（来源：淘金ETF） 1. 北方华创（002371） 作为国内半导体设备绝对龙头，北方华创的主营业务覆盖刻蚀机、薄膜沉积设备、清洗机等全品类核心 制程设备，是存储芯片制造的上游基石。在存储芯片涨价周期中，国内存储厂扩产与技术升级将直接带 动其设备订单增长。其在3D NAND、HBM等先进制程设备领域的突破，深度适配国产存储的技术迭代 需求，不仅为长江存储、长鑫科技等头部企业提供设备支撑，更在全球存储设备市场中建立起国产替代 的核心竞争力。随着存储芯片行业进入超级周期，原厂扩产与技术升级的需求将持续释放，北方华创凭 借全品类设备布局与技术积累，将充分受益于存储厂资本开支的增长，同时其在海外市场的拓展也将进 一步打开成长空间。 2. 华虹公司（688347） 国内特色工艺制造龙头，华虹公司具备成熟的存储芯片代工能力，聚焦NOR Flash、eMMC、SPI NAND 等存储品类，是国内少数能提供存储芯片代工服务的企业。在存储涨价潮下，其代工订单量价齐升，与 国内存储企业的深度绑定，使其充分承接国产替代的产能转移需求。随着AI与消费电子需求复苏，存 储芯片代工产能紧张格局将持续，华虹公司凭借成熟的工艺与稳定的产能交 ...

内容概要：刻蚀机是一种用于半导体制造的工艺试验仪器，它通过将化学反应物和物理能量相结合，去 除材料表面的一部分，从而创建所需的微细结构，主要用来制造半导体器件、光伏电池及其他微机械 等。近年来，全球刻蚀机市场规模呈增长趋势。2023年全球刻蚀机市场规模约为148.2亿美元，同比增 长5.93%，2024年市场规模约为156.5亿美元。2025年全球刻蚀机市场规模将达164.8亿美元。 上市企业：中微公司[688012]、屹唐股份[SH:688729]、北方华创[002371] 相关企业：中国电科、创世威纳科技、金盛微纳科技、芯源科创、华林科纳、LAMResearch、TEL、 AMAT 关键词：刻蚀机行业政策、刻蚀机行业壁垒、刻蚀机行业产业链、刻蚀机市场规模、刻蚀机市场竞争格 局、刻蚀机行业发展趋势 一、刻蚀机行业定义及分类 刻蚀机是一种用于半导体制造的工艺试验仪器。它通过将化学反应物和物理能量相结合，去除材料表面 的一部分，从而创建所需的微细结构。刻蚀机主要分为湿法刻蚀机和干法刻蚀机，其中，湿法刻蚀机分 为化学刻蚀机和电解刻蚀机；干法刻蚀机分为离子铣刻蚀机、等离子刻蚀机和反应离子刻蚀机。 四、刻蚀机行业发展 ...

1月21日，屹唐股份涨0.98%，成交额4.20亿元。两融数据显示，当日屹唐股份获融资买入额5517.08万 元，融资偿还4079.70万元，融资净买入1437.38万元。截至1月21日，屹唐股份融资融券余额合计5.08亿 元。 融资方面，屹唐股份当日融资买入5517.08万元。当前融资余额5.08亿元，占流通市值的8.47%。 截至9月30日，屹唐股份股东户数4.07万，较上期减少68.63%；人均流通股4903股，较上期增加 218.74%。2025年1月-9月，屹唐股份实现营业收入37.96亿元，同比增长14.01%；归母净利润5.16亿元， 同比增长22.73%。 责任编辑：小浪快报 融券方面，屹唐股份1月21日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，北京屹唐半导体科技股份有限公司位于北京市北京经济技术开发区瑞合西二路9号，成立日 期2015年12月30日，上市日期2025年7月8日，公司主营业务涉及公司主要从事集成电路制造过程中所需 晶圆加工设备的研发、生产和销售,面向全球集成电路制造厂商提供包括干法去胶设备 ...

Group 1 - The core viewpoint of the news is that Yitang Co., Ltd. experienced a decline in stock price and trading volume on January 19, with a net financing purchase of 8.09 million yuan [1] - On January 19, Yitang Co., Ltd. had a financing balance of 496 million yuan, accounting for 8.34% of its circulating market value [1] - The company specializes in the research, production, and sales of wafer processing equipment required for integrated circuit manufacturing, with a revenue composition of 77.21% from equipment sales, 20.28% from spare parts sales, 2.49% from service income, and 0.02% from licensing fees [1] Group 2 - As of September 30, the number of shareholders of Yitang Co., Ltd. was 40,700, a decrease of 68.63% compared to the previous period [2] - For the period from January to September 2025, Yitang Co., Ltd. achieved an operating income of 3.796 billion yuan, representing a year-on-year growth of 14.01%, and a net profit attributable to shareholders of 516 million yuan, with a year-on-year increase of 22.73% [2]

