双产线模式深耕光刻胶树脂材料领域

Core Viewpoint - The company, Ba Yi Shi Kong, is positioning itself as a leader in the domestic liquid crystal materials sector by expanding into semiconductor photoresist resin materials, addressing the urgent demand in the semiconductor materials field [1][2]. Industry Demand - The decision to develop photoresist resin stems from the increasing demand in the semiconductor sector, driven by the growth of emerging markets such as smart vehicles, industrial automation, and data centers [1]. - The semiconductor photoresist market is experiencing rapid expansion, yet the industry faces challenges of "research and development shortages" and "production shortages" [1]. R&D and Production Capabilities - Ba Yi Shi Kong has established a professional R&D team for photoresist resin, achieving significant results in anionic polymerization technology, with products having a molecular weight distribution of less than 1.2 [2]. - The company has completed the construction of a high-end semiconductor photoresist resin production line capable of producing hundreds of tons, indicating its comprehensive R&D and production capabilities [2]. Production Lines - The company has innovatively designed two fully autonomous production lines: one for high-flexibility R&D to address small-batch, multi-variety needs, and another for high-capacity mass production [2]. - The high-flexibility R&D line allows for rapid switching of formulations and processes, significantly reducing the time from laboratory to industrialization [2]. Revenue Projections - With the gradual release of production capacity, the photoresist resin business is expected to achieve revenue in the range of millions in the second half of the year, with projected revenues exceeding 100 million after reaching full production [3]. Future Capacity Goals - The company aims to gradually expand its production capacity over the next five years, targeting an annual production capability of 200-300 tons of photoresist resin [3]. - Continuous investment in R&D will be maintained to ensure product performance meets international standards [3]. Industry Collaboration - The company emphasizes the importance of collaboration across the supply chain, involving upstream materials, midstream resin manufacturers, and downstream application enterprises to enhance overall competitiveness [3].