半导体光刻胶树脂

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百吨级半导体光刻胶树脂双产线建成
Zhong Guo Hua Gong Bao· 2025-07-30 01:49
高产能量产线主要针对已通过验证、进入稳定量产阶段的光刻胶产品对树脂的规模化需求。该产线专注 于效率与稳定性,配置大型高效反应及精制系统,实现生产流程的高度集成与自动化控制,确保产品批 次间的高度一致性。 仪式现场,八亿时空董事长赵雷表示,项目达产后预计营收规模超亿元。未来公司将依据市场情况逐步 扩大产能,投入建设更大规模的高端光刻胶树脂产线,计划未来5年具备年产200-300吨光刻胶树脂的生 产能力。 中化新网讯 7月21日,北京八亿时空液晶科技股份有限公司(以下简称八亿时空)位于浙江上虞的高端 光刻胶树脂项目下线。该项目是国内首条百吨级半导体KrF光刻胶树脂高自动化柔性/量产双产线。 近年来,随着人工智能芯片、5G芯片等需求爆发,全球半导体市场需求增加,半导体光刻胶市场随之 快速发展。据IC Insights预计,2025年全球半导体光刻胶市场规模将突破30亿美元,同比增长8%。针对 国产化进程中"研发缺料、量产断供"的双重挑战,八亿时空规划两条全自主设计的产线,以差异化定位 覆盖产业需求。 其中,高柔性研发中试线专为配合国内光刻胶厂商及科研机构"小量多品种"的研发迭代和中试验证需求 而设计。该产线配置精密 ...
万润股份(002643) - 投资者关系活动记录表20250626
2025-06-26 10:21
Group 1: Shareholder and Buyback Activities - Shareholder Lu Yin Investment's buyback plan has exceeded the lower limit of CNY 125 million, with a target upper limit of CNY 250 million [1] - The company is progressing with a buyback plan of CNY 100 million to CNY 200 million, aimed at reducing registered capital and enhancing earnings per share [1] - The restricted stock incentive plan involves the buyback and cancellation of 7,009,780 shares, currently undergoing creditor announcement procedures [1] Group 2: Strategic Partnerships and Collaborations - The company signed a project cooperation letter of intent with Sinopec Catalyst Co., which will facilitate resource sharing and technical complementarity, aiming for product collaboration in the petrochemical catalyst field by 2025 [3] Group 3: Production Expansion Plans - The company plans to invest no more than CNY 300 million in the C05 project for semiconductor materials and polyimide materials, with a theoretical production capacity exceeding 1,000 tons [4] - Current semiconductor material production capacity is fully utilized, and the project is in the preparatory phase, expected to take about two years for completion after obtaining necessary approvals [4] Group 4: Performance and Project Updates - The company's second-quarter performance will be disclosed in the half-year report scheduled for August 22 [5] - The "Zhongjie Neng Wanrun (Penglai) New Materials Phase I Construction Project" has begun trial production of semiconductor materials, with further product launches dependent on trial progress and downstream customer validation [6][7] Group 5: Research and Development Focus - The company is focusing on material research in solid-state batteries, with no plans to produce batteries, and is currently developing high-purity materials in collaboration with universities [7] - The company is actively developing high-performance polymer products, including thermoplastic polyimide and polyether ether ketone, with some products already in sales and others in market promotion and validation stages [7]