该项目分三期推进。其中，一期投资14.5亿元，预计2027年底全面投产，届时将形成6万吨/年电子级硫 酸、1万吨/年电子级盐酸、1万吨/年电子级氨水、1万吨/年电子级双氧水、4万吨电子级溶剂等产品产 能，预计年产值超10亿元，年缴税收约1亿元，直接创造就业岗位1000余个；二、三期将在一期基础上 扩产并开发新产品，产品系列覆盖主要湿电子化学品品类。待项目三期全部建成达产，年总产值有望突 破100亿元，带动上下游相关产业形成超500亿元的经济规模。(完) 项目规划总投资50亿元(人民币，下同)，核心产品涵盖电子级硫酸、电子级盐酸、电子级氨水、电子级 双氧水、电子级溶剂等品类，将有效弥补国内高端半导体电子化学品产业发展短板，推动高端半导体化 学材料进口替代的重大创新项目。 中新网钦州12月29日电(翟李强)12月29日，中国—马来西亚钦州产业园区年产70万吨高端半导体化学材 料生产基地项目正式开工。 据了解，该项目创新采用"链主+基金+基地"的模式，以龙头企业安鑫电子为引擎整合资源，通过专项 产业投资基金提供全周期资本支持，依托专业特色园区实现产业集聚发展，带动中国—马来西亚钦州产 业园区半导体产业和高端精细化工 ...

Core Viewpoint - The acceleration of domestic substitution in the semiconductor industry has heightened investor interest in photoresist companies, particularly Jiuyue New Materials, which is experiencing growth in its photoresist and photosensitive agent orders [1][5]. Group 1: Company Progress and Strategy - Jiuyue New Materials has entered the photoresist market through strategic acquisitions and has developed over 30 semiconductor photoresist formulations, with some products already passing customer tests and achieving mass supply [2][3]. - The company’s 4500-ton photoresist project is set to begin trial production on November 19, 2024, marking a significant milestone in its industrialization efforts [1][3]. - The company has established a joint research institute with Nankai University, enhancing its R&D capabilities and fostering collaboration between academic research and industrial application [1][2]. Group 2: Competitive Advantages - Jiuyue New Materials has a comprehensive industry chain layout, controlling the production processes of key raw materials such as diazo naphthoquinone photosensitive agents, which allows for a stable supply chain and reduced production costs [2][4]. - The company’s experience in chemical synthesis and production over the past two decades provides it with a competitive edge in product variety, R&D capabilities, and brand influence [4]. - The synergy from its integrated operations enables cost control and efficiency, which can be replicated across its semiconductor chemical material production [4]. Group 3: Market Outlook - The domestic demand for semiconductor photoresists is expected to grow, particularly in the mid-end market, as technology advances and the domestic substitution process accelerates [3][5]. - The annual demand for diazo naphthoquinone photosensitive agents in China is approximately 800 tons, indicating a significant market opportunity for Jiuyue New Materials [3].