八亿时空，光敏聚酰亚胺和高端光刻胶树脂项目公示

Core Viewpoint - The article discusses the development and potential of high-end photoresist resin and photosensitive polyimide (PSPI) produced by Zhejiang Shiguang New Energy Co., Ltd., a subsidiary of Beijing 8Y Space Liquid Crystal Technology Co., Ltd. The company is expanding its production capabilities to meet the growing demand in the semiconductor and OLED industries, with significant market growth projected for PSPI in the coming years [1][2][3]. Group 1: Company Overview - Zhejiang Shiguang New Energy Co., Ltd. was established in October 2022 and is a wholly-owned subsidiary of Beijing 8Y Space Liquid Crystal Technology Co., Ltd. [1] - Beijing 8Y Space was founded in July 2004 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in January 2020, specializing in the research, production, and sales of liquid crystal materials, OLED materials, and photoresist materials [1]. Group 2: Production Capacity and Timeline - The new project in Shaoxing aims to produce 50 tons of high-end photoresist resin (PHS) and 200 tons of PSPI annually, utilizing existing facilities and new equipment [1]. - The production line for photoresist resin is under construction and is expected to achieve large-scale production by 2025, with a target capacity of hundreds of tons [2]. Group 3: Product Characteristics and Applications - PSPI is characterized by its photosensitivity, thermal stability, and mechanical properties, making it suitable for various applications, including aerospace, microelectronics, and OLED displays [3]. - In aerospace, PSPI can be used as insulation and thermal protection materials; in microelectronics, it serves as electronic packaging adhesives; and in OLED displays, it functions as a photoresist that reduces color differences and enhances interlayer insulation [3]. Group 4: Market Potential - The global PSPI market was valued at approximately $528 million (around 3.8 billion RMB) in 2023 and is projected to reach $2.032 billion (approximately 14.6 billion RMB) by 2029, with a compound annual growth rate (CAGR) of 25.16% [3].