JHM(SH:603078)2024-10-22 09:21Group 1: Company Overview and Market Position - Jiangyin Jianghua Microelectronics Materials Co., Ltd. is a leading provider of wet electronic chemicals, with significant technological advantages in purification, mixing, and analytical testing [1] - The company has a diverse product range with applications in semiconductors, flat panel displays, and LEDs, currently offering dozens of types of wet electronic chemicals [1] Group 2: Business Strategy and Focus Areas - The company aims to solidify its core business and capitalize on market opportunities in the second half of the year, maintaining R&D investments and enhancing sales efforts in high-end semiconductors and new display panels [1] - The G5 grade electronic chemicals are primarily used in advanced processes for 12-inch wafer manufacturing, with increasing demand as wafer technology evolves [2] Group 3: Production and Capacity - The G5 grade products currently account for a significant portion of the company's overall business, with ongoing efforts to meet the increasing demand for electronic chemicals in semiconductor manufacturing [2] - The company is actively expanding its production capacity, with the Jiangyin project expected to achieve a production capacity of 100,000 tons per year [2] Group 4: R&D and Innovation - The company is committed to enhancing its R&D capabilities by recruiting top talent and increasing investment in high-end semiconductor and new display panel product development [3] - The company has received local policy support in Sichuan, including a 15% corporate income tax reduction as part of the Western Development initiative [3]