The photoresist sector moved up abnormally in the afternoon, Jianghuaiwei hit the daily limit, Jingrui shares rose more than 6%, Qiangli New Materials, Shanghai Xinyang, Nanjing Optoelectronics and others all strengthened.
It is understood that the commissioning of multiple wafer production lines this year means that mainland wafer factories will gradually enter the next round of intensive equipment procurement. The mainland China semiconductor equipment market, which accounts for about a quarter of the global market, will start a new round of equipment procurement in the second half of this year.
Jianghuaiwei: The company is a leading science and technology enterprise in Wuxi and a national high-tech enterprise. It specializes in the production of special wet electronic chemicals suitable for the manufacturing processes of semiconductors (TR, IC), crystalline silicon solar energy (solarPV), FPD flat panel displays (TFT-LCD, CF, TP, OLED, PDP, etc.) and LEDs, silicon wafers, lithium batteries, opto-magnetic and other processes - a professional manufacturer of ultra-clean high-purity reagents and photoresist supporting reagents.
Jingrui Co., Ltd.: Registered on November 29, 2001, it is a listed company that produces and sells ultra-pure chemical materials and other fine chemical products for the microelectronics industry. Products include hydrofluoric acid, hydrogen peroxide, ammonia water, hydrochloric acid, sulfuric acid, nitric acid, isopropyl alcohol, glacial acetic acid, mixed acid (silicon etching liquid, aluminum etching liquid, chromium etching liquid, BOE, gold etching liquid), potassium hydroxide, sodium hydroxide, supporting reagents, etc. The purity of the main products is currently less than 0.1ppb for a single metal impurity. The products are widely used in the manufacturing process of ultra-large-scale integrated circuits, LEDs, TFT-LCD panels, and the etching and cleaning of solar silicon wafers.
Qiangli New Materials: Qiangli New Materials is a high-tech enterprise oriented towards application research and based on independent product research and development and innovation. It specializes in the research and development, production and sales of various types of electronic chemicals for photoresists in the field of electronic materials and related trade business. The company's main products are special chemicals for photoresists, which are divided into two series: photoinitiators for photoresists (including photosensitizers, photoacid generators, etc.) and photoresist resins.
Nanda Optoelectronics: The company is mainly engaged in the research and development, production and sales of optoelectronic new material MO source. In the first half of 2019, Nanda Optoelectronics achieved operating income of 139 million yuan, a year-on-year increase of 10.32%; net profit of 26.3228 million yuan, a year-on-year decrease of 9.09%; net profit after deducting non-recurring items of 13.0645 million yuan, a year-on-year decrease of 44.33%. During the reporting period, the LED industry declined severely and competition intensified; the IC industry faced adjustments and the growth rate slowed down.
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