硬科技板块继续上攻！半导体设备ETF、芯片设备ETF、半导体设备ETF基金、半导体设备ETF易方达、半导体产业ETF、科创半导体设备ETF、半导体设备 ETF、科创半导体ETF、半导体材料ETF涨超4%。 | 证券代码 | 证券简称 | 当日涨幅% | 年内 | | --- | --- | --- | --- | | 159516 | 半导体设备ETF | 4.93 | 55 | | 560780 | 芯片设备ETF | 4.92 | 56 | | 159327 | 半导体设备ETF基金 | 4.82 | 55 | | 159558 | | 半导体设备ETF易方达 二十二 4:49 /レン | 55 | | 159582 | 半导体产业ETF® | 4.26 UV | 60 | | 588710 | 科创半导体设备ETF | 4.26 | 55 | | 561980 | 半导体设备ETF | 4.22 | 61 | | 588170 | 科创半导体ETF | 4.20 | 65 | | 562590 | 半导体材料ETF | 4.16 | 54 | 消息面上，彭博社今日发文称中国芯片技术发展迅速，有望在202 ...

消息面上，彭博社周一发文称，中国芯片技术发展迅速，有望在2026年或2027年迎来"DeepSeek时刻"，对英伟达及其供应链产生颠覆性影响。 12月22日，三大指数集体高开，芯片产业链多股拉升，存储和上游半导体设备板块表现活跃。半导体设备ETF（561980）高开拉涨3.60%，成交额迅速突破 1.5亿；成分股珂玛科技封涨停板，京仪装备涨超10%，上海新阳、长川科技、联动科技、中科飞测、立昂微等多股涨超8%。 | 证券代码 | 证券名称 | 年内最大上涨(%) | 年内涨跌幅(%) | | --- | --- | --- | --- | | 931865. CSI | 中证半导 | 80. 39 | 54. 82 | | 931743. CSI | 半导体材料设备 | 68. 13 | 47. 70 | | 980017. SZ | 国证芯片 | 71. 64 | 35. 67 | | 990001. CSI | 中华半导体芯片 | 73.01 | 37. 58 | | H30184. CSI | 半导体 | 73.78 | 39. 02 | | H30007.CSI | 芯片产业 | 72. 29 | 3 ...

Group 1 - The semiconductor chip market is experiencing significant activity, with Kema Technology hitting the daily limit up, and the semiconductor equipment ETF (561980) rising over 4% this week, with a trading volume of 276 million yuan [1][11] - Major stocks in the semiconductor equipment sector, including Kema Technology, Shanghai Xinyang, and Aisen Co., have shown strong performance, with Kema Technology reaching the daily limit and others like Shanghai Xinyang and Aisen Co. increasing by over 17% and 16% respectively [1][14] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with nearly 60% of its components being equipment-related, and it has achieved a year-to-date increase of 54.82%, ranking first among major semiconductor indices [1][11][14] Group 2 - The rapid development of Chinese chip technology is expected to disrupt companies like Nvidia by 2026 or 2027, as highlighted by Bloomberg and supported by analysts from major financial institutions [3] - The ongoing AI infrastructure boom is driving demand for advanced chips, with a focus on 3nm and below processes, indicating a robust long-term bull market for semiconductor equipment [3][11] - Domestic chip companies are accelerating their globalization and capitalization processes, with significant IPOs such as Moore Threads and Muxi Technology marking a notable trend in the industry [4][5] Group 3 - The storage chip sector is also seeing a surge in IPO activities, with companies like Changxin Technology and Yangtze Memory Technologies planning to go public, which is expected to enhance capacity construction [5][6] - According to CFM's market outlook, there is a projected supply shortage for server eSSD and DDR5 RDIMM, with prices expected to rise significantly, indicating strong demand driven by AI [6][8] - The global semiconductor sales forecast for 2026 has been revised upwards to $975.4 billion, reflecting a recovery driven by sustained AI demand [8][11]

