Group 1 - The company is actively expanding its electronic resin production capacity through fundraising projects, with a designed capacity of 152,000 tons set to commence production in July 2024 [2] - The company is currently in the capacity ramp-up phase, which will support further market share growth [2] - The company has made breakthroughs in key core technologies for electronic resins suitable for high-frequency and high-speed copper-clad laminates, including benzoxazine resin, maleimide resin, functionalized polyphenylene ether resin, and advanced hydrocarbon resin [2] Group 2 - The related products are currently in small batch or pilot testing stages, and their commercialization will address the domestic shortfall in high-end applications of electronic resins [2] - The successful commercialization of these products is expected to enhance customer recognition and market share [2]

Group 1 - The core viewpoint of the article is that Tongyu New Materials (301630) has developed a high-performance hydrocarbon resin with excellent dielectric properties, which is currently in the customer testing phase after pilot trials [1] Group 2 - The company has independently developed the high-performance hydrocarbon resin, indicating a focus on innovation and product development [1] - The resin has undergone pilot testing and samples have been sent out, suggesting progress in the product development cycle [1] - The current status of the product is in the customer testing phase, which is a critical step before potential commercialization [1]

Group 1 - The company has developed advanced hydrocarbon resin with excellent dielectric properties and is currently in the pilot testing phase [2] - The resin samples have been sent for testing, and the company is in the customer testing stage [2]

格隆汇12月17日丨同宇新材(301630.SZ)在互动平台表示，公司自主开发的高阶碳氢树脂，具有极好的 介电性能，已开展中试并送样，目前处于客户测试阶段。 ...

格隆汇12月17日丨同宇新材(301630.SZ)在互动平台表示，公司自主开发的高阶碳氢树脂，具有极好的 介电性能，已开展中试并送样，目前处于客户测试阶段。 ...

Core Viewpoint - The company is focused on key technological breakthroughs in the electronic resin field, particularly for high-frequency and high-speed copper-clad laminates [1] Group 1: Technological Advancements - The company has made breakthroughs in several key core technologies, including benzoxazine resin, maleimide resin, functionalized polyphenylene ether resin, and advanced hydrocarbon resin [1] - Current products related to these breakthroughs are in small batch or pilot testing stages [1]

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]