价格暴涨70%-90%！半导体产业链掀涨价潮 受益股揭秘

Core Insights - The semiconductor industry is experiencing a significant price surge, with increases ranging from 70% to 90% in various sectors, including metals, energy storage, memory chips, and advanced packaging [3][4]. Price Surge - Recent price hikes have been observed in sectors such as non-ferrous metals, energy storage cells, memory chips, and advanced packaging, with leading companies like Zijin Mining and Contemporary Amperex Technology reporting record-high stock prices [3]. - The price increase is attributed to the booming AI industry, affecting not only memory and advanced packaging but also sub-sectors like electronic fabrics and copper foil [3]. - Reports indicate that manufacturers of hexafluorotungsten have notified major semiconductor companies, including Samsung Electronics and SK Hynix, of a price increase of 70% to 90% starting next year [3]. Beneficiary Stocks - Electronic specialty gases, particularly hexafluorotungsten, are crucial materials in the semiconductor supply chain, impacting integrated circuit performance and accounting for 5% to 6% of total material costs [4]. - The A-share market has 28 stocks concentrated in the industrial gas sector, with companies like Juhua Co., Jiufeng Energy, and Jin Hong Gas receiving significant institutional attention [4]. - Research reports highlight companies like Huate Gas, which aims to provide high-quality gas products to domestic chip manufacturers, and Guanggang Gas, which holds a leading position in new gas project bids [4]. Institutional Attention - A ranking of institutional attention on industrial gas stocks shows Juhua Co. leading with 28 ratings, followed by Jiufeng Energy with 17, and Jin Hong Gas with 13 [5]. - The projected net profit growth for these companies varies, with Juhua Co. expected to grow by 25.88%, Jiufeng Energy by 14.77%, and Jin Hong Gas by 39.72% [5].