在AI算力（核心股）需求爆发、高带宽存储器（HBM）技术迭代加速的背景下，A股HBM（高带宽存 储器）产业链今日迎来集体爆发，从上游材料、设备到封装测试，各环节个股纷纷走强，资金关注度持 续提升。拓荆科技、宏昌电子、精智达、联瑞新材、芯碁微装领涨，板块产业链相关企业整理如下： 拓荆科技（688072.SH） 宏昌电子（603002.SZ） 最新股价：11.54元 日涨幅：+8.97% 核心看点：国内电子级环氧树脂龙头，电子级环氧树脂是HBM建设所需材料环氧塑封料的上游，为 HBM封装提供关键基材支撑。 精智达（688627.SH） 最新股价：313.00元 日涨幅：+7.28% 最新股价：360.00元 日涨幅：+9.98% 核心看点：拟减持；国内ALD设备主要供应商之一，ALD沉积在HBM工艺中不可或缺，设备广泛应用 于HBM制造的关键环节。 核心看点：根据新技术和新应用在半导体（核心股）存储器方面的新要求，配合客户业务稳步推进开发 针对如HBM等新一代半导体存储器测试需求的测试技术和设备，为客户提供可应用于HBM领域的完整 测试方案。 联瑞新材（688300.SH） 最新股价：68.50元 日涨幅：+6. ...

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

Group 1 - The semiconductor sector experienced a significant rally, with notable gains in several companies [2] - Chipone Technology saw its stock price increase by over 10% [2] - Huahai Chengke's stock rose by more than 7%, indicating strong market interest [2] - Other companies such as Chipsource Micro, Zhaoxin Technology, and Guokewi also followed the upward trend [2]

Core Viewpoint - The storage industry is entering a super cycle driven by AI, leading to an increase in storage chip prices and positively impacting the packaging materials supply chain through advanced packaging technology [1] Group 1: Industry Insights - The current super cycle in the storage industry is primarily driven by AI advancements [1] - This cycle is not only increasing storage chip prices but also enhancing the volume and price of packaging materials [1] Group 2: Company Strategy - The company is leveraging technological innovation and product structure adjustments to gradually expand its market share in the traditional packaging sector [1] - The company is actively investing in the advanced packaging field to promote the industrialization of high-end products [1]

证券日报网讯 2月5日，华海诚科在互动平台回答投资者提问时表示，公司相关经营情况已在定期报告 中详细披露，后续会及时更新披露相关情况。 （文章来源：证券日报） ...

Group 1 - The company, Huahai Chengke, stated that it adheres to the principle of fair disclosure to ensure all investors receive information equally [1] - The company will disclose the legally required number of shareholders in its periodic reports and will not respond to inquiries on the interactive platform regarding this information [1]

格隆汇2月5日丨华海诚科(688535.SH)在投资者互动平台表示，公司专注于半导体封装材料的研发和生 产，目前的产品体系主要包括环氧塑封料和电子胶黏剂，这些材料广泛应用于半导体、集成电路等封装 应用领域。 ...

Group 1 - The semiconductor materials and equipment theme indices have experienced declines, with the Shanghai Stock Exchange Sci-Tech Innovation Board index down by 2.13% and the China Securities semiconductor materials and equipment index down by 2.15% as of February 5, 2026 [1][2] - Key stocks such as Huafeng Measurement Control and Tuojing Technology have seen significant declines, with Huafeng Measurement Control leading the drop at 6.60% [1] - The Sci-Tech semiconductor ETF (588170) has seen a recent price drop of 2.06%, while the semiconductor equipment ETF (562590) decreased by 2.17% [1] Group 2 - The Sci-Tech semiconductor ETF has recorded a net outflow of 59.39 million yuan, but over the past five trading days, it has seen a net inflow of 202 million yuan, averaging 40.37 million yuan per day [2] - Qualcomm reported better-than-expected Q1 FY2026 results but provided a revenue outlook below market expectations due to global memory supply shortages, projecting revenue between 10.2 billion to 11 billion USD for Q2 [2] - The demand for AI computing power is increasingly dominating storage needs, leading to a significant rise in DRAM prices, with server DRAM prices expected to increase by approximately 90% in Q1 [3] Group 3 - The Sci-Tech semiconductor ETF and its linked funds track the semiconductor materials and equipment theme index, focusing on hard tech companies in semiconductor equipment (60%) and materials (25%) [4] - The semiconductor equipment ETF (562590) also emphasizes semiconductor equipment (63%) and materials (24%), highlighting the importance of domestic substitution in the semiconductor industry [4]