Zheng Quan Shi Bao Wang·2025-06-30 02:21Group 1 - The core viewpoint of the articles emphasizes the importance of lithography machines in the semiconductor industry, highlighting recent stock price surges of related companies due to government support for technological self-reliance and innovation [1][2] - The State Council's meeting on June 27 stressed the need for enhancing responsibility and urgency in advancing high-level technological self-reliance, focusing on breaking through key core technologies and integrating technological innovation with industrial innovation [1] - Lithography is identified as the most critical and complex process in integrated circuit manufacturing, accounting for approximately one-third of manufacturing costs and 40%-50% of the time spent in the process [2] Group 2 - The lithography machine market is dominated by ASML, Nikon, and Canon, with a growing demand for high-end EUV and DUV lithography machines, while there remains significant demand for i-line lithography machines [2] - There is a vast market potential for domestic breakthroughs in certain categories of lithography machines, which could lead to substantial growth opportunities for companies involved in the lithography supply chain [2] - Companies such as Blue Ying Equipment, Wavelength Optoelectronics, and others have seen significant stock price increases, indicating strong market interest and potential investment opportunities in the lithography equipment sector [1]