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

Group 1 - TSMC's strong Q4 earnings report exceeded expectations, leading to a historic high in its stock price, which positively influenced semiconductor stocks in the A-share market [1] - TSMC's CEO and CFO announced a capital expenditure plan for 2026 that could reach $56 billion, a significant increase of 37% from the actual spending of $40.9 billion in 2025, marking the highest in the company's history [1] Group 2 - Notable stock performances in the semiconductor sector included Tianyue Advanced rising over 12%, Hengkun New Materials and Xingchen Technology both increasing over 8%, and several other companies like Shanghai Hejing and Yitang shares rising over 6% [2] - The year-to-date performance of these stocks shows significant gains, with Hengkun New Materials up 45.28% and Tianyue Advanced up 17.32% [2]

1月5日，屹唐股份涨5.07%，截至发稿，报25.72元/股，成交1.80亿元，换手率3.53%，总市值760.17亿 元。 资料显示，北京屹唐半导体科技股份有限公司位于北京市北京经济技术开发区瑞合西二路9号，成立日 期2015年12月30日，上市日期2025年7月8日，公司主营业务涉及公司主要从事集成电路制造过程中所需 晶圆加工设备的研发、生产和销售,面向全球集成电路制造厂商提供包括干法去胶设备、快速热处理设 备、干法刻蚀设备在内的集成电路制造设备及配套工艺解决方案并提供备品备件及相关服务。主营业务 收入构成为：销售专用设备77.21%，销售备品备件20.28%，服务收入2.49%，特许权使用费收入 0.02%。 从基金十大重仓股角度 富国上证科创板50成份ETF联接A（023055）基金经理为金泽宇。 截至发稿，金泽宇累计任职时间3年164天，现任基金资产总规模178.65亿元，任职期间最佳基金回报 72.64%， 任职期间最差基金回报5.69%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为 ...

Group 1 - The U.S. President Trump threatened the acting President of Venezuela, Rodriguez, stating that if she does not act correctly, she may face a heavier price than President Maduro [1] - The Danish Prime Minister urged the U.S. to stop threatening to annex Greenland, asserting that such discussions are meaningless [1] Group 2 - The Chinese automotive exports to Venezuela increased by 130% in the first 11 months of 2025, with passenger car exports rising by 166% and truck exports by 99% [6] - The U.S. government has requested American oil companies to invest heavily in Venezuela to restore its oil extraction infrastructure, indicating a push for revitalization of the oil industry [9] Group 3 - The Ministry of Education in China announced plans to establish 15 new undergraduate higher education institutions [4] - The Ministry of Finance in China stated that the issuance of ultra-long-term general government bonds will start on January 14, 2026 [5] Group 4 - The Shanghai government released a plan with 26 measures to optimize the business environment, focusing on efficient government services and fair market competition [7] - The global protests against U.S. military intervention in Venezuela occurred in various countries, condemning U.S. actions and interventionism [8]

12月26日，屹唐股份跌0.40%，成交额1.55亿元。两融数据显示，当日屹唐股份获融资买入额1763.53万 元，融资偿还1659.10万元，融资净买入104.44万元。截至12月26日，屹唐股份融资融券余额合计4.24亿 元。 融资方面，屹唐股份当日融资买入1763.53万元。当前融资余额4.24亿元，占流通市值的8.42%。 截至9月30日，屹唐股份股东户数4.07万，较上期减少68.63%；人均流通股4903股，较上期增加 218.74%。2025年1月-9月，屹唐股份实现营业收入37.96亿元，同比增长14.01%；归母净利润5.16亿元， 同比增长22.73%。 责任编辑：小浪快报 融券方面，屹唐股份12月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元。 资料显示，北京屹唐半导体科技股份有限公司位于北京市北京经济技术开发区瑞合西二路9号，成立日 期2015年12月30日，上市日期2025年7月8日，公司主营业务涉及公司主要从事集成电路制造过程中所需 晶圆加工设备的研发、生产和销售,面向全球集成电路制造厂商提供包括干法去胶 ...

证券代码：688729 证券简称：屹唐股份 公告编号：2025-020 北京屹唐半导体科技股份有限公司 关于首次公开发行网下配售限售股份上市流通的公告 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首发限售股份；股票认购方式为网下，上市股数为 15,213,240股。 本次股票上市流通总数为15,213,240股。 本次股票上市流通日期为2026 年 1 月 8 日。 一、本次上市流通的限售股类型 本次上市流通的限售股均为公司首次公开发行网下配售限售股。根据《北京 屹唐半导体科技股份有限公司首次公开发行股票科创板上市公告书》，各配售对象 承诺其获配股票数量的 10%（向上取整计算）限售期限为自发行人首次公开发行并 上市之日起 6 个月。即每个配售对象获配的股票中，90%的股份无限售期，自本次 发行股票在上海证券交易所上市之日起即可流通；10%的股份限售期为 6 个月。网 下有限售期部分最终发行股票数量为 15,213,240 股。 除上述承诺外，本次申请上市流通的限售股股东无其他特别承诺 ...