广信材料(300537.SZ)：募投项目部分正式生产

Core Viewpoint - Guangxin Materials (300537.SZ) has received approval from the Longnan Emergency Management Bureau for its project to produce 50,000 tons of electronic photosensitive materials and supporting materials, which includes 11,300 tons/year of self-made resin and 7,000 tons/year of inner-layer ink [1] Group 1: Project Approval and Implementation - The project involves four sub-projects, with the main focus on PCB photoresist (PCB ink), coatings, and self-made resin [1] - The company will strictly adhere to relevant laws and regulations to ensure safe production [1] Group 2: Sub-Project Progress - PCB photoresist: 9,000 tons/year for outer-layer ink has received trial production approval in March 2024, with formal production approval expected in February 2025 [1] - PCB inner-layer ink: 16,000 tons/year is set to begin trial production in April 2025, with formal production approval anticipated in December 2025 [1] - Self-made resin: 12,000 tons/year is also expected to start trial production in April 2025, with formal production approval in December 2025 [1] - UV coatings (8,000 tons/year) and water-based coatings (2,000 tons/year) are currently in equipment debugging, with trial production application expected in the first half of 2026 [1] - Display semiconductor photoresist (2,000 tons/year) and supporting reagents (5,000 tons/year) are in the construction phase, with trial production application also expected in the first half of 2026 [1]