Changzhou Tronly New Electronic Materials Co Ltd: Market Update

Changzhou Tronly New Electronic Materials Co., Ltd., a key player in the materials sector specializing in chemical photography materials, has been in the spotlight due to recent market activities. Listed on the Shenzhen Stock Exchange, the company’s shares closed at 11.82 CNY on June 17, 2025. The company’s market capitalization stands at approximately 6.06 billion CNY, with a 52-week high of 18.98 CNY and a low of 9.02 CNY.

Market Dynamics and Industry Trends

Recent financial news highlights significant movements in the PCB (Printed Circuit Board) and photolithography sectors, which are closely related to Changzhou Tronly’s business operations. On June 20, 2025, stocks associated with PCB concepts, including Changzhou Tronly’s peer, Strong New Materials Co., Ltd. (300429), experienced a surge. Strong New Materials saw a notable increase of over 10%, driven by strong demand for AI-PCB companies. This trend is attributed to NVIDIA’s GB200/300 series actively moving inventory, with ASIC (Application-Specific Integrated Circuit) expected to see explosive growth in 2025 and 2026. Analysts from Guotai Securities predict that the strong performance of core beneficiary companies will continue into the second and third quarters.

Photolithography Sector Performance

In parallel, the photolithography sector also witnessed a positive trend. Strong New Materials reached a 20-day moving average (20CM) high, with other companies like New Lai Applied Materials and Jingrui Electronic Materials following suit. According to data from Haitong Securities, the first quarter of 2025 saw a 19% decline in revenue for China’s semiconductor equipment market compared to the fourth quarter of 2023. However, domestic companies like North Star and Zhongwei saw their revenue share increase by 3% to 18%.

Company Developments

On June 19, 2025, Strong New Materials was added to the “PCB concept,” reflecting its growing significance in the electronic materials sector. The company is primarily engaged in the research, development, production, and sales of various electronic chemical products used in photolithography resins. This addition underscores the company’s strategic positioning in the market.

Additionally, on June 17, 2025, Strong New Materials received financing purchases amounting to 10.69 million CNY, accounting for 26.04% of the day’s total purchase amount. The current financing balance stands at 3.67 billion CNY, representing 7.80% of the circulating market value, which is below the historical 40% percentile level.

Conclusion

Changzhou Tronly New Electronic Materials Co., Ltd. continues to be a significant player in the advanced electronic materials market, benefiting from the robust demand in the PCB and photolithography sectors. The company’s strategic focus on key materials for electronic applications positions it well to capitalize on industry growth trends. Investors and stakeholders should monitor these developments closely as they may influence future performance and market positioning.