人民财讯9月5日电，9月5日下午，芯碁微装(688630)在2025年半年度业绩说明会上表示，PCB产业高端 化与国际化需求的高增长，主要由AI算力爆发、新能源汽车电子化及全球供应链重构三大核心驱动力 推动。今年以来，公司订单强劲，从3月开始公司进入产能满载状态，公司将积极把握机遇以实现订单 持续稳定增长。 ...

Core Viewpoint - The global market for LCP (Liquid Crystal Polymer) using 2,6-acid is projected to reach $180 million by 2031, with a compound annual growth rate (CAGR) of 5.2% over the coming years [4]. Market Overview - The major producers of LCP using 2,6-acid include Ueno Fine Chemicals Industry, Si Rui Yi New Materials, Zhejiang Shengxiao Chemicals, and Changzhou Baichuan Chemical Technology [6]. - The market concentration is high, with the top two manufacturers holding approximately 79.8% of the market share in 2024 [6]. - Products with a purity of 99.5% or higher dominate the market, accounting for about 96% of the total share [9]. Application Segmentation - The electronics and electrical sector is the largest downstream market for LCP using 2,6-acid, representing around 70% of the demand [12]. - North America is the largest consumer region for LCP using 2,6-acid, with a market share exceeding 50% in 2024, followed by the Asia-Pacific region [14]. Market Trends and Drivers - The demand for LCP materials is surging due to the acceleration of 5G/6G high-frequency communications and the electrification of new energy vehicles [14]. - The expansion of high-performance electronic packaging and antenna markets is driving the upstream demand for 2,6-acid, as LCP is preferred for its excellent dielectric constant and low loss characteristics [15]. - Environmental and sustainability pressures are pushing for halogen-free formulations, enhancing the market for 2,6-acid-based LCP formulations [15]. - Technological breakthroughs in the supply chain have improved the purity and yield of 2,6-acid by 20%, while reducing unit costs by 10%-15%, thereby boosting the confidence of downstream LCP manufacturers [16].