Scatter 材料产业链 · 供应链事件

电池材料 · 全球市场：美股三大指数均小幅收跌 AI硬件股普涨美油跌近4%

Tue, 29 Sep 2026 21:15:50 GMT

　　美股市场：美股三大指数09月29日收盘全线下跌。截至收盘，道琼斯工业平均指数比前一交易日下跌131.59点，收于51349.92点，跌幅为0.26%；

　　美股市场：美股三大指数09月22日收盘涨跌不一。截至收盘，道琼斯工业平均指数比前一交易日下跌185.14点，收于51863.69点，跌幅为0.36%；　　中国证券报

电池材料 · 9月29日晚间沪深上市公司重大事项公告最新快递

Tue, 29 Sep 2026 11:32:43 GMT

　　沪深两市多家上市公司9月29日晚间发布公司公告，以下为重要公告汇总。
　　【品大事】
　　
　　美股市场：美股三大指数9月28日收盘全线下跌。截至收盘，道琼斯工业平均指数比前一交易日下跌347.11点，收于51481.51点，跌幅为0.67%；　　中国证券报
　　回购、业绩预告 A股利好来了！
　　9月28日晚，一批A股上市公司发布三季度业绩预增公告以及回购公告。其中，芯联集成公告称，公司预计前三季度实现归属于母公司所有者的净利润6.81亿元，同比扭亏为盈。电池产业发展“十五五”规划》（以下简称《规划》）。《规划》提出，到2030年，全

　　【品大事】
　　光环新网
　　美股市场：美股三大指数09月23日收盘全线下跌。截至收盘，道琼斯工业平均指数比前一交易日下跌352.1点，收于51511.59点，跌幅为0.68%；　　热点聚焦
　　平安中国建设：

电池材料 · 9月28日晚间上市公司利好消息一览(附名单)

Mon, 28 Sep 2026 12:38:25 GMT

　　沪深两市多家上市公司9月28日晚间发布重要公告，以下为利好的消息汇总：
　　宁波能源：全资子公司拟3.86亿元收购岳西风电100%股权
　　【品大事】
　　宁波能源英伟达正在评估

电子化学品 · Global Technology Closes First Trading Day 45% Higher

Tue, 29 Sep 2026 23:41:41 GMT
Global Technology closed its first trading day 45% above its initial public offering (IPO) price, overcoming weak demand during its offering. The stock closed at 14,500 won.Global Technology debuted on the KOSDAQ on Sept. 29. Its shares opened at the IPO price of 10,000 won. Buying interest pushed

电池材料 · PNT Wins 44.5 Billion Won Battery Electrode Equipment Order From China’s Tenpower

Tue, 29 Sep 2026 23:41:38 GMT
PNT has won a 44.5 billion won order from Chinese battery maker Tenpower for electrode-process equipment.THE ELEC reported on Sept. 29 that PNT had signed a 44.5 billion won contract with Tenpower to supply battery electrode-process equipment, according to a regulatory filing. The contract value re

电子化学品 · SK hynix Marks 25 Years of Supplier Partnership With Expanded Support

Tue, 29 Sep 2026 23:41:32 GMT
SK hynix is expanding its support programs for suppliers. The company will double its funding for supplier payments and share some of the risks associated with research and development (R&D).SK hynix CEO Kwak Noh-jung said at the "2026 Partners Day" on September 28, "SK hynix has been able to grow

电池材料 · EcoPro BM to Supply Cathode Materials for New BMW, Mercedes EVs via Samsung SDI

Tue, 29 Sep 2026 23:41:22 GMT
BMW's new i3 based on the automaker's next-generation Neue Klasse EV platform. BMW says the fully electric i3 is the second model based on the Neue Klasse and entered series production in Munich in August 2026.EcoPro BM is entering the next-generation electric-vehicle supply chains of three German

电池材料 · Korea Zinc Secures 220 GWh of Solar Power Over 20 Years

Tue, 29 Sep 2026 23:41:17 GMT
Korea Zinc will receive 11 gigawatt-hours (GWh) of electricity a year from domestic solar power plants for 20 years.Korea Zinc announced on September 29 that it signed an agreement with Hanwha Shinhan Terawatt-hour to receive renewable energy from solar power plants in Gangwon, Gyeonggi and North G

电子化学品 · SEMIFIVE Lands 70.3 Billion Won AI Chip Contract From US Fabless Firm

Tue, 29 Sep 2026 23:41:15 GMT
SEMIFIVE has secured its largest development contract to date from a US artificial intelligence (AI) semiconductor fabless company. The turnkey contract includes mass production, potentially generating recurring revenue after production begins.SEMIFIVE announced on September 29 that it signed a 70.

