广信材料：公司在光刻胶板块以PCB光刻胶为基本盘稳健增长、适时拓展光伏胶等泛半导体领域

Core Viewpoint - The company, Guangxin Materials, highlights significant market opportunities in the traditional photoresist sector, particularly in PCB photoresists, where over 50% of the market share is still held by Japanese companies, indicating substantial potential for domestic alternatives [2] Group 1: Company Development - Guangxin Materials has achieved steady growth in the PCB photoresist segment and is expanding into photovoltaic adhesives and other semiconductor-related fields [2] - The company has established itself as a leading domestic player in the PCB photoresist market and a frontrunner in photovoltaic adhesives [2] - The gradual trial production at the Longnan base and further optimization of production capacity are expected to enhance operational efficiency, research capabilities, and market expansion [2] Group 2: Industry Landscape - The current landscape of the photoresist market is dominated by Japanese and Korean suppliers, with a significant opportunity for domestic companies to increase their market share [2] - The highest domestic penetration rate is observed in PCB photoresists, yet there remains a considerable portion of the market that is still accessible for local manufacturers [2]