随着新能源、半导体、数据中心、汽车与低碳经济的加速发展， 热管理 正逐渐成为跨行业协同创新的"隐形核心"。然而，传统会议的单一展示模式，已难以 满足产业链上下游对于政策解读、科学前沿、材料突破与应用落地的多维度需求。 iTherM（insight Thermal Management）洞见热管理， 定位于热管理产业 链一站式、高效率价值服务平台。 2025第六届热管理产业大会暨博览会（iTherM 2025），以"跨界协同、产业共赢"立足深圳，紧密依托电子信息、新材料、新能源、智慧网联等优势产业集 群，全面升级为 集展览展示、产业论坛、成果发布、资源对接于一体 的全链条产业枢纽，为热管理产业绘制融合发展的新蓝图。 iTherM 2025 iTherM2025大会预计展览面积达 20,000㎡ ，汇聚 350+ 家国内外热管理产业链核心企业，覆盖热科学、热界面材料、液冷技术、散热模组、热设计仿真、系 统应用等前沿领域，预计吸引超过 2,000+ 位专业参会代表与 数万人次观众 。 上届大会以"成果丰硕、亮点频现"的表现赢得产业高度关注，吸引了 10000+专 业观众、1500+名参会嘉宾 ，覆盖动力电池、储能、 ...

随着新能源、半导体、数据中心、汽车与低碳经济的加速发展， 热管理 正逐渐成为跨行业协同创新的"隐形核心"。然而，传统会议的单一展示模式，已难以 满足产业链上下游对于政策解读、科学前沿、材料突破与应用落地的多维度需求。 iTherM（insight Thermal Management）洞见热管理， 定位于热管理产业 链一站式、高效率价值服务平台。 2025第六届热管理产业大会暨博览会（iTherM 2025），以"跨界协同、产业共赢"立足深圳，紧密依托电子信息、新材料、新能源、智慧网联等优势产业集 群，全面升级为 集展览展示、产业论坛、成果发布、资源对接于一体 的全链条产业枢纽，为热管理产业绘制融合发展的新蓝图。 iTherM 2025 iTherM2025大会预计展览面积达 20,000㎡ ，汇聚 350+ 家国内外热管理产业链核心企业，覆盖热科学、热界面材料、液冷技术、散热模组、热设计仿真、系 统应用等前沿领域，预计吸引超过 2,000+ 位专业参会代表与 数万人次观众 。 上届大会以"成果丰硕、亮点频现"的表现赢得产业高度关注，吸引了 10000+专 业观众、1500+名参会嘉宾 ，覆盖动力电池、储能、 ...

Group 1 - The semiconductor competition is intensifying, with the U.S. adding 32 entities to its control list, including 23 Chinese companies, which may benefit China's domestic semiconductor and AI chip industries through policy protection, technological breakthroughs, and domestic substitution [5][6] - The automotive industry is expected to achieve sales of approximately 32.3 million vehicles in 2025, a year-on-year increase of about 3%, with new energy vehicle sales projected at around 15.5 million, reflecting a growth of about 20% [6][7] - The basic chemical industry is seeing a positive trend, with the Shanghai and Shenzhen 300 Index rising by 1.38% and the basic chemical index increasing by 2.36%, outperforming the market [7][8] Group 2 - The α-olefin industry is highly concentrated, with North America accounting for 62% of global production capacity, and the top five producers holding 86% of the capacity [12][13] - China's POE market has significant potential, with a projected apparent consumption of 440,000 tons in 2024, almost entirely reliant on imports, indicating a strong trend towards domestic substitution as new LAO facilities come online [13][14] - The cost of ethylene is crucial for controlling α-olefin and POE production costs, with domestic production benefiting from lower costs compared to North American counterparts [14][15] Group 3 - The Ministry of Commerce plans to introduce a series of policies aimed at high-quality development in the accommodation industry and the integration of railways and tourism [17] - The fiscal revenue for the first eight months of 2025 was 14.82 trillion yuan, a year-on-year increase of 0.3%, while fiscal expenditure rose by 3.1% to 17.93 trillion yuan [18] - The Federal Reserve has lowered interest rates by 25 basis points to a range of 4.00%-4.25%, marking the first rate cut in nine months [18][20] Group 4 - The A-share market showed mixed performance, with the Shanghai Composite Index closing at 3,876 points, up 0.37%, while the Shenzhen Component and ChiNext indices also saw gains [20][21] - The multi-financial sector led the market with a 2.87% increase, while sectors like precious metals and tourism experienced declines [22][24] - The market data indicates a financing balance of 2.3758 trillion yuan, with the 10-year Treasury yield at 1.8349% [26]