证券研究报告 摩尔、沐曦接踵而至，国产算力 群星闪耀 电子行业 强于大市（维持） 平安证券研究所 TMT团队 核心摘要 摩尔、沐曦接踵而至，国产算力群星闪耀。2025年12月以来，国产算力大厂摩尔线程-U，C沐曦-U接连登陆A股科创板，为 AI产业发展及投资注入新的活力。在当前全球智能化时代的新一轮产业竞争过程中，AI算力已然成为兵家必争之地，虽然 英伟达为代表的美国算力厂商正处于执全球之牛耳的地位，然而国产算力厂商经过最近数年的磨砺，同样具备与之争锋的 潜力。除寒武纪、海光信息、昇腾之外，沐曦、摩尔线程、壁仞、天数、燧原、昆仑芯等也在快速进步中，ASIC、通用 GPU齐发力，共同推动AI算力芯片的国产进程。 根据沐曦股份招股说明书（12月10日），截止其报告期末，沐熙GPU累计销量已超过25000 颗，部署于10余个智算集群， 在国内AI算力芯片市场拥有一定的市场份额。根据摩尔线程招股说明书（11月27日），基于其自主研发的MUSA架构，公司 率先实现了单芯片架构同时支持AI计算加速、图形渲染、物理仿真和科学计算、超高清视频编解码的技术突破，有力推动 了我国GPU产业的自主可控进程。随着摩尔、沐曦为代表的算 ...

消息面上，彭博社今日发文称中国芯片技术发展迅速，有望在2026年或2027年迎来"DeepSeek时刻"，对 英伟达及其供应链产生颠覆性影响。该媒体称中国芯片制造商正加速进入IPO市场融资，这些资金对于 实现科技自立自强、赢得全球AI竞争的目标至关重要。 格隆汇12月22日｜12月22日，三大指数集体高开，芯片产业链多股拉升，存储和上游设备板块表现活 跃。市场代表性的半导体设备ETF（561980）一度涨近3.8%，截至发文涨幅3.19%，实时成交额2亿元。 成份股方面，珂玛科技封涨停板，上海新阳（维权）涨逾15%，联动科技、京仪装备、立昂微、长川科 技（维权）等多股涨超7%，此外，拓荆科技、中科飞测、北方华创、中芯国际多只权重股跟涨。 资料显示，半导体设备ETF（561980）跟踪中证半导，该指数中设备+材料+集成电路设计3大行业占比 超9成。成份股角度看，前十大权重聚焦中微公司、北方华创、寒武纪、中芯国际、海光信息等产业核 心龙头，合计占比近8成，具备较强的市场代表性及板块弹性。 MACD金叉信号形成，这些股涨势不错！ 短期看，从11月以来的市场走势看，科技板块结构风险有所缓解，制约科技行情上涨的压力有所 ...

12月19日，北方华创涨1.19%，成交额23.26亿元。两融数据显示，当日北方华创获融资买入额2.37亿 元，融资偿还2.12亿元，融资净买入2544.59万元。截至12月19日，北方华创融资融券余额合计24.68亿 元。 融资方面，北方华创当日融资买入2.37亿元。当前融资余额24.42亿元，占流通市值的0.75%，融资余额 超过近一年50%分位水平，处于较高位。 融券方面，北方华创12月19日融券偿还3800.00股，融券卖出1400.00股，按当日收盘价计算，卖出金额 62.77万元；融券余量5.80万股，融券余额2600.04万元，超过近一年90%分位水平，处于高位。 截至11月28日，北方华创股东户数7.23万，较上期减少11.67%；人均流通股10007股，较上期增加 13.23%。2025年1月-9月，北方华创实现营业收入273.01亿元，同比增长34.14%；归母净利润51.30亿 元，同比增长14.97%。 分红方面，北方华创A股上市后累计派现15.35亿元。近三年，累计派现12.17亿元。 机构持仓方面，截止2025年9月30日，北方华创十大流通股东中，香港中央结算有限公司位居第二大流 ...

