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<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>深度行研：光刻胶</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.13.10/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
body {
background-color: #0c0a15;
background-image:
radial-gradient(ellipse at 20% 80%, rgba(100, 116, 139, 0.2) 0%, transparent 50%),
radial-gradient(ellipse at 80% 20%, rgba(56, 189, 248, 0.15) 0%, transparent 50%),
radial-gradient(ellipse at 90% 90%, rgba(167, 139, 250, 0.15) 0%, transparent 50%);
color: #e2e8f0;
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji';
}
.glass-card {
background: rgba(255, 255, 255, 0.05);
backdrop-filter: blur(24px);
-webkit-backdrop-filter: blur(24px);
border: 1px solid rgba(255, 255, 255, 0.1);
transition: all 0.3s ease;
}
.glass-card:hover {
background: rgba(255, 255, 255, 0.08);
border: 1px solid rgba(255, 255, 255, 0.2);
}
.bento-grid {
display: grid;
gap: 1.5rem;
grid-template-columns: repeat(12, 1fr);
}
.bento-item {
border-radius: 1.5rem;
padding: 1.5rem;
}
.bento-item h3 {
font-size: 1.25rem;
font-weight: 600;
margin-bottom: 1rem;
color: #f8fafc;
border-left: 3px solid #6366f1;
padding-left: 0.75rem;
}
.text-glow {
text-shadow: 0 0 8px rgba(199, 210, 254, 0.5);
}
.table thead th {
background-color: rgba(255, 255, 255, 0.1);
color: #cbd5e1;
}
.table tbody tr {
border-bottom-color: rgba(255, 255, 255, 0.1);
}
.table tbody tr:hover {
background-color: rgba(255, 255, 255, 0.07);
}
.tab {
transition: all 0.3s ease;
color: #94a3b8;
}
.tab-active {
color: #f8fafc !important;
background-color: rgba(255, 255, 255, 0.1) !important;
}
.collapse-title {
color: #e2e8f0;
}
</style>
</head>
<body x-data>
<div class="container mx-auto p-4 sm:p-6 lg:p-8">
<!-- Header -->
<header class="text-center py-12">
<h1 class="text-5xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-indigo-300 via-sky-300 to-emerald-300 mb-4 text-glow">
深度行研：光刻胶
</h1>
<p class="text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
<p class="text-xs text-slate-500 mt-2">本报告为AI合成数据，投资需谨慎</p>
</header>
<!-- Bento Grid Layout -->
<div class="bento-grid">
<!-- Core Logic & Investment Insight -->
<div class="bento-item glass-card col-span-12 lg:col-span-8">
<h3 class="flex items-center gap-2"><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-indigo-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg> 概念核心逻辑与投资洞察</h3>
<div class="space-y-6 text-slate-300 text-sm leading-relaxed">
<div class="p-4 bg-black/20 rounded-xl border border-white/10">
<p class="font-semibold text-base text-sky-300">核心观点</p>
<p>光刻胶正处在由政策驱动的“0到1”（技术突破）向市场与政策双轮驱动的“1到N”（规模化放量）关键过渡期。其核心驱动力源于国家半导体供应链安全的战略需求，未来最大的增长潜力蕴藏在<span class="text-emerald-300 font-semibold">高端半导体光刻胶（KrF、ArF）</span>及其上游核心原材料（尤其是<span class="text-emerald-300 font-semibold">光刻胶树脂</span>）的国产化替代进程中。</p>
</div>
<div x-data="{ open: true }" class="space-y-2">
