Photoresist concept stocks fluctuate and rebound, Xingye Co., Ltd. reaches 4 daily limit-ups in 5 days.

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Mars Finance News: the photoresist concept stock rebounded after fluctuating during intraday trading. Xingye Co., Ltd. put on a “near-limit-up” performance, closing with 4 limit-ups in 5 days; Baihehua had 2 limit-ups in 3 days. Tianlong Group, Nanda Optoelectronics, Tongcheng New Materials, Greenda, and Xilong Science all surged to higher levels.

On the news front, institutions said the localization rate of processes such as coating and development, measurement and inspection, lithography, and others is still below 25%, and there is broad room for localization. Semiconductor equipment materials are now entering a golden window period. As of now, domestic ArF photoresist is 20% to 30% cheaper than Japanese products, and the price gap for KrF products is even more significant. Semiconductor materials localization is moving from “usable” to “easy to use,” with upstream materials and equipment benefiting at the same time. (Cailian Press)

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