同宇新材：深耕电子材料领域，以产品矩阵拓展产业纵深

Core Insights - The continuous upgrade of the electronic industry chain is crucial for the breakthrough of basic material performance, which is essential for technological iteration [1][2] - Tongyu New Materials (Guangdong) Co., Ltd. has built differentiated product competitiveness by integrating technological accumulation with market demand [1][2] Industry Overview - The development of Tongyu New Materials is closely linked to the domestic electronic industry's upgrade needs, forming a product matrix that includes MDI modified epoxy resin, OPO modified epoxy resin, and high-bromine epoxy resin [1] - The company provides customized resin solutions for copper-clad board manufacturers, driven by continuous optimization of basic material performance and precise insights into downstream application scenarios [1] Market Potential - Industry forecasts predict that by 2026, the PCB output value in mainland China is expected to reach $54.605 billion, with emerging fields like AI and smart vehicles driving demand for mid-to-high-end PCB products [1] - Tongyu New Materials has entered the supply chain of globally renowned copper-clad board companies such as Kingboard Group, Unimicron Technology, and Nan Ya Plastics, gradually showing advantages among domestic suppliers [1] Technological Breakthroughs - Tongyu New Materials has achieved technological breakthroughs that disrupt the monopoly of international companies in the high-performance electronic resin field [2] - The self-developed phosphorus phenolic resin curing agent and BPA-type phenolic epoxy resin products have become primary choices for multiple clients due to their stable quality and cost advantages [2] Strategic Approach - The company adopts a "dual-wheel drive" strategy, deepening cooperation with existing clients to ensure capacity digestion while actively exploring new clients to seize market opportunities during the localization process [2] - By continuously optimizing product performance and service quality, Tongyu New Materials has constructed a complete value chain covering technology research and development, production delivery, and end-user applications [2] Development Path - In the wave of electronic industry upgrades, Tongyu New Materials has carved out its development path through pragmatic technological iteration and scenario-based product layout, providing a reference for the localization process in the electronic materials field [2]