半导体设备“卖水人”，年均利润增长79%，国产替代核心引擎！

Core Viewpoint - The semiconductor industry has become a strategic focus in the context of global technological competition, with domestic players emerging as key participants in the supply chain and equipment manufacturing [3][4]. Group 1: Industry Dynamics - The semiconductor sector is recognized as a "energy center" in the market, attracting significant capital and demonstrating strong performance [3]. - The urgency for domestic high-end equipment localization has increased due to a series of technological blockades and supply chain restructuring [3]. Group 2: Company Positioning - A significant domestic semiconductor equipment company is emerging as a crucial player, positioned at the forefront of the industry and responsible for facilitating the initial stages of chip manufacturing [4]. - This company has leveraged its extensive R&D capabilities and full-stack product layout to become a core force in driving breakthroughs in the upstream of the industry chain [4].