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。 截至2025年10月24日 13:27，上证科创板半导体材料设备主题指数(950125)强势上涨4.57%，成分股神工 股份(688233)上涨13.82%，中巨芯(688549)上涨12.96%，拓荆科技(688072)上涨10.71%，华海诚科 (688535)，京仪装备(688652)等个股跟涨。科创半导体ETF鹏华(589020)上涨4.19%，最新价报1.17元。 数据显示，截至2025年9月30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中 微公司(688012)、华海清科(688120)、拓荆科技(688072)、沪硅产业(688126)、安集科技(688019)、中科 飞测(688361)、芯源微(688037)、盛美上海(688082)、华峰测控(688200)、天岳先进(688234)，前十大权 重股合计占比74.36%。 半导体板块盘中走 ...

从资金流向上来看，当日半导体板块主力资金净流出29.71亿元，游资资金净流入3.74亿元，散户资金净 流入25.97亿元。半导体板块个股资金流向见下表： 证券之星消息，10月23日半导体板块较上一交易日下跌0.9%，灿芯股份领跌。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301629 | 矽电股份 | 214.12 | 13.09% | 3.77万 | 7.63亿 | | 301308 | 江波龙 | 190.19 | 5.12% | 21.30万 | 39.51亿 | | 688766 | 普典股份 | 119.06 | 4.44% | 8.54万 | 9.73亿 | | 001309 | 德明利 | 197.20 | 4.10% | 20.21万 | 39.01亿 | | 688072 | 拓荆科技 | 258.70 | 3.89% | 9.70万 | 24. ...

分红方面，盛美上海A股上市后累计派现7.23亿元。 机构持仓方面，截止2025年6月30日，盛美上海十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股603.63万股，相比上期减少48.25万股。华夏上证科创板50成份ETF（588000）位居第三大 流通股东，持股489.37万股，相比上期减少5.95万股。易方达上证科创板50ETF（588080）位居第五大 流通股东，持股365.24万股，相比上期增加12.21万股。诺安成长混合A（320007）位居第六大流通股 东，持股322.27万股，相比上期减少91.41万股。东方人工智能主题混合A（005844）位居第七大流通股 东，持股274.22万股，相比上期减少87.42万股。嘉实上证科创板芯片ETF（588200）位居第八大流通股 东，持股209.70万股，相比上期增加20.18万股。南方信息创新混合A（007490）位居第九大流通股东， 持股186.44万股，为新进股东。华泰柏瑞沪深300ETF（510300）位居第十大流通股东，持股159.59万 股，相比上期增加9.19万股。华夏国证半导体芯片ETF（159995）退出十大流通股东之列。 ...

从行业分布看，电子与医药生物等行业受到公募机构的青睐。在电子行业的定增个股中，寒武纪、盛美 上海、芯原股份等10余只个股获得公募机构认购，总额达89.86亿元；医药生物行业则有百利天恒、迪 哲医药等6只个股获青睐，公募机构认购总额为45.18亿元。此外，电力设备、基础化工和有色金属行业 的公募机构认购总额也均超10亿元。 业内人士认为，公募机构积极参与上市公司定增，不仅反映其对市场机会的敏锐捕捉，也折射出定增市 场生态的优化。一方面，政策利好与产业升级推动优质项目供给增加；另一方面，公募机构的专业研究 能力与资金规模优势，使其在定增市场中占据主动。随着A股市场国际化与机构专业化程度提升，定增 作为重要的再融资工具，其长期价值有望进一步凸显。 今年以来，公募机构参与上市公司定向增发(定增)的热情持续攀升。公募排排网数据显示，截至10月22 日(按定增上市日统计)，年内共有37家公募机构参与74家A股上市公司的定增项目，覆盖电子、医药等 18个行业，认购总额达302.92亿元，较去年同期的235.73亿元增长28.50%。按10月22日收盘价计算，目 前公募机构参与定增的浮动盈利金额已达108.45亿元，展现出可 ...

Group 1 - A-shares indices collectively rose on October 21, with the Shanghai Composite Index increasing by 0.56%, driven by gains in energy equipment, heavy machinery, and precious metals sectors [1] - Chip technology stocks showed strong fluctuations, with the Chip ETF (159995) rising by 1.10% and notable increases in component stocks such as Zhaoyi Innovation (up 5.11%), Wente Technology (up 4.91%), and Beijing Junzheng (up 3.04%) [1] Group 2 - Due to U.S. export controls, NVIDIA's CEO confirmed a complete exit from the advanced AI chip market in China, resulting in a market share drop from 95% to zero, which is expected to facilitate the rise of Chinese manufacturers like Huawei and lead to a split in the global AI ecosystem [3] - According to招商证券, the evolution of global trade patterns has elevated the importance of self-sufficiency in the semiconductor industry as a key strategic focus for China's industrial development, with ongoing government support for this sector [3] - The AI innovation cycle, combined with tariff implications, is expected to strengthen the outlook for self-sufficiency, marking the beginning of a new upward cycle for the semiconductor industry [3] - The Chip ETF (159995) tracks the Guozheng Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, such as SMIC, Cambrian, Changdian Technology, and Northern Huachuang [3]

