The price of photoresist core material and photoinitiator continues to rise, Concept stocks are being sorted out.

Since the beginning of the year, the price of photo-initiators has continued to rise. According to data from Banchuan Yingfu, on August 11th, the price of photo-initiators was once again raised to 95 yuan/kg, an increase of 5.56%. Since August, the cumulative increase in the price of photo-initiators has been close to 15%, and the cumulative increase since the beginning of the year has been 26.67%. As a core raw material required for manufacturing photoresists, there is a wide space for domestic substitutes for photo-initiators. According to the Securities Times-Data Bao's incomplete statistics, there are 7 listed companies in the A-share market that are involved in the production of photo-initiators, among which Jiurixin Materials, Qiangli Materials, and Yangfan Materials are domestic leaders. In addition, Xinhanshi Materials, Feikai Materials, Kanda New Materials, and Hubei Yihua also have related products.