PhiChem(SZ:300398) Ge Long Hui·2025-08-19 07:10Core Viewpoint - The company is actively supplying its i-line photoresist and Barc photoresist materials to semiconductor clients, with prices subject to market demand and cost adjustments [1] Group 1: Product Supply and Capacity - The company's products are currently in stable supply to semiconductor clients, with dynamic pricing based on market conditions [1] - The company has sufficient production capacity and will adjust production and utilization rates according to customer order volumes [1] Group 2: Market Competition and Product Development - The PCB ink market is experiencing intense competition, prompting the company to focus on the development and application of high value-added products [1] Group 3: Strategic Focus and R&D - The company is committed to providing high-quality materials for high-tech manufacturing, with domestic substitution being a key strategy [1] - The core products across the company's four business segments are developed and introduced following the logic of domestic substitution [1] - The company will continue to pursue a strategy that combines independent research and development with external acquisitions, focusing on its core business to enhance overall profitability [1]