2、政协第十四届全国委员会常务委员会第十二次会议24日下午举行全体会议，14位全国政协常委围 绕"进一步深化经济体制改革，推进中国式现代化"作大会发言。 智通财经6月25日早间新闻精选 3、央行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》指出，健全投资和融资相协调 的资本市场功能，推动中长期资金入市，促进资本市场稳定发展；创新适应家庭财富管理需求的金融产 品，规范居民投资理财业务，提高居民财产性收入；设立服务消费与养老再贷款，额度5000亿元。 1、外交部长王毅6月24日同伊朗外长阿拉格齐通电话。阿拉格齐通报了地区局势最新情况，强调以色 列、美国袭击伊朗核设施的危险行径严重违反国际法，伊方别无选择，必须予以反击。王毅说，中方赞 赏伊斯兰合作组织发出停火止战、推进和平的一致声音，愿推动安理会发挥应有作用，担负起维护国际 和平与安全的首要职责。 4、商务部办公厅发布关于组织开展2025年千县万镇新能源汽车消费季活动的通知，助力新能源汽车下 乡，活动时间2025年7月至12月。 5、广东印发《广东省促进经济持续向好服务做强国内大循环工作方案》，加快推动汽车、家电、家 装、电动自行车、手机数码等以旧换新。 ...

富创精密已成为全球为数不多能够为7纳米工艺制程半导体设备批量提供精密零部件的厂商。 中国半导体产业发展如同"攀登珠峰"，如果把半导体设备比作"登山靴"，那精密零部件就是"鞋底"，决定着设 备的制造供应和升级迭代，这也曾是国内半导体设备企业被"卡脖子"的环节之一。 富创精密是国内半导体设备精密零部件的领军企业，为半导体设备提供机械及机电零组件、气体传输系统等产 品，覆盖了芯片制造的光刻、刻蚀、薄膜沉积、涂胶显影等多个环节。目前，富创精密已成为全球为数不多能 够为7纳米工艺制程半导体设备批量提供精密零部件的厂商。 富创精密创始人、董事长郑广文表示，富创精密主要在三大领域发力：一是精密金属零件加工，从OEM（原 始设备制造商）起步，目前半导体领域90%的金属零部件都能制作并实现国产化；二是真空阀体等产品类的业 务，这些产品很多国产化程度都比较低，有产品90%都依赖进口，国产替代空间广阔；三是气体传输系统，这 是公司业绩增长"新曲线"。 "以7纳米芯片为例，已经没法用机械方式去挖沟槽，主要靠化学反应，而化学反应主要靠气体。整个半导体在 刻蚀、镀膜、注入等环节都靠气体，对气体传输的洁净程度和控制精准度提出很高要求。"郑 ...

浑河之畔，铁西区的老厂房曾托起新中国工业的脊梁，齿轮与轴承的轰鸣声里，"东方鲁尔"的钢铁血脉 流淌了半个世纪。而今，沈阳这座镌刻着"共和国长子"荣光的城市，正以精密半导体设备的嗡鸣续写新 的传奇。 在京津冀与长三角的半导体版图之外，以沈阳为代表的辽宁工业重镇用二十年时间破茧成蝶，将老工业 基地的厚重积淀熔铸成中国半导体设备国产替代的东北力量。截至2025年5月底，辽宁省上市公司数量 共84家，高新技术企业占比过半，以拓荆科技、芯源微、富创精密等为代表的半导体设备企业交出了一 份崭新的资本市场"辽宁答卷"。 从薄膜沉积设备、涂胶显影设备到半导体设备精密零部件，辽宁企业在一个又一个领域打破海外垄断， 托起国产半导体设备的脊梁。近日，证券时报、辽宁日报"从资本市场看地方高质量发展"大型融媒报道 采访团走进辽宁沈阳，进行深度调研。 根植沃土： 从钢铁轰鸣到"芯片森林" 在沈阳，一条浑河串联起了辽宁产业发展的脉络，当北岸铁西区的钢铁轰鸣声逐渐远去，南岸的浑南区 一座座半导体设备工厂拔地而起。从2019年至今，辽宁在资本市场从无到有跑出了芯源微、神工股份、 拓荆科技、富创精密、连城数控这5家以半导体为主业的上市公司，半导 ...

