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董事长专访 | 同宇新材张驰:将电子树脂从“软肋”锻造为“硬拳头”

Core Viewpoint - The article highlights how Tongyu New Materials, under the leadership of Zhang Chi, has transformed from a domestic player in the electronic resin sector to a key contributor in the core materials of the electronic industry, focusing on lead-free and halogen-free copper-clad laminates [1][2]. Company Development - Tongyu New Materials was established in 2015, targeting the domestic electronic industry's reliance on foreign materials, and quickly gained certifications from major clients like Kingboard, Nanya, and Shantou Ultrasound [2][3]. - The company has developed a comprehensive team covering the entire supply chain, allowing for rapid response to customer needs, distinguishing itself from foreign competitors [2][3]. Technological Advancements - The company has overcome several technical challenges in producing modified epoxy resins, achieving 17 authorized invention patents, thus turning its previous weaknesses into strengths [3][6]. - Tongyu New Materials is one of the few domestic companies mastering multiple series of lead-free and halogen-free electronic resin technologies, actively promoting the localization of high-end applications [6][7]. Market Potential - Electronic resins account for 20% of the cost of copper-clad laminates, which are essential for printed circuit boards (PCBs) used in various industries, including smart appliances and automotive electronics [4][5]. - The global PCB substrate market was valued at $81.742 billion in 2022 and is expected to reach $101.56 billion by 2026, indicating significant growth potential for the electronic resin industry [4][5]. Future Outlook - The company plans to leverage its upcoming IPO to attract talent and enhance its production capacity, addressing current bottlenecks in meeting customer demand [7][8]. - The proposed investment project aims to produce 20,000 tons of electronic resin annually, which will help alleviate capacity constraints and strengthen the company's market position [7][8].