八亿时空董事长兼总经理赵雷： 双产线模式深耕光刻胶树脂材料领域

Core Viewpoint - The company, as a leader in the domestic liquid crystal materials sector, has recently established a high-end semiconductor photoresist resin production line, showcasing its comprehensive strength and R&D capabilities [1][3]. Industry Demand - The decision to focus on photoresist resin stems from the urgent demand in the semiconductor materials field, driven by the rapid growth of emerging markets such as smart vehicles, industrial automation, and data centers [2]. - The semiconductor photoresist market is expanding quickly, but the industry faces challenges of "R&D material shortages and production capacity constraints" [2]. - Many manufacturers and research institutions struggle to find stable sources of small-batch resin materials, hindering technological iteration and production scale [2]. Production Capabilities - The company has developed 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 newly built production line includes a high-flexibility R&D pilot line for small-batch, multi-variety production and a high-capacity mass production line for stable output of mature products [4][5]. - The high-flexibility pilot line can significantly shorten the time from laboratory to industrialization, allowing for rapid formulation iteration and process verification [4]. Revenue Projections - The company anticipates achieving revenue in the range of millions of yuan from the photoresist resin business in the second half of the year, with expectations of exceeding 100 million yuan once the project reaches full capacity [4]. Future Plans - The company aims to gradually expand production capacity over the next five years, targeting an annual output of 200-300 tons of photoresist resin [5][6]. - Continuous R&D investment will be maintained to ensure product performance meets international standards [5][6]. - Collaboration across the supply chain is deemed crucial, with a focus on enhancing overall competitiveness through technology sharing and joint R&D efforts [6].