12月4日，A股科技板块反弹！科创芯片50ETF（588750）一度涨超2%，成交额大幅放量，盘中成交额超1.18亿元，已赶超昨日全天成交额，交投 显著活跃！ 科创芯片50ETF（588750）标的指数成分股多数冲高，光模块（CPO）、光芯片大涨，源杰科技涨超6%，拓荆科技涨超5%，华虹公司等涨超 4%，中微公司涨近4%%，海光信息、中芯国际等涨超1%，寒武纪、芯原股份等微涨。 | 序号 | 代码 | 名称 | 申万―级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 688041 | 海光信息 | 曲子 | 1.55% | 10.45% | | 2 | 688556 | 寒武纪-U | 电子 | 0.61% | 9.03% | | 3 | 688981 | 中本国际 | 电子 | 1.76% | 8.83% | | 4 | 688008 | 澜起科技 | 曲子 | 0.85% | 8.81% | | 5 | 688012 | 中微公司 | 电子 | 4.06% | 7.62% | | 6 | 688521 | 芯原股份 | 电子 ...

科创半导体ETF鹏华紧密跟踪上证科创板半导体材料设备主题指数，上证科创板半导体材料设备主题指 数选取科创板内业务涉及半导体材料和半导体设备等领域的上市公司证券作为指数样本，以反映科创板 半导体材料和设备上市公司证券的整体表现。 数据显示，截至2025年11月28日，上证科创板半导体材料设备主题指数(950125)前十大权重股分别为拓 荆科技(688072)、中微公司(688012)、华海清科(688120)、沪硅产业(688126)、中科飞测(688361)、安集 科技(688019)、芯源微(688037)、天岳先进(688234)、盛美上海(688082)、华峰测控(688200)，前十大权 重股合计占比74.68%。 截至2025年12月4日 13:14，上证科创板半导体材料设备主题指数(950125)强势上涨2.74%，成分股拓荆 科技(688072)上涨6.41%，京仪装备(688652)上涨4.86%，芯源微(688037)上涨4.75%，中微公司 (688012)，中科飞测(688361)等个股跟涨。科创半导体ETF鹏华(589020)上涨3.00%，最新价报1.13元。 消息面上，存储芯片龙头 ...

格隆汇12月4日｜A股三大指数集体上涨，半导体芯片领涨，拓荆科技涨超5%，芯片设备ETF(560780)涨 2.19%，年内涨幅45.78%；芯片ETF龙头(159801)涨1.46%，年内涨幅36.39%。 芯片设备ETF(560780)紧密跟踪中证半导体材料设备主题指数，半导体设备占比62%，半导体材料占比 22%，覆盖光刻机、蚀刻机、薄膜沉积设备及硅片、光刻胶等关键环节龙头企业，前两大重仓股是中微 公司和北方华创合计占比超30%，高度契合国产替代主线。 据SEMI最新数据显示，2025年第三季度全球半导体设备销售额同比增长11%，达到336.6亿美元，环比 增长2%。销售额增长主要得益于先进技术领域的强劲投资，特别是面向人工智能计算的高端逻辑芯 片、DRAM及先进封装解决方案。 华鑫证券指出，华为正式发布《智能世界2035》与《全球数智化指数2025》报告，通用人工智能将成为 未来十年最具变革性的技术驱动力，到2035年全社会算力总量将实现高达10万倍的增长，看好人工智能 推动半导体周期向上，从设计、制造到封装测试以及上游设备材料端，建议关注半导体全产业链。 芯片ETF龙头(159801)跟踪国证半导体 ...

