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多方位突破,2025年 PSPI 有哪些新进展
势银芯链· 2025-07-21 05:50
相较于传统非光敏聚酰亚胺,以 PSPI为基质配制成的光刻胶可直接光刻成型,无需复杂的光刻 胶刻蚀和去胶工序,大大简化集成电路的制造工艺,提高光刻胶图形的精度,被广泛应用于半 导体封装、先进封装工艺、OLED显示等领域,具有重要的技术价值和应用前景。 据势银( TrendBank)统计研究显示:2024年全球封装用PSPI市场规模达4.02亿美元,预计 2030年将达到8.02亿美元。由于PSPI技术壁垒较高,日美厂商垄断高端市场,主要供应28nm 以下制程,五大头部厂商包括Toray(日本东丽)、Fujifilm Electronic Materials(富士胶 "宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 势银研究: 势银产业研究服务 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 添加文末微信,加 光刻胶 群 封装材料 PSPI(Photosensitive Polyimide,光敏性聚酰亚胺)是一种兼具光敏性和优异物理 化学性能的高分子材料,结合了聚酰亚胺的优良介电性能、机械强度和耐热性,以及光刻胶的 感光性,承担着芯片表面保护、凸块钝化及重布线层绝缘等 ...
无需升级昂贵光刻系统,东丽发布负性PSPI 新产品
势银芯链· 2025-07-18 01:17
Core Viewpoint - Toray has successfully developed the STF-2000 photosensitive polyimide, which allows for fine processing with a line width of 30 micrometers on films up to 200 micrometers thick, targeting applications in new MEMS devices [1][9]. Group 1: Product Features - STF-2000 can achieve a high aspect ratio of 7 and high-resolution patterns below L/S=4μm, making it suitable for advanced microfabrication [1][9]. - The product complies with EU environmental regulations, being free from N-Methyl-2-pyrrolidone (NMP) and per- and polyfluoroalkyl substances (PFAS) [2]. - The development of thick film versions is underway, with mass production expected by 2025 [2]. Group 2: Technical Advantages - STF-2000 can form complex patterns using standard exposure systems without the need for expensive upgrades to KrF or ArF lithography systems, significantly reducing technical upgrade costs for companies, especially small and medium-sized enterprises [6]. - The product utilizes an alkaline water solution for development, maintaining inherent advantages such as excellent heat and chemical resistance, mechanical properties, insulation, and X-ray resistance [9]. Group 3: Market Position - Toray is recognized as one of the most successful companies in the commercialization of positive photosensitive polyimides, and the new product combines the advantages of both positive and negative photosensitive polyimides [7].
奥来德轩景泉:创新开拓国产材料与设备替代路
Core Insights - The recent groundbreaking of the OLED display material development and industrialization project by Aolaide in Changchun marks a significant step in reducing reliance on imported high-end display materials and promoting the collaborative development of the upstream and downstream industrial chain [3][8] - Aolaide aims to become a leading international OLED display material research and production base, contributing to the construction of a complete and competitive optoelectronic industry cluster in Changchun [9] Company Development - Aolaide's chairman, Xuan Jingquan, emphasizes the company's commitment to a "specialized, refined, distinctive, and innovative" development path, focusing on solving industry bottlenecks [3][6] - The company has transitioned from being a material supplier to a dual leader in both materials and equipment, following significant technological breakthroughs, including the production of the 6th generation AMOLED linear evaporation source equipment [6][8] Market Position and Strategy - The global OLED display industry is experiencing a dual opportunity of technological iteration and market expansion, with China's OLED display panel and module output expected to exceed 100 billion yuan in 2024, reflecting a 38% year-on-year growth [8] - Aolaide's R&D investment is projected to reach 150 million yuan in 2024, accounting for 28.15% of its revenue, which supports ongoing technological innovation [8][9] Talent Development - Aolaide implements a talent cultivation system that emphasizes practical training, enabling employees to grow within the company, as exemplified by the career progression of its deputy general manager [7] - The company has applied for a total of 913 invention patents, with 392 granted, showcasing its commitment to breaking foreign patent monopolies through continuous innovation [7][9] Industry Standards and Future Outlook - Aolaide is leading the development of national standards for key processes in the OLED industry, aiming to enhance the autonomy and international competitiveness of the industry [9] - The new facility will focus on producing 1,000 tons per year of photosensitive polyimide materials and other critical components, supporting the company's dual strategy of materials and equipment [9]
加强产业整合,实现协同增效—— 并购重组助推新质生产力发展
Jing Ji Ri Bao· 2025-06-02 22:00
政策层面释放的积极信号正在打开价值链攀升的想象空间,但需清醒认识到,并购重组对高质量发展的 赋能效应,最终取决于产业逻辑与整合实效的深度耦合。中国银河证券首席经济学家章俊建议,市场经 营主体在并购重组中要把握三点原则——强化技术并购后的消化吸收再创新能力,建立生态协同的量化 评估体系,完善投后管理的价值释放机制,从而将政策机遇转化为可持续的生产力跃升动能,在全球产 业再分工中构筑中国式并购的竞争优势。 从并购目标看,多家公司通过并购加强产业整合,完善产业链布局,实现协同增效。例如,电投能源主 营煤炭开采、火电、电解铝业务,拟向大股东国家电投集团收购白音华煤电100%股权,扩充业务规 模,推动煤电清洁转型;华大九天拟收购国内领先电子设计自动化(EDA)企业芯和半导体100%股 权,有助于实现EDA产业自主可控,为我国集成电路产业持续健康安全发展提供支撑和保障;而在隆 扬电子收购德佑新材、扬杰科技收购贝特电子的股权交易中,两家收购方都将拓宽产品种类,强化行业 地位。 收购新质生产力标的的交易也层出不穷,多聚集于半导体、高端装备等领域。多家公司基于转型升级等 目标开展跨行业并购。例如,阳谷华泰拟收购波米科技100% ...
