粘接资讯消息， 12月31日，宏昌电子材料股份有限公司（简称"宏昌电子"）发布公告称：将募投项目"珠海宏昌 电子材料有限公司年产8万吨电子级功能性环氧树脂项目"达到预定可使用状态的日期由2025年12月31日延期至 2026年6月；同日，公司宣布：功能性高阶覆铜板电子材料项目按计划完成了相关工程建设，投入生产。 据悉，该项目总投资42099万元，拟使用募集资金17136万元，建设期为24个月。涵盖 年产50000吨低溴环氧树 脂、年产5000吨高溴环氧树脂、年产4500吨无铅环氧树脂、年产10000吨溶剂型环氧树脂、年产10000吨固态环氧 树脂以及年产500吨高频高速树脂。 宏昌电子的产品主要包括电子级环氧树脂，这是中国第一家有能力生产电子级环氧树脂的专业生产厂商，填补了 中国在电子级环氧树脂的空白，为国内使用电子级环氧树脂的终端用户提供优质稳定的产品和全面的技术服务。 此外，宏昌电子还投资了珠海宏昌电子材料有限公司和无锡宏仁电子材料科技有限公司，分别位于珠海高栏港经 济区和江苏省无锡市高新技术开发区，主要从事电子级环氧树脂的生产以及多层板用环氧玻璃布覆铜板（CCL） 及多层板用环氧玻璃布半固化片（PP）的 ...

Core Viewpoint - The article discusses the upcoming Future Industries New Materials Expo 2026 (FINE2026), focusing on five common demands in future industries, including advanced semiconductors, advanced batteries, lightweight materials, low-carbon sustainability, and thermal management [1]. Group 1: Company Developments - Hongchang Electronics announced the completion of its "Functional High-End Copper Clad Laminate Electronic Materials Project," which will produce 7.2 million high-end copper clad laminates and 14.4 million meters of semi-cured sheets annually [1]. - The company adjusted the expected operational date for its "80,000 tons of electronic-grade functional epoxy resin project" from December 31, 2025, to June 30, 2026, based on the project's actual progress [3][4]. Group 2: Project Investments - The total investment for the epoxy resin project is 420.99 million yuan, with 171.36 million yuan sourced from raised funds, and the construction period is set for 24 months [2]. - The project will produce various types of resins, including 50,000 tons of low-bromine epoxy resin, 5,000 tons of high-bromine epoxy resin, 4,500 tons of lead-free epoxy resin, 10,000 tons of solvent-based epoxy resin, 10,000 tons of solid epoxy resin, and 500 tons of high-frequency and high-speed resin [2]. Group 3: Industry Context - The FINE2026 expo will feature over 800 participating companies, research institutions, and thematic forums, highlighting China's rise in future industries and its leadership in global new materials innovation [6]. - The expo will cover various sectors, including advanced semiconductors, AI, quantum technology, and smart vehicles, showcasing the latest advancements in materials and devices [7].

根据募集说明书（申报稿），公司拟募集资金总额不超过5.85亿元，用于电子级环氧树脂扩建、军工电 子暨复合材料产业项目及补充流动资金，以夯实"新材料+电子科技"双轮驱动战略。 募资分配：三大方向精准发力 大连齐化8万吨/年电子级环氧树脂扩建项目：拟投入2.77亿元，总投资4亿元，建设期18个月。项目建 成后可年产8万吨电子级环氧树脂，副产3万吨工业氯化钠，预计年销售收入10.65亿元，年均净利润 4468.37万元，直接填补国内高端环氧树脂产能缺口。 康达北方研发中心与军工电子暨复合材料产业项目：拟投入1.33亿元，总投资3.42亿元，建设期2年。达 产后将形成年产19万台电源、3000吨复合材料的产能，预计年销售收入5.26亿元，年净利润4263.80万 元，强化军工与高端制造领域布局。 12月5日，康达新材发布公告，公司于近日收到深交所出具的《关于受理康达新材料（集团）股份有限 公司向特定对象发行股票申请文件的通知》，认为公司报送的向特定对象发行股票的申请文件齐备，决 定予以受理。 项目亮点：瞄准进口替代核心需求 电子级环氧树脂是半导体封装、覆铜板、新能源电池等领域的关键材料，目前国内高端产品仍大量依赖 进 ...

