Under the backdrop of the global industrial chain restructuring, the自主可控 of high-end chemical materials is becoming increasingly urgent. Especially in core industries such as semiconductors, panels, and displays, the key materials long monopolized by Japanese, American, and other companies are now becoming blue oceans that listed companies are rushing to deploy.

Take semiconductor photoresists as an example. The global market is mainly controlled by giants like JSR, TOK, Shin-Etsu, and Sumitomo from Japan, with DuPont also holding a position. The good news is that domestic manufacturers such as Tongcheng New Materials, Dinglong Co., Hengkun New Materials, Jingrui Electric Materials, and Yake Technology have already started to make efforts, with some products gradually achieving mass production. In the panel photoresist field, South Korea has exited, and Japanese manufacturers now dominate; Yake Technology and Tongcheng New Materials are also accelerating their efforts to catch up.

Looking downstream, foundational materials like TMAH developer solutions, epoxy encapsulation materials, and PI-based materials, which seem insignificant but are essential, have long been held abroad. Greenda has made breakthroughs in developer solutions, Huahai Chengke and Feikai Materials are making strides in encapsulation materials, and Dinglong Co., Wanrun Co., and Aisen Co. are also布局 in PI materials.

The OLED and display fields are no exception. The monopoly position of Otsu in blue light-emitting materials remains difficult to shake, but the participation of companies like Light Optoelectronics and Wanrun Co. has brought new possibilities to the market. TAC films are divided among Japanese companies Fuji Film, Konica, and Reon, while Tianluo Technology is working hard to break this pattern. Although Japanese Kyocera and TDK still hold advantages in high-performance ceramics, Guoci Materials is steadily advancing.

This wave of opportunities is not only a matter for enterprises but also reflects the overall upgrading trend of the industry chain. Whoever can achieve breakthroughs in these key links will be able to seize the next growth cycle.