“单一来源采购”！上海微电子1.1亿中标科技部采购光刻机项目

Core Viewpoint - Shanghai Micro Electronics Equipment (Group) Co., Ltd. has won a bid for a step-and-scan lithography machine project, with a transaction amount of approximately 109.99 million yuan, indicating significant advancements in China's semiconductor equipment sector [1][4]. Group 1: Company Overview - Shanghai Micro Electronics is a core enterprise in China's semiconductor equipment field, particularly leading in the research and manufacturing of high-end lithography machines [1]. - The company announced the mass production of a 90nm ArF lithography machine in May of this year, showcasing its technological capabilities [1]. Group 2: Bid Details - The model of the lithography machine is SSC800/10, with "SSC" being a newly disclosed model code, indicating its relevance to current mainstream precision processes in semiconductor EUV and DUV lithography [3]. - The procurement method is classified as "single-source procurement," suggesting the advanced nature of the project, as this method is typically reserved for unique technologies or urgent situations [4]. Group 3: Market Impact - The bid amount of approximately 110 million yuan is significantly higher than typical bids in the lithography machine sector, which often range in the millions or low tens of millions [4]. - The announcement has led to notable movements in the capital market, with related stocks such as Guofeng New Materials and Huasoft Technology experiencing significant price increases [5].