洪田股份：间接控股子公司两款直写光刻机实现交付

Core Viewpoint - Hongtian Co., Ltd. has successfully delivered two models of direct-write lithography machines, HL-P3 and HL-P6, which are significant advancements in the semiconductor mask and TGV glass substrate fields, respectively [1][2]. Group 1: Product Development - The HL-P3 model features a minimum line width resolution of 2.5μm and an alignment accuracy of ±2μm, meeting the production needs for mask products with a line/space (L/S) of 3μm, showcasing a high level of optical technology for domestically developed machines [1]. - The HL-P6 model is designed for TGV glass substrates, achieving a resolution of 6μm and an alignment accuracy of ±4μm, capable of accommodating large substrates measuring 510mm×515mm, thus filling a gap in the domestic market for this specification [1]. Group 2: Market Position and Strategy - Honglai Optical has delivered direct-write lithography equipment across various fields, including PCB HDI&FPC circuit boards, semiconductor glass substrates, and advanced packaging masks, indicating a continuous improvement of its product matrix [2]. - The company plans to launch a full series of equipment with optical resolution capabilities ranging from 20μm to 0.5μm, aimed at meeting the high-end lithography needs in IC packaging substrates and advanced packaging [2]. - The delivery of these machines is strategically significant for Hongtian Co., Ltd., as the global laser direct-write lithography equipment market is expanding at a compound annual growth rate (CAGR) of 5.2%, with the Chinese market growing at an impressive 18%, positioning Honglai Optical as a new growth driver in high-end equipment manufacturing [2].