硅烷科技

This is the actual aleabit shape — Beijing Stock Exchange listing, ~$600M mcap, makes electronic-grade silane and is pushing into disilane for HBM/3D-NAND deposition. The themes file flags it as solar but the strategic value sits in semiconductor specialty gas, which is exactly the Layer 4 chokepoint behind Chinese fab tool-up. Coverage is sparse because it's a BSE name nobody on the sell-side wants to model.