From the Sector

In line with the commitment signed on November 6, 2025, CARBIOS and Wankai New Materials, a listed subsidiary of Zhink Group, the 3rd largest PET producer in China and 4th worldwide, announce the signing of the definitive agreement establishing a strategic partnership for the large-scale deployment of CARBIOS’s PET biorecycling technology in Asia, with the first step being the construction of a PET biorecycling plant in China.
 
The two companies have signed on 2 December 2025 the shareholders’ agreement for their joint venture, dedicated to the construction and operation of a first PET biorecycling plant in China, with a processing capacity of 50,000 tons of PET waste.
 
Wankai will be the majority shareholder of this company with a 70% stake, while CARBIOS will hold the remaining 30%. The financing of the plant’s construction, estimated at €115 million, will be covered 30% by equity and 70% by debt, with all debt guaranteed by Wankai.
 
The plant will be located in Haining (Zhejiang province) on site provided by Wankai, which is already equipped with infrastructure (equipment, waste treatment, etc.), thus reducing the investment cost. Construction is expected to begin during the first quarter of 2026, with commissioning targeted by the first quarter of 2027.
 
CARBIOS and Wankai have also approved on 2 December 2025 the license agreement, which will be granted by CARBIOS to the joint venture upon its incorporation.
 
CARBIOS and Wankai have committed to a long-term partnership with the ambition to build and operate several PET biorecycling plants in Asia. CARBIOS agrees to exclusively license its PET depolymerization technology in Asia to Wankai for a period of three years, subject to signing licenses with the latter for at least 100 kt per year of additional capacity. This term will be extended in five-year increments if additional licenses for at least 200 kt per year of extra capacity are signed.
 
To strengthen the strategic partnership between the two companies, Wankai has committed to subscribe, before 2 June 2026, to a dedicated capital increase of €5 million in the share capital of CARBIOS S.A., paid on the basis of an issue price per share of €8.0947, corresponding to the volume-weighted average of the last five trading days preceding the 1st of December 2025, reduced by a 10% discount. 

Ontex Group NV, a leading international developer and producer of personal care solutions, launches Dreamshield® 360 Night Pants, a new night-time concept designed to give babies dry nights and parents greater peace of mind. The new night pants offer extra absorbency for up to 12 hours of protection – especially important for long nights, heavy wetters, extended naps and travel.

Ontex’s Dreamshield®360 baby pants are already trusted for nighttime use, and the new night pants build on that foundation by offering parents an even more reassuring solution for prolonged overnight protection.

Research confirms that nighttime performance remains a critical priority for families: 75% of parents identify their baby’s sleep quality as their top stressor, with nighttime leaks the leading cause of disruption. Parents increasingly look for products that guarantee dryness for longer periods, not just overnight but also during situations that require absorbency designed for high-demand occasions.

Recent consumer insights confirm the relevance of stronger night-time protection: parents choose baby pants more often for nighttime across all ages and tend to switch to baby pants sooner at night than during the day.

Superior nighttime protection, comfort and sustainability
Dreamshield® 360 Night Pants deliver enhanced overnight performance together with the trusted features of the Dreamshield® 360 Pants range:

• Extra absorbency for long nights – up to 12 hours of leak-free sleep and extended-use protection.
• Triple leak protection – including Ontex’s unique pee & poo back barrier.
• Soft, secure 360° fit – gentle materials and an elastic waistband for comfortable sleeping.
• Night-time packaging – clear extra absorbency claims and strong night icons for quick and confident shopper navigation.
• Sustainability at the core – supporting Ontex’s targets of CO₂ emissions and plastic reduction across its product portfolio.

Kraig Biocraft Laboratories, a leader in spider silk technology*, launched a key hiring initiative at its production operations in Southeast Asia. This expansion of the company's production workforce is driven by rapidly increasing throughput, an expanded operational footprint, and preparations for the opening of its newest production center, now in active development.
 
The company is ramping up staffing to support what it expects to be a significant increase in production volumes over the coming quarters. These new team members will play a critical role in supporting the deployment of the Company's advanced spider silk technologies and modernized sericulture systems across its growing network of facilities.
 
All incoming production staff will receive specialized training under Dr. Nirmal Kumar, one of the world's foremost sericulture experts. Training under Dr. Kumar will prepare new hires to support operational growth at Kraig Labs' newest production center, currently in development, increasing capacity, resilience, and commercial production of its high-performance spider silk.
 
"This hiring initiative reflects the incredible momentum we are building and the strength of our forward-looking production strategy," said Kim Thompson, Founder and CEO of Kraig Labs. "As we scale up our next-generation spider silk technology and expand our production footprint, we are focused on assembling a team capable of supporting the high growth trajectory we anticipate. Bringing new staff into the fold and having them train directly with Dr. Kumar ensures that we are building the strongest possible foundation for the future of our operations."
 
The Company's expanded workforce will contribute to Kraig Labs' increasing production capacity and its readiness to meet both near-term production targets and longer-term commercial opportunities. As construction and development of the new production center takes shape, these newly trained team members will be positioned to support the facility's launch and help drive the Company's next major phase of growth.
 
Kraig Labs expects to continue adding staff and resources as it advances its mission of delivering the world's first cost-effective, eco-friendly, industrial-scale recombinant spider silk.

CARBIOS announced the signing of two new multi-year commercial agreements with major players in beverage industry, for the supply of recycled PET (r-PET).

The signing of these two new commercial agreements marks CARBIOS’s entry into a new strategic sector: beverages. Thgey are part of the pre-commercialization process for CARBIOS’s future industrial site, bringing the current level of pre-sales to approximately 50% of the site’s maximum production capacity.

Negotiations are ongoing with other partners to reach a pre-commercialization level of 70% of the Longlaville site’s maximum capacity, a threshold constituting one of the conditions for obtaining additional non-dilutive funding necessary to resume construction of the Longlaville plant.

A regional grant of €12.5 million has also been signed, bringing the total amount of public funding already secured to €42.5 million.