Core Viewpoint - The domestic photolithography machine sector is experiencing significant growth, driven by increasing localization efforts and technological advancements in China [1] Group 1: Market Performance - Photolithography-related stocks surged, with Huarong Chemical hitting a 20% limit up, Rongda Photosensitive rising nearly 18%, and several other companies also reaching their daily limits [1] - The overall market sentiment indicates strong investor confidence in the photolithography industry [1] Group 2: Industry Development - The localization rate of photolithography machines in China was less than 1% in 2022, marking it as the lowest among semiconductor equipment segments [1] - Under the support of the 02 Special Project and policy guidance, domestic companies in the photolithography machine and component sectors are making significant progress [1] - Key milestones include the shipment of the 90nm ArF photolithography machine by Shanghai Microelectronics in 2016, the mass production of dual-stage worktables by Huazhuo Precision in 2020, and the successful development of a 13.5nm EUV light source by Harbin Institute of Technology in 2025 [1] - These advancements indicate an acceleration in the iteration of domestic photolithography machines and core components, with expectations for continued improvement in the overall capabilities of the domestic supply chain [1]
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