证券日报网讯1月14日，芯源微在互动平台回答投资者提问时表示，公司前道化学清洗设备机台搭载独 立开发的新一代高清洗效率低损伤射流喷嘴，具有高工艺覆盖性、高稳定性、高洁净度、高产能等多项 核心优势；前道物理清洗设备配置低损伤雾化清洗喷嘴与低损伤清洗毛刷，可广泛应用于国内前道晶圆 制造领域；后道单片湿法设备包括清洗机、去胶机、刻蚀机等湿法类设备，可广泛应用于来料清洗、 TSV深孔清洗、Flux清洗等清洗、去胶及lift-off剥离工艺及多种介质层湿法刻蚀工艺。未来公司将持续 提高清洗设备产能，研究开发化学清洗关键技术，进一步优化单元和整机设计。 ...

科创板融资余额较前一交易日减少10.67亿元，融券余额增加1892.98万元。267股融资余额环比增加， 264股融券余额环比增加。 | 688222 | 成都 | 48641.65 | 18.40 | 28.51 | -27.41 | 5.76 | | --- | --- | --- | --- | --- | --- | --- | | | 先导 | | | | | | | 688592 | 司南 | 17610.92 | 16.08 | 34.83 | -3.66 | 0.56 | | | 导航 | | | | | | | | 盛邦 | | | | | | | 688651 | 安全 | 17370.1 1 | 15.98 | 0.00 | | -7.18 | | | 航天 | | | | | | | 688552 | 南湖 | 23388.40 | 15.75 | 81.02 | -25.84 | -0.22 | | 688135 | 利扬 | 301 11.05 | 14.78 | 0.00 | | 7.77 | | | 芯片 | | | | | | | 688246 | 嘉和 | 21497.74 ...

与此同时，SK海力士位于清州的M15X新工厂已进入投产前的关键准备阶段，该工厂将专注于DRAM及面向AI应用的存储解决方案。据业内高层透露， SK海力士正力争在2027年之前完成龙仁半导体园区内的首座晶圆厂建设，该项目整体规模相当于六座M15X级别工厂，显示其对未来市场需求的积极布 局。值得注意的是，SK海力士的DRAM月产能为50万片晶圆，即使加上M15X芯片，也只能达到55万片。相比之下，三星电子的月产能高达65万片晶圆。 AI算力的狂飙，正在重塑整个半导体产业的需求逻辑。而在这条产业链上，有一个"卖铲子"的赛道正迎来确定性爆发——半导体设备。 01 半导体设备，坐上"快车" 2025年，存储市场的涨价潮贯穿全年。叠加HBM（高带宽内存）与DDR5需求的集中爆发，以及全球行业巨头的扩产动作，半导体设备市场直接坐上了需 求增长的"快车"，成为最大受益领域之一。 国际半导体产业协会（SEMI）近日发布的《半导体设备年终预测——OEM视角》报告给出了明确信号：预计2025年全球半导体设备原始设备制造商 （OEM）的半导体制造设备总销售额将达到创纪录的1330亿美元，同比增长13.7%。预计未来两年半导体制造设备 ...

Group 1 - The core adjustment of the indices reflects a shift towards high-quality stocks and market representation, with specific companies being added or removed based on their market capitalization and operational stability [1][2] - The inclusion of companies like Chip Source Microelectronics and Huada Gene reflects a trend towards innovation-driven economic transformation, focusing on high-end manufacturing and technological innovation [2][3] - The adjustments serve as a "vote" from the capital market on industry trends, indicating that long-term growth sectors are favored over short-term market fluctuations [3] Group 2 - The adjustments lead to structural reallocation of funds, with passive funds needing to buy newly included stocks and sell those that are removed, creating short-term liquidity premiums for the new entrants [4] - Investors are advised to focus on the underlying fundamentals of companies rather than short-term market movements, as long-term valuations depend on the companies' growth potential [4] - The adjustments are not isolated events but part of a broader market trend, emphasizing the importance of understanding the underlying rules of index composition and industry transformation [4]

沪指14连阳，冲击4100点，存储器板块全天活跃，半导体产业链、煤炭爆发。焦煤、焦炭"双焦"期货强势涨停。港股恒科指一度跌超2%，科网股 普遍走低。 | 代码 | | 两日图 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 4085.77 c | 2.11 | 0.05% | | 399001 | 深证成指 | | 14030.56 c | 8.01 | 0.06% | | 399006 | 创业板指 | | 3329.69 c | 10.40 | 0.31% | | 000300 | 沪深300 | | 4776.67 c | -14.03 | -0.29% | | 000016 | FIFF50 | 118 | 3145.12 c | -13.64 | -0.43% | | 000680 | 科创综指 | | 1746.72 c | 26.32 | 1.53% | | 000688 | 科创20 | | 1443.39 c | 14.09 | 0.99% | | 899050 | 北证50 | | 1496. ...

