半导体设备ETF华夏（562590）业绩比较基准为中证半导体材料设备主题指数收益率，管理人为华夏基 金管理有限公司，基金经理为单宽之，成立（2023-10-09）以来回报为105.08%，近一个月回报为 4.72%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月27日，半导体设备ETF华夏（562590）开盘跌1.81%，报2.012元。半导体设备ETF华夏（562590）重 仓股方面，北方华创开盘跌1.59%，中微公司跌1.63%，拓荆科技跌1.53%，长川科技跌2.90%，沪硅产 业跌0.68%，华海清科跌0.77%，中科飞测跌2.18%，南大光电跌1.33%，安集科技跌1.60%，芯源微跌 2.00%。 ...

资料显示，江苏南大光电材料股份有限公司位于江苏省苏州工业园区胜浦平胜路67号，成立日期2000年 12月28日，上市日期2012年8月7日，公司主营业务涉及从事先进电子材料生产、研发和销售的高新技术 企业,产品广泛应用于集成电路、平板显示、LED、第三代半导体、光伏和半导体激光器的生产制造。 主营业务收入构成为：特气产品60.95%，前驱体材料(含MO源)27.80%，其他7.02%，其他(补 充)4.23%。 2月25日，南大光电涨3.10%，成交额34.96亿元。两融数据显示，当日南大光电获融资买入额5.14亿 元，融资偿还3.98亿元，融资净买入1.15亿元。截至2月25日，南大光电融资融券余额合计26.84亿元。 融资方面，南大光电当日融资买入5.14亿元。当前融资余额26.76亿元，占流通市值的6.72%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，南大光电2月25日融券偿还1.12万股，融券卖出1.81万股，按当日收盘价计算，卖出金额 104.22万元；融券余量14.75万股，融券余额849.19万元，低于近一年50%分位水平，处于较低位。 分红方面，南大光电A股上市后累计派现5.0 ...

（编辑 袁冠琳） 证券日报网讯 2月25日，南大光电在互动平台回答投资者提问时表示，宁波南大光电材料有限公司ArF 光刻胶现有产能为50吨/年，未建设新产能。公司积极推进ArF光刻胶产品验证和市场拓展工作，前期取 得订单的产品保持连续稳定供货，具体情况请关注公司披露的定期报告。 ...

Investment Rating - The industry investment rating is optimistic [1] Core Insights - The industrial gas market is expected to reach 1.3 trillion yuan by 2026, with a CAGR of 6.8% over the next four years [3] - The competitive landscape is becoming more concentrated, with the top four companies holding 54% of the global market share and the top six in China holding 72% [3] - Growth drivers include increased outsourcing of gas supply, accelerated demand from sectors like semiconductors and new energy, and short-term benefits from macroeconomic recovery and gas price elasticity [3] Market Space - The global industrial gas market is valued at over 1 trillion, while the domestic market is around 200 billion [3] - The market is projected to grow to 284.2 billion yuan in China by 2026, with a CAGR of 9.68% from 2022 to 2026 [21] - The market is characterized by high concentration, with the top five companies holding approximately 69% of the market share [21] Equipment Market - The domestic air separation equipment market is valued at 34.1 billion yuan in 2022, with a growth rate of 25% year-on-year [4] - The market is expected to grow at a CAGR of 22% from 2019 to 2024, driven by larger equipment sizes and increased export demand [4] Electronic Specialty Gases - The semiconductor market is expected to remain strong, with a projected 30% year-on-year increase in global semiconductor sales by November 2025 [5] - There is significant potential for domestic electronic specialty gas manufacturers to replace imports and expand into global markets [5] Investment Recommendations - The report recommends focusing on leading companies in the industrial gas sector, such as Hangyang Co., and key players in electronic specialty gases like China Shipbuilding Gas and Guanggang Gas [6]

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 泸州老窖 | 000568 | 股权激励限售流通 | 204.25万 | | 中航西飞 | 000768 | 股权激励限售流通 | 436.06万 | | 湖北能源 | 000883 | 股权激励限售流通 | 1927.79万 | | 金陵药业 | 000919 | 股权激励限售流通 | 192万 | | 广济药业 | 000952 | 股权激励限售流通 | 252.09万 | | 中国软件 | 600536 | 股权激励限售流通 | 5.72万 | | 新华医疗 | 600587 | 股权激励限售流通 | 178.45万 | | 宝信软件 | 600845 | 股权激励限售流通 | 1025.78万 | | 中国中铁 | 601390 | 股权激励限售流通 | 5593.38万 | | 中国交建 | 601800 | 股权激励限售流通 | 559.3万 | | 星网锐捷 | 002396 | 股权激励限售流通 | 283.42万 | | 罗普斯金 | 002333 | 增发A股法人配售上市 ...

内容概况：高纯三甲基铝作为MOCVD和ALD工艺中最核心的铝源前驱体，是制造GaN基LED外延片、 氮化铝薄膜等关键器件的"工业粮食"。随着我国集成电路产量持续攀升，以及以第三代半导体为核心的 射频器件、功率芯片在5G通信、新能源汽车领域的加速应用，对包括高纯三甲基铝在内的关键电子材 料产生了强劲且持续的增量需求。2024年，中国高纯三甲基铝行业市场规模约为11.22亿元，同比增长 11.20%。 相关上市企业：南大光电（300346）、雅克科技（002409） 一、行业概述 高纯三甲基铝是一种无色透明、在空气中极易自燃、遇水会发生剧烈爆炸的液体，必须在惰性气体保护 下储存和运输。正是这种高活性，其被用于金属有机化合物化学气相沉积（MOCVD）和原子层沉积 （ALD）工艺的关键前驱体材料，其纯度通常在99.999%（5N）以上。其核心功能是为半导体、LED、 太阳能电池等高科技产业提供铝源，薄膜质量的优劣直接取决于其纯度。按纯度等级分类，高纯三甲基 铝主要分为5N级、6N级、6.5N级等类型。 高纯三甲基铝分类 二、行业产业链 高纯三甲基铝行业产业链上游主要包括高纯铝、卤代甲烷、金属催化剂、惰性气体等原材料， ...

