【ESG 投资周报】ESG 指数持续回暖，本月新发 ESG 基金 5 只 2025.07.28 【双碳周报】全国碳市场碳排放额累计成交量大 幅上涨 2025.07.28 【双碳周报】全国碳市场碳排放配额成交量下降 2025.07.22 资讯汇总 [table_Header]2025.07.29 【行业 ESG 周报】中欧领导人发布《关于应对气候变化的联合声明》， 联合国秘书长呼吁加速清洁能源转型 产业研究中心 摘要： | [Table_Authors] | | | --- | --- | | | 赵子健(分析师) | | | 021-38032292 | | | zhaozijian@gtht.com | | 登记编号 | S0880520060003 | | | 王佳(分析师) | | | 010-83939781 | | | wangjia7@gtht.com | | 登记编号 | S0880524010001 | | | 蔡晨(研究助理) | | | 021-38031023 | | | caichen@gtht.com | | 登记编号 | S0880123070146 | [Table_Report ...

证券代码：688120 证券简称：华海清科 公告编号：2025-050 华海清科股份有限公司 关于 2023 年限制性股票激励计划首次授予部分第一个 归属期归属结果暨股份上市的公告 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。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 936,405股。 本次股票上市流通总数为936,405股。 本次股票上市流通日期为2025 年 8 月 4 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，华海清科股份有限公司（以下简称"公司"）于 近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》， 公司完成了 2023 年限制性股票激励计划（以下简称"本激励计划"）首次授予部 分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本激励计划已履行的决策程序和信息披露情况 1、2023 年 3 月 21 日，公司召开第一届董事会第三十五次会议，会议审议通 过了《关于公司<2023 年 ...

内容概要：半导体CMP设备作为晶圆表面平坦化的核心装备，对集成电路制造至关重要，其全球市场 高度集中于美国应用材料和日本荏原，技术壁垒极高。2024年全球半导体设备市场规模达1171亿美元， CMP设备市场约32.5亿美元，受2纳米等先进制程及存储器堆叠技术升级驱动持续增长。中国市场在政 策扶持与国产替代战略推动下，实现跨越式发展，华海清科等企业突破12英寸设备技术封锁，2024年国 产设备全球市场份额跃升至30%，国内市占率超50%，28纳米及以上制程实现稳定量产，14纳米设备验 证进展超预期。尽管进口高端设备仍占主导，但2024年进口量同比下降而出口激增，显示国产替代成效 显著。竞争格局呈现"国际垄断突破、本土梯队分化"特征，华海清科、盛美上海等企业分别在先进制程 和先进封装领域形成优势。未来，行业将加速向技术高端化、国产替代深化及全球化布局迈进，头部企 业持续突破14-7纳米工艺，2025年高端市场国产化率有望突破50%，同时依托性价比优势拓展国际市 场，并通过产业链协同构建安全可控的供应链体系，推动行业向技术、韧性与全球化为核心的新阶段转 型。 相关企业：华海清科股份有限公司、北京晶亦精微科技股份有限 ...

证券研究报告 行业研究 / 行业点评 2025 年 07 月 22 日 强于大市 投资要点： 一年内行业指数与沪深 300 指数对比走势： 证券分析师 许亮 S0820525010002 0755-83562506 xuliang@ajzq.com 行业及产业 电子 国产 EUV 光刻机进展加速 ——电子行业周报（2025/7/14-7/18） 请仔细阅读在本报告尾部的重要法律声明 PCB 持续领涨电子行业。本周（2025/7/14-7/18）SW 电子行业指数(+2.15%)，涨跌 幅排名 7/31 位，沪深 300 指数(+1.09%)。SW 一级行业指数涨跌幅前五分别为：通信 (+7.56%)，医药生物(+4.00%)，汽车(+3.28%)，机械设备(+2.91%)，国防军工 (+2.26%)，涨跌幅后五分别为:传媒(-2.24%)，房地产(-2.17%)，公用事业(-1.37%)， 非银金融(-1.24%)，银行(-1.03%)。本周 SW 电子三级行业指数涨跌幅前三分别是：印 制电路板（+11.05%），消费电子零部件及组装（+3.55%），被动元件（+3.16%）； 涨跌幅后三分别是：半导体设备（ ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 1.3% and a transaction volume of 410 million yuan [3] - As of July 21, the ETF's latest scale reached 31.565 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's latest share count is 20.644 billion shares, also a six-month high and leading among comparable funds [3] - Over the past 10 days, the ETF has seen continuous net inflows, with a maximum single-day net inflow of 761 million yuan, totaling 3.097 billion yuan [3] - The leveraged funds are actively investing, with a net financing amount of 23.377 million yuan this month and a latest financing balance of 1.855 billion yuan [3] - The ETF's net value has increased by 28.75% over the past two years, ranking 271 out of 2237 index equity funds, placing it in the top 12.11% [3] - Since its inception, the ETF's highest monthly return was 25.18%, with the longest consecutive monthly gains being 4 months and a maximum increase of 36.01% [3] Group 2: Semiconductor Industry Insights - Meta's founder Mark Zuckerberg announced plans for Meta to become the first to invest in a 1GW computing power supercluster laboratory, with expansion plans to 5GW in the coming years [4] - NVIDIA's CEO Jensen Huang announced two significant developments during his visit to China: approval for H20 chip sales to China and the launch of a custom RTX PRO GPU for the Chinese market [4] - Tianfeng Securities projects optimistic growth for the global semiconductor industry through 2025, driven by AI and ongoing domestic substitution efforts [4] - The second quarter showed strong performance forecasts across various semiconductor segments, with expectations for a robust third quarter [4] - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, and Cambricon, collectively accounting for 57.76% of the index [4]

