【大佬持仓跟踪】存储芯片+半导体材料，电子材料销售给海力士、长存、长鑫等存储厂商，这家电子材料平台型企业有望受益存储材料需求增量

Core Viewpoint - The article emphasizes the investment potential in the electronic materials sector, particularly focusing on storage chips and semiconductor materials, highlighting the growth opportunities from major clients in the industry [1] Group 1: Industry Insights - The electronic materials sector is experiencing increased demand for storage materials, driven by key players such as SK Hynix, Longsys, and Changxin [1] - The company has successfully developed multiple major clients through the acquisition of a wet chemical enterprise, indicating a strategic move to enhance its market position [1] - The supply of photoresists to leading display panel manufacturers like BOE and LG Display positions the company favorably within the supply chain [1] Group 2: Business Developments - The establishment of a new subsidiary to expand the fluorinated gas business reflects the company's strategy to diversify its product offerings and tap into new markets [1] - The overall growth in electronic materials sales is expected to benefit the company significantly, as it aligns with the increasing demand for storage materials [1]