电子化学品 · PriceSeek重点提醒：海科比亚迪签电解液溶剂供应协议

Wed, 30 Sep 2026 00:00:00 GMT
海科新源近期公告，公司与比亚迪锂电池签署《长期合作协议暨湖北项目管输合作协议》，双方约定以管输方式开

电池材料 · 永太科技停牌！与宁德时代深化合作，宁王身份转变

Wed, 30 Sep 2026 00:00:00 GMT
2月8日，永太科技(002326.SZ)发布公告，公司正在筹划发行股份购买资产并募集配套资金事项，股票自2026年2月

导热材料 · LG化学2025年四季度净亏损大幅扩大

Wed, 30 Sep 2026 00:00:00 GMT
近日，LG化学对外披露，受全球市场需求疲软与产品供应过剩的双重冲击，公司2025年第四季度净亏损同比大幅扩

电子化学品 · LS Cable Expands AI Data Center Power Solutions to Server Racks

Tue, 29 Sep 2026 11:27:34 GMT
LS Cable & System is expanding its power equipment business for artificial intelligence (AI) data centers into server racks.The company is broadening its product lineup from the power grid to server racks by adding busbars and connectors designed for server racks to its existing busduct products.L

电子化学品 · Gaon Cable Plans US Production of Overhead Lines to Enter Transmission Grid Market

Tue, 29 Sep 2026 11:27:33 GMT
LS Cable & System subsidiary Gaon Cable plans to produce overhead transmission lines in the US, expanding its local business from distribution cables to the transmission grid.Gaon Cable announced on September 29 that it plans to invest in overhead-line production equipment at its US production subs

电池材料 · Next-Generation Porsche Sports Car to Feature Key LG Components

Tue, 29 Sep 2026 11:27:15 GMT
LG Electronics is developing a next-generation display for German sports-car maker Porsche. The project covers a next-generation center information display (CID) combining organic light-emitting diode (OLED) and liquid-crystal display (LCD) technologies.According to industry sources on September 29

电子化学品 · SK hynix Resumes Packaging Outsourcing With WINPAC After Four Years

Tue, 29 Sep 2026 11:27:02 GMT
SK hynix has once again outsourced memory semiconductor packaging to WINPAC, four years after the two companies last worked together.According to industry sources on September 29, SK hynix has expanded the volume of memory semiconductor flip-chip packaging outsourced to external partners as well as

电池材料 · Samsung Invests $1 Billion in US AI Infrastructure Firm Helix

Tue, 29 Sep 2026 11:03:23 GMT
Samsung Electronics, Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance and Samsung Fire & Marine Insurance will invest $1 billion in Helix Digital Infrastructure, the companies said Sept. 29. They will join KKR, Nvidia, US power company Vistra and the Kuwait Investment Authority as found

电子化学品 · SK hynix Wins TSMC Partner of the Year Award for HBM5 Validation

Mon, 28 Sep 2026 23:36:53 GMT
SK hynix won TSMC’s Partner of the Year award for its collaboration in validating next-generation high bandwidth memory (HBM). It marked the company’s second consecutive win following last year.SK hynix said on Sept. 28 that it participated in TSMC’s Open Innovation Platform (OIP) Conference held in

聚氨酯 · 万华化学烟台产业园MDI装置复产公告

Tue, 29 Sep 2026 00:00:00 GMT
万华化学烟台产业园MDI装置复产公告

聚氨酯 · 华鲁恒升关于停车检修生产装置复产的公告

Tue, 29 Sep 2026 00:00:00 GMT
华鲁恒升关于停车检修生产装置复产的公告

导热材料 · 进口球形氧化铝交期波动,填料国产替代提速

Tue, 15 Sep 2026 00:00:00 GMT
高端球形氧化铝到货延迟 3-4 周,下游垫片 / 凝胶厂加速切换国产粉体,切换需要重新验证导热与流变参数。(示例口径)

导热材料 · 超高端 AI 整机柜推动液冷走向混合方案

Fri, 28 Aug 2026 00:00:00 GMT
新一代 GPU 整机柜功率密度再上台阶,冷板 + 浸没混合方案进入验证,冷板加工(真空钎焊 / 扩散焊)产能吃紧。(示例口径)

聚氨酯 · MDI 月度挂牌价连续上调,寡头挺价意愿明确

Thu, 20 Aug 2026 00:00:00 GMT
头部厂商月度挂牌价连续两个月上调,叠加海外装置检修,华东聚合 MDI 偏强。下游硬泡按需采购,高价传导有限。(示例口径,上线前替换为核实信息)

改性塑料 · PLA 产能集中投放,可降解赛道从稀缺转向成本竞争

Wed, 05 Aug 2026 00:00:00 GMT
国内 PLA 新装置陆续投产,乳酸原料与丙交酯自控能力成为成本分水岭;欧盟 SUP 禁塑与国内快递 / 餐具标准是需求端两个支点。(示例口径)

电池材料 · 磷酸铁锂在储能与中端车份额继续抬升,三元退守高端

Wed, 22 Jul 2026 00:00:00 GMT
LFP 借助 CTP / 刀片等结构创新在续航上补齐短板,储能与 10-20 万元车型全面主导;三元高镍退守长续航与出口市场。(示例口径)

聚氨酯 · BDO 新产能集中释放,PTMEG-TPU 链成本下移

Fri, 10 Jul 2026 00:00:00 GMT
电石法与顺酐法 BDO 新装置陆续投产,1,4-丁二醇价格中枢下移,利好 PTMEG 与 TPU 成本端;但电石法开工受能耗约束。(示例口径)

