格隆汇1月28日丨齐翔腾达(002408.SZ)近日接受特定对象调研时表示，公司目前正持续开拓产品下游的 新兴应用场景，如甲乙酮在电子清洗领域的应用、顺酐在新型环保板材中的应用、高纯无水叔丁醇在半 导体光刻胶稀释剂领域的应用，以及环氧丙烷在新能源汽车座椅填充材料中的应用等；与此同时，公司 正通过自主研发、与科研院所及高等院校合作等方式推进关键技术攻关，加速科技成果转化落地，目前 依托现有MMA 产品优势，公司稳步向 PMMA 等下游高性能树脂材料领域延伸，已与科研院所开展 PMMA 技术小试合作，后续将推进中试及产业化研究。 ...

格隆汇1月28日丨齐翔腾达(002408.SZ)近日接受特定对象调研时表示，公司目前正持续开拓产品下游的 新兴应用场景，如甲乙酮在电子清洗领域的应用、顺酐在新型环保板材中的应用、高纯无水叔丁醇在半 导体光刻胶稀释剂领域的应用，以及环氧丙烷在新能源汽车座椅填充材料中的应用等；与此同时，公司 正通过自主研发、与科研院所及高等院校合作等方式推进关键技术攻关，加速科技成果转化落地，目前 依托现有MMA 产品优势，公司稳步向 PMMA 等下游高性能树脂材料领域延伸，已与科研院所开展 PMMA 技术小试合作，后续将推进中试及产业化研究。 ...

Core Viewpoint - The company is transitioning from producing low-value products to high-value products by manufacturing anhydrous tert-butanol based on its existing tert-butanol facilities, which has significant applications in various high-tech industries [1] Group 1: Product Development - The company is currently producing high-purity anhydrous tert-butanol, which has a wide range of applications including epoxy resin reactive diluents, electronic semiconductor cleaning agents, pharmaceutical intermediates, coatings/inks/agricultural solvent, and bio-based and biodegradable material synthesis [1] - The product has a high technical barrier and added value, indicating a strategic shift towards more profitable offerings [1] Group 2: Market Expansion - The company is actively expanding its customer base in related fields, leveraging its technological advantages of high purity and low metal ion content to enhance the product's application scenarios in the electronic chemicals market [1]

Group 1 - The core viewpoint of the articles highlights Qixiang Tengda's successful technological upgrade of its 400,000 tons/year tert-butanol facility, achieving stable production of 70,000 tons of 99.9% high-purity anhydrous tert-butanol annually, marking a significant step in the high-end fine chemical sector and demonstrating the company's strategic shift from "scale-driven" to "value-driven" [1] - The technological upgrade is not merely a capacity replacement but a strategic enhancement aimed at high-value downstream applications, with anhydrous tert-butanol increasingly penetrating emerging sectors such as electronics, biomedicine, and bio-based materials [1] - The domestic market demand for anhydrous tert-butanol is expected to maintain an annual growth rate of 6%-8% from 2025 to 2030, with electronic-grade, pharmaceutical-grade, and bio-based applications becoming the core growth engines [1] Group 2 - Qixiang Tengda has established a collaborative industrial chain centered on acetone and maleic anhydride, covering over 30 products including propylene, epoxy propane, and acrylate, positioning itself as a leading high-tech enterprise in deep processing of carbon three and carbon four [2] - The company is advancing a dual strategy of "technological innovation + asset efficiency," focusing on optimizing utilities and exploring device potential to reduce overall costs while accelerating the development of new materials with higher technical barriers and lower carbon footprints [2] - The 8,000 tons/year high-performance catalytic new materials project is progressing steadily, aiming to create a catalyst industry base that integrates petroleum and coal chemical pathways, supporting the domestic replacement of high-end catalysts [2]