光刻机板块爆发，中瓷电子涨停，多股跟涨印证景气

Core Insights - The A-share photolithography machine sector has experienced a strong short-term rally, becoming a focal point in the semiconductor industry, characterized by a "leading stocks hitting the limit, multiple points blooming" pattern [1] - Domestic breakthroughs in the development of a 0.6nm electron beam lithography machine have accelerated the localization of core components, with significant contributions from companies like Yujing Technology and Zhongci Electronics [1][2] - The National Integrated Circuit Industry Investment Fund Phase III has raised 200 billion yuan, with 30% allocated to semiconductor equipment and core components, particularly focusing on the photolithography machine industry [2] Photolithography Machine Sector - Zhongci Electronics has shown remarkable performance, quickly attracting funds and hitting the limit after opening, instilling strong confidence in the sector [1] - The domestic market for precision ceramic components is expected to reach approximately 28.6 billion yuan by 2025, with Zhongci Electronics poised to capture market share due to its technological advantages [3] - Companies like Boshang Optoelectronics and Guangliwei have entered the domestic photolithography machine supply chain, with expected performance growth as the whole machine development progresses [3] Semiconductor Special Materials Sector - The high-precision operation of photolithography machines relies on special materials, with demand expected to grow alongside equipment capacity expansion [3] - Zhongchuan Special Gas, a leader in domestic special gases, has seen its products validated by domestic photolithography machine manufacturers, with a projected revenue growth of over 60% in 2025 [3] Semiconductor Equipment Support Sector - The production and debugging of photolithography machines require a significant amount of supporting equipment, leading to a synergistic growth effect [4] - Companies like Tongfei Co. and Dazhu Laser are key suppliers of precision cooling and laser processing equipment, which are critical for the production and maintenance of photolithography machines [4] - The supporting equipment market is expected to grow by over 45% in 2025, benefiting companies with technological advantages [4]