Core Viewpoint - The company plans to raise funds through a private placement of shares to enhance its core competitiveness and support the development of semiconductor equipment, with a total fundraising target of up to 313,203.05 million RMB [1][2]. Fundraising Plan - The company intends to issue no more than 188,648,115 shares, raising funds primarily for a "semiconductor equipment R&D project" and to supplement working capital [1][2]. - The total investment for the semiconductor equipment R&D project is estimated at 383,958.72 million RMB, with 219,243.05 million RMB expected to come from the raised funds [12]. Background and Purpose of Fundraising - The integrated circuit industry is a strategic and foundational sector for national security and economic development, with significant growth potential driven by domestic and international market demands [2][3]. - National policies strongly support the development of the integrated circuit industry, recognizing it as a key area for enhancing national strategic technological capabilities [3][4]. Market Trends and Opportunities - The semiconductor equipment market is expected to grow significantly, with global semiconductor sales projected to reach 626 billion USD in 2024, a year-on-year increase of 18% [4][11]. - The demand for semiconductor equipment is driven by advancements in AI, automotive electronics, and 5G technologies, which are expanding the market for chips and related equipment [4][11]. Company’s Competitive Position - The company has established a strong technical foundation in integrated circuit testing equipment, with over 50% of its workforce dedicated to R&D [9]. - The company has developed core technologies in testing machines and AOI equipment, positioning itself to meet the growing demand for domestic semiconductor equipment [9][10]. Investment Project Details - The semiconductor equipment R&D project aims to develop testing machines and AOI equipment, enhancing the company's product line and meeting diverse market needs [8][10]. - The project is supported by favorable national policies and the company's existing technical capabilities, ensuring its feasibility and alignment with industry trends [9][10]. Financial Impact - The fundraising will improve the company's financial structure, reduce debt risk, and support ongoing business expansion and R&D efforts [12][13]. - While there may be short-term dilution of earnings per share due to increased share capital, the long-term benefits from the investment projects are expected to enhance overall profitability [14].

证券代码：300604 证券简称：长川科技 公告编号：2025-039 杭州长川科技股份有限公司 关于2025年度向特定对象发行股票摊薄即期回报、填补措施 及相关主体承诺的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 杭州长川科技股份有限公司（以下简称"公司"）拟向特定对象发行股票（以 下简称"本次发行"），根据《国务院办公厅关于进一步加强资本市场中小投资者 合法权益保护工作的意见》（国办发〔2013〕110 号）《国务院关于进一步促进资 本市场健康发展的若干意见》（国发〔2014〕17 号）和中国证监会《关于首发及再 融资、重大资产重组摊薄即期回报有关事项的指导意见》（证监会公告〔2015〕31 号）等文件的相关要求，为保障中小投资者知情权、维护中小投资者利益，公司就 本次发行对即期回报可能造成的影响进行了分析，并制定了具体的填补回报措施， 相关主体对公司填补回报措施能够得到切实履行作出了承诺。具体情况如下： 一、本次发行摊薄即期回报对公司主要财务指标的影响 （一）财务指标测算主要假设和说明 生重大变化； 对即期回报的影响，不对实际完成时间构成承诺，投资者 ...

