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同宇新材:公司始终聚焦电子树脂领域的关键技术攻关与突破
(编辑 袁冠琳) 证券日报网讯 12月1日,同宇新材在互动平台回答投资者提问时表示,公司始终聚焦电子树脂领域的关 键技术攻关与突破。在高频高速覆铜板适用的电子树脂领域,突破了苯并噁嗪树脂、马来酰亚胺树脂、 官能化聚苯醚树脂、高阶碳氢树脂等关键核心技术,目前相关产品正处于小批量或中试阶段。 ...
同宇新材(301630) - 301630同宇新材投资者关系管理信息20251013
2025-10-13 22:56
Production Capacity and Expansion - Jiangxi Tongyu's first-phase project began production in July 2024, with a designed capacity of 200,000 tons of electronic resin, including 152,000 tons/year for external sales [2][3] - The first-phase project includes 49,000 tons/year for self-use and 103,000 tons/year for external sales, aimed at expanding existing product capacity and enriching the product series [2][3] Product Development and Market Position - The company focuses on the research, production, and sales of electronic resins, primarily used in copper-clad laminate manufacturing, maintaining a stable operational direction and strategic planning [2][3] - The company has developed key technologies for high-frequency and high-speed copper-clad laminates, including benzoxazine resin and maleimide resin [3][4] Customer Base and Sales Strategy - Major clients include well-known companies in the copper-clad laminate industry such as Kingboard Group, Shengyi Technology, and Nan Ya Plastics, with applications in computers, consumer electronics, automotive electronics, and communications [5][6] - The sales model is based on customer orders, ensuring precise delivery while considering market demand and raw material price fluctuations [6] Market Share and Future Plans - The MDI modified epoxy resin is recognized as a high-quality product by the Guangdong Provincial High-tech Enterprise Association, although its market share is currently unquantifiable due to a lack of authoritative data [7] - The company plans to expand high-frequency and high-speed resin production capacity and actively develop mainstream mid-to-high-end copper-clad laminate applications through industry forums and customer visits [8]