Carbontech致力于 "产、学、研"的深度融合 ，通过汇集高校及科研院所的科研成果，加速碳材料产业的技术革新，为行业高质量发展提供最先进的技术支持。 在创新驱动发展的时代背景下， 高技术含量的科研成果可以转化为企业的核心竞争力 。高校及科研院所拥有强大的技术储备，尤其是顶尖科研团队的创新技术和 突破性成果可赋予碳材料行业源源不断的动力。为此，Carbontech碳材料展会特设 科研成果展示区 ，面向 全球知名高校及科研院所的科研团队 ， 征集具有前沿 性、突破性且可转化的科研成果，并以展台形式呈现 。该区域将成为展示学术界最新研究、分享创新技术以及促进合作交流的重要平台。我们期待与您激发更多产 学研合作机会，推动科研成果实质性落地，为碳材料的创新发展贡献力量。 申请规则 研究 半导体、新能源、高端装备 等碳材料相关高校及科研院所； 1、材料类（合成方法、性能改性、创新应用）： 金刚石、超硬材料及普通磨料制造所需材料；多孔碳、硅碳、电容炭、石墨烯等；原丝、碳纤维、预制 体、预浸料、碳纤维复合材料、碳/碳(陶)复合材料、复合材料回收等； 2、制造类（设备的制造与调控、标准化研究）： 金刚石合成设备，金刚石、 ...

Core Viewpoint - The carbon materials market is experiencing explosive growth driven by emerging industries such as artificial intelligence, semiconductors, and new energy vehicles, with significant market opportunities projected for diamond and carbon fiber materials in the coming years [1][2]. Market Overview - The global diamond market is expected to approach $100 billion by 2024, with the synthetic diamond market reaching several billion dollars [1]. - The global carbon fiber market is projected to exceed $4.3 billion in 2024, with a demand of 156,000 tons and a ten-year CAGR of nearly 12% [1]. - China's carbon fiber production capacity is anticipated to reach 135,500 tons in 2024, accounting for 87% of global demand [1]. - The porous carbon market is expected to see demand reach 48,500 tons by 2030, with a market space exceeding $7 billion [1]. Event Overview - DT New Materials is organizing an international carbon materials exhibition to connect global enterprises, capital, and authoritative institutions, focusing on the technological evolution and market dynamics of diamond, carbon fiber, and new energy carbon materials [2]. - The Carbontech 2025 International Carbon Materials Conference and Exhibition will take place from December 9-11, 2025, in Shanghai, covering an exhibition area of 20,000 square meters and expecting over 50,000 professional visitors [7]. Exhibition Features - The exhibition will feature a comprehensive display matrix covering "basic materials—core equipment—end applications" [2]. - It will include specialized areas for diamond, semiconductor carbon materials, and various applications in industries such as aerospace, automotive, and energy [8]. Concurrent Forums - The event will host several forums focusing on diamond applications, carbon fiber manufacturing, and new energy carbon materials, addressing industry challenges and technological advancements [12][13][14]. Innovation and Collaboration - The exhibition aims to facilitate effective supply-demand matching, promoting resource optimization and sustainable industry development [17]. - Special areas will be designated for product displays, new product launches, and research achievements, encouraging collaboration between enterprises, universities, and research institutions [16][18][19].

Core Viewpoint - The company SanChao New Materials (300554) is undergoing a potential change in control after 26 years of leadership by founder Zou Yuyao, amid declining performance, regulatory warnings, and executive turnover [2][10]. Group 1: Company Background - SanChao New Materials was founded in 1999 and has been listed on the Shenzhen Stock Exchange since April 21, 2017, focusing on the research, production, and sales of diamond and cubic boron nitride tools [8]. - The company is recognized for its 78 patents and has received multiple awards for technological advancements, indicating its strategic value in the superhard materials industry [9]. Group 2: Financial Performance - The company's net profit has fluctuated significantly from 2020 to 2024, with figures of 0.2 million, -0.75 million, 0.13 million, 0.27 million, and -1.41 million, indicating a sharp increase in losses in 2024 [12]. - In Q1 2025, the company reported a net loss of 6.26 million, a year-on-year decline of 267.5%, while the adjusted net loss was 7.93 million, reflecting a staggering drop of 429.4% [12]. - Revenue has also been on a downward trend, with figures of 406.5 million, 481 million, 348.8 million, and 50.4 million from 2022 to Q1 2025 [12]. Group 3: Management Changes - The company's CFO, Ji Kun, resigned abruptly on July 18, 2023, following a regulatory penalty related to his role as an independent director at another company [5][15]. - The resignation of a key financial officer raises concerns about corporate governance as the company approaches a potential change in control [18]. Group 4: Regulatory Issues - SanChao New Materials and its founder received regulatory warnings in November 2024 for failing to disclose important contract developments and for improper management of raised funds [20]. - The company was penalized for not timely disclosing the termination of a contract with Nakamura Superhard and for not managing raised funds in a dedicated account [21][22].

