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国产光刻机首度公开亮相，科创半导体设备ETF（588710）涨幅现居全市场前五
2 1 Shi Ji Jing Ji Bao Dao·2025-09-24 06:01

Group 1 - The A-share market experienced an upward trend on September 24, with the semiconductor equipment sector leading the gains. The Kexin Semiconductor Equipment ETF (588710) rose by 9.81%, ranking among the top five in market gains, with a trading volume exceeding 257 million yuan. Key stocks such as Shenkong Co., Ltd. hit the daily limit, while Shengmei Shanghai, Huahai Qingke, and Anji Technology also saw significant increases [1] - The Kexin Semiconductor Equipment ETF (588710) tracks the Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, which selects listed companies involved in semiconductor materials and equipment to reflect the overall performance of these securities [1] - A significant breakthrough in the domestic production of photolithography machines was reported against the backdrop of profound changes in the global semiconductor industry. At the 25th China International Industry Fair held on September 23, Shanghai Micro Electronics Equipment (SMEE) showcased the parameters of its extreme ultraviolet (EUV) lithography machine for the first time [1] Group 2 - Huaxin Securities indicated that with national policy support, domestic companies are accelerating research and development breakthroughs in photolithography machine manufacturing technology. Notably, Shanghai Micro Electronics' self-developed 600 series lithography machine has achieved mass production at the 90nm process node and is currently developing a 28nm immersion lithography machine [2] - The recent collaboration testing between Yuliangsheng and SMIC is seen as an important signal for breakthroughs in domestic photolithography machines. The advancement in lithography technology is expected to drive upgrades in upstream materials and precision machinery, accelerating the domestic production of critical materials such as photoresists and optical components, forming an industrial upgrade pattern characterized by "leading companies driving multiple breakthroughs" [2]