Core Viewpoint - Hengkun New Materials has undergone significant strategic transformations over the years, evolving from traditional business operations to a focus on self-developed products and partnerships in the semiconductor materials sector [1] Group 1: Company Development Phases - Initial Phase (2004-2014): The company operated traditional businesses and faced market competition, prompting a strategic transformation [1] - Transition Phase (2015-2019): The initial success of the strategic transformation was evident, with the introduction of photoresist materials and precursor materials in 2017, which were validated by customers and led to increased sales [1] - Breakthrough Phase (2020-Present): The company achieved comprehensive breakthroughs in self-developed products, with the launch of the Zhangzhou photoresist materials factory in 2020 and the Dalian precursor materials factory in 2021. The Hefei factory is also nearing partial production readiness [1] Group 2: Future Plans and Production Capacity - By 2023, the company has undertaken multiple national special projects, with some completed and others ongoing [1] - By 2025 and beyond, the company aims to implement fundraising projects to achieve an annual production capacity of 500 tons for KrF/ArF photoresists and other photoresist materials [1] - The company plans to adopt a model of "independent research and development + collaborative research and development + technology introduction" to promote the localization of upstream raw materials [1]
恒坤新材：公司将采用“自主研发+合作研发+技术引进”模式来推进上游原材料国产化