而中国光刻机需求量较大。目前中国是ASML光刻机最大的客户，2024年因晶圆厂扩产景气度及超额备 货的因素中国区收入占比爆发增长至41%。 9月17日，A股市场光刻机概念板块强势拉升。截至收盘，光刻机指数（8841237）涨幅达4.24%。其 中，行业龙头中芯国际（688981.SH）盘中股价创历史新高，收盘报117.39元/股，放量上涨近7%，总市 值攀升至6058亿元。波长光电（301421.SZ）涨幅达20%，苏大维格（300331.SZ）、福晶科技 （002222.SZ）等个股跟涨。 资料显示，光刻机是晶圆制造最核心设备之一，在半导体制造领域，光刻机是延续摩尔定律的核心装 备，其市场前景可观。Yole数据显示，先进封装市场规模预计从2024年380亿美元增长至2030年的790亿 美元。其中，高端封装2024年市场规模为80亿美元，预计到2030年将超过280亿美元。 从市场格局来看，ASML、Nikon和Canon三家国外公司长期占据全球光刻机市场的主导地位。国金证券 研报显示，ASML 2024年占据全球61.2%份额，是EUV领域为唯一供应商；尼康和佳能主攻中低端光刻 机市场。 不过，在AI算力 ...

2025.09. 17 本文字数：909，阅读时长大约1.5分钟 作者 | 第一财经 陈杨园 9月17日，Wind数据显示，光刻机指数大幅上涨，截至发稿，涨幅达4.87%。其中，波长光电（301421）涨超20%，苏大维格（300331）、奥普光 电（002338）、福晶科技（002222）涨超10%。 此外，半导体指数涨幅也达到1.39%，峰岹科技（688279）涨幅达20%，中巨芯-U（688549）、利扬芯片（688135）等涨超10%，中芯国际A股 （688981）跟涨。 光刻机指数(8841237) < w Q 09-17 13:08:15 4553. 昨收 4341.99 成交额 213.69亿 47 5.6亿 成交量 今开 4454.72 211.42 4.87% 26 呼 智 下 跌 上 涨 0 1 最高价 93.3 4603.53 市盈率 近20日 6.77% 最低价 4443.04 市净率 5.55 47.93% 今年来 五日 周K 月K 更多 ⊙ 分时 日K 叠加 4603.53 6.02% 0.00% 4080.45 -6.02% 11:30/13:00 9:30 15:00 额:21 ...

此外，半导体指数涨幅也达到1.39%，峰岹科技（688279）涨幅达20%，中巨芯-U（688549）、利扬芯 片（688135）等涨超10%，中芯国际A股（688981）跟涨。 9月17日，wind数据显示，光刻机指数大幅上涨，截至发稿，涨幅达4.87%。其中，波长光电 （301421）涨超20%，苏大维格（300331）、奥普光电（002338）、福晶科技（002222）涨超10%。 大公司方面，中芯国际A股盘中一度涨超10%，股价再创历史新高，截至发稿，中芯国际A股涨超7%， 港股涨超5.6%。 消息面上，9月16日，腾讯集团副总裁、腾讯云总裁邱跃鹏在2025腾讯全球数字生态大会上表示，腾讯 云异构计算平台已对主流国产芯片进行了适配。他表示，"今天我们的GPU计算资源越来越异构，很多 国产芯片在不断提升计算性能。" AI浪潮下，国内AI算力需求的快速增长，市场对国产芯片产业的关注度高涨。云厂商不断提升高端芯 片使用及开发需求的同时，伴随着国产芯片生态的逐步完善，中芯国际等产业链环节中的头部公司也有 望迎来新的增长。 此前，中芯国际公布了截至2025年6月30日止业绩，财报显示，公司上半年销售收入为44. ...

责任编辑：刘万里 SF014 新浪科技讯 9月16日下午消息，今日2025年腾讯全球数字生态大会上，腾讯集团高级执行副总裁、云与 智慧产业事业群CEO汤道生回应了腾讯在推动AI技术和国产芯片方面的合作。 他表示，我们的确在跟多家国产芯片厂商在合作，在适配。因为实际上模型也有很多种类，有大的，可 能几百到上千B的，也有几十B或几B的，所以在不同的场景需要的芯片的一些配置都不一样，所以我们 也会持续跟多家厂商合作，我们是聚焦做软件的部分、模型的部分、数字化的技术，会以一个非常开放 的心态跟各家芯片厂商来展开合作，也针对不同的场景去找最合适的硬件，最合适的模型，用最合适的 工具。（罗宁） ...