<h4 @click="open = !open" class="cursor-pointer text-lg font-semibold text-slate-100 flex items-center justify-between">核心驱动力 <svg class="w-5 h-5 transition-transform" :class="{'rotate-180': open}" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg></h4>
<ul x-show="open" x-transition class="list-disc pl-5 space-y-2">
<li><strong>地缘政治与国家战略 (根本驱动):</strong> 美国技术封锁是国内光刻胶产业发展的最强催化剂，国产化已非经济问题，而是生存问题，具备极强确定性。</li>
<li><strong>市场需求拉动 (商业化基础):</strong> 中国庞大的晶圆厂产能和市场需求为国产光刻胶提供了验证、迭代和成长的沃土。预计2025年中国市场规模将超150亿元。</li>
<li><strong>技术突破赋能 (可行性保障):</strong> 从基础研究到产品验证，再到上游材料攻克，一系列技术进展表明国产替代路径在技术上已具备可行性。</li>
</ul>
</div>
<div x-data="{ open: false }" class="space-y-2">
<h4 @click="open = !open" class="cursor-pointer text-lg font-semibold text-slate-100 flex items-center justify-between">预期差分析 <svg class="w-5 h-5 transition-transform" :class="{'rotate-180': open}" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg></h4>
<div x-show="open" x-transition class="space-y-3">
<p><strong>预期差一：价值链认知偏差。</strong>市场普遍关注光刻胶成品商，但产业链真正瓶颈和高价值环节在于上游核心材料，特别是成本占比高达50%-80%且单价极高的<span class="text-amber-300">光刻胶树脂</span>。</p>
<p><strong>预期差二：显示光刻胶的“国产化”幻觉。</strong>市场认为LCD光刻胶国产化率高，机会不大。但实际上<span class="text-amber-300">彩色光刻胶国产化率仅15%</span>，其核心原料“色浆”则100%依赖进口，是-个被忽视的百亿级细分市场。</p>
<p><strong>预期差三：“突破”与“规模化”的距离。</strong>市场倾向于将“通过验证”等同于大规模替代的开始。但半导体光刻胶客户认证周期长达1-3年，从技术突破到抢占显著市场份额仍需较长时间爬坡，市场短期情绪可能过于乐观。</p>
</div>
</div>
<div x-data="{ open: false }" class="space-y-2">
<h4 @click="open = !open" class="cursor-pointer text-lg font-semibold text-slate-100 flex items-center justify-between">最具投资价值的细分环节 <svg class="w-5 h-5 transition-transform" :class="{'rotate-180': open}" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg></h4>
<ol x-show="open" x-transition class="list-decimal pl-5 space-y-2">
<li><strong>上游核心材料 (尤其是树脂):</strong> 技术壁垒最高、价值量最大、国产化最不充分的环节。逻辑最纯粹，代表公司：<span class="font-mono text-violet-300">八亿时空</span>。</li>
<li><strong>高端半导体光刻胶平台型公司:</strong> 具备全产品线布局、纵向一体化能力、且已在最先进产品(ArF)上取得实质性量产进展的企业。确定性最高，代表公司：<span class="font-mono text-violet-300">彤程新材</span>。</li>
<li><strong>细分蓝海市场破局者:</strong> 在被市场忽视但国产化率为零的细分领域（如彩色光刻胶色浆）率先实现技术突破和产业化的公司。具备“0到1”的爆发潜力，代表公司：<span class="font-mono text-violet-300">世名科技</span>。</li>
</ol>
</div>
</div>
</div>
<!-- ECharts Visualizations -->
<div class="bento-item glass-card col-span-12 lg:col-span-4 flex flex-col justify-between">
<div>
<h3><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-sky-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M11 3.055A9.001 9.001 0 1020.945 13H11V3.055z" /><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M20.488 9H15V3.512A9.025 9.025 0 0120.488 9z" /></svg>市场数据可视化</h3>
<div id="market-size-chart" class="w-full h-48"></div>
</div>
<div>
<div id="localization-rate-chart" class="w-full h-48 mt-4"></div>
</div>
</div>
<!-- Supporting Data Tabs -->
