未知机构：领导好建议关注北交所海昇药业870656中美博弈核心标的之一芬太尼替代-20241204

Company and Industry Summary Company: 海昇药业 (Haiseng Pharmaceutical) - Stock Code: 870656 Key Points 1. Fentanyl Alternatives: Fentanyl is a potent opioid analgesic and a key topic in US-China negotiations. Haiseng Pharmaceutical's bupivacaine offers advantages such as prolonged analgesia, reduced dependence on opioids, simplified pain management, and lower side effects [2][3] 2. Semiconductor Core Materials: The ongoing US-China semiconductor rivalry is significant. Haiseng Pharmaceutical has established a presence in the semiconductor materials sector, particularly in the production of BPDA (4-cpa), where the company holds a leading position in domestic market share [3] 3. Importance of BPDA: BPDA is a core monomer for electronic-grade polyimide, crucial for applications such as display substrates, foldable screens, and semiconductor packaging. The production capacity of BPDA materials is continuously increasing, driven by strong market demand as the semiconductor industry develops [4] 4. Investment Recommendation: Haiseng Pharmaceutical is highlighted as a core investment target in the context of US-China cooperation and competition, emphasizing its strategic importance in the market [4] 5. Market Position: The company benefits from a very low circulation market cap, indicating significant potential for growth and investment opportunities [5]