[Prosperity is realized in the report, computing power demand drives the popularity of electronic resin] November 9th, "Recently, we have received many customers for visits and inspections, exchanged new trends in the industry, and many customers have put forward new demands." At the electronic materials production base of Jinan Shengquan Group, the person in charge of the company's electronic materials business has been busy receiving visiting customers, and his busyness reflects the current popularity of the industry. The demand for high-frequency and high-speed copper clad laminates brought about by the iteration of AI computing power hardware is moving from industry chain expectations to performance verification of listed companies. As one of the core materials that affects the dielectric properties of copper-clad boards, electronic resin is an important raw material for AI server PCB (printed circuit board) to enhance material bonding and achieve high-speed signal transmission. The third quarterly reports disclosed by resin manufacturers clearly confirm that the industry prosperity of high-speed electronic resin has been reflected in the profit statements of listed companies based on industry chain research expectations. At the same time, industry competition is shifting from “whether we can produce high-end samples” to “whether we can participate in upstream and downstream formula collaboration, pass multi-level certifications, and achieve stable and large-scale delivery.” The ability to deliver on performance and continue to iterate has become the current yardstick for testing the true quality of resin companies. (Securities Times)