Sanfu Technology: The market share of companies with technological advantages continues to increase
At the performance briefing on May 23, Sanfu Technology's Chairman and General Manager, Shangguan Wenlong, stated that the electronic chemicals and specialized equipment industry is showing a steady recovery trend when discussing the overall performance of the industry. From the perspective of major companies in the industry, leading enterprises maintain strong competitiveness in high-end PCB chemicals and advanced packaging materials, while some domestic companies seek performance breakthroughs by laying out in emerging fields such as composite conductive materials, and small and micro enterprises face significant operational pressure. As the process of domestic substitution accelerates, companies with core technological advantages continue to increase their market share, and industry concentration will further rise. It was introduced that as a leading enterprise in the domestic electronic chemicals and specialized equipment field, Sanfu Technology's future profit growth will mainly come from: the continuous upgrading of electronic chemicals business, enhancing market share in the PCB and passive components fields through the synergistic advantages of "process + materials + equipment"; continuously increasing R&D investment, focusing on breakthroughs in key technologies and processes for lithium battery materials, especially the preparation of composite conductive materials, accelerating the industrialization process of composite conductive materials and downstream solid-state/semi-solid batteries, thereby expanding business in the new energy sector
