PhiChem(SZ:300398)2022-12-04 06:46Group 1: Company Production and Capacity - The designed production capacity for high-performance optoelectronic materials is 50 tons, with expected mass production starting in 2018 [2] - The pharmaceutical intermediate project has a production capacity of 5,000 tons, currently in trial production, with expected revenue generation this year [3] - The company is leveraging existing packaging customer resources to begin bulk supply of electroplating liquid products in the mainland market [3] Group 2: Market Trends and Pricing - Long-term price trends for liquid crystal displays may face downward pressure, but overall domestic market demand is expected to increase, reducing price pressure in the next 3-5 years [2] - Approximately 10% of optical fiber coating products are exported, with the majority of sales focused on the mainland Chinese market [3] Group 3: Strategic Partnerships and Developments - The company has signed an investment agreement with a South Korean OLED materials enterprise, aiming to leverage their technology for market expansion in China [3] - There are no current plans to introduce large funds for future projects [4] - The company is considering mergers and acquisitions, with potential adjustments to personnel in line with performance commitments [4] Group 4: Product Development and Technology - The company is accumulating clients for PCB photoresist products, supported by technology from Japan and Taiwan [3] - LCD photoresist products are currently in the sample delivery stage, with sales expected in 2018 [3] - The company is continuously monitoring opportunities for mergers or external technology collaborations in the IC photoresist sector [4]