阳谷华泰(300121) - 300121阳谷华泰投资者关系管理信息20250515
2025-05-15 12:58
公司有信心、有经验、有能力将橡胶助剂、光敏聚酰亚胺赛 道相关品种做好、做大、做强,谢谢。 证券代码:300121 证券简称:阳谷华泰 债券代码:123211 债券简称:阳谷转债 山东阳谷华泰化工股份有限公司 投资者关系活动记录表 编号:2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 类别 | 媒体采访 □ 业绩说明会 | □ | | | | 新闻发布会 路演活动 □ | □ | | | | 现场参观 | □ | | | | 其他 2025 年山东辖区上市公司投资者网上集体接待日活动 |  | | | 参与单位名称及 | 参与 年山东辖区上市公司投资者网上集体接待日活动的投 2025 | | | | 人员姓名 | 资者 | | | | 时间 | 2025 年 月 15 (周四) 下午 15:00~16:30 | 5 | 日 | | 地点 | 全景网"投资者关系互动平台"(https://ir.p5w.net) | | | | 上市公司接待人 | 副总经理兼财务总监 贺玉广 | | | | 员姓名 | 副总经理兼董事会 ...
政策红利持续释放 深市并购重组绘就产业升级新图景
Zheng Quan Ri Bao Wang· 2025-05-14 11:05
Core Viewpoint - The recent merger and acquisition activities in the Shenzhen Stock Exchange (SZSE) are being driven by policy support, capital empowerment, and industrial upgrades, leading to a significant increase in the number of disclosed projects and total transaction value since the introduction of the "Six Guidelines" by the China Securities Regulatory Commission (CSRC) [1][2]. Group 1: Merger and Acquisition Trends - The SZSE has seen a total of 767 disclosed merger and acquisition projects since the "Six Guidelines" were released, with a combined value of 2,940 billion yuan, including 89 major asset restructurings valued at 1,149 billion yuan [1]. - Companies are increasingly focusing on synergistic effects through mergers and acquisitions, enhancing industrial integration and improving supply chain layouts [2]. - Notable examples include State Power Investment Corporation's acquisition of 100% of China National Nuclear Power Co., which aims to consolidate nuclear power assets, and Beijing Huada Jiutian's acquisition of a leading EDA company to strengthen its position in the integrated circuit industry [2]. Group 2: Transformation and Upgrading - Many companies are pursuing cross-industry acquisitions to accelerate structural adjustments and technological innovations, such as Shandong Yanggu Huatai's acquisition of a company specializing in polyimide materials for semiconductor applications [3]. - Companies are also focusing on strengthening weak links in their supply chains by acquiring quality but unprofitable assets, as seen in Jingrui Electronic Materials' acquisition of a majority stake in a microelectronics materials company [3]. - Mergers and acquisitions are becoming a vital channel for companies planning to go public to achieve asset securitization, exemplified by China Nuclear Suval's acquisition of a nuclear instrument company that previously withdrew its IPO application [3]. Group 3: Regulatory Support and Efficiency - The CSRC is actively reforming the merger and acquisition environment to enhance efficiency, including simplifying review processes and allowing flexible payment methods for transactions [6][7]. - Since the implementation of the "Six Guidelines," two companies in the SZSE have utilized targeted convertible bonds to improve the flexibility and efficiency of their mergers and acquisitions [6]. - Future regulatory measures are expected to further support mergers and acquisitions for technology-driven companies, enhancing review efficiency and payment flexibility [7].
八亿时空,光敏聚酰亚胺和高端光刻胶树脂项目公示
DT新材料· 2025-05-09 14:42
Core Viewpoint - The article discusses the development and potential of high-end photoresist resin and photosensitive polyimide (PSPI) produced by Zhejiang Shiguang New Energy Co., Ltd., a subsidiary of Beijing 8Y Space Liquid Crystal Technology Co., Ltd. The company is expanding its production capabilities to meet the growing demand in the semiconductor and OLED industries, with significant market growth projected for PSPI in the coming years [1][2][3]. Group 1: Company Overview - Zhejiang Shiguang New Energy Co., Ltd. was established in October 2022 and is a wholly-owned subsidiary of Beijing 8Y Space Liquid Crystal Technology Co., Ltd. [1] - Beijing 8Y Space was founded in July 2004 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in January 2020, specializing in the research, production, and sales of liquid crystal materials, OLED materials, and photoresist materials [1]. Group 2: Production Capacity and Timeline - The new project in Shaoxing aims to produce 50 tons of high-end photoresist resin (PHS) and 200 tons of PSPI annually, utilizing existing facilities and new equipment [1]. - The production line for photoresist resin is under construction and is expected to achieve large-scale production by 2025, with a target capacity of hundreds of tons [2]. Group 3: Product Characteristics and Applications - PSPI is characterized by its photosensitivity, thermal stability, and mechanical properties, making it suitable for various applications, including aerospace, microelectronics, and OLED displays [3]. - In aerospace, PSPI can be used as insulation and thermal protection materials; in microelectronics, it serves as electronic packaging adhesives; and in OLED displays, it functions as a photoresist that reduces color differences and enhances interlayer insulation [3]. Group 4: Market Potential - The global PSPI market was valued at approximately $528 million (around 3.8 billion RMB) in 2023 and is projected to reach $2.032 billion (approximately 14.6 billion RMB) by 2029, with a compound annual growth rate (CAGR) of 25.16% [3].