Company Overview - The company is focusing on expanding its product range in the photoresist sector, including PCB photoresists, flat panel display photoresists, and integrated circuit photoresists [4][5]. - A dedicated Microelectronics Materials Division has been established to enhance R&D and customer development in these areas [5][7]. Strategic Planning - The company aims to maintain steady growth in the PCB photoresist segment while significantly investing in new applications in flat panel display and integrated circuit photoresists [6][7]. - The company plans to leverage its Dragon South base to reduce operational costs and improve profitability [6]. Photovoltaic Materials Development - The company has established a Photovoltaic Materials Division to develop new materials such as photovoltaic photoresists and insulation adhesives, capitalizing on the growth of the solar energy sector [9][10]. - The photovoltaic insulation adhesive is already being sold to leading companies in the photovoltaic industry, indicating a successful market entry [11][14]. Production Capacity - Current production capacity includes 8,000 tons/year for specialized inks, with plans to add 16,000 tons/year for PCB photoresists and 7,000 tons/year for flat panel display and integrated circuit photoresists at the Dragon South base [15]. - The company is also planning to increase its coating capacity by 15,000 tons/year and produce 12,000 tons/year of self-made resin, a key raw material for new photoresist products [15]. Rationale for Capacity Expansion - The new production facility in Jiangxi Dragon South is strategically located near major industrial clusters, enhancing supply chain efficiency and customer responsiveness [16]. - Concentrating production in one location is expected to improve operational sustainability and reduce costs associated with multi-site operations [16].
广信材料(300537) - 广信材料调研活动信息2022-029