Investment Highlights
Five Investment Highlights
No.1 global phenolic resin additives (41.4%)No.1 domestic China semiconductor/TFT photoresistResin moat · cross-segment technology transferElectronic materials as the core growth engineA+H dual-capital platform
Growth Thesis
Built on 20-plus years of resin expertise, we are entering the high-growth electronic materials market; China’s IC market reached RMB 1.4 trillion in 2025 (8.2% CAGR), leaving substantial room for import substitution.