光刻胶国产化突破提振产业链，半导体设备ETF（561980）尾盘拉升涨超1%！

Core Viewpoint - The acceleration of domestic photolithography resin replacement is boosting the semiconductor materials industry chain, leading to a rise in related stocks and ETFs [1][3]. Group 1: Market Performance - The semiconductor equipment ETF (561980) opened lower but closed up by 1.01%, with a trading volume of approximately 136 million [1]. - Notable stock performances include Nanda Optoelectronics rising by 8.84%, Huahai Chengke and Jingrui Electric Materials increasing by over 7%, and several other companies like Hushi Silicon Industry and Aisen Co., Ltd. seeing gains of over 4% [1]. Group 2: Industry Insights - A domestic semiconductor materials manufacturer has achieved key performance indicators for some photolithography resin products that can replace Japanese products, with batch applications in certain clients [2]. - The domestic photolithography resin localization rate is currently low, with KrF and ArF photolithography resins having localization rates of less than 2%, indicating significant room for growth [2]. - The semiconductor materials market in China is projected to reach $20.5 billion in revenue by 2024, making it the largest market globally [3]. - The localization rate for CMP polishing materials, photolithography resins, and electronic gases is still below 30%, highlighting substantial market potential [3]. Group 3: Competitive Landscape - Japanese companies hold approximately 52% of the global semiconductor materials market, with 14 out of 19 major materials having the highest market share globally [3]. - The dominance of Japanese firms in the semiconductor materials sector poses a potential risk to the security of China's industrial chain [3].