CAPCHEM(SZ:300037) Ge Long Hui·2025-09-28 10:28Core Viewpoint - The company, Xinzhou Bang (300037.SZ), has established a strong position in the semiconductor chemicals market, leveraging its experience in fine electronic chemicals and technical advantages to gain customer trust and maintain steady growth in product shipments and sales revenue [1] Group 1: Business Performance - The semiconductor chemicals business has benefited from a well-established quality management system and high-quality products, which have contributed to customer trust [1] - The company has formed partnerships with numerous mainstream customers and continues to deliver products consistently [1] - The overall shipment volume and sales revenue of various products are experiencing steady growth [1] Group 2: Market Dynamics - The global fluorinated liquids market is currently in a supply transition phase due to the exit of a major international fluorochemical company from the market [1] - This market shift has created opportunities for the company's products to fill the gap left by the exiting competitor [1]