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美聯新材(300586.SZ):目前我司生產的EX電子材料處於國內唯一,全球領先的市場地位

格隆匯8月5日丨美聯新材(300586.SZ)在投資者互動平臺表示,目前我司生產的EX電子材料處於國內唯一,全球領先的市場地位。因爲在輝虹科技投產前,全球僅有一家日本企業具備同類材料生產能力,其年產能約20噸。 輝虹科技的成功投產,打破了這一壟斷局面。目前,輝虹科技是全國首家且唯一生產苊烯單體和苊烯樹脂並將其應用到電子材料領域的企業,解決了5G+通訊使用的特種樹脂及單體的卡脖子問題,填補了國內空白。 這種高端材料的市場稀缺性使輝虹科技在EX電子材料領域佔據了獨特的競爭優勢。目前在國內只有輝虹科技一家有能力生產該新型電子材料,這種壟斷地位爲企業帶來了巨大的市場機會和競爭優勢。 隨着產品性能和質量的不斷提升,輝虹科技的EX電子材料已獲得了國內外客戶的廣泛認可。目前,該產品供給下遊企業製作成覆銅板應用於M8級乃至M9半導體產品。 在技術層面,輝虹科技的EX電子材料達到了M8級甚至和M9級半導體標準,屬於高端半導體材料。該材料在15GHz下的介電常數(Dk)爲2.54,介電損耗(Df)爲0.0006,性能指標達到國際領先水平。並且在成本控制方面,輝虹科技的EX電子材料具有明顯優勢,材料成本較進口同類產品降低30%-40%

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