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赛伍技术(603212.SH):固态电池膜材料目前处于下游客户验证中
Ge Long Hui A P P· 2025-08-18 08:12
Group 1 - The core viewpoint of the article highlights that Saiwu Technology (603212.SH) is actively involved in the semiconductor sector, with its polymer film materials being widely applied in various products [1] - The company has already mass-produced several products, including wafer cutting UV adhesive tape, CMP fixing tape, UV adhesive tape for power wafer back gold grinding, QFN front/back adhesive films, and PVC release films for MiniLED chip transfer and needle-piercing applications [1] - Solid-state battery film materials are currently undergoing validation with downstream customers, indicating ongoing development in this area [1] Group 2 - The company is expected to benefit from the domestic substitution process in the semiconductor industry and the commercialization of solid-state batteries in the future [1]