Core Viewpoint - The article emphasizes the strategic development blueprint of Xinhenghui in the context of the accelerating domestic chip independence, highlighting the significant opportunities for integrated circuit packaging materials as a key part of the industry chain [1][2]. Group 1: Core Technology and Competitive Advantage - Xinhenghui focuses on mastering core technologies to maintain a competitive edge in the industry, particularly in the production of etched lead frames, which are essential for chip packaging [4]. - The company has successfully developed and applied the roll-type maskless laser direct imaging (LDI) technology in the production of etched lead frames, which enhances precision and significantly reduces production and delivery cycles compared to traditional methods [4]. Group 2: Industry Ecosystem and Regional Development - Xinhenghui aims to leverage its position as a leading company in the industry to drive regional industrial collaboration and development, enhancing the overall efficiency of the supply chain [6]. - The company benefits from a strong industrial foundation in Shandong, which facilitates close cooperation with upstream and downstream enterprises, thereby promoting innovation and development across the industry [6][7]. Group 3: Capital Market and Brand Development - The successful listing of Xinhenghui on the capital market marks a significant milestone, enhancing the company's visibility and trust among partners and customers [9]. - The capital market support provides a solid financial foundation for the company's technological innovation and global expansion efforts [10]. Group 4: Future Development Plans - Xinhenghui has outlined a clear development plan for the upcoming "14th Five-Year Plan" period, focusing on three core business areas: smart card business, etched lead frame business, and IoT eSM chip packaging [12]. - The company aims to enhance its market brand awareness and expand its customer base while pursuing both organic growth and external expansion to improve profitability [12].
新恒汇:打造芯片材料“新引擎” 赋能山东集成电路产业链集群发展
证券时报·2025-12-25 00:20