Core Viewpoint - TSMC has placed an order for 10 units of 5nm plasma etching machines from Zhongwei Semiconductor Equipment, marking a significant achievement for Zhongwei in the semiconductor equipment sector [1][2]. Group 1: TSMC's Operations - TSMC's Nanjing factory, established in 2016 with an investment of approximately $3 billion, is a key part of TSMC's strategy in mainland China [3]. - The Nanjing facility achieved remarkable construction efficiency, completing the factory in 14 months and producing its first wafer within 6 months [3]. - The factory primarily focuses on 12nm and 16nm process technologies and has significantly enhanced local wafer foundry capabilities [3]. Group 2: Zhongwei Semiconductor Equipment - Zhongwei Semiconductor has successfully developed a 5nm etching machine that meets TSMC's stringent requirements, showcasing its technological maturity and reliability [1][2]. - The company has a strong track record in etching equipment, having progressed from 65nm to 5nm technology through continuous innovation and R&D investment [2]. - Zhongwei's etching equipment features advanced technology, including adjustable process stability, dual low-frequency RF sources, and a proprietary anti-corrosion reaction chamber [2]. Group 3: Market Position and Financials - Zhongwei Semiconductor is a leading player in the domestic semiconductor equipment market, with over 95% coverage of domestic etching needs and a projected revenue of approximately 7.277 billion yuan in 2024 [5]. - The company has experienced an average annual growth rate of over 50% in etching equipment revenue over the past four years [5]. - Zhongwei is also expanding into new areas, including GaN-based LED lighting and SiC power devices, while actively investing in over 30 upstream and downstream enterprises [6].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股和港股芯片和半导体赛道大涨。 A股市场今天（6月23日）上午整体涨跌互现，芯片和半导体设备概念股大幅上涨。截至上午收盘，上 证指数涨0.15%，深证成指跌0.16%，创业板指跌0.33%。 港股市场上午低位震荡，港股芯片和半导体股票也表现较好。 芯片和半导体设备概念股大涨 A股市场今天上午整体涨跌互现，截至上午收盘，上证指数涨0.15%，深证成指跌0.16%，创业板指跌 0.33%。 | 内地股票 △ 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3365.07 | 9988.66 | 1354.36 | | | +5.17 +0.15% -16.37 -0.16% +6.90 +0.51% | | | 科创50 | 创业板指 | 万得全A | | 960.12 | 2003.26 | 5097.28 | | | +2.25 +0.24% -6.63 -0.33% +10.02 +0.20% | | | 沪深300 | 中证500 | 中证A500 ...

6月11日，证监会披露了招商证券股份有限公司关于中国科学院沈阳科学仪器股份有限公司（简称：中 科仪）向不特定合格投资者公开发行股票并在北京证券交易所上市辅导工作完成报告。 招商证券称，经辅导，公司认为，中科仪具备成为上市公司应有的公司治理结构、会计基础工作、内部 控制制度，充分了解多层次资本市场各板块的特点和属性；中科仪及其董事、监事、高级管理人员、持 有百分之五以上股份的股东和实际控制人（或其法定代表人）已全面掌握发行上市、规范运作等方面的 法律法规和规则、知悉信息披露和履行承诺等方面的责任和义务，树立了进入证券市场的诚信意识、自 律意识和法治意识。 近期，国内多家半导体公司公布了IPO进展，包括半导体设备商中科仪、半导体设备零部件厂商成都超 纯、半导体材料厂商芯密科技、半导体封装厂商盛合晶微、半导体测试厂商朗迅科技、国产CPU设计 公司兆芯集成等。 半导体设备商中科仪冲刺北交所IPO 客户涵盖台积电/中芯国际/长江存储等 据悉，中科仪的IPO历程经历了几次调整：2020年12月28日，公司首次向上交所提交科创板上市申请 并获得受理，但于2021年5月主动撤回申请。2023年1月，公司重启上市计划，与招商证 ...

