电子化学品：以创新增强高端化供给

Core Insights - The "Work Plan for Steady Growth in the Petrochemical Industry (2025-2026)" emphasizes enhancing high-end supply and focuses on key industrial chains such as integrated circuits, new energy, and medical equipment [1] - The electronic chemical industry is experiencing rapid development, with increasing domestic supply and a focus on improving the localization rate of key products [2] Group 1: Industry Development - The electronic chemical industry is entering a rapid development phase, with domestic companies becoming the main suppliers [2] - The localization rate for 8-inch and smaller integrated circuit production lines has been largely achieved, while various acids and hydrogen peroxide for 12-inch production lines at 28nm and above have also been mostly localized [2] - The localization rate of display photoresists is expected to increase from 20% in 2023 to 40% by 2025 [1] Group 2: Technological Advancements - The industry is focusing on core "bottleneck" areas, such as photoresists and high-end catalysts, which have high technical barriers [2] - The electronic chemical industry is undergoing deep transformation towards four major directions: molecular-level recycling, bio-based alternatives, digital twin optimization, and regional ecological collaboration [2] - Advanced packaging materials, such as fluorinated polyimide (FPI), are crucial for modern technology, particularly in AR/VR devices [3] Group 3: Supply Chain Challenges - The electronic chemical supply chain needs improvement, with some critical equipment and materials still reliant on imports from Japanese and American companies [4] - Electronic specialty gases are essential in various manufacturing processes, and their production and research are complex, involving multiple technical fields [4] - The industry aims to accelerate the pace of localization to achieve complete self-control and transition the entire supply chain from low-end to high-end [4]