升级为产业趋势"风向标" 记者了解到，本届展会突破传统展区划分模式，以"核心领域+特色赛道"的差异化布局，实现产业链关 键环节全覆盖。同时，组织大湾区重大产业项目集群以及中芯国际、三星、SK海力士、华润微、长江 存储、盛合晶微、比亚迪、富士康、大疆等头部企业专业采购商与参展企业精准对接。 2025湾芯展以"技术突围"为核心，搭建新技术、新产品、新成果"黄金秀场"，杭州中欣晶圆的半导体硅 晶圆(单晶硅锭)、安徽博芯微的加热型双通道Showerhead喷淋头、宁夏盾源聚芯的刻蚀用硅部件 SiParts、芯丰精密先进封装用全自动晶圆修边设备、阿里达摩院玄铁系列RISC-V处理器及应用方案、 深圳微合科技的5G物联网芯片及应用方案等首发亮相，把打破"卡脖子"从口号落地为产业实绩，将湾 芯展新品发布会现场从技术秀场升级为产业趋势的"风向标"。 三大核心展馆 已完成95%预售面积 另外，本届湾芯展市场化对接成效显著，主办方前期通过官方渠道精准触达行业群体，展会期间推出的 供需双方一对一邀约及专场对接服务，吸引中芯国际、三星、SK海力士、华润微、长江存储、盛合晶 微、比亚迪、富士康、大疆等约5000名头部企业专业采购商参会 ...

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo concluded in Shenzhen, attracting over 11.23 million attendees and featuring around 2,500 new product launches from top global semiconductor companies [1][3] Group 1: Event Overview - The expo was themed "Chips Empowering the Future, Intelligent Innovation Ecosystem" and included participation from over 20 countries and regions, showcasing the top 30 global semiconductor companies [1] - The event adopted a differentiated layout focusing on "core areas + specialty tracks," covering key segments of the industry chain [1] - Major industry players such as SMIC, Samsung, SK Hynix, and BYD engaged in precise matchmaking with exhibitors [1][3] Group 2: Technological Breakthroughs - Shenzhen Wanliyan Technology Co., Ltd. launched the world's first ultra-high-speed intelligent oscilloscope at 90GHz, marking a 500% performance improvement over previous domestic models [2] - New products from various companies, including advanced semiconductor equipment and 5G IoT chips, were showcased, indicating significant progress in breaking foreign monopolies [2] Group 3: Market Engagement and Future Prospects - The expo facilitated effective market matching, with around 5,000 professional buyers from leading companies attending, enhancing domestic and international resource connections [3] - The 2026 expo has already seen high demand, with over 600 companies reserving exhibition space, indicating a strong future interest in the event [3]

证券代码：688082 证券简称：盛美上海 公告编号：2025-071 盛美半导体设备（上海）股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 （一）会议召开时间：2025 年 10 月 27 日（星期一）15:00-16:00 重要内容提示： 会议召开时间：2025 年 10 月 27 日（星期一）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频录播和网络互动 投资者可于 2025 年 10 月 20 日（星期一）至 10 月 24 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （ir@acmrcsh.com）进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 盛美半导体设备（上海）股份有限公司（以下简称"公司"）已于 2025 年 8 月 7 日发布 ...

Core Viewpoint - The report from Everbright Securities indicates that as of September 29, 2025, Shengmei Shanghai has an order backlog of 9.072 billion yuan, representing a year-on-year growth of 34.10% [1] Industry Summary - Since 2025, the demand for semiconductor equipment in China has remained strong, driven by technological advantages, product maturity, and market recognition [1] - The company continues to deepen its existing market and expand into new markets [1] Company Summary - The company is a leading player in domestic semiconductor cleaning equipment and is expected to benefit from performance growth driven by domestic production [1] - The company's products are continuously iterated and upgraded, with successful market promotion of new products [1] - Profit forecasts for the company are as follows: 2025 net profit of 1.476 billion yuan, 2026 net profit of 1.829 billion yuan, and a new forecast for 2027 net profit of 2.285 billion yuan, corresponding to PE ratios of 59x, 47x, and 38x respectively [1] - The company maintains a "buy" rating [1]

Core Viewpoint - The company has demonstrated strong growth in its order backlog and is actively expanding its market presence in the semiconductor equipment industry, driven by technological advancements and product development [4][5]. Group 1: Order Backlog and Growth - As of September 29, 2025, the company's order backlog reached 9.072 billion yuan, representing a year-on-year increase of 34.10% [4]. - The semiconductor equipment demand in China has remained robust in 2025, allowing the company to deepen its existing market and explore new opportunities [4]. Group 2: Fundraising and Investment - The company announced a plan to issue A-shares to specific investors, aiming to raise 4.482 billion yuan through the issuance of 38.6013 million shares at a price of 116.11 yuan per share [4]. - The raised funds will primarily be allocated to three projects: the construction of R&D and process testing platforms, iterative R&D of high-end semiconductor equipment, and supplementing working capital [6]. Group 3: Product Development and Innovation - The company has placed significant emphasis on product R&D, with new products contributing to sustained order growth [5]. - In March 2025, the company successfully validated its self-developed single-wafer high-temperature SPM equipment with key customers, which is crucial for the manufacturing of next-generation semiconductor devices [5]. - The delivery of the 1500th electroplating chamber for ECP equipment in the first half of 2025 has achieved full coverage of electroplating technology across various applications [5].