内容概要：半导体抛光液作为半导体制造中化学机械抛光（CMP）工艺的核心耗材，通过化学腐蚀与 机械研磨协同实现晶圆表面全局平坦化，产品分类多元，按应用材质和化学性质划分，适配不同加工需 求。近年来，我国出台多项政策，从多维度构建支撑体系，为半导体抛光液行业提供政策保障。全球市 场方面，受光电子产业升级、第三代半导体应用拓展等因素影响，CMP抛光液向定制化、高附加值方 向迭代，2024年全球市场规模达32亿美元，2025年预计突破35亿美元，到2028年有望达到45亿美元。中 国市场中，海外企业主导高端领域，本土企业奋力追赶，安集科技、鼎龙股份等取得突破，2024年市场 规模约60亿元，预计2028年将增长至105亿元。当前行业呈现海外主导、本土突破的格局，未来将朝着 技术进阶、供应链自主化、绿色转型推进，加速国产替代，聚焦低缺陷配方、定制化产品等研发，攻克 核心原料自主生产难题，推动环保型产品研发与制造工艺升级，逐步缩小与海外差距。 上市企业：安集科技（688019.SH）、鼎龙股份（300054.SZ）、上海新阳（300236.SZ）、康达新材 （002669.SZ）、三超新材（300554.SZ） 相关企业 ...

近日，射频前端领域龙头企业卓胜微（300782）披露的公告称，全球电子元器件巨头株式会社村田制作 所(简称"村田")已在德国对卓胜微及其全资子公司Maxscend Technologies(HK)Limited发起专利侵权诉 讼。此次诉讼标的额约合人民币820万元(100万欧元)，案件尚未进入庭审阶段。 2025年1月，国家知识产权局正式宣告该专利权利要求全部无效，这也成为国内企业在国际专利博弈 中"以攻代守"的标志性突破。卓胜微随后在互动平台提到，"此次专利无效稳固支撑了MAX-SAW技术 发展路径，进一步巩固了公司在SAW滤波器领域的技术与市场竞争优势"。 2024年，卓胜微研发费用9.97亿元，占营收比例高达22.22%，近三年研发投入年均增长率更是达到 49%，在专利布局上，截至2025年6月，总共专利授权156项，形成了与技术发展相匹配的专利保护网。 近年来，卓胜微自主化布局的成果正逐步释放。公司自建的6英寸滤波器产线实现规模化量产，核心产 品MAX-SAW在性能上达到国际主流水平，进一步强化了"设计+制造"一体化的体系优势。 卓胜微在互动易平台明确指出："在新技术迭代与地缘政治双重驱动下，公司加速 ...

记者丨雷晨 编辑丨朱益民 " 没有突然，也没有一夜之间 ，每一件事情都是花了3年、5年，都是投了100亿、300亿才出 来的。"在雷军年度演讲结束后的媒体交流会上，小米创始人雷军面对21世纪经济报道等媒 体，如此回应外界对小米"一夜蜕变"的误解。 五年前，小米正处于内外交困的关键节点——市场批评声不断，内部也充满焦虑。雷军回忆 道，当时小米不得不重新思考何去何从，最终明确了两个核心变化。首要变化便是坚定转型方 向：从机会驱动的互联网公司，转向使命驱动的智能制造与硬核科技领域。 为支撑这一转型，小米早早制定了"五年投1000亿"的研发计划，即便2019年全年研发费用仅 75亿，仍咬牙推进，最终实际投入约1020—1050亿元；而新五年的研发规划，更是将投入翻 倍至2000亿。 据雷军透露， 仅今年一年，小米的研发投资就已达300多亿元 ，"很多东西，如果没有足够的 研发投入，你是不可能做到的。" 这份坚持，在小米17系列上得到了直观体现。从过去的"全面跟随"，到如今"绝大部分技术都 领先时代"，小米17不仅引发市场热议，更让雷军有了"全面对标iPhone"的底气。 雷军直言，五年前小米提出对标苹果，就是要有敢于 ...

