分红方面，先导基电A股上市后累计派现25.46亿元。近三年，累计派现2.12亿元。 先导基电所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：中芯国际概念、半导 体、集成电路、大基金概念、芯片概念等。 截至9月30日，先导基电股东户数5.24万，较上期增加3.56%；人均流通股17761股，较上期减少3.44%。 2025年1月-9月，先导基电实现营业收入10.69亿元，同比增长247.43%；归母净利润1866.72万元，同比 增长158.93%。 1月14日，先导基电盘中上涨2.05%，截至10:00，报18.89元/股，成交1.99亿元，换手率1.15%，总市值 175.80亿元。 资金流向方面，主力资金净流出2680.05万元，特大单买入841.45万元，占比4.23%，卖出2021.65万元， 占比10.17%；大单买入3820.42万元，占比19.22%，卖出5320.27万元，占比26.77%。 先导基电今年以来股价涨7.09%，近5个交易日涨0.27%，近20日涨14.97%，近60日跌6.35%。 资料显示，上海先导基电科技股份有限公司位于上海市徐汇区龙华路2696号龙华万科中 ...

（编辑 任世碧） 证券日报网讯 1月8日，先导基电在互动平台回答投资者提问时表示，公司长期看好铋材料的发展前 景。通过灵活动态的库存策略、积极稳定扩产带来的规模效应、高潜力下游客户的挖掘覆盖，以及上游 供应链的稳定性建设，公司将多维度协同提升铋业务的整体盈利水平。具体经营情况请关注公司定期报 告。 ...

Core Insights - The company, Xian Dao Ji Dian, has reported that its subsidiary, Kai Shi Tong, will exceed 12 existing clients by the first half of 2025, with its ion implantation products validated by several mainstream 12-inch wafer fabs in China [1] Group 1: Product Development and Market Position - The product range includes low-energy high-current ion implanters, ultra-low temperature ion implanters, and high-energy ion implanters, with the low-energy high-current ion implanter for CIS device doping achieving its first equipment acceptance [1] - The high-energy ion implanter is progressing well in industrialization and is continuously expanding its new client base [1] - The company is accelerating the development of high-energy ion implantation equipment, hydrogen ion implantation equipment, and medium current ion implantation equipment to enhance its competitive differentiation [1] Group 2: Client Acquisition and Market Share - The company is not only receiving repeat orders from existing core clients but has also successfully gained recognition from several new clients, leading to applications in more niche process areas and a steady increase in market share [1] - In the future, Kai Shi Tong aims to provide clients with high-performance, high-efficiency, and comprehensive one-stop ion implantation equipment and solutions, further expanding its client base and enhancing market coverage capabilities [1]

证券日报网1月7日讯 ，先导基电在接受调研者提问时表示，先导科技集团基于从材料、零部件到系统 解决方案的垂直一体化技术，在零部件领域，为凯世通定向开发了静电吸盘、MFC、微波电源、高压 电源等核心零部件，提升了零部件的国产化替代率。在材料领域，集团提供了掺杂气体、电子特气等高 纯材料，保障离子注入工艺的精确性。在工艺安全检测方面，集团也提供了如面向离子注入机的温度检 测等工艺支持。未来，凯世通将在控股股东的支持下，构建原材料、零部件、设备、服务、回收等全链 条服务，提供全周期、一站式的解决方案。 （编辑 袁冠琳） ...

证券日报网1月7日讯 ，先导基电在接受调研者提问时表示，从全球供需格局来看，铋材料的供给端整 体偏紧；相比之下，需求端持续向好，近年来在电子半导体、新能源、核工业等新兴应用领域的用量正 在不断增长。公司长期看好铋材料的发展前景，行业内也普遍预计铋材料的价格在中长期仍具备稳步上 涨的空间。据上海有色网（SMM）数据显示，精铋价格在本年度12月份再度上涨，维持在12万—13万 元/吨的价格区间。公司通过灵活动态的库存策略、积极稳定扩产带来的规模效应、高潜力下游客户的 挖掘覆盖，以及上游供应链的稳定性建设，将多维度协同提升铋业务的整体盈利水平。从现有产能和销 售情况来看，公司全年产能及销量规模在铋材料市场处于领先地位。 （编辑 袁冠琳） ...

证券日报网1月7日讯 ，先导基电在接受调研者提问时表示，目前铋材料业务是公司的核心收入来源。 未来，公司将通过铋材料业务产生的收入、利润和现金流来哺育驱动半导体业务的发展。规划在未来3 至5年内，逐步提升半导体材料、零部件与设备业务的收入贡献，长期目标是围绕半导体材料、零部件 及设备打造完整的半导体业务平台。 （编辑 袁冠琳） ...