腾讯集团副总裁、腾讯云总裁邱跃鹏周二宣布，腾讯已全面适配主流国产芯片。此举旨在通过软硬件协同的全栈优化策略，整合不同类型的芯片，对外提供高性价比的AI算力，以应对当前备受关注的算力供应挑战。“今天我们的GPU计算资源越来越异构，很多国产芯片在不断提升计算性能。”外汇交易员 (@myfxtrader):DeepSeek在其官宣发布DeepSeek-V3.1的文章中提到，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。另外，V3.1对分词器及chat template进行了较大调整，与DeepSeek-V3存在明显差异。DeepSeekg官方在置顶留言里表示，UE8M0 FP8是针对即将发布的下一代国产芯片设计。 https://t.co/ydxMxF53VL ...

近日，中国证监会就《公开募集证券投资基金销售费用管理规定（征求意见稿）》公开征求意见，此举 可能会对占据基金代销市场重要地位的商业银行产生何种影响？业内人士表示，银行对基金销售费率改 革已有预期，由于征求意见稿聚焦个人客户服务、权益基金，鼓励长期投资，未来银行或更加偏好业绩 稳定、管理规范的大型基金管理人和权益基金。长期来看，征求意见稿有助于引导银行代销回归本源、 提升专业服务能力，推动公募基金行业健康发展。（中国证券报） 基金销售费率改革下的银行代销：或向权益基金与服务升级聚焦 近日，老牌科技公司甲骨文（Oracle）以单日大涨40%的行情表现震撼全球资本市场。原因在于该公司 公布的2026财年第一财季（2025年6月1日—8月31日）业绩数据显示，公司云基础设施（OCI）业务中 的剩余履约义务（RPO）同比增长359%，达到4550亿美元，其中近60%来自与OpenAI签署的5年3000亿 美元推理算力订单。国内头部云计算厂商业务负责人告诉记者，虽然这笔规模庞大的订单从签署到真正 交付仍存在不确定性因素，但也向整个产业链传递了算力尤其是推理算力供不应求的明确信号，增强产 业链坚定向AI和云领域投入的信心。 ...

Market Sentiment - The current market sentiment score is 69, indicating a "relatively hot" market condition, which suggests a gradual upward trend supported by recent improvements in market sentiment and policy support [6][9][21]. Hot Themes Tracking - **Robotics Theme**: Tesla's "Master Plan 4" emphasizes AI and robotics, with Elon Musk stating that approximately 80% of Tesla's future value will come from the Optimus robot. Related stocks include Wolong Electric (600580) and Changsheng Bearing (300718) [6]. - **Biomedicine Theme**: The State-owned Assets Supervision and Administration Commission (SASAC) is promoting innovation and collaboration in biomedicine, aiming to build a national team to support health initiatives. Relevant stocks are Sinopharm Modern (600420) and Tiantan Biological (600161) [6]. - **Domestic Chip Theme**: The 13th Semiconductor Equipment and Core Components and Materials Exhibition (CSEAC 2025) will focus on strengthening China's semiconductor industry. Key stocks include Zhichun Technology (603690) and Jianghua Micro (603078) [6]. Capital Flow Analysis - **Net Inflow**: The top stocks by net inflow include BYD (81,131.68 million), Shanghai Beiling (79,762.40 million), and Zhongdali De (70,251.76 million) [10]. - **Net Outflow**: The top stocks by net outflow include Zhongji Xuchuang (-138,724.85 million), Guoxuan High-tech (-113,921.75 million), and Shenghong Technology (-99,527.36 million) [12]. - **Industry Net Inflow**: The electronics sector leads with a net inflow of 697,573 million, followed by electric power equipment (250,413 million) and non-bank financials (194,193 million) [18]. Investment Strategy Recommendations - In a "relatively hot" market, it is advisable to moderately increase investments while being cautious of potential overheating risks [21].

