Toray Industries Achieves New Breakthrough In Polyimide, Expected To Go Into Mass Production Next Year!

BASFEngineering plasticsThe groundbreaking ceremony for the new factory and supporting warehouse of (Shanghai) Co., Ltd. was held at its Minhang base in the Xinzhuang Industrial Zone. This not only marks a solid and critical step for BASF in its localization strategy, but also injects new vitality into the regional industrial upgrade. At the same time, it lays a solid foundation for enhancing customer service capabilities, becoming another strong testament to BASF's deep commitment to the Chinese market and its continuous innovation and development.

On December 18, Toray Industries, Inc. announced a significant announcement regarding the development of a negative photoresist polyimide film for next-generation semiconductor glass core substrates.New MaterialsThe simultaneous completion of Redistribution Layer (RDL) microfabrication and Through-Glass Via (TGV) electrode resin filling can not only significantly shorten the semiconductor manufacturing process but also considerably reduce costs. Currently, sample evaluation has commenced, with mass production planned to begin in April 2026.

The China Automotive Industry Association and others have released a notice on the detection of five safety requirements for automotive data processing (Batch 4). Starting from August 2025, the China Automotive Industry Association, the National Computer Network Emergency Response Technical Team/Coordination Center, the China Academy of Information and Communications Technology, and the National Industrial Information Security Development Research Center will organize inspections of automotive manufacturers' compliance with automotive product data security (covering five compliance requirements: anonymization of external facial information, in-cabin processing of cockpit data, default non-collection of cockpit data, significant notification for personal information processing, and applicability of precision range) based on the "Several Provisions on Automotive Data Security Management (Trial)" and regulations such as GB/T 41871-2022 "Information Security Technology - Automotive Data Processing Security Requirements" and GB/T 44464-2024 "General Requirements for Automotive Data," following the principle of voluntary submission by enterprises. Among them, 43 models from nine companies, including Changan Automobile, SAIC Motor, Beijing New Energy, GAC Aion, GAC Trumpchi, BYD, Chery Automobile, Changan Ford, and SAIC-GM-Wuling, meet the five compliance requirements for automotive data security (some models do not involve the requirement for anonymization of external facial information).

Recently, the EU unveiled a draft for the Carbon Border Adjustment Mechanism (CBAM), expanding the tax scope from raw materials like steel and aluminum to downstream assembled products, including automotive parts (where steel and aluminum account for over 50%), home appliances (over 30%), and gardening tools (over 20%). The implementation will occur in three phases: starting from October 2023, a transition period for data reporting; in January 2025, the declaration will open; and by January 2026, full payment obligations will be implemented. The fees will be calculated as (emissions - free allowances) × carbon price - already paid costs. Sellers are advised to self-check their products, build green supply chains, and establish compliance databases.

According to Securities Star, as shown by the Tianyancha APP, Lepu Medical (300003.SZ) has made a new external investment, with the invested company being Lepu Biotechnology Co., Ltd. The legal representative is Pu Zhongjie, and the investment share is 13.17%. The company is engaged in pharmaceutical manufacturing and has a registered capital of 1,804,439,838 RMB. Currently, Lepu Medical has a total of 74 external investments.