天眼查资料显示，拓荆科技（上海）有限公司，成立于2020年，位于上海市，是一家以从事零售业为主 的企业。企业注册资本143253.79万人民币。通过天眼查大数据分析，拓荆科技（上海）有限公司参与 招投标项目21次，财产线索方面有商标信息1条，专利信息283条，此外企业还拥有行政许可29个。 金融界2025年8月1日消息，国家知识产权局信息显示，拓荆科技（上海）有限公司申请一项名为"加热 盘驱动装置及薄膜沉积设备"的专利，公开号CN120400807A，申请日期为2025年04月。 专利摘要显示，本发明公开了一种加热盘驱动装置及薄膜沉积设备，该薄膜沉积设备包括：腔体、加热 盘及其驱动装置，驱动装置包括驱动件、第一驱动轴和第二驱动轴，所述第一驱动轴的顶端与所述加热 盘的盘柄的底端固定连接，所述第一驱动轴与所述第二驱动轴套接，所述第一驱动轴和所述第二驱动轴 以及所述盘柄呈同轴设置，所述第二驱动轴的底端与所述驱动件的输出端固定连接，所述驱动件用于驱 动所述第二驱动轴旋转；其中，所述第一驱动轴的侧壁与所述第二驱动轴的侧壁之间设有旋驱升降结 构，用于在所述第二驱动轴的旋转驱动下带动所述第一驱动轴旋转和升降。由此加热盘可以 ...

截至2025年7月30日收盘，拓荆科技股价报174.68元，较前一交易日下跌2.32元，跌幅1.31%。当日成交 量为25388手，成交金额达4.46亿元。 拓荆科技是国内半导体薄膜沉积设备领域的领先企业，主要从事高端半导体设备的研发、生产和销售。 公司产品广泛应用于集成电路、先进封装等领域。作为科创板上市公司，拓荆科技受益于资本市场支 持，近年来持续加大研发投入，推动半导体设备国产化进程。 最新数据显示，拓荆科技7月29日融资余额环比增加1.24亿元，增幅达18.83%，在科创板个股中融资净 买入额排名第三。公司董事长吕光泉曾表示，科创板上市为企业发展提供了关键支持，助力公司突破发 展瓶颈。 风险提示：投资有风险，入市需谨慎。本文所载信息仅供参考，不构成任何投资建议。 ...

Core Viewpoint - The semiconductor industry in China is transitioning from a global cooperative model to a regional strategic industry due to geopolitical factors, with significant growth in domestic wafer production capacity expected in the coming years [2][3]. Group 1: Market Trends - By 2024, China's mainland wafer production capacity is projected to account for nearly 25% of the global total, increasing to 31% by 2029, indicating a strong demand signal for local semiconductor equipment manufacturers [2]. - The equipment market size for wafer fabrication in mainland China is expected to reach $41.2 billion in 2024, leading other regions globally. However, a decline of 5% to $39 billion is anticipated in 2025 due to prior expansions and equipment stockpiling [2]. Group 2: Competitive Landscape - The impressive performance of equipment manufacturers in mainland China is attributed to their enhanced technological competitiveness and market development capabilities, supported by strong backing from the government and clients [3]. Group 3: Industry Players - A detailed table lists various companies involved in different process nodes, highlighting key players in the semiconductor equipment sector, such as North Huachuang, SMIC, and others, across various technologies [4].

Wind统计显示，7月29日，科创板两融余额合计1717.33亿元，较上一交易日增加26.75亿元。其中，融 资余额合计1710.85亿元，较上一交易日增加26.53亿元；融券余额合计6.48亿元，较上一交易日增加0.22 亿元。 从个股来看，7月29日有318只科创板个股获融资净买入，净买入金额在5000万元以上的有12股。其中， 寒武纪获融资净买入额居首，净买入7.8亿元；融资净买入金额居前的还有芯碁微装、拓荆科技、中芯 国际、仕佳光子、海光信息、成都先导等股，净买入额分别为1.33亿元、1.24亿元、1.02亿元、9256.4万 元、9105.94万元、8306.61万元。 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 4.15 | 兵装重组概念 | -4.64 | | 高压氧舱 | 1.55 | 海南自贸区 | -4.19 | | 互联网保险 | 0.56 | 中船系 | -2.76 | | 细胞免疫治疗 | 0.56 | 成飞概念 | -2.50 | | 基因测序 | 0.44 | 特高压 | -2.38 | | CRO概念 | 0.43 | 柔性直流输电 | -2.30 | | 国家大基金持股 | 0.33 | 水泥概念 | -2.21 | | MLOps概念 | 0.33 | 国产航母 | -2.11 | | 智谱AI | 0.33 | 房屋检测 | -1.83 | | DRG/DIP | 0.27 | 军民融合 | -1.80 | 截至7月23日收盘，国家大基金持股概念上涨0.33%，位居概念板块涨幅第7，板块内，24股上涨，拓荆 科技、中微公司、中科飞测等涨幅居前，分别上涨6.49%、5.87%、5.38%。跌幅居前的有深南电路、灿 勤科技、有研新 ...

