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【圆满落幕】深剖光刻产业国产化进程中的关键难题 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-07-10 05:01
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 势银研究: 势银产业研究服务 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 添加文末微信,加 光刻胶 群 7月9-10日, 2025势银(第五届)光刻产业大会 在 合肥新站利港喜来登酒店 正式 举行 。 本次会议讨论内容涵盖极紫外光刻(EUV)、电子束光刻、纳米压印等前沿光刻技术的最新研究进展与应用前景;同时,深入剖析光刻胶、湿电子 化学品、掩膜版等光刻材料的国产化现状与技术瓶颈,探讨如何通过技术创新与产业升级,提升国内光刻材料的自给率与质量水平。 此外,光刻设备作为半导体制造的核心装备,其国产化进程中的关键问题与解决方案也是讨论重点,包括设备研发、制造工艺、性能提升以及市场 情况等。 展商风采 ▼ 7月10日上午, 2025势银(第五届)光刻产业大会材料与装备专场 正式开始。 王野 : 我国国产光刻机的未来发展,需 打破藩篱,开放共生,构建光刻机产业命运共同体。在技术攻坚层面 重点突破精密运动及控制、高精度 对准系统,整机控制;同时建立生态协同,并 通过设备贸易积累技术经验;积极进行人才培育,为光刻机国产化做足 ...
屹唐股份科创板“敲钟”首日市值达685亿元 系今年北京最大IPO
Jing Ji Guan Cha Wang· 2025-07-08 09:37
7月8日,北京屹唐半导体科技股份有限公司(简称"屹唐股份",股票代码"688729")在上海证券交易所科创板正式挂牌上市。上市首日,屹唐股份开盘一度 涨超200%,截至收盘,报23.2元/股,股价上涨174.56%,成交额32.57亿元,总市值达685.69亿元。此次IPO,屹唐股份以24.97亿元募资额位列北京地区第 一。 屹唐股份此次上市共获得7家机构的战略认购,分别为证裕投资、君享1号资管计划、中国保险投资基金(有限合伙)、北京电控产业投资有限公司、深圳安 鹏创投基金企业(有限合伙)、合肥芯屏产业投资基金(有限合伙)、合肥晶合集成电路股份有限公司,认购总金额为6.81亿元。 引领国产化 市占率全球领先 招股书显示,屹唐半导体有限公司成立于2015年12月,是一家全球化运营的半导体设备企业,总部位于北京,在中国、美国、德国设立了研发与制造基地。 公司主要从事集成电路制造过程中所需晶圆加工设备的研发、生产和销售,面向全球集成电路制造厂商提供包括干法去胶设备、快速热处理设备、干法刻蚀 设备在内的集成电路制造设备及配套工艺解决方案。 目前,公司的产品已被多家全球领先的存储芯片制造厂商、逻辑电路制造厂商等集成电路 ...
全球亚军屹唐上市,黄浦江资本赋能龙头回归祖国
母基金研究中心· 2025-07-08 08:50
资本与产业的共同加冕 2025年7月8日, 北京屹唐半导体科技股份有限公司, 代码 "688729"(以下简称"屹唐股 份")完成中国半导体设备领域里程碑式的资本化跨越。 于 A股科创板正式挂牌上市 , 首个 交易日开盘价格 26 . 2 元, 市值飙升至 774 亿 , 开盘涨幅 达 210% , 这家全球 第二 大的 干法去胶设备企业, 在黄浦江资本的深度赋能下成为了国内首屈一指的 硬科技投资的价 值裂变样本, 也 更 加印证了 了黄浦江资本五年前 PreIPO轮的战略远见 。 深度 重塑 产业链价值生态 黄浦江资本突破传统财务投资边界,主导实施两大战略性变革: 通过整合北京经济技术开发区资源,加速亦庄制造基地 2 0 2 3年全面投产,实现干法去胶设备 核心零部件1 0 0%本土化量产。 战略锚定国产替代核心战场 2 0 2 0年半导体设备国产化浪潮初起之际,黄浦江资本 就 重仓布局屹唐股份。该决策植根于 多 重关键洞察, 屹唐股份 不仅以 3 4 . 6%的全球市占率稳居干法去胶设备领域第二, 其 快速热 处理设备全球份额达 1 3 . 0 5%,更服务台积电、三星电子等十大国际芯片制造商超十年,累计 ...