Group 1 - The core viewpoint of the articles highlights the increasing trade control on chips between China and the US, which may benefit China's domestic semiconductor and AI chip industries through a combination of policy protection, technological breakthroughs, and domestic substitution [1][2] - The Chinese Ministry of Commerce announced an anti-dumping investigation on imported simulation chips from the US, effective from September 13, 2025, indicating a strategic response to US trade policies [1][2] - The automotive industry is projected to achieve a sales volume of approximately 32.3 million units in 2025, with a year-on-year growth of about 3%, and a significant increase in new energy vehicle sales by around 20% [3] Group 2 - The basic chemical industry indices showed varied performance, with the Shanghai-Shenzhen 300 Index rising by 1.38%, while the Shenwan Petrochemical Index fell by 0.41%, and the Shenwan Basic Chemical Index increased by 2.36% [4] - The top-performing sub-sectors included membrane materials with a 5.41% increase and phosphates with a 5.02% increase, while the worst performers included refining chemicals with a decline of 1.50% [4][5] - The report indicates a structural optimization in supply, with a focus on sectors like organic silicon, membrane materials, and dyes, suggesting potential investment opportunities in companies like Hoshine Silicon Industry and Zhejiang Longsheng [6] Group 3 - The new consumption trends are driving demand for health additives and sugar substitutes, with the food additive industry expected to expand due to supportive regulations [7] - The domestic chemical new materials sector is experiencing a rapid development opportunity for domestic substitution, with an overall self-sufficiency rate of about 56% [7] - Key companies in the semiconductor materials and high-end engineering plastics sectors are expected to benefit from the domestic substitution trend, including Jinfa Technology and Shengquan Group [7]

01 大会信息 大会时间： 2025年12月3-5日 大会地点： 中国 · 深圳国际会展中心（深圳市宝安区福海街道展城路1号） 大会主题： 融合 · 创新 | 传递多一点 特色活动： 热管理展（350+展商，20000 m 2 展区） 详细信息点击查看~ iTherM（i nsight T hermal M anagement ）洞见热管理 ，定位于热管理产业链一站式、高效率价值服务平台。 在新质生产力发展背景下， 2 02 5第六届 热管理产业大会暨博览会（ iTherM 2025）将 紧密依托电子信息、新材料、新能源、 半导体、 数字经济、 汽车、 智慧网联 、低空经济、 绿色低碳等 诸多 产业集群，以热管理价值优势 及应用 场景 为导向， 洞见 和把握 热管理行业政策、科学、材料、技术、标准和工程等前沿动态与发展趋势 。 iTherM 2025将 吸收顶尖研究机构和公司的行业远见 ， 内容涵盖热管理 行业 的科学前沿、功能材料、技术应用和工程方案等多个领域， 诚挚 邀请国内外知 名学者、技术专家、领军企业高管、 政府园区、 科研院所和投资机构 等嘉宾走上大会舞台， 共同探讨热管理产业新动态、新技术、新发 ...

Group 1: AI and Data Center Infrastructure - Generative AI models require substantial data center infrastructure, leading to increased demand for specialized chemicals in water treatment, cooling systems, and construction [1] - The shift from air cooling to liquid cooling in data centers is driven by the high computational demands of AI chips, necessitating chip-level liquid cooling solutions [1] - Two main cooling solutions are identified: immersion cooling and micro-cooling systems, with immersion cooling seen as next-generation technology [1] Group 2: Water Treatment and Sustainability - Ecolab views data centers as a strategic growth area for its water treatment business, recently acquiring Ovivo for $1.8 billion to enhance semiconductor ultra-pure water treatment capabilities [1] - Ecolab emphasizes energy optimization and water management, with a focus on reducing cooling energy consumption and environmental impact [2] - The increasing importance of sustainability in data center material selection is highlighted, with companies developing new thermal materials to improve system efficiency [2] Group 3: Construction Chemicals and Market Growth - The construction of data centers presents new opportunities for building chemicals, with complex construction regulations due to their remote locations and high water and power demands [3] - RPM International notes that the construction speed of data centers is critical, with modular building and product warranties becoming key solutions [3] - The data center construction market is expected to grow at a double-digit rate over the next five years, significantly outpacing other construction sectors [3]

Core Viewpoint - The rapid advancement of electronic technology is driving the demand for efficient thermal management materials and innovative solutions across various sectors, including consumer electronics, 5G, AI, and more, to ensure product efficiency, reliability, and safety [2]. Group 1: Conference Information - The 6th Thermal Management Industry Conference and Exposition (iTherM 2025) will be held from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, focusing on the theme of "Fusion and Innovation" [3]. - The conference will feature over 350 exhibitors and a 20,000 m² exhibition area, aiming to provide a one-stop, high-efficiency value service platform for the thermal management industry [4]. Group 2: Conference Agenda - The agenda includes various activities such as opening ceremonies, parallel forums, and expert consultations, with an expected attendance of over 2,000 participants [6][7]. - Key topics will cover scientific frontiers, functional materials, technology applications, and engineering solutions related to thermal management [7]. Group 3: Key Themes and Topics - The conference will address real challenges and future opportunities in the thermal management industry, clarifying current market dynamics and technological trends [7]. - Specific topics include thermal science, micro/nano-scale heat transfer, semiconductor heterostructures, and various thermal management materials and technologies [7][14]. Group 4: Registration and Fees - Registration fees are set at ¥2,200 for regular attendees and ¥1,200 for students if paid online before October 31, 2025 [8]. - Payment options include bank transfer, Alipay, and WeChat Pay, with specific instructions for registration and invoicing provided [10][11].

