世名科技（300522.SZ）12月22日在投资者互动平台表示，公司盘锦基地生产的碳氢树脂产品是高速覆 铜板的核心基材树脂，主要应用于覆铜板生产，而覆铜板是PCB的核心原材料。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在辽宁盘锦基地投产的"9000吨级UV单体、 2000吨级光敏树脂"是否可用于PCB？ ...

Investment Rating - The report maintains an "Accumulate" rating for the industry [4] Core Insights - 3D printing is recognized as a revolutionary technology in high-end manufacturing, with a global market projected to reach $21.9 billion in 2024, where printers and services account for 74% and materials for 20% [1][18] - The consumer-grade 3D printing market is rapidly growing, with an expected market size of $4.1 billion in 2024, increasing to $16.9 billion by 2029 [2] - The industrial-grade 3D printing sector is primarily driven by the aerospace industry, with significant revenue contributions from companies like Platinum and Huazhu [2][3] Summary by Sections 1. 3D Printing: Unlocking High-End Manufacturing - 3D printing, also known as additive manufacturing (AM), is a disruptive technology that contrasts with traditional subtractive manufacturing methods [9] - The global 3D printing market is expected to reach $21.9 billion in 2024, with a forecasted growth to over $114.5 billion by 2034 [18] - The market is dominated by printer sales and services, which make up approximately 74% of the total market [18] 2. Consumer-Grade 3D Printers: China's "Four Little Dragons" Soar - The consumer-grade 3D printing market is entering a phase of accelerated penetration, with significant contributions from Chinese manufacturers [2] - In 2024, the global shipment of consumer-grade 3D printers is estimated to be around 4.1 million units, with Chinese companies holding a 94% market share [2] - The report highlights the technological advancements that have improved efficiency and reduced costs in consumer-grade printers [2] 3. Commercial Aerospace: The Mainline of Industrial 3D Printing - The aerospace sector is identified as the core downstream market for industrial-grade 3D printers, with significant revenue shares from companies like Platinum and Huazhu [2] - The commercial aerospace market in China is projected to reach ¥2.3 trillion in 2024, with expectations of further growth [2] - 3D printing is increasingly used in the manufacturing of rocket engines, significantly reducing costs and production times [2] 4. Technology & New Consumption: 3D Printing Technology Has Great Potential - 3D printing is gradually replacing traditional CNC machining in the 3C field, offering higher precision and lower material waste [3] - The technology is also being applied in the production of liquid cooling plates, enhancing thermal performance in various applications [3] - The report identifies key players in the consumer-grade and industrial-grade 3D printing markets, highlighting their roles and market positions [3]

Core Viewpoint - The company held a performance briefing for Q3 2025 on November 6, 2025, to address investor inquiries and provide updates on various projects [2][8]. Group 1: Project Updates - The Thailand production base for the 32,000-ton per year phosphate ester flame retardant project is currently in the civil construction phase, with plans for trial production in the first half of 2026 [3]. - The Guangzhou Entropy Energy Phase II project, with an annual capacity of 25,000 tons of impact-modified agents, has entered the equipment installation stage, aiming for trial production in the first half of 2026 [4]. - The Shandong Weifang project, with an annual capacity of 44,200 tons, has seen the first phase products enter trial production, although product quality is still undergoing adjustments and optimization [5]. Group 2: Shareholder and Incentive Information - The company approved a share repurchase plan on November 30, 2023, to buy back 16,913,437 shares for the purpose of implementing equity incentives or employee stock ownership plans [6]. - As of October 31, 2025, the number of shareholders stood at 23,353 [7].

好的那个各位同志下午好那个我是正常路线网盘首席的宋伟啊今天呢给各位领导报道一下我们刚刚推出了这个东大推荐标的啊德邦科技啊那么借这个机会呢给对德邦科技来做一个比较简单的一个推荐介绍啊啊那么总体的一个逻辑啊就是德邦科技呢是国内啊高端风高采贷的伦敦企业那么在进口期待和新兴需求的这个带动下 那么未来的预期啊首先来迎来一个业绩的改变啊那么从二五年开始吧未来的业绩实现一个高成长啊这么一个情况呃首先来看这家公司呢是那么成立于二二二零零三年位于山东省的烟台市啊二零二二年呢在科乐馆上市公司呢是国内高端电子风筝材料的领先企业 产品形态的表现为这个电子机构胶粘剂啊功能性的膜膜材料等等啊是一家做这个啊分装材料的一企业那么这些分装材料所实现的主要的功能呢包括像啊结构的粘接导电导热绝缘保护电子屏蔽等等符合的功能 那么下游的应用领域呢是相对比较广的二代国造科技目前的这个产品分布下游主要的应用领域包括四个方向第一呢集成电路训练中专新能源和高端装备这些领域啊 那么首先来看公司的这个成长的一个情况啊那么我们讲短期公司的增长的动力呢是非常充足的啊是迎来一个业绩改变那么重启高成长我们总结呢公司成长的动力呢分为四个方面第一呢就是精神监录和智能终端啊应 ...

Summary of LIPO Technology and Investment Opportunities Industry Overview - The document discusses the LIPO (Low-Pressure Injection Molding) technology, primarily used in mobile phone screen packaging, enhancing waterproof performance and drop resistance while reducing costs in other processes [2][4][5]. Key Points on LIPO Technology - LIPO technology allows for ultra-narrow bezels, reducing the width from over 2mm to below 1.5mm, and improves the overall aesthetics and functionality of mobile devices [5][6]. - Apple was the first to adopt LIPO technology in 2021 for the Apple Watch and has since integrated it into the iPhone 15 Pro series in 2023, with Android devices expected to follow suit starting in 2025 [2][6][7]. - The technology incurs an additional packaging cost of 20-30 yuan but offsets this by reducing costs associated with glue application and testing processes [2][5]. Market Potential - The global sales of small and medium-sized OLED smart terminals are projected to exceed 1.1 billion units by 2025, with smartphones accounting for approximately 660 million units [2][8]. - The penetration rate of OLED packaging technology in smartphones is expected to rise from 12% in 2025 to 55% by 2028, indicating significant growth potential for related companies [9]. Investment Opportunities - Key investment opportunities are identified in two areas: packaging processes (represented by Longli Technology) and photosensitive resin materials (represented by Debang Technology) [3][10]. - Longli Technology is positioned to benefit from the LIPO technology's adoption in smart terminals and is expected to see profits grow by 89% in 2025 and 52% in 2026 [4][13][14]. - Debang Technology, a major supplier of photosensitive resins, is projected to maintain high growth rates, with profits expected to reach 150 million yuan in 2025, a 72% increase year-on-year [12]. Competitive Advantages - Debang Technology has a strong position in the photosensitive resin market, with a market potential estimated between 1 to 2 billion yuan, and is involved in high-end electronic packaging materials, particularly in integrated circuits [11][12]. - Longli Technology holds a first-mover advantage in LIPO packaging processes and is also a leader in the automotive mini backlight business, which is expected to grow rapidly due to trends in automotive display technology [13]. Impact of Tariffs - Both Longli Technology and Debang Technology are minimally affected by U.S. tariffs due to their low direct export ratios (below 1%) [15]. - The potential for domestic substitution may actually benefit these companies in the long term, making current stock price corrections an attractive buying opportunity [15].