鼎龙科技：公司为上游特种工程材料单体生产商，主要生产PI单体、PBO单体和杂环芳纶单体

Core Viewpoint - Dinglong Technology (603004) is a producer of upstream specialty engineering materials, primarily manufacturing PI monomers, PBO monomers, and heterocyclic aromatic polyamides, with stable sales to downstream clients [1] Group 1: Company Overview - The company produces core monomers for PBO fiber preparation, which is supplied to downstream enterprises [1] - Key downstream customers include Zhonglan Chenguang, Chengdu Xincheng, and Mitsui Chemicals [1] Group 2: Product Applications - PBO fibers have significant application value in aerospace, military defense, transportation, sports equipment, construction materials, and high-temperature protection [1] - The application details of PBO fibers are subject to disclosure by downstream and end manufacturers [1] Group 3: Emerging Products - The company is actively cultivating photosensitive polyimide (PSPI) monomers, which are core raw materials for synthesizing photosensitive polyimide materials [1] - PSPI applications span high-end manufacturing fields such as semiconductors, flexible displays, and micro-electromechanical systems [1] - The company has not yet industrialized the production of PSPI [1]