CCEM(SZ:300655) Ge Long Hui A P P·2026-02-12 11:25Core Viewpoint - The construction of a comprehensive base for key materials in the integrated circuit manufacturing industry in the southwestern region of China is timely and aligns with the national strategy for the development of the western region, addressing the urgent demand for core supporting materials from local semiconductor manufacturing enterprises [1][2] Group 1: Project Overview - The project aims to establish a key materials comprehensive base in the semiconductor industry cluster centered around Chengdu and Chongqing, which is crucial for the development of the local semiconductor industry [1] - The project will include four core functional areas: an annual production of 200,000 tons of ultra-pure electronic-grade and industrial-grade sulfuric acid, 220,000 tons of steam, 30,000 tons of ultra-pure electronic-grade hydrogen peroxide, and a project for the recycling of waste acid in the integrated circuit industry [2] Group 2: Strategic Importance - The project is designed to effectively address the shortcomings of long supply distances, high costs, and slow response times for key materials in the integrated circuit sector within the region [2] - The completion of the project is expected to significantly shorten the supply chain radius, enhance supply efficiency, and reduce production costs for downstream enterprises [2] - The initiative will further promote the implementation of the national western development strategy in the electronic information field, improve the regional integrated circuit industry chain ecosystem, and strengthen the core competitiveness and regional influence of China's semiconductor industry [2] Group 3: Financial Aspects - The total planned investment for the project is 600 million yuan, with fixed asset investment amounting to 350 million yuan [2]