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上海新阳(300236) - 2015年1月29日投资者关系活动记录表

Group 1: Company Performance and Market Position - The company's wafer chemical products have made progress, with increased procurement shares at SMIC (Shanghai) and successful sales at Wuxi Haili Semiconductor [1] - The gross margin of chemical products decreased due to new product promotion and increased operational costs [1] - R&D expenses have been high due to new product development and participation in national major projects from 2011 to 2013 [1][2] Group 2: Client Relationships and Market Expansion - The company has become a leading supplier in the electronic chemicals sector, with notable clients including ASE, Changjiang Electronics, and Tongfu Microelectronics [2] - The domestic market for IC packaging substrate additives is approximately RMB 1.2 billion, with competitors like Amtech and Rohm and Haas [2] - The company aims to deepen its semiconductor industry chain potential and expand core technology applications across various fields [3]