<div x-data="{ tab: 'news' }" class="bento-item glass-card col-span-12">
<h3><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10" /></svg> 多源情报汇总</h3>
<div role="tablist" class="tabs tabs-boxed bg-black/20">
<a role="tab" class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻摘要</a>
<a role="tab" class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演精华</a>
<a role="tab" class="tab" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报观点</a>
</div>
<div class="mt-4 text-sm space-y-2 text-slate-300 max-h-96 overflow-y-auto pr-2">
<!-- News Content -->
<div x-show="tab === 'news'">
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="news-accordion" checked="checked" />
<div class="collapse-title text-md font-medium">市场动态与宏观分析</div>
<div class="collapse-content">
<ul>
<li>- **市场规模:** 2022年中国集成电路晶圆制造用光刻胶市场规模为33.58亿元，其中KrF与ArF光刻胶合计占比超66%。机构预计2025年可达123亿元。</li>
<li>- **国产化率:** g/i线光刻胶国产化率30%-40%，KrF为5%-10%，ArF仅为2%-3%，国产替代空间巨大。</li>
<li>- **市场情绪:** 光刻胶概念股频繁异动拉升，国风新材、凯美特气等出现连板，市场关注度高。</li>
</ul>
</div>
</div>
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="news-accordion" />
<div class="collapse-title text-md font-medium">技术突破与研发</div>
<div class="collapse-content">
<p>- **北京大学团队新突破 (2025-10-25):** 首次在原位状态下解析光刻胶分子微观三维结构，指导开发出可显著减少光刻缺陷的产业化方案，实现分辨率优于5nm的“全景照片”。</p>
</div>
</div>
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="news-accordion" />
<div class="collapse-title text-md font-medium">公司动态与产品进展</div>
<div class="collapse-content">
<ul>
<li>- **容大感光:** 珠海项目已开始试生产，已购置KrF光刻机加速产品开发。</li>
<li>- **晶瑞电材:** 多款KrF光刻胶已量产，ArF光刻胶已小批量出货。</li>
<li>- **八亿时空:** KrF光刻胶树脂已达百公斤级量产，预计2025年实现规模化量产，有望成产业化突破元年。</li>
<li>- **武汉太紫微:** T150 A光刻胶通过量产验证，对标杜邦主流KrF光刻胶。</li>
<li>- **华懋科技 (参股徐州博康):** KrF业务销售近3000万，ArF业务1500万。</li>
</ul>
</div>
</div>
</div>
<!-- Roadshow Content -->
<div x-show="tab === 'roadshow'">
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="roadshow-accordion" checked="checked" />
<div class="collapse-title text-md font-medium">彤程新材：全能型领导者</div>
<div class="collapse-content">
<ul>
<li>- **ARF光刻胶:** 国内首家实现量产，24年Q1开始贡献收入，目标数千万。</li>
<li>- **KrF光刻胶:** 24年出货金额超1亿元，成首个国产过亿单品。</li>
<li>- **产能规划:** 上海基地1000吨产能支撑未来增长，目标2027年收入超10亿元，占据国内fab厂25%-30%份额。</li>
<li>- **树脂自给:** 显示树脂25年覆盖大部分料号，半导体树脂25-27年逐步导入。</li>
</ul>
</div>
</div>
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="roadshow-accordion" />
<div class="collapse-title text-md font-medium">八亿时空：上游材料“卖铲人”</div>
<div class="collapse-content">
<ul>
<li>- **核心产品:** 聚焦光刻胶树脂，成本占比50%-80%，此前完全依赖进口。</li>
<li>- **技术突破:** 阴离子树脂全球第二家产业化，单价约500-600万元/吨。</li>
<li>- **产能计划:** 2025年4月建成100吨/年，对应收入1.5亿元；2026年上半年实现200吨/年。</li>
</ul>
</div>
</div>
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="roadshow-accordion" />
<div class="collapse-title text-md font-medium">世名科技：显示领域“破局者”</div>
<div class="collapse-content">
<ul>
<li>- **市场定位:** 瞄准彩色光刻胶核心原料“色浆”，当前100%依赖进口。</li>
