萬潤股份(002643.SZ):PEEK材料已有中試產品產出
格隆匯7月18日丨萬潤股份(002643.SZ)在投資者互動平臺表示,公司積極佈局和開發半導體制造材料、聚酰亞胺材料、其他高性能聚合物材料、非車用沸石分子篩、新能源材料等新領域產品,具體情況如下:(1)在半導體制造材料方面,公司目前在半導體制造材料領域的相關產品主要包括光刻膠單體、光刻膠樹脂、光致產酸劑以及半導體制程中清洗劑添加材料等,並已有相關產品實現供應。(2)在聚酰亞胺材料方面,公司目前聚酰亞胺材料產品包括單體材料與成品材料,主要應用在電子與顯示領域。在電子與顯示領域聚酰亞胺單體材料方面,公司生產技術目前可覆蓋大部分高端產品,目前已有產品實現批量供應;在顯示領域聚酰亞胺成品材料方面,公司控股子公司三月科技自主知識產權的TFT用聚酰亞胺成品材料(取向劑)和OLED用光敏聚酰亞胺(PSPI)成品材料已經在下遊面板廠實現供應。(3)在其他高性能聚合物材料方面,公司積極佈局高性能聚合物產品,具體產品包括熱塑性聚酰亞胺產品(包括PEI、TPI、PI-5218)、聚醚醚酮(PEEK)以及高溫尼龍(PA46)五大類,其中PEI、TPI、PI-5218均已實現產品銷售;PEEK材料已有中試產品產出,正在進行產品下遊市場推廣與驗證工作;PA46正處於實驗室開發及驗證階段。(4)在非車用沸石分子篩方面,公司積極開發吸附與催化類高性能分子篩的產品與客戶,成功開發了不同種類的非車用沸石分子篩產品,可用於煙道氣脫硝領域、煉油催化領域、VOCs(揮發性有機化合物)治理領域等,目前已在石油化工催化裂化、VOCs治理領域實現銷售。(5)在新能源材料方面,公司持續推進鈣鈦礦光伏材料開發,積極配合下遊客戶開發新產品,九目化學無氟質子膜材料的中試產品也持續向下遊銷售。
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