Guosen Securities: NVIDIA Rubin Architecture Released, CCL Upstream Material System Upgraded

Guosen Securities released a research report stating that in the basic chemical industry, attention should be paid to Shengquan Group. The company's self-developed polyphenylene ether resin has been certified by domestic key leading enterprises, and the company also has the production capacity of hydrocarbon resins, with production capacity rapidly expanding. Dongcai Technology has independently developed electronic-grade resin materials such as hydrocarbon resins, polyphenylene ether resins, benzoxazine resins, and special epoxy resins. Various products are used by downstream leading copper-clad laminate manufacturers. In the future, polytetrafluoroethylene, due to its extremely low dielectric loss values, is expected to enter the M10 material system. It is recommended to pay attention to the leading domestic polytetrafluoroethylene enterprise Dongyue Group.