导热材料 · 国产氟化液装置投产,浸没式成本下探

Fri, 10 Jul 2026 00:00:00 GMT
国产含氟冷却液产能落地后浸没式方案成本下行,叠加 3M 退出窗口,浸没式在超算与高密度场景渗透提速。(示例口径)

涂料 · 低 VOC 与水性化政策再收紧,溶剂型份额继续让渡

Tue, 30 Jun 2026 00:00:00 GMT
重点区域对溶剂型涂料的施工与销售限制加码,水性 / 粉末 / 高固体分体系渗透率继续抬升;溶剂(二甲苯 / 酯类)需求结构承压。(示例口径)

电池材料 · 美国 IRA 本土化条款调整,出口链反复定价

Thu, 11 Jun 2026 00:00:00 GMT
IRA 对电池组件与关键矿物的本土化比例要求逐年抬升并伴随政治周期反复;中国电池材料企业以东南亚建厂 / 技术授权两条路径应对。(示例口径)

涂料 · 船舶完工量上行,重防腐与船漆需求确定性最强

Mon, 18 May 2026 00:00:00 GMT
新接船舶订单向完工传导,船漆与压载舱重防腐体系需求上行;头部船漆供应商排产饱满。(示例口径)

电子化学品 · 萤石矿山整治收紧供给,氢氟酸-氟化工链条成本抬升

Mon, 20 Apr 2026 00:00:00 GMT
萤石矿山安全与环保整治收紧开采,氢氟酸成本抬升并向电子级氟化物传导;面板与半导体湿制程成本承压。(示例口径)

导热材料 · AI 服务器带动液冷渗透率快速提升

Fri, 20 Dec 2024 00:00:00 GMT
单机柜功率密度突破风冷上限,冷板式液冷率先规模化,浸没式在超算与高密度场景跟进,散热材料价值量重估。

Scatter 材料产业链 · 供应链事件

电池材料 · 全球市场：美股三大指数均小幅收跌 AI硬件股普涨 美油跌近4%

电池材料 · 9月29日晚间沪深上市公司重大事项公告最新快递

电池材料 · 9月28日晚间上市公司利好消息一览(附名单)

电子化学品 · ​Global Technology Closes First Trading Day 45% Higher

电池材料 · PNT Wins 44.5 Billion Won Battery Electrode Equipment Order From China’s Tenpower

电子化学品 · SK hynix Marks 25 Years of Supplier Partnership With Expanded Support

电池材料 · EcoPro BM to Supply Cathode Materials for New BMW, Mercedes EVs via Samsung SDI

电池材料 · Korea Zinc Secures 220 GWh of Solar Power Over 20 Years

电子化学品 · SEMIFIVE Lands 70.3 Billion Won AI Chip Contract From US Fabless Firm

电子化学品 · PriceSeek重点提醒：海科比亚迪签电解液溶剂供应协议

电池材料 · 永太科技停牌！与宁德时代深化合作，宁王身份转变

导热材料 · LG化学2025年四季度净亏损大幅扩大

电子化学品 · LS Cable Expands AI Data Center Power Solutions to Server Racks

电子化学品 · Gaon Cable Plans US Production of Overhead Lines to Enter Transmission Grid Market

电池材料 · Next-Generation Porsche Sports Car to Feature Key LG Components

电子化学品 · SK hynix Resumes Packaging Outsourcing With WINPAC After Four Years

电池材料 · Samsung Invests $1 Billion in US AI Infrastructure Firm Helix

电子化学品 · SK hynix Wins TSMC Partner of the Year Award for HBM5 Validation

聚氨酯 · 万华化学烟台产业园MDI装置复产公告

聚氨酯 · 华鲁恒升关于停车检修生产装置复产的公告

导热材料 · 进口球形氧化铝交期波动,填料国产替代提速

导热材料 · 超高端 AI 整机柜推动液冷走向混合方案

聚氨酯 · MDI 月度挂牌价连续上调,寡头挺价意愿明确

改性塑料 · PLA 产能集中投放,可降解赛道从稀缺转向成本竞争

电池材料 · 磷酸铁锂在储能与中端车份额继续抬升,三元退守高端

聚氨酯 · BDO 新产能集中释放,PTMEG-TPU 链成本下移

导热材料 · 国产氟化液装置投产,浸没式成本下探

涂料 · 低 VOC 与水性化政策再收紧,溶剂型份额继续让渡

电池材料 · 美国 IRA 本土化条款调整,出口链反复定价

涂料 · 船舶完工量上行,重防腐与船漆需求确定性最强

电子化学品 · 萤石矿山整治收紧供给,氢氟酸-氟化工链条成本抬升

导热材料 · AI 服务器带动液冷渗透率快速提升

电池材料 · 全球市场：美股三大指数均小幅收跌 AI硬件股普涨美油跌近4%

电子化学品 · Global Technology Closes First Trading Day 45% Higher