<li>- **产能建设:** 一期1000吨生产线计划2025年底投产，满产预计贡献15亿元年产值。</li>
<li>- **客户绑定:** 已接触京东方、TCL等主流面板厂，目标市占率50%以上。</li>
</ul>
</div>
</div>
</div>
<!-- Report Content -->
<div x-show="tab === 'report'">
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="report-accordion" checked="checked" />
<div class="collapse-title text-md font-medium">市场前景与国产化进程</div>
<div class="collapse-content">
<ul>
<li>- **市场规模:** 中国光刻胶市场增速超全球，预计2025年将超过150亿元。</li>
<li>- **驱动因素:** 芯片制程提升和中国晶圆产能扩张是核心驱动。预计至2024年底中国将建立32座大型晶圆厂。</li>
<li>- **竞争格局:** 高端半导体光刻胶被美日企业垄断，国产化率极低（KrF/ArF均约1%），国产替代机遇明确。</li>
</ul>
</div>
</div>
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="report-accordion" />
<div class="collapse-title text-md font-medium">技术突破与企业动态</div>
<div class="collapse-content">
<ul>
<li>- **EUV技术突破:** 九峰山实验室成功开发“双非离子型光酸协同增强”技术，为国产EUV光刻胶奠定基础。</li>
<li>- **彤程新材:** ArF光刻胶已于24Q1量产出货，KrF产品超20种稳定供应，配套EBR溶剂也已实现G5等级量产。</li>
<li>- **八亿时空:** KrF树脂全品类覆盖，已通过百公斤级认证，筹备2025年吨级放量。</li>
<li>- **瑞红苏州:** 唯一拥有全系列波长光刻机研发平台的光刻胶企业，KrF已量产，ArF正在研发。</li>
</ul>
</div>
</div>
<div class="collapse collapse-plus bg-black/20">
<input type="radio" name="report-accordion" />
<div class="collapse-title text-md font-medium">风险因素</div>
<div class="collapse-content">
<ul>
<li>- **原材料依赖:** 高端光刻胶树脂（如ArF/KrF）仍依赖进口。</li>
<li>- **客户认证周期:** 导入周期长达1-3年，延缓市场渗透速度。</li>
<li>- **技术转化风险:** 从研发到量产存在不确定性，EUV研发周期长达5-8年。</li>
</ul>
</div>
</div>
</div>
</div>
</div>
<!-- Rise/Fall Analysis -->
<div class="bento-item glass-card col-span-12">
<h3><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-amber-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>涨跌幅归因分析</h3>
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4 max-h-96 overflow-y-auto pr-2">
<div x-data="{ expanded: false }" class="p-4 bg-black/20 rounded-lg border border-white/10 space-y-2">
<div class="flex justify-between items-center">
<span class="font-bold text-lg text-slate-100">国林科技 (300786)</span>
<span class="badge badge-success badge-outline">+5.28%</span>
</div>
<p class="text-xs text-slate-400">2025-09-17</p>
<p class="text-sm text-slate-300">
<strong>核心驱动:</strong> 光刻机/光刻胶概念集体走强。中芯国际测试国产深紫外光刻机消息刺激板块情绪，公司受板块联动效应上涨。
<span x-show="!expanded">...</span>
<span x-show="expanded">技术面出现MACD金叉等积极信号，吸引资金流入。但需注意公司非核心标的，业务关联度存疑。</span>
</p>
<button @click="expanded = !expanded" class="text-xs text-indigo-400" x-text="expanded ? '收起' : '展开'"></button>
</div>
<div x-data="{ expanded: false }" class="p-4 bg-black/20 rounded-lg border border-white/10 space-y-2">
<div class="flex justify-between items-center">
<span class="font-bold text-lg text-slate-100">华特气体 (688268)</span>
<span class="badge badge-success badge-outline">+5.31%</span>
</div>
<p class="text-xs text-slate-400">2025-07-07</p>
<p class="text-sm text-slate-300">
<strong>核心驱动:</strong> 光刻胶概念集体走强。下游PCB行业需求增长，带动光引发剂价格上涨，产业链景气度提升。华特气体作为特种气体供应商直接受益。
<span x-show="!expanded">...</span>