国金证券指出，现阶段全球半导体市场已结束去库周期，步入强劲复苏周期，设备市场维持高景气。DIGITIMES最新表示，2026年全球半导体市场规模或 将增长18.3%，达8800亿美元；晶圆代工产值则有望达到2331亿美元，增幅17%。 12月4日午后，热门半导体设备ETF（561980）涨幅进一步扩大、拉涨3.53%，成交额破1.5亿元。成份股金海通大涨8.58%，长川科技涨超7%，拓荆科技、 芯源微、京仪装备涨超6%，中科飞测、中微公司、北方华创等多股涨超4%。 数据显示，截至最新，半导体设备ETF（561980）标的指数中证半导年内涨幅高达54%，对比中证全指半导体、中华半导体芯片、国证芯片、芯片产业等主 流半导体指数年内表现位居第一。 据SEMI最新数据显示，2025年第三季度全球半导体设备销售额同比增长11%，达到336.6亿美元，环比增长2%。销售额增长主要得益于先进技术领域的强劲 投资，特别是面向人工智能计算的高端逻辑芯片、DRAM及先进封装解决方案。 风险提示：基金有风险，投资需谨慎。 ...

半导体设备材料概念股走强，长川科技涨超6%，拓荆科技涨超5%，中微公司、中科飞测、芯源微涨超4%。 受盘面影响，半导体设备材料相关ETF涨超2%。 世界半导体贸易统计组织表示，将对2025年全球半导体市场规模的估计上调约450亿美元至7720亿美元，同比增幅扩 大至22%，2026年的半导体市场规模将来到9750亿美元，实现25%以上的同比增长，逼近1万亿美元大关。 有券商表示，支撑半导体板块长期发展的逻辑并未改变，供应链安全与自主可控是长期趋势，设备与材料在国产化 顶层设计下逻辑最硬，数字芯片是算力自主的核心载体，先进封测受益于技术升级。 每日经济新闻 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 | | --- | --- | --- | --- | --- | | 159327 | 半导体设备ETF基金 | 1.716 | 0.042 | 2.51% | | 562590 | 半导体材料ETF | 1.518 | 0.037 | 2.50% | | 159558 | 半导体设备ETF易方达 1.693 | | 0.040 | 2.42% | | 159516 | 半导体设备ETF | 1.448 ...

近日，一则反对自己连任的消息，让艾比森（300389）董事长丁彦辉站到资本市场的聚光灯下。从投出反对票的理由来看，丁彦辉系对董事长岗位薪酬不满 意。实际上，就丁彦辉2024年435.56万元的薪资水平而言，并不算低。经同花顺iFinD统计，在约4500家可显示董事长薪资的A股公司中，丁彦辉2024年薪酬 位列第135位。从A股上市公司董事长薪资榜单整体来看，2024年，药明康德董事长李革以超4000万元的年薪稳坐头把交椅；在其之后，还有百济神州等12 家公司董事长当年薪酬在1000万—3000万元之间。除了董事长职务之外，2024年A股还有多名高管年薪水平超过1000万元。 | | Q 请输入查找内容 | 查找 | 清空 | 备注:点击数据查 | | --- | --- | --- | --- | --- | | | | | [年度] 2024 | | | | | | [是否在职] 在职 | | | 3 | 688235.SH | 自济神州 四 | | 2,019.380C | | 4 | 600887.SH | 伊利股份 | | 1,974.2212 | | 5 | 688012.SH | 中微公司 区 | ...

