Group 1 - The core viewpoint is that the electronic chemicals industry, as a high-tech product combining electronic materials and fine chemicals, is experiencing growth driven by demand in sectors such as 5G, artificial intelligence, consumer electronics, and automotive electronics [1] - The global semiconductor materials market is projected to reach $67.5 billion by 2024, with China's semiconductor materials market growing at a CAGR of 10% from 2017 to 2023, outpacing global growth [1] - The trend towards domestic production in the chip sector is becoming more pronounced due to increased domestic policy support and foreign semiconductor export restrictions [1] Group 2 - The consumption electronic ETF (561310) tracks the consumer electronics index (931494), which includes listed companies involved in smartphones, home appliances, and wearable devices, reflecting the overall performance of these companies [1] - The consumer electronics index focuses on high-tech manufacturing, characterized by rapid technological iteration and significant growth potential, demonstrating notable growth attributes in industry allocation and investment style [1] - Investors without stock accounts can consider the Guotai Zhongzheng Consumer Electronics Theme ETF Initiation Link A (014906) and Guotai Zhongzheng Consumer Electronics Theme ETF Initiation Link C (014907) [1]

Core Viewpoint - The electronic chemicals industry in China is experiencing significant advancements in domestic production capabilities, particularly in high-end products, driven by policy support and market demand, while still facing challenges in certain areas of technology and material sourcing [2][3][4]. Group 1: Industry Development - The domestic production rate of electronic chemicals has increased, with notable progress in photoresists and wet electronic chemicals, although high-end products still rely heavily on imports [3]. - Companies like Nanda Optoelectronics and Tongcheng Electronics have achieved breakthroughs in the research and production of KrF and ArF photoresists, leading to substantial increases in revenue and profit [3]. - The overall domestic production rate for wet electronic chemicals is around 50%, but advanced processes below 28nm still depend on imports [3]. Group 2: Green and Intelligent Transformation - The industry is shifting towards green and intelligent production methods, with innovations such as Intel's chemical recycling network and Sumitomo Chemical's low-temperature vacuum distillation technology for photoresist recovery [4][5]. - New technologies are being developed to reduce energy consumption in the production of high-purity chemicals, which accounts for approximately 60% of chemical energy consumption [4]. Group 3: Collaborative Innovation and Industry Clusters - The electronic chemicals industry exhibits clear clustering characteristics, with regions like the Yangtze River Delta forming alliances to enhance collaboration between upstream and downstream sectors [6][7]. - Shanghai is taking strategic steps to address critical challenges in electronic chemicals, while Jiangsu and Zhejiang are nurturing strong leading enterprises in photoresists and wet electronic chemicals [7]. - Internationally, regions like Germany are also demonstrating industrial clustering through integrated production and resource recycling initiatives [7].

本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险高、业 绩不稳定、退市风险高等特点，投资者面临较大的市场风险。投资者应充分了 解科创板的投资风险及本公司所披露的风险因素，审慎作出投资决定。 广东天承科技股份有限公司 Guangdong Skychem Technology Co., Ltd. （珠海市金湾区南水镇化联三路 280 号） 首次公开发行股票并在科创板上市 招股说明书 （注册稿） 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程序。本 招股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当 以正式公告的招股说明书作为投资决定的依据。 保荐人（主承销商） （中国(上海)自由贸易试验区浦明路 8 号） 广东天承科技股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负 ...