Core Viewpoint - Carbontech aims to integrate "production, education, and research" to accelerate technological innovation in the carbon materials industry, providing advanced technical support for high-quality industry development [1] Group 1: Research and Innovation - High-tech research results can be transformed into core competitiveness for enterprises, with top research teams providing continuous momentum for the carbon materials industry [1] - Carbontech's exhibition will feature a research achievement display area to showcase cutting-edge, breakthrough, and transferable research results from globally renowned universities and research institutions [1] Group 2: Research Achievements Scope - The scope of research achievements includes materials such as diamond, superhard materials, porous carbon, silicon carbon, graphene, carbon fibers, and composite materials [5] - Manufacturing-related achievements include the production and regulation of equipment for diamond synthesis, ultra-precision processing tools, and high-temperature equipment [5] Group 3: Application Rules - Research achievements must be launched since 2025, possess advanced characteristics such as repeatability and high added value, and must not infringe on third-party intellectual property rights [6] Group 4: Exhibition Participation - The standard exhibition price is 8,000 yuan per 9 square meters [7] - Participants will receive free promotion through Carbontech's media matrix and free access to all forums at the carbon materials exhibition for up to two people [8]

Core Viewpoint - The Shandong Provincial Government is implementing a new round of mineral exploration strategies to enhance the reserves and production of strategic minerals, emphasizing the importance of mineral resources for national security and economic stability [1]. Group 1: Strategic Actions for Mineral Resource Development - Strengthening basic geological surveys by accelerating the implementation of a new geological mapping plan to comprehensively understand the geological resources at a scale of 1:50000, focusing on key mineral areas [2]. - Accelerating offshore and deep geological exploration, particularly in the coastal areas where significant mineral resources are expected, and expanding exploration efforts to depths of 3000 meters [2]. - Enhancing technological support for mineral exploration by integrating advanced research and artificial intelligence to improve the efficiency and accuracy of mineral resource identification [2]. Group 2: Market Innovation and Environmental Sustainability - Innovating the mining market by encouraging geological survey units and mining companies to conduct strategic mineral investigations, providing financial incentives for successful exploration rights transfers [3]. - Promoting green transformation in the mining industry by ensuring high completion rates of green mining standards across various sizes of production mines and enhancing the utilization of by-products and low-grade ores [3]. - Strengthening regulatory enforcement to combat illegal mining activities and ensure sustainable development in the mining sector, aiming for high-quality growth in the industry [3].

Group 1: Industry Overview - The semiconductor industry faces significant thermal management challenges as chip manufacturing processes become more refined, leading to increased heat generation and reduced reliability [1][2] - Diamond is emerging as a revolutionary material for thermal management, boasting thermal conductivity 13 times that of silicon and 4-5 times that of copper or silver, making it a potential game-changer in semiconductor applications [1][2] Group 2: Performance Enhancements - Utilizing diamond thermal management technology can enhance GPU and CPU performance by up to three times, reduce temperatures by 60%, and lower energy consumption by 40%, resulting in substantial cost savings for data centers [2] - In electric vehicles, diamond technology can increase charging speeds by five times and reduce thermal load by ten times, while also minimizing inverter size by six times [2] Group 3: Market Potential - The global market for diamond thermal management is projected to grow explosively, with estimates indicating a rise from approximately $0.5 million in 2025 to $15.2 billion by 2030, reflecting a compound annual growth rate of 214% [3][4] - The penetration rate of diamond thermal management technology in various sectors, including data centers, electric vehicles, consumer electronics, and satellite communications, is expected to increase significantly over the next few years [4] Group 4: Domestic Industry Strength - China dominates the global diamond production market, accounting for over 90% of the supply, with a complete and cost-effective industrial chain supporting this position [5][6] - Key Chinese companies are advancing in both equipment manufacturing and raw material production, with significant investments in diamond thermal management applications [5][6][8] Group 5: Company Initiatives - Companies like 力量钻石, 沃尔德, and 国机精工 are actively developing diamond-based thermal management solutions for semiconductor devices, with various projects aimed at enhancing performance in high-end applications [9] - The establishment of research centers and partnerships with academic institutions indicates a strong commitment to innovation in diamond applications for thermal management [9]

Core Viewpoint - The "2025 Future Semiconductor Industry Innovation Conference" will focus on the integration of diamond and compound semiconductors, addressing key industry challenges and exploring innovative solutions for semiconductor materials and applications [1][3][13]. Group 1: Conference Overview - The conference will be held from May 22 to 24, 2025, at the Hilton Garden Inn in Suzhou, Jiangsu [4][5]. - It aims to create a collaborative platform for academia and industry to promote the integration of diamond technology with other semiconductor technologies [13][22]. Group 2: Key Topics and Discussions - The conference will cover critical topics such as high-power device heat dissipation, substrate preparation, heterogeneous integration, and polishing technology [3][13]. - Discussions will include advancements in diamond semiconductor materials, GaN power devices, and the application of diamond in AI computing chip packaging [18][20]. Group 3: Registration and Participation - Registration fees are set at 2800 yuan per participant and 1500 yuan for students, with discounts available for group registrations [27]. - Participants will receive conference materials, meals, and access to all sessions during the event [27].

Core Viewpoint - Company anticipates growth in profitability driven by special bearings, high-end consumer bearings, superhard materials, and composite superhard materials, focusing on high-end, intelligent, and green transformation [2] Financial Performance - In Q1 2025, the company reported revenue of 703 million, an increase of 10.48% year-on-year; net profit attributable to shareholders was 88.48 million, up 3.46%; earnings per share rose to 0.1673, a 2.58% increase [4][6] - The company has a debt ratio of 33.57% and a gross profit margin of 29.81% [6] Shareholder Information - As of April 30, 2025, the company had 43,499 shareholders [3] - The company is aware of the low presence of institutional investors among its top shareholders and is taking measures to improve market communication and enhance company value [5] Business Strategy - The company is focusing on developing its new materials sector, particularly in diamond functional applications, which is expected to become a significant business pillar in the next 3-5 years [2] - The company is considering mergers and acquisitions as a growth strategy when suitable opportunities arise [5] Market Position - The company has developed a series of bearings for industrial robots and is exploring market opportunities in the robotics sector [6] - The company aims to enhance its market competitiveness and profitability to attract more long-term investors [5] Analyst Ratings - Recently, one institution has given a buy rating for the stock [7] - Financing data indicates a net inflow of 74.62 million in the last three months, with an increase in financing balance [8]