【掘金行业龙头】光刻胶+电子树脂,公司产品已应用于英伟达、华为等终端厂商的服务器,联合韩国企业切入光刻胶材料领域
财联社·2025-11-28 04:34

Core Viewpoint - The article emphasizes the investment value of key events, industry chain companies, and significant policy interpretations, providing timely market impact references through a professional lens [1] Group 1: Product Applications - The company has developed photoresist and electronic resin products that are already applied in servers for major end-users like Nvidia and Huawei [1] - The high-end electronic resin project, necessary for AI and low-orbit satellite applications, is projected to achieve an annual revenue of 2 billion yuan [1] Group 2: Strategic Partnerships - The company is collaborating with South Korean enterprises to enter the photoresist materials sector [1] - The optical film products produced by the company are utilized in consumer electronics and communication networks [1]