半导体板块午后拉升 矽电股份、上海新阳等创新高

Group 1 - The semiconductor sector experienced a significant rally on January 15, with notable performances from companies like Blue Arrow Electronics and Silergy Corp, which saw a 20% limit up, while Shanghai XinYang rose over 15% and Chipone Technology increased by over 10% [1] - The U.S. White House announced on January 14, 2026, that starting January 15, a 25% import tariff will be imposed on certain imported semiconductors, semiconductor manufacturing equipment, and derivatives [1] - Previously, on August 6, 2025, former President Trump indicated that the U.S. would impose approximately 100% tariffs on chips and semiconductors, exempting companies that commit to manufacturing related products in the U.S. [1] Group 2 - CITIC Securities noted that domestic advanced wafer fabs faced expansion obstacles due to U.S. sanctions, leading to a decline in capital expenditures (Capex) in 2023 [2] - A new expansion cycle for memory wafer fabs is expected to begin in 2024, with advanced logic providing new growth momentum in 2025, and a dual catalyst effect anticipated in 2026 from advanced logic and advanced memory, significantly boosting demand for domestic equipment [2] - The domestic equipment localization rate was approximately 18% in 2022 and is estimated to rise to 25% in 2023, with projections of over 30% in 2024-2025 due to breakthroughs in 3D NAND, DRAM, and advanced logic-related domestic equipment, and further increases to 40% expected in 2026 [2] - Mainstream equipment companies are projected to see order growth rates exceeding 30% in 2026, driven by domestic orders and rapid increases in localization rates, with clear expansion demands from advanced customers [2]