摘要 ： 国产高端量测装备再添关键利器 。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 国产高端量测装备再添关键利器，中科飞测近日正式发布 首台电子束关键尺寸量测设备（CD-SEM） MAGNOLIAEBM-600。 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 高端电子束设备是决定芯片良率与性能的核心装备，长期依赖进口。 此次发布的电子束关键尺寸量测设备主要面向1Xnm先进逻辑及存储芯片 制造中的关键制程工艺，适用于光刻、刻蚀等核心环节的关键尺寸监控，在多项性能指标上已达到甚至超越国际同类水平，展现出显著的国产 替代潜力。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 | 来 源 ： 仪 器 信 息 网 | 作 者 ： 土 豆 | 责 编 ： 安 安 | 视 觉 ： 长 艳 柱 子 发 文 不 易 ， 请 帮 小 编 点 下 " ❤️ " ↓ ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board 100 Index, with significant gains in constituent stocks such as Jiewa Technology and Huafeng Technology, indicating a bullish trend in the market [1] - The Sci-Tech 100 Index ETF (588030) has shown a 1.06% increase, marking a three-day consecutive rise, with a latest price of 1.34 yuan and a weekly cumulative increase of 1.77% as of December 22, 2025 [1] - The liquidity of the Sci-Tech 100 Index ETF is robust, with a turnover rate of 2.54% and a transaction volume of 151 million yuan, while the average daily transaction volume over the past year is 335 million yuan, ranking first among comparable funds [1] Group 2 - The rapid development of China's chip technology is expected to reach a "DeepSeek moment" by 2026 or 2027, potentially disrupting Nvidia and its supply chain [1] - Research breakthroughs in the next-generation optical chip field by Shanghai Jiao Tong University have led to the first all-optical computing chip capable of supporting large-scale semantic media generation models [1] - According to招商证券, the growth in AI demand is driving global storage and advanced process capacity expansion, with domestic storage and advanced process expansion expected to accelerate in 2026-2027 [2] - The storage sector is experiencing continuous price increases, with major companies anticipating positive performance trends in Q4, while structural opportunities remain due to limited output next year [2] - The Sci-Tech 100 Index ETF has seen a significant growth of 1.46 billion yuan in scale over the past week, ranking second among comparable funds [2] - The ETF has also experienced a notable increase of 1.14 billion shares in the past two weeks, again ranking second among comparable funds [2] - The latest net outflow of funds from the Sci-Tech 100 Index ETF is 71.41 million yuan, but it has attracted a total of 128 million yuan over the last five trading days [2] - The Sci-Tech 100 Index reflects the overall performance of 100 medium-sized and liquid securities selected from the Shanghai Stock Exchange's Sci-Tech Innovation Board [2]

Group 1 - The core point of the news highlights the strong performance of semiconductor-related stocks, driven by ByteDance's planned capital expenditure of 160 billion RMB (approximately 23 billion USD) for 2026, with half allocated for advanced semiconductor procurement to develop AI models and applications [1] - NVIDIA, SK Hynix, and Phison Electronics are collaborating to develop AI-specific solid-state drives (SSDs), which are expected to outperform current AI server SSDs by a factor of ten [1] - The liquid cooling market is projected to reach 21.8 billion USD by 2027, driven by increased efficiency and lower power usage effectiveness (PUE) in data centers, with Taiwanese manufacturers currently dominating the supply chain [1] Group 2 - The Semiconductor Equipment and Materials International (SEMI) report forecasts global semiconductor manufacturing equipment sales to reach 133 billion USD in 2025, a 13.7% increase year-over-year, with further growth expected in 2026 and 2027 [2] - Domestic GPU companies are entering a capital expenditure acceleration phase, with companies like Muxi Technology and Moer Thread achieving significant milestones in GPU sales and technology breakthroughs [2] - The domestic supply chain for semiconductor upstream equipment and materials is expected to accelerate, providing opportunities for local suppliers as wafer fabrication plants expand [2] Group 3 - As of December 23, 2025, the semiconductor materials and equipment theme index rose by 1.79%, with the chip equipment ETF (560780) increasing by 1.70% [3] - The top ten weighted stocks in the ETF account for 64.75% of the index, with notable increases in stocks such as Kema Technology and Aisen Co., Ltd. [3] - The chip equipment ETF has seen a significant growth of 1.01 billion RMB in the past three months, indicating strong investor interest [3]

证券日报网讯12月22日，中科飞测在互动平台回答投资者提问时表示，关于公司股东户数情况，请关注 公司定期报告。 ...

证券日报网讯12月22日，中科飞测在互动平台回答投资者提问时表示，公司持续稳步推进各系列设备的 产业化并取得积极进展，目前已在前道制造、先进封装、化合物半导体、大硅片和制程设备领域超过 200家客户产线获得广泛应用与验证。 ...