延链补链强发展 电子化学品一头连着精细化工产业，一头连着电子信息产业，被誉为"精细化工皇冠上的明珠"。作为化 工大省，山东依托传统基础化工的规模优势，强化技术研发，形成电池材料、湿电子化学品电子气体、 电子元器件化学品等产品产业链，2024年全省电子化学品产量占全国总量的约9%，营业收入近600亿 元。 当前，我国电子化学品约60%依靠进口。山东省工业和信息化厅二级巡视员吴炎指出，电子化学品是化 工产业转型升级、延链发展的重要方向，也是电子信息产业增强韧性、安全发展的重要保障。近年来， 山东依托雄厚的基础化工产业和蓬勃发展的电子信息产业，大力推动电子化学品产业发展，技术创新不 断突破、特色企业不断涌现、产业规模持续扩大，为产业高质量发展打下坚实基础。 该省依托传统的石油化工生产装置，通过强链、延链、建链、补链，做大做强电子化学品产业。滨州依 托渤中19-6凝析油气田的天然气资源和裕能化工有限公司3万吨/年吡咯烷酮、3万吨/年丁内酯，以及在 建的16.9万吨/年湿电子化学品、1.4万吨/年导电浆料等项目，补齐天然气—1,4-丁二醇-N-甲基吡咯烷酮 (NMP)产业链。滨州裕能目前已建成12万吨/年电子级NMP合 ...

Core Viewpoint - Kangda New Materials (002669.SZ) plans to raise up to 585 million yuan through a targeted stock issuance to enhance its competitiveness, focusing on the expansion of electronic-grade epoxy resin, the establishment of a northern R&D center, and projects in military electronics and composite materials [1][3]. Group 1: Fundraising and Project Focus - The company aims to allocate the raised funds across three main areas: capacity expansion, R&D upgrades, and liquidity optimization, creating a comprehensive "production-R&D-operation" empowerment system [3]. - The "Dalian Qihua 80,000 tons/year electronic-grade epoxy resin expansion project" will receive 277 million yuan, accounting for 47.35% of the total fundraising amount, with the resin primarily used in electronic materials and composite materials [3]. - The "Northern R&D Center and Military Electronics and Composite Materials Industry Project" will focus on technological innovation and high-end market expansion, with an investment of 133 million yuan, expected to generate annual sales revenue of 526 million yuan and a net profit of 42.64 million yuan upon reaching full production [3][4]. Group 2: Financial Performance and Growth - Kangda New Materials has shown a strong recovery after experiencing losses in 2024, with a significant revenue increase of 72.10% year-on-year, reaching 3.75 billion yuan in the first three quarters of 2025, and a net profit of 84.05 million yuan [1][7]. - The company’s total assets reached a historical high of 8.497 billion yuan as of September 30, 2025, up from 6.94 billion yuan at the end of 2024, indicating steady growth [2][8]. - The company has invested over 719 million yuan in R&D over the past five years, with a consistent increase in R&D expenses, reflecting its commitment to innovation and technology development [6][7]. Group 3: Market Position and Strategic Focus - Kangda New Materials has established a robust business system covering adhesives, specialty resins, electronic information materials, and electronic technology, serving key sectors such as wind power, electronics, aerospace, and national defense [1][6]. - The company’s growth is driven by strong demand for core products, particularly in the wind power sector, and improvements in asset structure and operational efficiency [7]. - The strategic focus on high-performance products and systematic solutions in military electronics and advanced composite materials positions the company favorably for future growth in critical industries [4][5].

| 2026未来产业新材料博览会 | （FINE2026），聚焦 未来产业五大共性需求 | （先进 | | --- | --- | --- | | 半导体、先进电池、轻量化、低碳可持续、热管理 | ），其中 | 先进 | | 半导体展区 | ，涉及金刚石、第三第四代半导体、超精密加工和先进封装等。 | | | 欢迎咨询：18957804107 | | | 【DT新材料】 获悉，12月5日， 康达新材 公告，公司于近日收到深交所出具的《关于受理康达新材料（集团）股份有限公司向特定对象发行股票申请文件的通 知》， 认为公司报送的向特定对象发行股票的申请文件齐备，决定予以受理， 发行对象为包括控股股东唐山工业控股集团有限公司在内的不超过35名特 定投资者 本次，公司拟募集资金总额不超过5.85亿元，用于电子级环氧树脂扩建、军工电子暨复合材料产业项目及补充流动资金，具体包括： 2.77亿元 将投入大连齐化新 材料有限公司8万吨/年电子级环氧树脂扩建项目 ，项目总投资4亿元，建设期18个月，满产后预计年销售收入10.65亿元，年均净利润4468.37万元； 1.33亿元 用于 康达北方研发中心与军工电子暨复合材料产业项 ...