Group 1 - The core viewpoint of the article emphasizes the importance of deepening China-Europe semiconductor economic and trade cooperation, highlighting the mutual benefits and the need to maintain global semiconductor supply chain security amidst rising geopolitical tensions [3][4]. - The meeting held on May 27 involved representatives from over 40 China-Europe semiconductor companies, discussing the need for a fair, stable, and transparent policy environment to support cooperation [3][4]. - Japan has proposed purchasing U.S. semiconductor products worth tens of billions of dollars as part of tariff negotiations, indicating a strategic move to reduce its trade deficit with the U.S. [4]. Group 2 - A-share CPO concept stocks saw significant rebounds, with Cambridge Technology rising over 7%, and other companies like Bochuang Technology and Dekeli also experiencing gains of over 6% [2]. - Chinese semiconductor equipment manufacturers have made steady progress in technological innovation, with the self-sufficiency rate of semiconductor equipment expected to reach 13.6% by 2024 [5]. - The demand for domestic AI chips is projected to increase, with expectations that the market share of domestic chips in AI servers will rise to 40% by 2025 [5][6].

Group 1 - The core viewpoint is that U.S. export controls on chips to China are unlikely to halt the development of China's chip industry, but rather accelerate its self-research and increase the domestic chip supply rate, while boosting the local AI chip market share [1][4]. Group 2 - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has announced a comprehensive upgrade of export controls on AI chips to China, including a global ban on Huawei's Ascend chips, restrictions on U.S. technology for Chinese large models, and enhanced supply chain scrutiny [2]. Group 3 - In response to U.S. restrictions, China is accelerating the self-research of AI chips and developing a self-sufficient supply chain that does not rely on foreign manufacturers, with Huawei's Ascend ecosystem rapidly expanding and domestic AI chip market share continuously increasing [4]. - Despite U.S. limitations, China's chip industry maintains strong growth momentum, with local AI chip suppliers expected to accelerate the process of supply chain self-sufficiency and further expand their domestic market share under policy support [4]. - The Chinese government is promoting the development of the chip industry through policy support and financial investment, such as the 300 billion yuan investment in AI chip research and development under the 2025 "New Infrastructure 2.0" plan [4]. Group 4 - U.S. chip companies are facing significant challenges due to export control measures, with NVIDIA's market share in China dropping from 95% at the beginning of the Biden administration to 50% currently [4]. - The export control measures have resulted in substantial economic losses for U.S. chip companies, with NVIDIA incurring significant inventory impairment costs due to restrictions on H20 chip exports and potentially facing greater revenue losses [4]. Group 5 - The U.S. export control measures aim to restructure the global semiconductor supply chain but have led to increased global efficiency losses and uncertainty [4]. - The global technology order is shifting from "unipolar hegemony" to "multipolar competition," with emerging market countries like China gradually enhancing their position in the chip industry [5].

Group 1 - GAC Group launched its flagship SUV, Haobo HL, and introduced "Smart Driving Insurance" to address trust issues in the smart driving industry [1] - The Haobo HL features hardware redundancy and algorithm upgrades for enhanced safety, equipped with laser radar and Orin-X chips, capable of predicting road conditions in advance [1] - The introduction of "Smart Driving Insurance" offers up to 3 million yuan coverage for smart driving system liability accidents, aiming to shift the responsibility from users to the company [1] Group 2 - GAC's "technology + insurance" model may create a new commercial path for smart driving, marking a transition to reliability verification in the industry [2] - The release of 12 vehicle-grade chips indicates GAC's strategic ambition to reduce reliance on international chip manufacturers, as the domestic automotive chip import dependency is at 95% [2] - GAC's "Ecological Co-construction Plan" aims to collaborate with domestic chip companies to develop alternatives, positioning itself as a system integrator [2] Group 3 - The strategy includes diversifying supply chain risks by incorporating domestic chips, which are 30%-50% cheaper than imported ones, thus lowering procurement costs [3] - GAC's initiatives in smart driving insurance and chip ecosystem aim to enhance brand image and establish standards in the automotive industry [3] - The construction of the chip ecosystem faces challenges, including the need for a mature industry ecosystem and balancing cooperation with competition among technology providers [3]