Sunfar(SH:603938) Zhi Tong Cai Jing·2026-02-06 10:36Core Viewpoint - The company Sanfu Co., Ltd. plans to construct a 200 tons/year SOD and supporting solvent project through its wholly-owned subsidiary, Tangshan Sanfu Electronic Materials Co., Ltd., with an initial investment of 125 million yuan for the first phase and 28.82 million yuan for the second phase [1] Group 1: Project Overview - The SOD (Spin-On Dielectric) is a high-end spin-coatable dielectric material widely used in semiconductor storage chips and advanced logic chips [1] - The project will be developed in two phases, with the first phase expected to have an investment of 125 million yuan and the second phase an investment of 28.82 million yuan [1] - The SOD material offers excellent flowability, local flatness, film uniformity, thermal stability, and resistance to electrical migration, along with high efficiency and low cost advantages [1] Group 2: Market Implications - The project aims to reduce reliance on imported SOD materials, thereby enhancing the domestic semiconductor materials supply chain's self-sufficiency [1] - One of the main raw materials for the project is electronic-grade dichlorodihydrosilane, which will be processed to produce SOD [1] - The SOD product will further extend the company's silicon industry chain and enrich its product offerings, targeting applications in semiconductor storage and advanced logic chips [1]