今年，公司已成功拓展新增产业的新领域应用方向，截至2025年上半年，公司在铋业务领域合作的国内 外客户已超过250 家。未来，公司将依托下游核心领域的稳健需求增长及新兴市场领域的新增发展机 遇，深化铋材料及高端电子材料的产能建设与客户导入，实现业务的持续增长。 格隆汇1月7日丨先导基电(600641.SH)近日接受现场参观及电话会议时表示，铋材料下游应用领域广 泛，涵盖电子/半导体、医药化工、冶金合金、新能源、核工业等多个领域。以全资子公司安徽万导为 业务平台，公司已形成多元化产品矩阵，产品应用于半导体压敏电阻、光通信 TEC 制冷片、新能源、 化工、医药等领域。 ...

格隆汇1月7日丨先导基电(600641.SH)近日接受现场参观及电话会议时表示，从全球供需格局来看，铋 材料的供给端整体偏紧；相比之下，需求端持续向好，近年来在电子半导体、新能源、核工业等新兴应 用领域的用量正在不断增长。公司长期看好铋材料的发展前景，行业内也普遍预计铋材料的价格在中长 期仍具备稳步上涨的空间。据上海有色网(SMM)数据显示，精铋价格在本年度12月份再度上涨，维持在 12 万—13 万元/吨的价格区间。公司通过灵活动态的库存策略、积极稳定扩产带来的规模效应、高潜力 下游客户的挖掘覆盖，以及上游供应链的稳定性建设，将多维度协同提升铋业务的整体盈利水平。从现 有产能和销售情况来看，公司全年产能及销量规模在铋材料市场处于领先地位。 ...

今年，公司已成功拓展新增产业的新领域应用方向，截至2025年上半年，公司在铋业务领域合作的国内 外客户已超过250 家。未来，公司将依托下游核心领域的稳健需求增长及新兴市场领域的新增发展机 遇，深化铋材料及高端电子材料的产能建设与客户导入，实现业务的持续增长。 格隆汇1月7日丨先导基电(600641.SH)近日接受现场参观及电话会议时表示，铋材料下游应用领域广 泛，涵盖电子/半导体、医药化工、冶金合金、新能源、核工业等多个领域。以全资子公司安徽万导为 业务平台，公司已形成多元化产品矩阵，产品应用于半导体压敏电阻、光通信 TEC 制冷片、新能源、 化工、医药等领域。 ...

Group 1 - The semiconductor equipment index has significantly outperformed the market since the beginning of 2025, with a cumulative increase of 62.3% compared to the Shanghai Composite Index's 42.0% [3][13] - The semiconductor industry is experiencing high prosperity, with the global semiconductor market expected to reach a historical high of $760.7 billion in 2026, driven by AI [3][36] - The domestic semiconductor equipment market is seeing a strong recovery in wafer fab capacity utilization and expansion willingness, supported by the AI-driven storage supercycle [3][36] Group 2 - Four key investment directions are recommended: 1. Focus on etching and thin film equipment leaders driven by AI storage supercycle [3] 2. Domestic lithography machine production is expected to achieve mass production in 2026, boosting subsystem and component companies [3] 3. ALD equipment is entering a golden development period, especially in advanced logic and storage fields [3] 4. Advanced packaging continues to follow Moore's Law, providing significant opportunities for domestic equipment manufacturers [3] Group 3 - Investment suggestions include leading companies such as North China Innovation, Zhongwei Company, and TuoJing Technology, as well as high-elasticity targets like XinYuanWei and HuaHaiQingKe [3] - The overall revenue of the semiconductor equipment industry is projected to grow by 36% year-on-year in the third quarter of 2025, with leading companies maintaining high growth rates [15] - The overall net profit of the semiconductor equipment industry is expected to increase by 22% year-on-year in the third quarter of 2025, with significant profit acceleration from companies like Shengmei and TuoJing [15][24] Group 4 - The semiconductor industry is expected to continue its growth trajectory, with AI as the core engine driving the market [36] - The global semiconductor market is projected to grow at a compound annual growth rate of 5.6% from 2004 to 2024, with a significant recovery and expansion phase starting from 2023 [36] - The capital expenditure of the top eight cloud service providers is expected to increase by 40% in 2026, reaching $600 billion, further supporting the semiconductor market growth [36]