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南大光電(300346.SZ):目前公司“ArF光刻膠開發和產業化項目”尚處於光刻膠樣品驗證階段
格隆匯 06-03 19:59

格隆匯6月3日丨南大光電(300346.SZ)發佈股票交易異常波動的公告,經核查,公司發現近日光刻膠板塊股票維持活躍,代表公司如廣信材料化微、晶瑞股份、飛凱材料、容大感光上海新陽等,均有較高漲幅,公司與上述公司股價漲跌幅對比如下:

“光刻膠”概念近來一直受到投資者的追捧,在此鄭重提醒投資者在做出投資決策前,應充分、認真地考慮公司ArF光刻膠開發和產業化項目”以下風險因素:

(1)ArF(193nm)光刻膠產品的配方包括成膜樹脂、光敏劑、添加劑和溶劑等組分材料。是否能夠將各個組分的功能有效地結合在一起,是調製光刻膠配方的最大挑戰和難點。因此,若未能在調製光刻膠配方的技術上有所突破將影響到產品性能是否符合需求,最終影響投資項目的收益。

前,國內缺乏ArF(193nm)光刻膠研發和產業化經驗,產品配套產業鏈上的諸技術難點需要公司技術部門自主攻關,解決技術和工藝瓶頸。

(2)目前公司ArF光刻膠開發和產業化項目”處於光刻膠樣品驗證階段,驗證過程預計需要12-18個月,甚至更長的時間。

ArF(193nm)光刻膠除了產品開發技術突破難度大、工藝要求高穩定量產週期較長等因素,後續是否能取得下游客户的訂單,能否大規模進入市場仍存在較多的不確定性。

(3)當我國形成自己的本土化193nm光刻膠產品時,相應的國外壟斷企業必然要啟動反制機制以最大限度的力量阻礙我國自主獨立產業鏈的發展。

綜上公司ArF光刻膠開發和產業化項目”未來仍面臨諸多的技術挑戰和市場競爭壓力,仍存在一定時期內無法達到預期效果的風險。

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