Core Viewpoint - The semiconductor sector is experiencing a strong performance, with several companies showing significant growth in their financial results and optimistic forecasts for the future [7][8]. Group 1: Financial Performance - TSMC reported a net profit of nearly 398.3 billion NTD for Q2 2025, marking a year-on-year increase of approximately 61%, achieving the highest quarterly net profit in history and the highest growth rate for the same period in three years [7]. - Over 30 semiconductor companies have disclosed their performance forecasts for the first half of 2025, with more than 80% of these companies expecting positive results. The median net profit for these companies is nearly 6.4 billion CNY, representing a year-on-year growth of over 80%, the highest growth rate for the same period since 2021 [7]. Group 2: Industry Trends - The National Integrated Circuit Industry Investment Fund (Big Fund) is focusing on supporting domestic equipment and components to accelerate local replacements, with local governments in cities like Beijing and Shanghai establishing special funds and offering tax incentives to support the semiconductor supply chain [8]. - The average validation cycle for domestic wafer fabrication equipment in China is expected to decrease from 24 months to 14 months by 2024, with the market share of domestic equipment manufacturers increasing from 7% in 2020 to 19% in 2024 [8]. - NVIDIA has resumed supplying its H20 computing chips to the Chinese market and launched a new series of fully compatible NVIDIA RTX PRO GPUs, aimed at digital twin AI applications in smart factories and logistics, addressing high-end computing bottlenecks [8]. - The global semiconductor market is projected to continue its optimistic growth trajectory in 2025, driven by AI demand and ongoing domestic replacement efforts amid rising risks of supply chain disruptions [8].

【导读】 2025年7月22日，中国资本市场这片热土上，一块名为"科创板"的"试验田"已悄然耕耘六载春秋。6年，是筚路蓝缕的创业史，是硬核科技的淬炼场，更是 创新驱动国家战略的生动注脚。589颗"科创之星"在此汇聚，闪耀着7.3万亿市值的磅礴光芒，它们从核心技术"卡脖子"的困境中破土，在新质生产力的浪 潮里拔节，共同编织着中国产业升级与科技自立自强的宏大叙事。 值此承前启后的重要时刻，我们特别邀约了数位深耕于科创板沃土的领航者——他们是前沿赛道的开拓者，是实验室到生产线奇迹的缔造人。褪去资本市 场的喧嚣，这些掌舵人欣然提笔，以最真挚的笔触，为我们留下了属于这个时代的"科创心语"。此刻，让我们一同静心聆听，这些搏击于时代潮头的灵魂 之声，如何汇成推动中国科创巨轮驶向星辰大海的澎湃涛声。 海光信息总经理沙超群 回望科创板六周年，它作为改革"试验田"的价值有目共睹。展望未来，期待科创板能持续优化对科技企业的支持机制，在研发投入、成果转化等方面给予 更精准的赋能，进一步畅通科技企业的融资渠道，助力更多企业实现技术突破。相信随着改革的深入，科创板将培育出更多引领全球的科技创新企业，推 动中国制造业向更高质量发展迈进。 ...