Core Viewpoint - The semiconductor sector has emerged as one of the most dynamic segments in the A-share market since 2025, driven by surging AI computing demand, accelerated domestic supply chain autonomy, and a global semiconductor cycle recovery, marking a critical window for high-quality development in China's semiconductor industry [2]. Group 1: Market Performance - The semiconductor sector's structure in 2025 shows that the midstream and upstream segments are leading, with the Semiconductor Equipment Index rising approximately 47% and the National Gold Semiconductor Equipment 20 Index increasing by about 62%, reflecting strong market expectations for domestic semiconductor equipment replacement [3]. - The digital chip design sector also performed well, with the Shenwan Digital Chip Design Index increasing by around 56%, serving as a core driver for the sector's upward movement [3]. Group 2: Individual Company Performance - Companies focusing on core technology breakthroughs, such as Saiwei Electronics and Chipone Technology, achieved over 180% growth, indicating sustained market optimism in areas like analog chips, IP licensing, and consumer-grade storage [4]. - In terms of trading activity, companies like Cambrian-U, SMIC, and Haiguang Information dominated the market with a combined trading volume exceeding 4.1 trillion yuan, highlighting institutional and market interest in domestic AI chips and advanced manufacturing processes [4]. Group 3: Semiconductor Company Value Rankings - The "2025 China Semiconductor Listed Company Value List" was released, ranking companies based on a comprehensive study of 181 listed firms, focusing on research innovation, financial health, growth potential, and market performance [5]. - The report indicates that companies like Haiguang Information, Cambrian, and others are leading in investment value, showcasing the sector's potential [5]. Group 4: Detailed Analysis of Semiconductor Companies - The analysis of 181 listed semiconductor companies revealed that firms like Haiguang Information, Zhongwei Company, and Guoli Microelectronics are in the high-scoring group for research innovation, indicating significant breakthroughs in key technology areas such as CPU/GPU, EDA, and etching equipment [10]. - Financial health scores for companies like SMIC and Cambrian reflect stable business models and strong cash flow, essential for maintaining strategic resilience amid increasing industry competition [11]. - Companies such as Cambrian and Guoli Microelectronics show strong growth potential, indicating that sectors like AI chips and EDA are becoming focal points for capital and capacity deployment [11]. Group 5: Sector Performance Comparison - The semiconductor sector has demonstrated the strongest overall competitiveness, with an average score leading all segments, while the hardware equipment sector follows closely due to China's robust supply chain and production capabilities [16]. - The semiconductor industry, supported by policy and capital, exhibits the highest comprehensive value creation potential among various sectors [17].

中微公司在投资者互动平台回答称，目前中微公司在先进封装领域（包含高宽带存储器HBM工艺）全 面布局，包含刻蚀、CVD、PVD、晶圆量检测设备等，且已经发布CCP刻蚀及TSV深硅通孔设备。 ...

Core Viewpoint - Huazhong Company is expected to achieve a net profit of 500 million yuan in Q3 2025, representing a year-on-year increase of 28% and a quarter-on-quarter increase of 29% [1] Group 1: Financial Performance - The etching equipment revenue for the first three quarters reached approximately 6.1 billion yuan, showing a year-on-year growth of 38% [1] - The revenue from new film products, including LPCVD and ALD, surged to about 400 million yuan in the first three quarters, marking an increase of over 1300% year-on-year [1] Group 2: Product Development - The company has significantly increased the shipment volume of high-end products for critical etching processes in advanced logic and memory device manufacturing [1] - The silicon and germanium silicon epitaxial (EPI) equipment has been shipped to clients for mass production verification, indicating continuous improvement in the company's semiconductor equipment layout [1] Group 3: Future Outlook - The company is advancing towards becoming a platform-based equipment company, with ongoing projects covering six types of equipment and over 20 new products [1]

半导体设备是半导体产业链的基石，存储扩产与自主可控共振，国产替代空间广阔。半导体设备位于产 业链上游，是支撑芯片制造与封测的核心产业。根据SEMI的数据，2025年上半年仍以33.2%的份额保持 全球最大单一市场地位，国内设备龙头业绩表现亮眼，2025年前三季度八家龙头公司合计营收同增 37.3%，归母净利润同增23.9%。我们判断，随着AI大模型驱动存储技术向3D化演进，叠加长鑫、长存 等国内存储大厂扩产项目落地，国产半导体设备产业链有望迎来新一轮高速增长机遇。 国金证券近日发布电子行业研究：半导体设备位于产业链上游，是支撑芯片制造与封测的核心产业。根 据SEMI的数据，2025年上半年仍以33.2%的份额保持全球最大单一市场地位，国内设备龙头业绩表现亮 眼，2025年前三季度八家龙头公司合计营收同增37.3%，归母净利润同增23.9%。 以下为研究报告摘要： 行业观点 投资逻辑 全球半导体步入强劲复苏周期，设备市场维持高景气。全球半导体市场已结束去库周期，根据WSTS预 测，2025年上半年全球半导体市场规模同比增长18.9%，全年预计增长15.4%。随着行业供需关系改 善，在AI算力与先进制程扩产的驱动 ...