Group 1 - The core viewpoint of the article is that Zhongke Feimiao (688361.SH) has successfully validated and is mass-selling various equipment, including 3D AOI devices and three-dimensional morphology measurement equipment, through HBM advanced packaging technology [1] - The company has established a customer base that includes major domestic HBM manufacturers, indicating strong market penetration [1] - There is a continuous increase in customer order volume, and the company has a substantial backlog of orders [1]

Core Viewpoint - The company has successfully validated and is mass-selling various advanced measurement equipment for HBM packaging processes, indicating strong demand and a growing order backlog [1] Group 1: Company Developments - The company has developed and validated 3D AOI equipment, three-dimensional morphology measurement equipment, and overlay accuracy measurement equipment for HBM advanced packaging [1] - The company has achieved a significant milestone by having its equipment validated for HBM processes, which is crucial for the semiconductor industry [1] Group 2: Market Demand - The customer base for the company's equipment includes major domestic HBM manufacturers, reflecting a strong market presence [1] - There is a continuous increase in customer order volume, indicating robust demand for the company's products [1] - The company reports a healthy backlog of orders, suggesting sustained growth potential in the near future [1]

Core Viewpoint - The company has successfully validated and is mass-selling various advanced measurement equipment for HBM packaging processes, indicating strong demand and a solid customer base in the domestic market [1] Group 1: Product Validation and Sales - The company's 3D AOI equipment, three-dimensional morphology measurement equipment, and overlay accuracy measurement equipment have passed validation for HBM advanced packaging processes [1] - These products are now being sold in bulk, demonstrating the company's capability to meet market demands [1] Group 2: Customer Base and Orders - The customer base primarily includes major domestic HBM manufacturers, reflecting the company's strong market position [1] - There is a continuous increase in customer order volume, with a robust backlog of orders indicating sustained demand for the company's products [1]

Group 1 - Zhongke Feimeasure's stock increased by 5.39%, reaching 155.28 CNY per share, with a trading volume of 242 million CNY and a turnover rate of 0.64%, resulting in a total market capitalization of 54.373 billion CNY [1] - The company, Shenzhen Zhongke Feimeasure Technology Co., Ltd., was established on December 31, 2014, and went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit equipment, categorized into testing equipment (60.72% of revenue), measuring equipment (36.40%), and services and others (2.88%) [1] Group 2 - Yongying Fund's Yongying Semiconductor Industry Smart Selection Mixed Fund A (015967) entered the top ten circulating shareholders of Zhongke Feimeasure, holding 6 million shares, which is 2.42% of the circulating shares. The estimated floating profit today is approximately 47.64 million CNY [2] - The fund was established on September 22, 2022, with a latest scale of 858 million CNY. Year-to-date returns are 74.93%, ranking 230 out of 8170 in its category, while the one-year return is 71.01%, ranking 245 out of 8139 [2] Group 3 - The fund manager of Yongying Semiconductor Industry Smart Selection Mixed Fund A is Zhang Haixiao, who has been in the position for 2 years and 208 days. The total asset scale of the fund is 10.243 billion CNY, with the best return during his tenure being 76.71% and the worst being -19.48% [3] Group 4 - Yongying Semiconductor Industry Smart Selection Mixed Fund A increased its holdings in Zhongke Feimeasure by 4 million shares in the third quarter, bringing its total to 6 million shares, which constitutes 7.38% of the fund's net value, making it the third-largest holding [4]

Group 1 - Zhongke Feimeasure's stock increased by 5.39%, reaching 155.28 CNY per share, with a trading volume of 236 million CNY and a turnover rate of 0.63%, resulting in a total market capitalization of 54.373 billion CNY [1] - The company, established on December 31, 2014, is located in Longhua District, Shenzhen, Guangdong Province, and was listed on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit equipment, categorized into testing equipment (60.72% of revenue), measuring equipment (36.40%), and services and others (2.88%) [1] Group 2 - One fund under China Europe Fund holds a significant position in Zhongke Feimeasure, with the China Europe SSE Sci-Tech Innovation Board 100 Index Initiation A Fund (021660) reducing its holdings in 19 stocks during the third quarter, maintaining 20,400 shares, which accounts for 2.01% of the fund's net value, ranking it as the eighth largest holding [2] - The fund has a total scale of 44.5702 million CNY and has achieved a year-to-date return of 45.04%, ranking 628 out of 4197 in its category, with a one-year return of 40.3%, ranking 686 out of 4152, and a cumulative return since inception of 77.24% [2] Group 3 - The fund manager of the China Europe SSE Sci-Tech Innovation Board 100 Index Initiation A Fund is Song Weiwei, who has been in the position for 1 year and 341 days, managing total assets of 8.524 billion CNY, with the best fund return during the tenure being 115.28% and the worst being -6.48% [3]