Core Viewpoint - The global semiconductor equipment market is projected to grow by 21% year-on-year in Q1 2025, reaching $32.05 billion, despite a 5% quarter-on-quarter decline, indicating resilience in the industry amid geopolitical uncertainties and supply chain adjustments [1][37]. Regional Summaries Chinese Mainland - In Q1 2025, the revenue was $10.26 billion, maintaining its position as the largest single market globally, but experienced a 14% quarter-on-quarter and 18% year-on-year decline, reflecting a "double drop" trend [5][6][25]. - The market share of the Chinese mainland shrank from 47% in the previous year to 32% due to significant investments in semiconductor equipment in Taiwan and Korea [6]. Korea - The Korean semiconductor equipment market saw a robust performance in Q1 2025, with revenues of $7.69 billion, marking a 24% quarter-on-quarter and 48% year-on-year increase, driven by a recovery in memory chips and substantial investments from major companies [9][10]. - The Korean government’s "K-Semiconductor Strategy" includes significant tax incentives and subsidies, further boosting the market [10][11]. Chinese Taiwan - Taiwan's semiconductor equipment market experienced a remarkable growth of 203% year-on-year in Q1 2025, reaching $7.09 billion, fueled by major manufacturers' expansion plans and advanced packaging technologies [12][15]. - TSMC's aggressive investment in advanced processes, including a significant capital expenditure directed towards new technologies, has been a key driver of this growth [12][14]. North America - North America's equipment market revenue reached $2.93 billion in Q1 2025, reflecting a 41% quarter-on-quarter decline but a 55% year-on-year increase, indicating a "pulse-like" expansion pattern influenced by concentrated procurement in the previous quarter [16][17]. - The market is expected to rebound in Q2 2025, driven by ongoing investments in advanced manufacturing processes and local production initiatives [17]. Japan - Japan's semiconductor equipment market reported a 20% year-on-year increase in Q1 2025, reaching $2.18 billion, supported by government subsidies and local production expansions, despite an 18% quarter-on-quarter decline [19][20]. Europe - The European semiconductor equipment market faced a significant downturn, with revenues dropping 54% year-on-year and 11% quarter-on-quarter to $0.87 billion, attributed to ineffective policy execution and reduced capital expenditures [21][22]. - The lack of competitive local semiconductor manufacturing capabilities has exacerbated the market's decline, leading to increased supply chain risks [23][24]. Industry Dynamics - The global semiconductor equipment market is characterized by a structural differentiation, with high-end chips driven by AI demand maintaining price resilience, while mid-range chips face downward pressure due to overcapacity [39][42]. - The industry is currently in a recovery phase, with Q1 2025's decline attributed to seasonal fluctuations and geopolitical factors rather than a complete cycle shift [40][42]. - Future growth is anticipated as capacity expansion and demand recovery are expected to lead the industry into an expansion phase in the latter half of 2025 [42].

长江商报消息 ●长江商报记者 张璐 茂莱光学（688502.SH）加快扩产步伐。 6月17日，茂莱光学发布公告，向不特定对象发行可转换公司债券，拟募集资金总额不超过5.81亿元， 建超精密光学生产加工项目和超精密光学技术研发中心项目及补充流动资金，有利于提升公司核心产品 生产能力，提高公司整体运营效率。 据了解，茂莱光学成立于1999年，是一家精密光学综合解决方案提供商，主要产品覆盖深紫外DUV、 可见光到远红外全谱段，包括精密光学器件、光学镜头和光学系统三大类。 长江商报记者注意到，茂莱光学在多元化业务布局的基础上，展现了强大的核心竞争力。2025年一季 度，茂莱光学营收1.42亿元，同比增长28.23%；净利润1664.10万元，同比增长288.73%。其毛利率为 50.49%，较上年同期增长了1.01个百分点。 拟募5.81亿加码光学项目 6月17日，茂莱光学发布公告，向不特定对象发行可转换公司债券，拟募集资金总额不超过5.81亿元， 建超精密光学生产加工项目和超精密光学技术研发中心项目及补充流动资金。 两大项目均由茂莱光学及其全资子公司南京茂莱精密测量系统有限公司共同实施。其中，"超精密光学 生产加工 ...