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]

数据统计显示，AMAC专用设备指数近一个月上涨5.85%，近三个月上涨8.72%，年至今上涨7.57%。 金融界7月21日消息，上证指数高开高走，AMAC专用设备指数 (AMAC专用，H30062)上涨1.29%，报 3496.58点，成交额811.75亿元。 从指数持仓来看，AMAC专用设备指数十大权重分别为：北方华创（6.49%）、迈瑞医疗（6.42%）、 三一重工（5.43%）、中微公司（3.77%）、徐工机械（3.37%）、联影医疗（3.0%）、中联重科 （1.81%）、先导智能（1.3%）、华海清科（1.27%）、爱美客（1.26%）。 从AMAC专用设备指数持仓的市场板块来看，深圳证券交易所占比57.23%、上海证券交易所占比 42.77%。 从AMAC专用设备指数持仓样本的行业来看，工业占比53.32%、医药卫生占比24.75%、信息技术占比 17.44%、能源占比1.75%、可选消费占比0.89%、金融占比0.59%、原材料占比0.51%、公用事业占比 0.39%、房地产占比0.24%、主要消费占比0.13%。 据了解，中基协基金估值行业分类指数依据《中国上市公司协会上市公司行业统计分类指引》 ...

截至2025年7月21日 13点42分，上证科创板半导体材料设备主题指数下跌0.30%。成分股方面涨跌互 现，盛美上海领涨1.48%，明志科技上涨1.13%，上海合晶上涨0.95%；和林微纳领跌2.12%，华海清科 下跌1.69%，富创精密下跌1.25%。科创半导体ETF（588170）下跌0.39%，已经横盘震荡多日，亟待突 破。 消息面上，瀚博半导体于2025年7月11日同中信证券签署辅导协议，正式启动A股IPO进程。成立于2018 年的瀚博半导体作为一家高端GPU芯片提供商，主要为人工智能核心算力和图形渲染、内容生成提供全 栈式芯片解决方案，现已拥有自主研发的核心IP以及两代GPU芯片，提供图形渲染GPU、数据中心GPU 和边缘GPU三大产品线。 公开信息显示，科创半导体ETF（588170）跟踪上证科创板半导体材料设备主题指数，囊括科创板中半 导体设备和半导体材料细分领域的硬科技公司。半导体设备和材料行业是重要的国产替代领域，具备国 产化率较低、国产替代天花板较高属性，受益于人工智能革命下的半导体需求扩张、科技重组并购浪 潮、光刻机技术进展。 （文章来源：每日经济新闻） 山西证券认为，国内晶圆厂建设潮 ...

据了解，上证180、380动量指数基于过去一年的风险调整价格动量，分别选取上证180和上证380指数样 本中动量评分最高的60只和120只证券作为指数样本，以反映上证180和上证380指数样本中最具动量特 征证券的整体表现。该指数以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，上证380动量指数十大权重分别为：赤峰黄金（2.18%）、四川长虹（2.07%）、东吴 证券（1.99%）、九号公司（1.85%）、瑞芯微（1.75%）、士兰微（1.64%）、云天化（1.59%）、华海 清科（1.51%）、思特威（1.51%）、宏发股份（1.5%）。 金融界7月18日消息，上证指数高开高走，上证380动量指数 (380动量，H50058)报7221.21点。 数据统计显示，上证380动量指数近一个月上涨6.04%，近三个月上涨10.81%，年至今上涨7.02%。 从上证380动量指数持仓样本的行业来看，信息技术占比30.87%、工业占比22.85%、原材料占比 14.30%、金融占比10.58%、可选消费占比6.55%、通信服务占比4.85%、医药卫生占比4.13%、房地产占 比3.21%、主 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 3.1% during trading, with a transaction volume of 9.55 billion yuan [3] - As of July 15, the Sci-Tech Chip ETF's latest scale reached 30.492 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's latest share count reached 20.104 billion shares, also a six-month high, ranking first among comparable funds [3] - Over the past six days, the ETF has seen continuous net inflows, with a maximum single-day net inflow of 761 million yuan, totaling 2.273 billion yuan [3] - The leveraged funds continue to invest, with a net financing amount of 30.2579 million yuan this month and a latest financing balance of 1.844 billion yuan [3] - The ETF's net value has increased by 57.25% over the past year, ranking first among comparable funds, and it is in the top 5.33% of index stock funds [3] - Since its inception, the ETF's highest monthly return was 25.18%, with the longest consecutive monthly gains being four months and a maximum increase of 36.01% [3] Group 2: Semiconductor Industry Outlook - Tianfeng Securities predicts a continued optimistic growth trajectory for the global semiconductor industry in 2025, driven by AI and downstream growth [4] - Policy support is expected to enhance the domestic semiconductor industry chain through horizontal category expansion and vertical technological complementarity, accelerating industry concentration and competitiveness [4] - The top ten weighted stocks in the Sci-Tech Board Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4] Group 3: Stock Performance - The top ten stocks in the Sci-Tech Chip Index show varying performance, with SMIC at -0.11% and Cambricon at +6.24%, indicating a diverse range of stock movements [6] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [6]