<span x-show="expanded">同时，深交所即将发布专精特新指数，可能为公司带来额外关注。</span>
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<span class="font-bold text-lg text-slate-100">阿石创 (300706)</span>
<span class="badge badge-success badge-outline">+6.83%</span>
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<p class="text-xs text-slate-400">2025-07-24</p>
<p class="text-sm text-slate-300">
<strong>核心驱动:</strong> 光刻机/光刻胶概念爆发。清华大学EUV光刻材料取得突破，直接刺激概念股走强。公司被研报列为“GKJ弹性新票”，国产化预期强烈。
<span x-show="!expanded">...</span>
<span x-show="expanded">半导体芯片板块整体走强，叠加技术面突破，吸引大量资金关注。</span>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-7 w-7 text-violet-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M9 17v-2m3 2v-4m3 4v-6m2 10H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>
产业链核心标的清单
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<table class="table table-sm w-full">
<thead class="text-sm">
<tr>
<th>产业链环节</th>
<th>细分领域</th>
<th>公司名称</th>
<th>股票代码</th>
<th class="w-1/2">核心逻辑 / 业务进展</th>
</tr>
</thead>
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<!-- 光刻胶成品 -->
<tr class="bg-indigo-900/20"><td colspan="5" class="font-bold text-slate-100">光刻胶产品 (Finished Photoresists)</td></tr>
<tr><td>半导体光刻胶</td><td>ArF</td><td>彤程新材</td><td><a href="https://valuefrontier.cn/company?scode=603650" target="_blank" class="link link-hover text-sky-400">603650</a></td><td>2023年半导体光刻胶营收3.03亿元；ArF光刻胶已陆续上量，国内首家量产。</td></tr>
<tr><td>半导体光刻胶</td><td>ArF</td><td>南大光电</td><td><a href="https://valuefrontier.cn/company?scode=300346" target="_blank" class="link link-hover text-sky-400">300346</a></td><td>ArF浸没式光刻胶已通过认证并量产，2023年收入突破千万。</td></tr>
<tr><td>半导体光刻胶</td><td>ArF</td><td>晶瑞电材</td><td><a href="https://valuefrontier.cn/company?scode=300655" target="_blank" class="link link-hover text-sky-400">300655</a></td><td>ArF光刻胶已小批量出货。</td></tr>
<tr><td>半导体光刻胶</td><td>ArF</td><td>上海新阳</td><td><a href="https://valuefrontier.cn/company?scode=300236" target="_blank" class="link link-hover text-sky-400">300236</a></td><td>ArF浸没式光刻胶部分光学数据国内领先，已有销售订单。</td></tr>
<tr><td>半导体光刻胶</td><td>KrF/ArF</td><td>华懋科技</td><td><a href="https://valuefrontier.cn/company?scode=603306" target="_blank" class="link link-hover text-sky-400">603306</a></td><td>参股徐州博康(23.22%)，KrF/ArF光刻胶均已实现销售和批量供应。</td></tr>
<tr><td>半导体光刻胶</td><td>KrF/ArF</td><td>鼎龙股份</td><td><a href="https://valuefrontier.cn/company?scode=300054" target="_blank" class="link link-hover text-sky-400">300054</a></td><td>潜江二期年产300吨KrF/ArF高端晶圆光刻胶量产线建设中。</td></tr>
<tr><td>半导体光刻胶</td><td>g/i/KrF</td><td>容大感光</td><td><a href="https://valuefrontier.cn/company?scode=300576" target="_blank" class="link link-hover text-sky-400">300576</a></td><td>g/i线产品成熟，已前瞻性布局KrF光刻胶并配置核心设备。</td></tr>
<tr><td>显示光刻胶</td><td>产品</td><td>彤程新材</td><td><a href="https://valuefrontier.cn/company?scode=603650" target="_blank" class="link link-hover text-sky-400">603650</a></td><td>显示光刻胶产品国内市占率约29%，稳居国内第二大供应商地位。</td></tr>
