于变局中能显战略定力,在应用中激发产业活力,向核心技术领炼创新耐力。 斗技、文远知行、蓝箭电子的故事共同证明:唯有"芯"稳,方能行至更远的未来 佳都科技渐入佳境 ll in AI! O 记者 周亮 去美三年品作概科技 '卷 术为引擎" 关键期 , 我们要在看 雄交通餐球不断投入, 狩拔充管 技术配点," 日前,信用科技图 长兼执行总裁陈斯在披受上律 证券投记者专访时提示,伸概和 技ଣ在智能交通座道构筑点 栈式竞争力，通过不断技 术突破，自觉走好科技 自立自强之路。 在医師的推 O林椒糖 记者 帽子婴 车电子,新能服等领域的各种产品上。 从佛山老城区那片仅10审地的老厂房,壮大蛋 现今广房面积超8万平方米、智能化车间拥有 3000多自先进设备的现代化企业,集成电路与 分立播样的年生产能力从最初的60万只提升至 200亿只,直营电子绝缘坚守 "质量品保证,科技 作所属,效益为相本" 的经营方针,在半导体制 装测试领域开疆拓士,以战略决心和技术创新 学就导游 生死存亡之际的"关键一跃" 耐拔管电子不仅顺利度过了最观难的脸脸,还 成功实现了上市。 直营中被是越新与欣慰。 司的发展历程，吉语中德是越练与欣慰。 负了高达 ...

Market Overview - The A-share market experienced a significant trading volume of over 2.5 trillion, an increase of over 800 billion compared to the previous day, indicating a shift in capital direction [1][5] - The major indices showed minimal movement, with the Shanghai Composite Index down 0.12%, the Shenzhen Component down 0.43%, and the ChiNext Index down 1.09% [3] Sector Performance - The metals sector, particularly precious metals and copper, saw notable gains, with stocks like Hunan Silver and Northern Copper reaching their daily limit up [3] - The storage chip sector also gained traction, with stocks such as Beijing Junzheng and Xiangnong Chip rising over 10%, reflecting renewed interest in the semiconductor industry's recovery [3] Real Estate Sector - The real estate sector was active, with companies like Rongsheng Development and Huaxia Happiness hitting their daily limit up, driven by recent policy changes and stabilization in some companies' operations [4] - Investors are encouraged to focus on companies with strong fundamentals and core assets, as potential policy support could enhance long-term value in this sector [4] Other Sectors - The banking and liquor sectors faced adjustments, with banks like Pudong Development Bank dropping over 3% and liquor stocks experiencing a pullback after initial gains [4] - The banking sector is influenced by macroeconomic conditions and interest rate spreads, while the liquor sector's performance is tied to consumer recovery [4] Investment Strategy - The significant trading volume indicates a reallocation of funds across different sectors, suggesting a need for investors to focus on sectors with strong industrial logic and policy support [5] - It is advised to monitor the fundamental health of sectors experiencing declines, as short-term fluctuations may present opportunities for long-term investment [5]

杨绍辉 杨绍辉表示，零部件是半导体设备产业的基石，行业增长迅速，年均增长率超过50%。星奇半导体已布 局十几个研发方向，能够快速响应客户的前瞻性需求，与产业链上下游伙伴共同推动新技术的研发与产 业化应用。他相信，随着国内半导体设备产业迈上新高度，具备核心技术与系统能力的零部件企业将在 全球竞争中占据越来越重要的地位。 他表示，这些技术变革将直接拉动刻蚀、薄膜、键合等设备需求快速增长，并推动钼、钌等新材料的应 用普及。国际设备巨头已在这些领域布局并取得突破，例如泛林半导体在钼金属层工艺上的研发已达六 年，并开始在3D NAND量产中应用。 杨绍辉表示：在国内，半导体设备投资不仅体现在产能扩张，更体现在先进制程的产业化推进。以离子 注入设备为例，国内已有多家企业在不同类型的离子注入机领域实现布局并取得进展。薄膜设备领域， 各家企业虽产品类型多样，但基本覆盖了主要工艺环节；刻蚀设备方面，国内产品矩阵也日益完善；键 合设备则从先进封装和3D NAND领域向逻辑与DRAM领域拓展。 杨绍辉介绍，星奇半导体专注于工艺流控与电控核心部件，围绕集成电路反应介质的流量、压力、温度 进行精准控制与混配。公司扎根上海临港，已建立完 ...

Group 1 - The stock price of Longtu Mask reported at 44.18 yuan as of August 1, 2025, down 1.38% from the previous trading day [1] - The trading volume on that day was 13,297 hands, with a transaction amount of 0.59 billion yuan [1] - Longtu Mask is an independent third-party semiconductor mask manufacturer in China, focusing on the R&D, production, and sales of semiconductor masks [1] Group 2 - The Zhuhai base of the company successfully commenced production in the second quarter of 2025, with expected gradual ramp-up in the second half of the year [1] - The annual production capacity of the new base is planned to be 18,000 pieces, with an expected output value of 540 million yuan upon reaching full capacity [1] - The company has completed the production equipment layout for the 40nm process node, and samples for the 65nm products have begun validation [1] Group 3 - As of August 1, 2025, the net outflow of main funds for Longtu Mask was 217,800 yuan, with a net outflow of 16.71 million yuan over the past five days [2]

f 本次股票发行后拟在科创板市场上市，该市场具有较高的投资风险。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市场的投资风险及本 公司所披露的风险因素，审慎作出投资决定。 华虹半导体有限公司 HUA HONG SEMICONDUCTOR LIMITED （香港中环夏悫道 12 号美国银行中心 2212 室） 首次公开发行人民币普通股（A 股）股票 并在科创板上市招股说明书 联席保荐人（联席主承销商） 中国（上海）自由贸易试验区商城路 618 号 上海市广东路 689 号 联席主承销商 广东省深圳市福田区中心三路 8 号卓越时代 广场（二期）北座 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 北京市西城区阜成门外大街 29 号 1-9 层 上海市黄浦区中山南路 318 号东方国际金融 广场 2 号楼 24 层 | 发行股票类型 | 人民币普通股（A 股） | | | | --- | --- | --- | --- | | 发行股数 | 本次公开发行的股票数量为 407,750,000 股，占发行后总股本 | | ...