抢筹中证500新成员 1月7日，芯源微用一场20%涨停印证了市场对其纳入中证500指数的强烈认可。前一日，中证指数有限 公司官宣的样本调整方案让这家国内唯一量产前道涂胶显影设备厂商成功"晋级"，随后几个交易日公司 股价飙升，市值增长超百亿。 作为聚焦中小盘成长股的核心指数，中证500的筛选标准向来严格。而芯源微能够脱颖而出，除了得益 于其近300亿的市值规模及日均5亿元的流动性之外，更源于其在国产替代赛道上不可替代的地位。 值得关注的是，根据公告内容，这一调整将在1月9日收市后生效，也让外界对于相关指数基金是否会 在"高位"接盘产生了疑虑。而结果究竟为何，核心在于各种分歧下芯源微的股价能否延续此前的亮眼表 现。 须知，在近几年业绩承压的背景下，芯源微2025年涨幅超128%。而其北方华创在其背后的产业赋能、 存储行业景气度的回升又能推动企业走的多远？仍有待时间给出答案。 1月6日，中证指数有限公司公告了指数样本调整方案，芯源微从中证1000指数调出并纳入中证500指 数，这一事件直接点燃了市场的热情。1月7日，芯源微股价开盘一路震荡上行，并于10：33直接封死 20%涨停盘；随后的1月8日，公司股价涨势不减， ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index fell over 1% during the session. The total trading volume in the Shanghai and Shenzhen markets reached 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day, marking the fourth consecutive day with trading volumes exceeding 2.5 trillion yuan [1] Sector Performance - The market saw rapid rotation of hotspots, with over 3,700 stocks rising, including 111 stocks hitting the daily limit. The commercial aerospace sector witnessed a collective surge, with more than twenty constituent stocks reaching the daily limit, including Lushin Investment, which achieved eight consecutive limit-ups in ten days, and Goldwind Technology, which had three consecutive limit-ups [1] - The brain-computer interface concept continued to show strength, with stocks like Innovation Medical, Prilite, and Nanjing Panda achieving four consecutive limit-ups. The controllable nuclear fusion concept was also active, with China First Heavy Industries, China National Machinery Industry Corporation, and China Nuclear Engineering reaching two consecutive limit-ups [1] - The AI application concept rose, with stocks such as Jiuxin Software and Baoxin Software hitting the daily limit. Conversely, sectors like large finance, rare earth permanent magnets, and non-ferrous metals saw significant declines, with the securities sector collectively dropping, including Huayin Securities hitting the daily limit down [1] Institutional Activity - Institutional participation increased compared to the previous day, with 38 stocks having net buy/sell amounts exceeding 10 million yuan. Among these, 20 stocks were net bought, while 18 were net sold. Notable net purchases included Aerospace Electric at 276 million yuan, Zhenlei Technology at 259 million yuan, and Luyan Pharmaceutical at 186 million yuan. On the other hand, significant net sales were observed in Goldwind Technology at 668 million yuan, Chipone Technology at 632 million yuan, and Qiangyi Co., Ltd. at 315 million yuan [2]

证券代码：688037 证券简称：芯源微 公告编号：2026-001 沈阳芯源微电子设备股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 沈阳芯源微电子设备股份有限公司（以下简称"公司"或"本公司"） 股票交易连续三个交易日内（2026 年 1 月 6 日、1 月 7 日和 1 月 8 日）收盘价格 涨幅偏离值累计达到 30%，根据《上海证券交易所交易规则》《上海证券交易所 科创板股票异常交易实时监控细则》等有关规定，属于股票交易异常波动情形。 ● 经公司自查，并发函问询控股股东及实际控制人，截至本公告披露日， 公司、控股股东及实际控制人不存在关于公司应披露而未披露的重大事项。公司 目前生产经营正常，生产经营未发生重大变化。 ● 公司主要从事半导体专用设备的研发、生产和销售，产品主要包括光刻 工序涂胶显影设备、单片式湿法设备。公司的经营情况请参考公司于 2025 年 10 月 31 日披露的《沈阳芯源微电子设备股份有限公司 2025 年第三季度报告》，2025 年 1 ...

南财智讯1月8日电，芯源微公告，公司股票交易连续三个交易日内（2026年1月6日、1月7日和1月8日） 收盘价格涨幅偏离值累计达到30%，根据相关规定，属于股票交易异常波动情形。经公司自查，并发函 问询控股股东及实际控制人，截至公告披露日，公司、控股股东及实际控制人不存在关于公司应披露而 未披露的重大事项。公司目前生产经营正常，生产经营未发生重大变化。公司主要从事半导体专用设备 的研发、生产和销售，产品主要包括光刻工序涂胶显影设备、单片式湿法设备。2025年1-9月，公司实 现营业收入99,026.65万元，同比下降10.35%；实现归属于上市公司股东的净利润-1,004.92万元，同比下 降109.34%；实现归属于上市公司股东的扣除非经常性损益的净利润-9,368.06万元，同比下降333.93%。 公司2025年第三季度报告未经审计。目前公司的生产经营正常，经营情况及内外部经营环境未发生重大 变化。截至2026年1月8日，公司收盘价为215.92元/股。公司股价短期波动幅度较大，公司特别提醒广 大投资者，注意投资风险，理性决策，审慎投资。 ...

Core Viewpoint - The company announced that its stock price has deviated significantly, with a cumulative increase of 30% over three consecutive trading days, indicating abnormal trading fluctuations [1] Group 1: Company Operations - The company has confirmed that its daily operations are normal and there have been no significant changes [1] - The company, along with its controlling shareholders and actual controllers, has no undisclosed major matters that should be disclosed [1] Group 2: Industry Focus - The company primarily engages in the research, development, production, and sales of semiconductor equipment [1] - Key products include photoresist coating and developing equipment for lithography processes, as well as single-wafer wet processing equipment [1]