Core Viewpoint - The rapid advancement of electronic technology is driving the demand for efficient thermal management materials and innovative solutions across various sectors, including consumer electronics, 5G, AI, and energy storage, to ensure product efficiency, reliability, and safety [2]. Group 1: Conference Information - The 6th Thermal Management Industry Conference and Exposition (iTherM 2025) will be held from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, focusing on the theme of "Fusion and Innovation" [3]. - The conference will feature over 350 exhibitors and a 20,000 m² exhibition area, aiming to provide a one-stop, high-efficiency value service platform for the thermal management industry [3][4]. - The event is expected to attract over 2,000 participants, including renowned scholars, technical experts, and executives from leading companies [3]. Group 2: Organizational Structure - The conference is organized by the China Productivity Promotion Center Association's New Materials Professional Committee and DT New Materials, with several prominent figures serving as advisors and executive chairs [5]. - Various activities will be conducted, including innovation showcases, closed-door seminars, expert consultations, and one-on-one exchanges to foster collaboration and innovation in the thermal management field [5]. Group 3: Conference Topics - The conference will address the current challenges and future opportunities in the thermal management industry, focusing on market dynamics, technological evolution, and high-quality industrial development [7]. - Key topics will include thermal science, functional materials, technical applications, and engineering solutions, with specialized sessions on areas such as liquid cooling technology, power device thermal management, and data center thermal management [7]. Group 4: Registration and Participation - Registration fees for participants are set at ¥2,200 for early birds (before October 31, 2025) and ¥3,000 for regular registration, with discounts available for students [8]. - Payment methods include bank transfer, Alipay, and WeChat Pay, with on-site payment options also available [8].

Core Viewpoint - The semiconductor industry is transitioning towards the "beyond Moore" era, driven by the increasing demand for efficient thermal management technologies in emerging fields such as 5G, AI, HPC, and data centers [2] Group 1: Conference Overview - The 2025 Advanced Packaging and Thermal Management Conference will focus on high-performance thermal management challenges, featuring three main forums: Advanced Packaging and Heterogeneous Integration Forum, High-Performance Thermal Management Innovation Forum, and Liquid Cooling Technology and Market Application Forum [3][4] - The conference aims to build a platform for industry-academia-research collaboration, promoting technological integration and providing innovative momentum for the semiconductor supply chain [3] Group 2: Conference Details - The conference is organized by Flink Qiming Chain and supported by the National Third Generation Semiconductor Technology Innovation Center (Suzhou) [4] - Scheduled for September 25-26, 2025, in Suzhou, Jiangsu, the conference expects around 500 participants [3] Group 3: Confirmed Speakers - Notable speakers include Professor Liang Jianbo from the National Third Generation Semiconductor Technology Innovation Center, who will discuss high thermal conductivity interface and packaging technology [7] - Other speakers represent various institutions, including the Chinese Academy of Sciences and universities, covering topics such as photothermal polyimide materials and advanced packaging applications [8][9] Group 4: Forum Topics - The forums will address key topics such as advanced packaging technology routes, cost optimization, and challenges in 2.5D/3D integration [17] - The High-Performance Thermal Management Forum will explore thermal interface materials, high-performance chip thermal management solutions, and the impact of Chiplet technology on thermal management [20][21] Group 5: Liquid Cooling Technology - The Liquid Cooling Technology Forum will discuss innovations and challenges in liquid cooling, including the standardization of cooling fluids and the application of immersion cooling in high-power density scenarios [23][24] - Topics will also cover the lifecycle cost analysis of liquid cooling systems and their integration in data centers and electric vehicles [25]

Core Viewpoint - The rapid advancement of electronic technology is driving the demand for efficient thermal management materials and innovative solutions across various sectors, including consumer electronics, 5G, AI, and more, to ensure product efficiency, reliability, safety, and durability [1]. Group 1: Conference Information - The 6th Thermal Management Industry Conference and Exposition (iTherM 2025) will be held from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, focusing on the theme of "Fusion and Innovation" [2]. - The conference aims to provide a one-stop, high-efficiency value service platform for the thermal management industry, leveraging advancements in electronic information, new materials, and green technologies [2][3]. - The event is expected to attract over 2000 participants and 350 exhibitors, covering an exhibition area of 20,000 square meters [2]. Group 2: Focus Areas - iTherM 2025 will emphasize intellectual property, entrepreneurial projects, and innovative technologies that can transition from the lab to the market, promoting collaboration among government, industry, academia, and research institutions [3]. - The conference will feature over 20 activities, including keynote speeches, roundtable discussions, and case studies, aimed at fostering professional communication and collaboration in the thermal management field [2]. Group 3: Agenda Highlights - The conference will address current challenges and future opportunities in the thermal management industry, clarifying market dynamics and technological trends to support high-quality industrial development [5]. - Key topics will include thermal science, functional materials, technology applications, and engineering solutions, with specialized sessions on areas such as liquid cooling technology, power device thermal management, and data center thermal management [5][12].