Core Viewpoint - The solder mask ink industry is experiencing significant growth driven by the increasing demand for high-density and high-reliability electronic devices, with the market size in China projected to grow from 828 million yuan in 2017 to 2.151 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 14.62% [1][15]. Industry Overview - Solder mask ink, also known as anti-solder ink, is a protective coating used in the PCB manufacturing process to prevent short circuits and oxidation by covering non-soldering areas [3][10]. - The main types of solder mask ink include photosensitive, thermosetting, and UV-curable types, with green ink dominating the market due to its cost-effectiveness and superior development effects, accounting for approximately 90% of the market share [3][7]. Market Demand and Growth - The demand for solder mask ink is increasing due to the proliferation of electronic products such as smartphones, tablets, and wearable devices, which require enhanced performance characteristics [1][15]. - The production of solder mask ink in China is expected to rise from 18,600 tons in 2020 to 28,500 tons in 2024, with a CAGR of 11.26% [13]. Industry Chain - The solder mask ink industry has a complete upstream and downstream collaborative system, with upstream raw material supply including resin substrates, talc powder, pigments, solvents, and additives, which directly affect the quality of the final product [7][9]. - The downstream manufacturing segment focuses on producing various solder mask ink products tailored to different application needs, including specialized production for different technical routes [7]. Key Companies - Major companies in the solder mask ink industry include Rongda Photoelectric (300576), Guangxin Materials (300537), and Dongfang Materials (603110), among others [2][19]. - These companies are increasingly narrowing the technology gap with international giants, enhancing their competitive position in the global market [17]. Future Trends - The industry is expected to focus on developing high-performance products to meet the growing quality demands of the electronic manufacturing sector [1][15]. - Innovations in solder mask ink will likely include improved thermal shock resistance, faster curing speeds, and enhanced weather resistance, enabling applications in more demanding environments such as renewable energy sectors [24][25][26].

Core Viewpoint - The company has developed a series of new products for PCB (including FPC) electronic functional materials, focusing on pressure testing films, photoresist dry films, solder mask inks, and conductive adhesive films, aiming to establish pressure testing films as the leading product in the high-performance functional materials sector [1] Group 1: Product Development - The company has introduced pressure testing films, photoresist dry films, solder mask inks, and conductive adhesive films as part of its new product lineup [1] - Pressure testing films have been recognized as a "single champion" product in manufacturing by Hebei Province [1] Group 2: Partnerships and Collaborations - The company has established stable partnerships with leading enterprises in the electronics and semiconductor sectors, including JD.com, Tianma Microelectronics, and BYD [1] Group 3: Market Outlook - The PCB industry is expected to continue steady growth over the next five years, driven by new technological applications in AI, 5G communication, and new energy vehicles [1] - The market prospects for the company's PCB (including FPC) electronic functional materials are considered promising [1]

Core Insights - The article highlights the effective implementation of the "Talent+" support plan in Keqiao, Zhejiang, which is driving economic development through a market-oriented talent evaluation system [1][6]. Company Overview - Zhihai Semiconductor Technology Co., Ltd. (referred to as "Zhihai Technology") has successfully completed a financing round of several tens of millions of yuan, which coincided with the launch of local government talent support projects [5]. - The company specializes in the production of advanced semiconductor materials, including self-developed cleaning gel strips and epoxy encapsulation adhesives, which have achieved international leading performance and meet strong market demand [2][5]. Government Support - The "Talent+ Fund" model has enabled Zhihai Technology to secure policy support of 10 million yuan and up to 16 million yuan in subsequent funding from the Keqiao District, facilitating accelerated industrialization of projects [6]. - The Keqiao District has established a multi-faceted talent project recruitment system, including "Talent+ Fund," "Talent+ Platform," and "Talent+ Industry," aimed at nurturing high-quality innovative talents and enterprises [6][7]. Talent Development - As of now, Keqiao District has attracted 216 high-level talents at the provincial level or above and has introduced 45 enterprises with valuations exceeding 100 million yuan [7]. - The district has also recognized two national "specialized and innovative" small giant enterprises and eleven provincial "specialized and innovative" enterprises, contributing to the local talent pool with over 30,000 new university graduates and more than 6,000 skilled workers annually [7].