Core Viewpoint - The article highlights the significant growth and localization of the semiconductor equipment market in China, emphasizing the upcoming 2025 TrendBank Lithography Industry Conference and the increasing demand for domestic semiconductor manufacturing equipment due to geopolitical tensions [1][3]. Group 1: Industry Overview - In 2024, the global semiconductor equipment market reached a sales scale of $116.1 billion, with China's market share at 36.7%, indicating a dominant position [1]. - The expansion of wafer fabrication equipment is driven by downstream technological iterations and market demand growth, with global revenue from wafer fabrication equipment consistently accounting for 10%-20% of the total semiconductor equipment market [2]. Group 2: Market Dynamics - The global wafer fabrication equipment market is still largely occupied by international companies, but China is the largest demand region, presenting significant opportunities for localization projects [3]. - The article notes that the localization of semiconductor equipment and components is becoming a hot investment area, following semiconductor materials and advanced packaging projects [1]. Group 3: Conference Details - The 2025 TrendBank Lithography Industry Conference will take place on July 9-10, 2025, in Hefei, Anhui, with participation from 24 industry, academic, and research institutions [1]. - The conference will feature various sessions focusing on advanced lithography technologies, domestic production of lithography materials, and the challenges and opportunities in the semiconductor industry [14][24].

2025 年 7 月 4 日 | C0044@capitalcom.tw | | | --- | --- | | 朱吉翔 目标价(元) | 210 | 公司基本资讯 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/7/4) | | 178.02 | | 上证指数(2025/7/4) | | 3461.15 | | 股价 12 个月高/低 | | 256.99/115.5 | | 总发行股数(百万) | | 626.15 | | A 股数(百万) | | 626.15 | | A 市值(亿元) | | 1114.66 | | 主要股东 | | 上海创业投资 | | | | 有限公司 | | | | (15.02%) | | 每股净值(元) | | 32.27 | | 股价/账面净值 | | 5.52 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | -1.1 -4.8 | 28.7 | 近期评等 | 出刊日期 | 前日收盘 | 评等 | | --- | --- | --- | | 2025-04-24 | 187.35 | 买进 | | 2024 ...