半导体材料ETF(562590)近一周新增规模领先同类!机构表示我国半导体设备国产化率仍有提升空间
Mei Ri Jing Ji Xin Wen· 2025-07-08 06:43
Core Viewpoint - The semiconductor materials and equipment sector is experiencing significant growth, highlighted by the strong performance of the semiconductor materials ETF and the successful IPO of Yitang Semiconductor, which reflects the increasing importance of domestic semiconductor manufacturing capabilities [1][2]. Group 1: Market Performance - As of July 8, the CSI Semiconductor Materials and Equipment Theme Index rose by 1.10%, with key stocks such as Yake Technology up by 4.03% and Zhuchun Technology up by 3.76% [1]. - The semiconductor materials ETF (562590) increased by 1.27%, with a trading volume of 56.95 million yuan and a turnover rate of 17.11%, indicating active market participation [1]. - The ETF has seen significant growth in scale and shares over the past week, leading comparable funds in these metrics [1]. Group 2: Company Highlights - Yitang Semiconductor, the only domestic company with leading international technology in both plasma and wafer thermal processing, officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board at an initial price of 8.45 yuan per share, opening at 26.20 yuan, a 210.06% increase [1][2]. - Yitang Semiconductor specializes in the research, production, and sales of wafer processing equipment necessary for integrated circuit manufacturing, providing advanced technology solutions to global manufacturers [1][2]. Group 3: Industry Insights - The semiconductor equipment sector in China is expected to see an increase in domestic production rates, driven by supportive policies and the need for self-sufficiency in semiconductor manufacturing [2]. - The industry is likely to undergo consolidation, enhancing competitiveness across the entire supply chain, with leading companies benefiting from financial scale and industry dominance [2]. - The semiconductor materials ETF closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 companies deeply involved in the semiconductor materials and equipment sectors, reflecting the trend towards domestic substitution and industry upgrades [3].
市值774亿!全球亚军屹唐上市
FOFWEEKLY· 2025-07-08 04:21
2025年7月8日,北京屹唐半导体科技股份有限公司,代码"688729"(以下简称"屹唐股份")完成中国半导体设备领 域里程碑式的资本化跨越。于A股科创板正式挂牌上市,首个交易日开盘价格26.2元,市值飙升至774亿,开盘涨幅 达210%,这家全球第二大的干法去胶设备企业,在黄浦江资本等股东的深度赋能下成为了国内首屈一指的硬科技 投资的价值裂变样本。 战略锚定国产替代核心战场 2020年半导体设备国产化浪潮初起之际,黄浦江资本就重仓布局屹唐股份。该决策植根于多重关键洞察,屹唐股份 不仅以34.6%的全球市占率稳居干法去胶设备领域第二,其快速热处理设备全球份额达13.05%,更服务台积电、三 星电子等十大国际芯片制造商超十年,累计装机量突破4,800台。 同时,伴随着中国半导体设备国产化率从2018年不足10%提升至2024年28%,政策红利驱动市场规模五年增长近3 倍。这一前瞻布局也迎来了丰厚回报,屹唐股份2024年净利润同比增长60%-86%,2025年一季度增速飙升至 113%。 全面构建硬科技投资生态矩阵 黄浦江资本表示:屹唐股份的上市标志着其完成半导体投资战略闭环——上游布局全球内存接口芯片龙头澜起科 ...
中国产业叙事:拓荆科技
新财富· 2025-07-07 07:48
Core Viewpoint - The article highlights the significant advancements made by domestic semiconductor equipment manufacturers, particularly in the field of thin film deposition equipment, which has reached international leading levels, while acknowledging the existing gap in lithography technology compared to global leaders like ASML [1][4]. Group 1: Breakthrough Direction and Market Dynamics - In 2010, the domestic semiconductor equipment market was dominated by international giants, with over 90% market share, prompting companies like拓荆科技 to focus on PECVD equipment as a breakthrough point due to its large market scale [3][4]. - The push for domestic substitution policies has led to unprecedented support for local semiconductor equipment suppliers, with expectations for domestic wafer production capacity to double by 2027 [4][5]. - The ongoing geopolitical tensions have accelerated the push for domestic semiconductor equipment localization, benefiting the equipment sector in the medium to long term [5][6]. Group 2: Technological Advancements and Milestones - In 2011,拓荆科技 produced its first 12-inch PECVD equipment, marking a significant milestone in China's semiconductor equipment development [6][8]. - By 2015, the PF-300T PECVD equipment had achieved over 10,000 wafers processed at中芯国际, validating the reliability of domestic equipment for large-scale production [8][9]. - The company has successfully developed a comprehensive technology system covering PECVD, ALD, and SACVD, with a strong focus on R&D, resulting in over 1,200 patents filed [12][13]. Group 3: Industry Ecosystem and Collaboration - The collaboration between various entities, including national research institutions and leading semiconductor manufacturers, has been crucial for the success of domestic equipment suppliers like拓荆科技 [27][28]. - The domestic semiconductor equipment industry has seen a significant increase in localization rates, projected to reach 50% by 2025-2026, compared to less than 5% in 2010 [28][29]. - The competitive landscape among domestic manufacturers is robust, with companies like北方华创 and中微公司 also making strides in different technology routes [29][30]. Group 4: Market Trends and Future Outlook - The global semiconductor equipment market is expected to grow significantly, with the thin film deposition equipment market projected to reach $34 billion by 2025, driven by advancements in storage chips and packaging technologies [30][31]. - The rise of three-dimensional integration technologies is anticipated to create new revenue streams for companies like拓荆科技, with a projected market size of nearly 30 billion yuan in the next five years [31].