<tr><td>显示光刻胶</td><td>颜料相关</td><td>世名科技</td><td><a href="https://valuefrontier.cn/company?scode=300522" target="_blank" class="link link-hover text-sky-400">300522</a></td><td>开发光刻胶颜料分散液，用于配制TFT-LCD彩色光刻胶，瞄准色浆100%进口替代蓝海。</td></tr>
<tr><td>PCB光刻胶</td><td>产品</td><td>广信材料</td><td><a href="https://valuefrontier.cn/company?scode=300537" target="_blank" class="link link-hover text-sky-400">300537</a></td><td>PCB光刻胶为公司基本盘，2023年光刻胶及配套材料营收3.32亿元。</td></tr>
<!-- 原材料 -->
<tr class="bg-indigo-900/20"><td colspan="5" class="font-bold text-slate-100">上游核心材料 (Core Upstream Materials)</td></tr>
<tr><td>原材料</td><td>树脂</td><td>八亿时空</td><td><a href="https://valuefrontier.cn/company?scode=688181" target="_blank" class="link link-hover text-sky-400">688181</a></td><td>国内KrF光刻胶树脂龙头，百吨级产线已建成，2025年有望吨级放量。</td></tr>
<tr><td>原材料</td><td>树脂</td><td>彤程新材</td><td><a href="https://valuefrontier.cn/company?scode=603650" target="_blank" class="link link-hover text-sky-400">603650</a></td><td>2023年已实现多系列KrF光刻胶PHS树脂量产，纵向一体化布局。</td></tr>
<tr><td>原材料</td><td>树脂</td><td>圣泉集团</td><td><a href="https://valuefrontier.cn/company?scode=605589" target="_blank" class="link link-hover text-sky-400">605589</a></td><td>布局显示面板用FPP-100、芯片封装用T-300等光刻胶产品（含树脂）。</td></tr>
<tr><td>原材料</td><td>单体</td><td>佳先股份</td><td><a href="https://valuefrontier.cn/company?scode=920489" target="_blank" class="link link-hover text-sky-400">920489</a></td><td>子公司英特美拥有500吨/年对乙酰氧基苯乙烯产能，用于合成KrF/EUV光刻胶树脂。</td></tr>
<tr><td>原材料</td><td>单体</td><td>万润股份</td><td><a href="https://valuefrontier.cn/company?scode=002643" target="_blank" class="link link-hover text-sky-400">002643</a></td><td>产品覆盖光刻胶单体、树脂、光致产酸剂，已实现销售。</td></tr>
<tr><td>原材料</td><td>光引发剂</td><td>久日新材</td><td><a href="https://valuefrontier.cn/company?scode=688199" target="_blank" class="link link-hover text-sky-400">688199</a></td><td>2024年光引发剂营收10.93亿元；半导体光刻胶单体多个产品量产，覆盖ArF/KrF/EUV级别。</td></tr>
<tr><td>原材料</td><td>光引发剂</td><td>强力新材</td><td><a href="https://valuefrontier.cn/company?scode=300429" target="_blank" class="link link-hover text-sky-400">300429</a></td><td>光引发剂A股产能第一（2.28万吨/年）。</td></tr>
<tr><td>原材料</td><td>PSPI</td><td>鼎龙股份</td><td><a href="https://valuefrontier.cn/company?scode=300054" target="_blank" class="link link-hover text-sky-400">300054</a></td><td>2023年底建成1000吨/年半导体OLED面板光刻胶(PSPI)产线。</td></tr>
<tr><td>原材料</td><td>溶剂</td><td>百川股份</td><td><a href="https://valuefrontier.cn/company?scode=002455" target="_blank" class="link link-hover text-sky-400">002455</a></td><td>PMA（丙二醇甲醚醋酸酯）产品产能5万吨/年，是重要光刻胶溶剂。</td></tr>
<tr><td>原材料</td><td>溶剂</td><td>西陇科学</td><td><a href="https://valuefrontier.cn/company?scode=002584" target="_blank" class="link link-hover text-sky-400">002584</a></td><td>提供光刻胶配套试剂如剥离液、显影液、蚀刻液、清洗液。</td></tr>
</tbody>
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