（文章来源：证券日报） 证券日报网讯 2月13日，南大光电在互动平台回答投资者提问时表示，公司在平台披露每月底的股东人 数。截至2026年1月底，公司股东人数为143787户。 ...

Investment Rating - The report does not explicitly provide an investment rating for the semiconductor materials industry Core Insights - The global semiconductor materials market is characterized by "long-term growth and cyclical fluctuations," with the market size expected to grow from $27.5 billion in 2000 to $67.47 billion by 2024, driven by the demand for advanced semiconductor materials in various high-tech applications [3][5] - China's semiconductor materials industry has made significant progress in mid-to-low-end products but still relies heavily on imports for high-end materials, indicating a substantial opportunity for domestic production and technological breakthroughs [1][10] - The report emphasizes the need for a dual approach of technological breakthroughs and ecosystem building to drive the development of the semiconductor materials industry, supported by government policies and strategic collaborations [1][23] Industry Overview - Semiconductor materials are critical strategic materials for the semiconductor industry, with the market experiencing long-term growth and cyclical fluctuations due to factors such as industry cycles and end-user demand [2][3] - The market structure is shifting as the industry chain relocates and domestic production increases, with China rapidly expanding its market share driven by local demand and government policies [5][10] - The report highlights the significant market concentration in the semiconductor materials sector, with a few leading companies dominating the market [10] Industry Bottlenecks - Despite achieving local supply capabilities in mid-to-low-end products, China still faces challenges in high-end semiconductor materials, which remain heavily reliant on imports [10][13] - Key areas such as silicon wafers, electronic specialty gases, and photoresists are identified as critical segments where domestic production is lagging behind, with high-end products still largely imported [13][18][21] - The report notes that the domestic supply of electronic specialty gases is weak, with an overall localization rate of about 15% expected in 2024, indicating a significant gap in high-end product capabilities [16] Path to Breakthrough - The semiconductor materials industry must focus on technological advancements and ecosystem development, emphasizing collaboration between academia, research institutions, and leading enterprises to address core technological challenges [23][24] - Establishing a robust and efficient results transformation chain is crucial, with a focus on concept validation, pilot testing, and mass production to enhance the commercialization of technological innovations [24][25] - The report advocates for a self-sufficient and sustainable industry ecosystem, extending upstream to secure high-purity raw materials and key equipment while deepening collaboration with downstream chip design and manufacturing companies [25] Policy Empowerment - National policies are increasingly directing the industry towards key areas, with a focus on advanced semiconductor materials as a strategic priority [26][27] - The establishment of pilot platforms for new materials is highlighted as a key initiative to support the industry's development, with plans to create approximately 300 local pilot platforms by 2027 [28] - Financial policies are also being implemented to support innovation and market transformation in the new materials sector, including insurance compensation for high-risk areas [29] Future Outlook - The semiconductor materials industry is expected to evolve towards a high-quality development phase, balancing quality and safety while fostering collaboration between domestic and international players [34] - The focus will shift from isolated breakthroughs to collaborative ecosystems, with an emphasis on meeting the increasing demands for material purity, performance, and stability from downstream applications [34]

证券日报网讯 2月12日，南大光电发布公告称，公司董事、总裁兼技术总监王陆平计划自2026年3月16 日至6月15日，以集中竞价方式减持不超过146250股，占公司当前总股本0.02%，股份来源为股权激 励。 （编辑 丛可心） ...

Group 1 - The core viewpoint of the article highlights the recent share buyback and increase plans by certain companies, alongside the share reduction announcements from several others [1][3]. Group 2 - Chuzhou Development's controlling shareholder proposed to repurchase company shares worth between 100 million to 200 million yuan [3]. - Hainan Highway, the second-largest shareholder of Hainan Airlines Group, plans to increase its stake in the company [3]. - Wang Wei, the actual controller and director of Youkeshu, intends to increase his shareholding in the company [3]. Group 3 - Several companies announced share reductions, including: - Qianfang Technology, where shareholder Hangzhou Haoyue plans to reduce holdings by no more than 1.5% [3]. - Fuda Alloy, with controlling shareholder Wang Dawu intending to reduce holdings by no more than 3% [3]. - Dazhu Laser, where controlling shareholder Dazhu Holdings plans to reduce holdings by no more than 0.9672% [3]. - Dayuan Pump Industry, with shareholder Han Yuanfu planning to reduce holdings by no more than 3% [3]. - Huakang Clean, where the controlling shareholder and actual controller plan to collectively reduce their holdings [3]. - Jingwei Shares, with directors planning to reduce holdings by no more than 1.53% [3]. - Haizheng Materials, where shareholder Sinopec Capital intends to reduce holdings by no more than 1% [3]. - Huibo Energy, with shareholder Ningbo Huitong planning to reduce holdings by no more than 0.99999% [3]. - Other companies also announced similar reductions, including Caibai Shares, Nanda Optoelectronics, and Haohai Biomedical [3].