北交所策略专题报告：对日二氯二氢硅反倾销立案，电子特气迎份额与盈利双升

Group 1 - The report highlights the initiation of anti-dumping investigations against imported dichlorodihydrosilane from Japan, which is expected to accelerate the domestic production process of electronic specialty gases [1][10][11] - The domestic market for dichlorodihydrosilane is projected to reach 2.58 billion yuan in 2024, with an expected compound annual growth rate of 12.3% from 2025 to 2030, potentially exceeding 5 billion yuan by 2030 [11][12] - The report emphasizes the low domestic production rate of electronic specialty gases, which poses challenges to the supply chain security of high-end industries such as integrated circuits [12][20] Group 2 - The chemical new materials sector on the North Exchange experienced a weekly increase of 6.66%, with all sub-sectors showing positive growth [3][30][31] - Key stocks in the chemical new materials sector saw significant weekly gains, including Tianli Composite (+35.97%), Huitong New Materials (+23.77%), and Jinhua New Materials (+20.25%) [3][37] - The report notes that the North Exchange 50 index closed at 1524.26 points, reflecting a weekly increase of 5.82% [30][33] Group 3 - Jinhua New Materials has successfully delivered cleaning agent products to end-chip customers and has developed electronic-grade hydroxylamine aqueous solution, which has been validated by several chip manufacturers [4][71] - The company has signed a framework procurement agreement for photolithography monomers, with production progressing as planned [4][71] - The report mentions that the production base of Bingyang Technology has gradually resumed operations after a safety incident [4][74] Group 4 - The report outlines the application fields of electronic specialty gases, including semiconductors, display panels, and photovoltaic cells, with semiconductors being the largest market segment [14][18] - The electronic specialty gas market in China is expected to grow steadily, with a projected market size of 24.9 billion yuan in 2023 and 26.25 billion yuan in 2024 [16][23] - Despite improvements in domestic production rates, the industry still faces structural challenges, particularly in high-end gas categories that remain heavily reliant on imports [20][21]