RC(SZ:300596) Ge Long Hui·2025-11-27 11:22Group 1 - Company Li'anlong (300596.SZ) aims to expand its electronic materials business through a strategic investment in Shenzhen Stof New Materials Technology Co., Ltd. to enhance its product matrix and capitalize on the domestic substitution opportunity [1] - The company signed a shareholder agreement and a capital increase agreement with Stof and other parties, planning to invest 50 million RMB to acquire 25% equity in Stof after the capital increase [1] - The investment will strengthen the company's ability to control its supply chain and improve its self-sufficiency in the industry [1] Group 2 - Stof is a key player in the domestic electronic adhesive market, with four R&D centers located in Tianjin, Shenzhen, Shanghai, and Yokohama, Japan, and a research team comprising over 40 university professors [2] - The company holds 87 patents covering core resin systems such as epoxy, polyurethane, acrylic, and silicone adhesives [2] - Stof's innovative products, including anisotropic conductive adhesives and high-refractive-index nano-imprint adhesives, have successfully broken foreign technology monopolies and are supplied to over 300 leading customers in downstream industries [2]