半导体设备自主可控

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华泰联合证券有限责任公司 关于江苏先锋精密科技股份有限公司 2025年半年度持续督导跟踪报告
Zheng Quan Ri Bao· 2025-08-29 23:51
登录新浪财经APP 搜索【信披】查看更多考评等级 根据《证券法》《证券发行上市保荐业务管理办法》和《上海证券交易所科创板股票上市规则》等有关 法律、法规的规定,华泰联合证券有限责任公司(以下简称"华泰联合证券"或"保荐人")作为江苏先锋 精密科技股份有限公司(以下简称"先锋精科""公司")首次公开发行股票并在科创板上市的保荐人,对 先锋精科进行持续督导,并出具本持续督导跟踪报告: 一、保荐人和保荐代表人发现的问题及整改情况 无。 二、重大风险事项 公司目前面临的风险因素主要如下: (一)技术风险 1、无法跟随技术升级迭代的风险 公司所处的半导体设备精密零部件行业属于技术密集型行业,随着芯片制程的不断升级,半导体设备及 半导体设备零部件厂商必须紧跟晶圆制造等产业链下游厂商的需求不断提高工艺水平以及产品性能,从 而对公司的研发能力、工艺水平不断提出更高要求。此外,对于同一代工艺制程,半导体设备企业也会 不断升级优化,提升效率及良品率,公司必须及时研发相匹配的精密零部件产品以应对下游厂商不断提 升的技术要求。 若公司产品不能紧跟和满足客户产品的更新迭代需求,公司的行业地位和未来经营业绩将受到不利影 响。 2、技术人 ...
北方华创股价小幅回落 半导体设备自主可控受关注
Jin Rong Jie· 2025-08-08 17:30
Group 1 - The core point of the article highlights the performance and market position of North China Huachuang, a leading domestic semiconductor equipment company, which reported a stock price of 329.09 yuan on August 8, down 1.14% from the previous trading day, with a trading volume of 1.201 billion yuan [1] - North China Huachuang's main business includes semiconductor equipment, vacuum equipment, and new energy lithium battery equipment, with products widely used in high-tech industries such as integrated circuits, advanced packaging, LED, and photovoltaics [1] - Industry data indicates that global semiconductor equipment sales are expected to reach 125.5 billion USD by 2025, representing a year-on-year growth of 7.4% [1] Group 2 - The domestic semiconductor equipment manufacturers are facing development opportunities amid the accelerated localization process, with the domestic localization rate in sectors like etching equipment and thin film deposition exceeding 20%, while there is still significant room for improvement in areas such as lithography equipment [1] - On August 8, the net outflow of main funds was 164 million yuan, with a cumulative net outflow of 389 million yuan over the past five trading days, indicating a shrinking market trading activity [1] - The current stock price is positioned between the five-day and sixty-day moving averages, reflecting a trend of reduced market trading volume [1]