工信部透露“国产光刻胶最新进展” ，2026年相关行业国产替代或大提速

Group 1 - The Ministry of Industry and Information Technology highlighted the development of a glass bottle for photoresist, which is a significant technological breakthrough, ensuring that photoresist remains uncontaminated during transport and storage, thus ending China's historical reliance on foreign imports for nearly 100% of its photoresist industry [1] - Previously, China relied heavily on imports for not only finished photoresist but also its raw materials, with dependence on core materials like photoinitiators exceeding 95% in recent years [1] - The national integrated circuit industry investment fund's third phase has a scale of 160 billion yuan, with approximately 18% of the funds directed towards photoresist and other semiconductor materials [1] Group 2 - Domestic wafer fabs' expansion plans have directly driven the demand for photoresist, with an estimated consumption of about 5 tons of photoresist for every 10,000 12-inch wafers produced, leading to a projected demand of over 6,000 tons by 2025 [2] - With domestic leading companies achieving breakthroughs in ArF and KrF photoresist technology and moving towards large-scale production, the market anticipates a significant acceleration in the domestic photoresist substitution process driven by both policy and demand [2] - The A-share market is expected to benefit from the continuous release of policy dividends, which may drive the valuation recovery of photoresist-related sectors, particularly for companies benefiting from technological innovation, especially industry leaders in niche segments [2]