21世纪经济报道记者 张赛男 上海报道 2025年7月22日，科创板迎来开市六周年。 作为我国资本市场改革的"试验田"和科技创新的核心枢纽，科创板六年来持续推动制度创新与产业升 级，成为全球瞩目的"硬科技"企业聚集地。 遥想科创板开市之初，2019年7月22日，25家首批科创板公司在上海证券交易所挂牌上市，标志着科创 板的正式启动。六年来，科创板砥砺前行，持续发展壮大。截至2025年7月22日，科创板上市公司达到 589家。 值此科创板开市六周年之际，21世纪经济报道特别邀请了10位科创板龙头企业高管，共话科创板，寄语 新未来。 海光信息（688041.SH）总经理 沙超群 正逢科创板开市6周年，海光信息也即将上市满3年。科创板为科技企业提供了一个更加开放、包容、高 效的资本市场环境，得益于科创板丰沃的投融资土壤以及政策工具箱，海光信息近年来不断在公司治理 能力、创新能力、竞争能力和经营能力上取得显著进展。 海光信息始终聚焦高端处理器业务并持续加大研发投入，已独立实现多代通用处理器CPU和人工智能加 速器DCU的自研及商用。基于卓越性能、主流生态、安全可靠、自主迭代等产品优势，海光芯片已广 泛应用于云计算、大 ...

Group 1 - The semiconductor packaging equipment industry is experiencing robust growth in China, driven by strong demand in emerging applications such as smartphones, AI, IoT, and automotive electronics. The sales revenue for semiconductor packaging equipment in China is projected to reach 28.27 billion yuan in 2024, representing a year-on-year increase of 18.93% [1][18] - The industry is expected to continue evolving towards high-density, high-performance, and high-reliability equipment due to rapid advancements in technologies like 5G, IoT, and AI [1][18] - The global semiconductor equipment market is also witnessing significant growth, with sales expected to reach 117.1 billion USD in 2024, a 10.16% increase from 2023 [15][17] Group 2 - Key players in the semiconductor packaging equipment market include both international leaders such as ASM Pacific Technology, Kulicke & Soffa, and local Chinese companies like North Huachuang, Shengmei Semiconductor, and Xinyi Chang [21][23] - North Huachuang's revenue from electronic process equipment is projected to be 27.707 billion yuan in 2024, marking a 41.28% increase [23] - Shengmei Semiconductor's revenue is expected to reach 5.44 billion yuan in 2024, reflecting a 46.43% growth [25] Group 3 - The semiconductor packaging equipment industry is supported by various policies aimed at promoting domestic production and technological breakthroughs, including the implementation of national standards and talent cultivation initiatives [8][10] - The industry is characterized by a complex supply chain, with upstream components including sensors and subsystems, midstream manufacturing, and downstream applications serving OSATs, IDMs, and foundries [11][13] Group 4 - The industry is witnessing a shift towards high precision and intelligent equipment, with advancements in packaging technologies such as Chiplet and 3D IC driving innovation [27] - New application scenarios, particularly in electric vehicles and AI chips, are creating additional market opportunities for specialized packaging equipment [28] - The construction of digital factories is transforming traditional equipment operation and maintenance, enhancing efficiency through real-time data collection and predictive maintenance [29]

Group 1 - The Sci-Tech Innovation Board (STAR Market) has achieved significant milestones in its six years of operation, serving as a "testing ground" for capital market reforms and supporting the development of hard technology enterprises [2][4][11] - The recent implementation of the "1+6" reform measures, including the establishment of a growth tier and the reintroduction of the fifth listing standard, aims to enhance inclusivity for unprofitable tech companies and optimize the review process [2][3][11] - The STAR Market has successfully attracted a diverse range of companies, with over 589 listed firms, primarily in emerging industries such as information technology, biomedicine, and high-end equipment manufacturing [6][10] Group 2 - The STAR Market's inclusive system design has lowered the barriers for hard technology companies to access capital markets, allowing for a more flexible listing standard [3][6][12] - The introduction of strategic and professional institutional investors has improved the value discovery capabilities of the capital market, further supporting the growth of innovative companies [3][6] - Companies like Haiguang Information and Zhongkong Technology have reported significant advancements in governance, innovation, and market presence, attributing their success to the supportive environment provided by the STAR Market [7][8] Group 3 - The STAR Market is expected to continue evolving, with a focus on fostering high-quality development and supporting the transformation of the economy through technological innovation [4][5][11] - The board's reforms are anticipated to create a more favorable environment for long-term research and development investments, particularly for companies in the pharmaceutical and semiconductor sectors [10][12] - The STAR Market's role as a platform for showcasing innovation has enhanced the visibility and international influence of listed companies, contributing to their growth and market share expansion [8][10]