Core Viewpoint - Hongchang Electronics has established a long-term and stable cooperative relationship with Huibei Company, becoming its main supplier of electronic-grade epoxy resin, based on mutual benefit and actual needs [1] Group 1 - Hongchang Electronics specializes in the production of electronic-grade epoxy resin [1] - Huibei Company is a demand enterprise for epoxy resin products [1] - The cooperation between the two companies is based on mutual benefit and actual needs [1]

Core Insights - The article highlights the rapid growth of Shengquan Group's revenue and net profit since its listing on the Shanghai Stock Exchange in 2021, driven by its focus on electronic chemicals and battery materials [1][2][4]. Business Performance - Shengquan Group is projected to achieve a revenue of 10.02 billion yuan and a net profit of 868 million yuan in 2024 [4]. - In the first half of 2025, the company reported a revenue of 5.35 billion yuan, a year-on-year increase of 15.67%, and a net profit of 501 million yuan, up 51.19% year-on-year [4]. Product Innovation and R&D - The company has significantly increased its R&D investment, focusing on electronic chemicals and new energy battery materials, leading to advancements in product innovation [4][6]. - Shengquan Group has developed various electronic chemical materials, including phenolic resin and epoxy resin, to meet the growing demand from the AI and computing industries [4][6]. Market Expansion and Future Plans - Shengquan Group plans to invest 2.5 billion yuan in projects related to porous carbon and silicon-carbon anode materials, aiming to enhance its position in the lithium battery market [9][11]. - The company has established a production line for silicon-carbon anodes with an annual capacity of 300 tons and aims to expand its production capacity significantly by 2026 [9][11]. Strategic Focus on AI and Electronics - The demand for advanced electronic materials is expected to grow due to the increasing need for high-frequency and high-speed printed circuit boards (PCBs) driven by the AI industry [8]. - Shengquan Group's strategic focus on high-end electronic chemicals positions it well to capitalize on the rapid growth in the AI and electronics sectors [8].

Core Viewpoint - Macro Chang Electronics has shown a significant stock price increase of 48.04% year-to-date, despite recent declines in the last five and twenty trading days [1][2]. Company Overview - Macro Chang Electronics, established on September 28, 1995, and listed on May 18, 2012, is located in Guangzhou, Guangdong Province. The company specializes in the production and sales of electronic-grade epoxy resins [2]. - The main business revenue composition includes: copper-clad laminates/half-cured sheets (40.16%), flame-retardant epoxy resins (22.23%), liquid epoxy resins (19.65%), solid epoxy resins (10.91%), solvent epoxy resins (5.76%), other businesses (1.27%), and other epoxy resins (0.02%) [2]. Financial Performance - For the first half of 2025, Macro Chang Electronics achieved operating revenue of 1.326 billion yuan, representing a year-on-year growth of 24.16%. However, the net profit attributable to shareholders decreased by 35.00% to 16.3352 million yuan [2]. - The company has distributed a total of 9.57 billion yuan in dividends since its A-share listing, with 2.56 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Macro Chang Electronics was 58,900, an increase of 2.27% from the previous period. The average circulating shares per person were 19,250, up by 0.61% [2]. - Among the top ten circulating shareholders, several funds have increased their holdings, including Jin Ying Technology Innovation Stock A, which holds 9.97 million shares, an increase of 800,000 shares [3].

Core Viewpoint - The article highlights the successful completion of PRE-B round financing by Zhilan New Materials, a high-tech company specializing in ultra-pure low-chlorine electronic-grade epoxy resins, indicating strong growth potential in the semiconductor materials sector [2]. Company Overview - Zhilan New Materials was established in May 2022 and focuses on the industrialization and domestic substitution of high-end electronic-grade epoxy resins using conventional epoxy resins as raw materials through efficient separation technology [2]. - The company offers over 60 specifications across four main product categories: low total chlorine epoxy resins, high-purity epoxy resins, low-viscosity epoxy resins, and high-performance active diluents [2]. Product Development and Market Position - The self-developed high-purity low-chlorine electronic-grade epoxy resins and new packaging materials have been validated by leading companies in the semiconductor industry, achieving performance and stability comparable to international products [2]. - The company has a localized advantage in cost control and delivery response speed, resulting in significant year-on-year growth in customer repurchase rates and order sizes [2]. Production Capacity and Future Plans - The current capacity utilization rate of the company's core products remains high, with customer coverage expanding from the Yangtze River Delta and Pearl River Delta to the central and western semiconductor industry clusters [2]. - The company plans to focus on cutting-edge fields such as third-generation semiconductor materials and high-performance resin materials for advanced packaging, forming specialized R&D teams to overcome key technical bottlenecks and expand its patent reserves [2]. Investment and Project Information - The project for the electronic-grade epoxy resin production line has a total investment of 150 million yuan, covering various types of epoxy resins including high-purity and modified electronic-grade resins [3].