CCEM(300655)2022-11-23 07:01Group 1: Company Overview - Suzhou Jingrui Chemical Co., Ltd. is focused on producing high-purity sulfuric acid for semiconductor applications, with an annual production capacity of 90,000 tons [3] - The company is also involved in lithium battery materials, including binders, CMC, and NMP, which are essential for battery production [4] Group 2: Product Details - Lithium battery binders are crucial for adhering active materials to current collectors, with advantages such as low internal resistance and excellent cycling performance [4] - NMP is a widely used solvent in lithium batteries and semiconductor industries, known for its low toxicity and high boiling point [4] Group 3: Environmental and Safety Measures - The company has established an Environmental and Safety Department to manage safety protocols and environmental compliance, adhering to national regulations [6] - Production processes are designed to minimize waste and pollution, with a focus on physical purification and formula mixing techniques [6] Group 4: Technological Advancements - The company has been producing photoresists for nearly 30 years and has developed a leading R&D team in this field, aiming to achieve advanced production capabilities [6] - Recent investments in ASML lithography equipment are aimed at developing high-end ArF photoresists for 12-inch chip manufacturing [7] Group 5: Market Challenges - The core technology for high-end integrated circuit materials is predominantly held by foreign companies, posing a risk of technological dependency for domestic industries [7] - The company aims to address the challenges of material import reliance and enhance domestic production capabilities in the semiconductor sector [3][7]