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 23 stocks were listed, with 7 experiencing net buying and 16 facing net selling [1] - The top three stocks with the highest institutional buying were Xinghui Entertainment (97.96 million), Haon Auto Electric (78.07 million), and Furui Co., Ltd. (73.64 million) [1] - Xinghui Entertainment saw a price increase of 20.00%, with 4 buyers and 3 sellers [1] Group 2: Solid-State Battery Developments - Contemporary Amperex Technology Co., Ltd. (CATL) has revised its 26-year demand guidance upwards [2] - The National Development and Reform Commission and the National Energy Administration have released a plan aiming for a new energy storage capacity of over 180 million kilowatts by 2027, with direct investments of approximately 250 billion [2] - Solid-state batteries are expected to become a key development direction due to their advantages in safety and energy density, with significant market potential in consumer batteries and electric vehicles [2] Group 3: Domestic Chip Industry - Shengbang Co., Ltd. is a leader in analog chips, focusing on signal chain and power management chips, with over 5,200 models across 32 categories [3] - By 2024, China is projected to account for approximately 35% of the global analog chip market, representing a significant revenue source for major international chip manufacturers [3] - The anti-dumping measures are expected to expand the market for general-purpose interface chips and gate driver chips in China by 3.3 and 1.6 times, respectively [3]

Core Insights - The global chip industry is experiencing a new wave of technological iteration and market growth driven by advancements in artificial intelligence, smart driving, and industrial intelligence [1] - Domestic chip research and manufacturing have become a strategic focus in national technological competition, emphasizing the need for independent development [1] Group 1: Challenges in Chip Design - The chip design process faces increasingly complex simulation and verification tasks, requiring high computational power, storage performance, and resource flexibility [1] - Traditional self-built data center models are struggling to meet the rapid iteration demands due to limitations in scalability, high costs, and complex operations [1] Group 2: UCloud's Solutions - UCloud has developed a centralized "computing power zone" at the Shanghai Qingpu Intelligent Computing Center, supporting rapid delivery and private deployment of over a thousand physical servers [2] - This zone provides high-performance GPU/CPU servers and low-latency networks, enabling a hybrid cloud architecture that connects securely with clients' local data centers [2] - UCloud's solutions allow chip companies to flexibly allocate resources based on project progress, significantly reducing cost pressures from idle computing power and shortening product development cycles [2] Group 3: High-Performance Storage Development - UCloud has independently developed the UPFS parallel file storage product, which addresses the I/O performance, scalability, and stability demands of EDA tools during chip design [3] - UPFS offers microsecond-level latency and terabyte-per-second throughput, supporting linear performance and capacity expansion even with increasing parallel tasks [3] - The product has been successfully implemented in several chip companies' simulation environments, enhancing their ability to conduct large-scale netlist simulations and physical verifications [3] Group 4: Comprehensive Support for Chip Localization - UCloud provides extensive support for chip companies across various dimensions, including network, security, and operations [4] - The Qingpu Intelligent Computing Center offers high-quality network access and low-latency transmission, while UCloud's self-developed UXR hybrid cloud gateway cluster enables T-level cross-cloud network forwarding [4] - UCloud's chip cloud solutions have served numerous leading domestic chip design firms, covering a range of fields from autonomous driving chips to AI acceleration chips, facilitating the entire development process from architecture exploration to prototype verification [4] Group 5: Commitment to Future Development - UCloud is committed to the rise of domestic chips through continuous innovation and iteration of foundational infrastructure [4] - The company plans to increase investment in high-performance computing, storage, and chip cloud solutions, optimizing resource scheduling and ecosystem service capabilities [4] - UCloud aims to support the construction of a secure, efficient, and open research environment for China's chip industry, achieving critical breakthroughs in global technological competition [4]

| 申万行业(二级) | 接受调研的上市公司数量 | 申万行业(二级) | 接受调研的上市公司 | | --- | --- | --- | --- | | 专用设备 | 31 | 通用设备 | 26 | | 半导体 | 24 | 汽车零部件 | 21 | | 化学制品 | 20 | IT服务 | 17 | | 自动化设备 | 14 | 电力 | 11 | | 军工电子 | 10 | 计算机设备 | 10 | 具体上市公司方面，据Choice数据统计，博实结接受调研次数最多，达到4次。从机构来访接待量统计，晶盛机电、联创光电和武商集团排名前三，机构来 访接待量分别达237家、66家和49家。 | 证券名称 | 接待频率 2025-09-08 | 证券名称 | 接待 2025- | | --- | --- | --- | --- | | | 2025-09-14 | | 2025- | | 博实结 | র্ব | 章源钨业 | | | 埃斯顿 | 3 | 广发证券 | | | 周大生 | 3 | 亚光科技 | | | 岭南控股 | 3 | 芯原股份 | | | 沃尔德 | 2 | 西部矿业 | | | 证券名称 ...