quick connectors, CDU, and stainless steel hoses are expected to enhance overall system performance [8][6] - **Economic and Environmental Considerations**: The choice of immersion cooling fluids will focus on cost, performance, and environmental impact, with options like silicone oil and perfluoropolyether (PFPE) being prominent [9][10] Challenges and Considerations - **Design and Implementation**: The complexity of bidirectional energy board design and the need for better sealing and pressure tolerance in the phase change process are significant challenges [4][6] - **Market Dynamics**: The partnership between Dow and Intel has seen slow progress due to pricing mechanisms and responsibility allocation issues, impacting the adoption of silicone oil in data centers [11][9] Emerging Materials - **Liquid Metal**: Offers excellent thermal conductivity but is still in early experimental stages due to high costs and oxidation issues [14][15] - **New Tri-block Materials**: Recent advancements in tri-block materials have improved stability and reduced volatility, making them viable for semiconductor temperature control [17][16] Market Outlook - **Cost Trends**: The cost of K-type PFPE is expected to decrease below 300 RMB per kilogram in the long term, while Y-type PFPE remains high due to supply chain constraints [18][19] - **GWP Concerns**: The high Global Warming Potential (GWP) of PFPE remains a challenge, with no effective methods currently available to significantly reduce it [19][10] This summary encapsulates the key points discussed in the conference call regarding the liquid cooling industry, highlighting trends, challenges, and future directions.

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 02 AGENDA 大会议程 扫描上方二维码，立马报名 01 INTRODUCTION 大会概况 随着半导体工艺逼近物理极限，集成电路产业正加速向"超越摩尔"时代跃迁，芯片功率密度与发热量剧 增。5G、AI、HPC、数据中心等新兴领域对高效热管理技术提出迫切需求。先进封装与热管理技术成为突 破算力瓶颈、应对高功率密度挑战的核心引擎。 9月25-26日，启明产链Flink将于江苏苏州举办2025先进 封装及热管理大会 ，特设 " 先进封装产业创新大会&高算力热管理创新大会 "两大平行论坛 ， 目前已有 40家院校/企业确认演讲。 大会将聚焦高算力热管理挑战， 围绕 Chiplet与异质异构、TGV与玻璃基板、面板级封装、芯片热管理产 业关键技术、超高导热金刚石、液态金属与热界面材料，液冷技术与应用案例 等产业热点话题展开深入探 讨。 n Oil. 先进封装及高算力热管理大 2025 ADVANCED PACKAGING & HPC THERMAL MANAGEMENT CONFERENCE 9月25-26日 江 ...

Core Viewpoint - Yian Technology, a company focused on new materials, is facing significant structural challenges despite its efforts in product innovation, as reflected in its 2025 semi-annual report showing declining revenues and profits [1] Financial Performance - In the first half of 2025, the company's operating revenue was 722 million yuan, a year-on-year decrease of 7.0% - The net profit attributable to shareholders was a loss of 18.68 million yuan, a year-on-year decline of 919.3% [1] Business Transition Challenges - There is a significant imbalance between the company's traditional advantages and the pace of transitioning to new businesses, with main products like magnesium alloys facing shrinking profit margins due to increased market competition and customer bargaining power [1] - New business initiatives, such as liquid metals and medical magnesium alloys, have not yet achieved scale orders to offset the profit decline from traditional sectors, leading to a widening gap in operational momentum [1] Resource Allocation Issues - The company is experiencing a mismatch between R&D and market resources, with high conversion costs for new businesses further squeezing overall profitability [2] - Sales and management expenses have risen during a period of declining revenue, indicating a lag in organizational efficiency relative to strategic adjustments [2] Cash Flow Concerns - The company's cash flow from operating activities has significantly weakened, reflecting a declining profit conversion rate [2] - There is a reliance on short-term debt to maintain operations, which increases financial risk, as the liquidity coverage ratio has been declining for several quarters [2] Management Stability Risks - Frequent changes in management may pose a risk to strategic continuity, as instability in the core team could affect execution during a critical transformation period [3] - The ability of the new team to quickly form a cohesive strategy is essential for maintaining execution effectiveness during the transition [3]

每经AI快讯，有投资者在投资者互动平台提问：贵司有没液态金属？ 思泉新材（301489.SZ）9月2日在投资者互动平台表示，公司目前无液态金属产品。 （文章来源：每日经济新闻） ...

Core Viewpoint - The frontier new materials industry is increasingly recognized as a cornerstone of modern technology and industrial development, with significant applications across various sectors such as aerospace, electronics, renewable energy, and biomedicine. The demand for these materials is growing in China, driven by advancements in technology and supportive government policies [1][6]. Industry Overview - Frontier new materials are a crucial component of the new materials sector, characterized by their strategic, forward-looking, and disruptive nature. They are developed using advanced technologies and possess superior properties compared to traditional materials, such as high strength, toughness, and corrosion resistance [4][6]. - The market size of China's frontier new materials industry is projected to grow from 117.6 billion yuan in 2017 to 307.3 billion yuan in 2024, with an expected increase to 338.1 billion yuan by 2025 [1][6]. Market Segmentation - **Graphene Market**: Known as the "king of new materials," graphene exhibits excellent mechanical strength and oxidation resistance, with a market size expected to reach 41.1 billion yuan in 2024, reflecting a year-on-year increase of 5.9% [7]. - **Nanomaterials Market**: Carbon nanotubes, a significant type of nanomaterial, are projected to have a shipment volume of 145,000 tons in 2024, marking a year-on-year growth of 13.3% [9]. Competitive Landscape - The global frontier new materials market is characterized by a multi-polar competitive landscape, with the U.S., Japan, and Europe holding distinct advantages in various fields. The U.S. leads in high-end research and innovation, while Japan excels in high-performance fibers and Europe in advanced basic materials [10]. - In China, the competitive landscape is tiered, with large enterprises like China National Materials Group and CATL in the first tier, followed by specialized leaders in specific fields such as Western Superconducting and BETTERI in the second tier, and numerous smaller firms in the third tier [10]. Development Trends - **Growing Market Demand**: The demand for frontier new materials is expected to continue rising due to population growth, economic development, and increasing quality of life [12]. - **Green Innovation**: There is a rising demand for environmentally friendly materials, with a focus on bio-based materials and biodegradable options to reduce environmental impact [13]. - **Internationalization**: The industry is witnessing increased international cooperation and competition, with Chinese companies actively participating in global markets and forming partnerships for technological advancements [14].