Investment Rating - The report maintains an "Overweight" rating for the mechanical equipment industry [1] Core Insights - The humanoid robot company Galaxy General has completed a new round of financing of $300 million, achieving a valuation of $3 billion, making it the highest-valued company in China's humanoid robot sector [2] - The semiconductor equipment sector is seeing consolidation, with companies like Zhongwei planning acquisitions to enhance their product offerings [3] - The liquid cooling industry is experiencing growth, with major players like Vertiv expanding their manufacturing capabilities, indicating strong confidence in the sector's long-term potential [4] - PCB equipment and consumables are set for expansion, with companies like Pengding Holdings planning significant investments to meet the rising demand driven by AI applications [5] Summary by Sections Humanoid Robots - Galaxy General's recent financing round has positioned it as a leader in the humanoid robot market, with significant partnerships in industrial manufacturing and retail sectors [2] Semiconductor Equipment - Zhongwei's acquisition of Hangzhou Zhonggui aims to enhance its CMP equipment offerings, complementing its existing dry process equipment [3] - Other leading companies are also pursuing acquisitions to strengthen their platforms, indicating a trend towards consolidation in the semiconductor equipment market [3] Liquid Cooling - Vertiv's new R&D and manufacturing base in Suzhou reflects the industry's confidence in liquid cooling technology, which is becoming essential for data centers due to increasing power densities [4] - The report highlights the potential for significant market growth, estimating the global server liquid cooling market could reach $80 billion by 2026 [19] PCB Equipment & Consumables - Pengding Holdings is set to invest 4.3 billion yuan in Thailand to expand its production capabilities for AI-related PCB products, with expected order growth in 2026 [5] - The report emphasizes the increasing demand for high-end PCB drilling tools, driven by the rise of AI servers and advanced PCB designs [32]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、本次转让的基本情况 2025 年12月15日，北方华创科技集团股份有限公司（以下简称"公司"）实际控制人北京电子控股有限 责任公司（以下简称"北京电控"）与国新投资有限公司（以下简称"国新投资"）签署了《北京电子控股 有限责任公司与国新投资有限公司关于北方华创科技集团股份有限公司之股份转让协议》（以下简 称"《股份转让协议》"），北京电控拟通过非公开协议转让方式向国新投资转让持有的公司14,481,773 股无限售流通普通股股份，占公司总股本的2.00%，每股转让价格为人民币426.39元，股份转让总价款 为6,174,883,189.47元。国新投资是国务院国资委监管的中央企业一一中国国新控股有限责任公司（以下 简称"中国国新"）开展国有资本运营的专业化、市场化股权运作平台，本次转让旨在加强北京电控与国 新投资战略合作，充分发挥双方资源优势，助力构建"资本合作带动产业赋能"的合作模式，更好服务国 家集成电路产业发展，不会导致公司实际控制人变更。基于对公司未 ...

Industry Overview - The copper target industry is crucial for the vacuum coating process, primarily used in semiconductor manufacturing, flat panel displays, and solar photovoltaic applications [1][4] - The market size of China's copper target industry is projected to grow from 1.207 billion yuan in 2019 to 2.515 billion yuan in 2024, with a compound annual growth rate (CAGR) of 15.81% [1][13] - The demand for high-performance targets is increasing due to advancements in semiconductor technology and the expansion of market scale [1][12] Market Dynamics - The semiconductor industry is a key application area for copper targets, with the market size expected to grow from 2,638.573 billion yuan in 2015 to 4,734.473 billion yuan in 2024, reflecting a CAGR of 6.71% [12] - The domestic sputtering target market reached 39.5 billion yuan in 2022, with a year-on-year growth of 6.76%, and is projected to further increase to 46.7 billion yuan in 2024, growing by 8.35% [12][13] Production Methods - Copper target production methods include melting and casting, powder metallurgy, and deposition techniques, each with specific processes to ensure high purity and quality [6][8] - The purity of copper targets is critical, with requirements for ultra-high purity levels (6N or higher) to meet the demands of advanced semiconductor processes [14][16] Industry Policies - The Chinese government has implemented policies to promote technological innovation and ensure the security of the copper target industry, including the "Standard Enhancement Action Plan" for key strategic materials [9][10] - Specific performance requirements for high-purity copper targets have been established, including purity levels, density, and impurity content [9] Competitive Landscape - The copper target industry in China features a mix of foreign and domestic companies, with foreign firms like JX Nippon Mining & Metals and Honeywell leading in high-end markets [14] - Domestic companies such as Jiangfeng Electronics and Aishi Innovation are rapidly advancing through technology investments and capacity expansion, aiming to increase their market share [14][15] Future Trends - The industry is moving towards higher purity and composite functionality in copper targets to meet stringent requirements for semiconductor applications [18] - There is a growing demand for larger and more complex target shapes to accommodate advancements in semiconductor and display technologies [17] - Sustainable manufacturing practices and recycling systems are becoming essential, focusing on reducing energy consumption and enhancing material recovery [18]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002371 证券简称：北方华创 公告编号：2025-073 北方华创科技集团股份有限公司 关于实际控制人协议转让股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、本次转让的基本情况 2025 年12月15日，北方华创科技集团股份有限公司（以下简称"公司"）实际控制人北京电子控股有限 责任公司（以下简称"北京电控"）与国新投资有限公司（以下简称"国新投资"）签署了《北京电子控股 有限责任公司与国新投资有限公司关于北方华创科技集团股份有限公司之股份转让协议》（以下简 称"《股份转让协议》"），北京电控拟通过非公开协议转让方式向国新投资转让持有的公司14,481,773 股无限售流通普通股股份，占公司总股本的2.00%，每股转让价格为人民币426.39元，股份转让总价款 为6,174,883,189.47元。国新投资是国务院国资委监管的中央企业一一中国国新控股有限责任公司（以下 简称"中国国新"）开展国有资本运营的专业化、市场化股权运作平台，本次转让旨在加强北京电控与国 新投资战略合作 ...