盛美上海20250706
2025-07-07 00:51
盛美上海 20250706 摘要 2024 年全球半导体设备总支出达 1,171 亿美元,中国以 496 亿美元支 出居首,预计 2026 年中国 300 毫米晶圆产能将占全球 26%,国产自 主率到 2027 年有望达 26.6%,高端设备国产化是重点。 盛美上海在清洗设备领域优势显著,SUBS Tibo 超声波清洗技术适用于 28 纳米及以下制程,并陆续推出高温单片 SPM、单片槽式组合清洗等 新型工艺,力求覆盖超过 95%的清洗需求。 盛美上海平台化布局成型,拓展电镀、先进封装湿法、立式炉管、涂胶 显影 track 以及 PCVD 五大系列产品,扩大市场份额,提高综合竞争力, 从单一产品线扩展至多个细分赛道。 ACMR 公司创始人王辉博士带领团队持续技术创新,成功将立式炉管 ALD 设备推向市场,首台自主知识产权涂胶显影设备实现出机,并推出 迭代 PECVD 设备平台,缩小占地面积并提高处理能力。 ACMR 公司 2024 年营收 56 亿元,同比增长 49%,复合增长率高达 54%,毛利率 50%左右,净利率超 20%。2025 年第一季度营收同比 增长 42%至 13.1 亿元,归母净利润同比大增超 ...
盛美上海(688082):清洗和电镀设备国内龙头,平台化+差异化打开天花板
Orient Securities· 2025-07-02 12:27
清洗和电镀设备国内龙头,平台化+差异化 打开天花板 核心观点 盈利预测与投资建议 ⚫ 我们预测公司 2025-2027 年每股收益分别为 3.24、4.04、4.63 元,根据可比公司 25 年 42 倍 PE,对应目标价为 136.08 元,首次覆盖给予买入评级。 风险提示 ⚫ 下游需求不及预期风险,国内竞争加剧,技术迭代风险,政策变化风险,假设条件 变化影响测算结果。 公司主要财务信息 | | 1 周 | 1 月 | 3 月 | 12 月 | | --- | --- | --- | --- | --- | | 绝对表现% | 2.17 | 11.85 | 9.28 | 33.89 | | 相对表现% | 1.18 | 9.18 | 7.86 | 20.53 | | 沪深 300% | 0.99 | 2.67 | 1.42 | 13.36 | | 薛宏伟 | xuehongwei@orientsec.com.cn | | --- | --- | | | 执业证书编号:S0860524110001 | | 韩潇锐 | hanxiaorui@orientsec.com.cn | | | 执业证书编号:S0860 ...
屹唐股份(688729) - 屹唐股份首次公开发行股票并在科创板上市招股说明书
2025-07-02 11:32
ff9 本次发行股票拟在科创板上市。科创板公司具有研发投入大、经营风险高、 业绩不稳定、退市风险高等特点,投资者面临较大的市场风险。投资者应充 分了解科创板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 北京屹唐半导体科技股份有限公司 Beijing E-Town Semiconductor Technology Co., Ltd. (北京市北京经济技术开发区瑞合西二路 9 号) (北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层) 首次公开发行股票并在科创板上市 招股说明书 保荐人(主承销商) (中国(上海)自由贸易试验区商城路 618 号) 联席主承销商 北京屹唐半导体科技股份有限公司 招股说明书 声 明 中国证监会、上海证券交易所对本次发行所作的任何决定或意见,均不表明 其对发行人注册申请文件及所披露信息的真实性、准确性、完整性做出保证,也 不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或 者保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定,股票依法发行后,发行人经营与收益的变化,由发 行人自行负责;投资者自主判断发行人的投资价值,自主 ...
以科技之力 守护荒漠中的能源“动脉”
Xin Hua Wang· 2025-07-01 09:12
Core Viewpoint - The National Pipeline Group is leveraging advanced technology to enhance the safety and efficiency of oil and gas pipeline operations, particularly through the successful launch of the West-to-East Gas Pipeline Phase IV in challenging environmental conditions [1][10]. Group 1: Technological Advancements - The National Pipeline Group showcases various high-tech equipment at the media open day, emphasizing its role in ensuring the safe operation of oil and gas pipelines [1]. - The company has implemented an intelligent patrol system and a comprehensive management platform for smart pipelines, which includes risk perception, data analysis, and emergency decision-making capabilities [7][9]. - The use of four-legged and humanoid robots in emergency response enhances operational efficiency, allowing for rapid transport of materials and precise tasks in hazardous environments [5]. Group 2: Project Details - The newly launched Gansu-Ningxia section of the West-to-East Gas Pipeline measures 1,162 kilometers and traverses complex geological and environmental conditions [1]. - The Gansu company manages a total of 52 oil and gas pipelines with a combined length of 11,841 kilometers, significantly contributing to energy supply in the region [9]. Group 3: Operational Impact - The company plays a crucial role in ensuring the safe and stable operation of energy supply networks, directly impacting the quality of life for the population by providing essential energy resources [10]. - The Gansu company is actively pursuing digital transformation and the domestic upgrade of key equipment, which enhances operational efficiency and safety [9].