Core Insights - The semiconductor industry is experiencing a wave of consolidation, with notable moves from companies like North Huachuang and Fuchuang Precision, indicating a strategic push towards domestic production of semiconductor equipment and components [2][4][10] - Fuchuang Precision's chairman, Zheng Guangwen, is a key figure in this trend, focusing on accelerating the localization of semiconductor equipment components through strategic acquisitions and partnerships [2][3][6] Company Actions - Fuchuang Precision announced a joint investment to acquire control of Zhejiang Puxin Electronic Technology, which holds a 96.56% stake in the international gas transmission system manufacturer, Compart [4][8] - The acquisition of Compart is expected to enhance Fuchuang's capabilities in the gas transmission sector, which is critical for semiconductor manufacturing [7][8] - Zheng Guangwen has also been involved in other acquisitions, including Beijing Yisheng Precision and investments in Guanhua Semiconductor, reflecting a broader strategy to consolidate resources in the semiconductor equipment sector [6][10] Industry Trends - The semiconductor equipment components market is characterized by a high degree of customization and significant barriers to entry, with over 90% of equipment costs attributed to various components [10][11] - The global semiconductor equipment market is projected to reach $117.1 billion in 2024, with China expected to spend $49.55 billion, marking a 35% increase and positioning it as the largest spender in the sector [12][13] - The need for collaboration between component manufacturers and equipment producers is emphasized, as the industry shifts from a replacement logic to a model of collaborative innovation [11][12] Future Outlook - The domestic semiconductor industry is poised for significant growth, with major projects underway that could lead to a leap in capabilities by 2026 [13] - Fuchuang aims to become a leading discrete manufacturing enterprise in the semiconductor component sector, focusing on strategic asset restructuring rather than short-term financial gains [9][10]

半导体设备ETF（代码：159516）跟踪的是半导体材料设备指数（代码：931743），该指数成分股涵盖 半导体材料和设备制造领域的上市公司，反映该行业证券的整体表现。指数成分股具有高成长性和高技 术壁垒的特征，行业配置集中于半导体产业链上游环节，包括晶圆制造设备、测试设备、光刻胶等核心 细分领域。 没有股票账户的投资者可关注国泰中证半导体材料设备主题ETF发起联接A（019632），国泰中证半导 体材料设备主题ETF发起联接C（019633）。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金业绩 的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 华西证券表示，国产设备放量+替代加速，半导体设备零部件板块兼具弹性与成长性。 1）下游积极扩产，国产设备持续放量：2024年半导体设备国产化率仅21%，结合AMAT、TEL、KLA 等指引，2025年收入占比有望回归正常，看好本土设备商份额快速提升。 2）设备商上清单 ...

近日，珂玛科技在接受机构调研时表示，作为募投项目的苏州新生产基地将于2025年内全面投入使用，一季度已完成原陶瓷加 热器车间（苏州六厂）到新厂的搬迁工作，目前正全力搭建全新产线。公司计划至2025年末将陶瓷加热器理论产能提升至接近 200支/月，以满足晶圆厂商及国内主流半导体设备厂商的持续需求，并承接2025年通过验证的新研发产品量产订单。 2025年第一季度，珂玛科技收入结构保持稳定，陶瓷结构件占比约50%，"功能-结构"一体模块化产品占比33%，表面处理服务 及金属结构件占10%。未来公司将以先进陶瓷材料零部件技术积累为基础，重点发展陶瓷加热器、静电卡盘及超高纯碳化硅套 件等模块化产品，推动半导体设备零部件业务升级，并持续拓展新能源、环保、汽车及医疗等领域应用。 目前公司陶瓷结构件交付周期为45-60天，"功能-结构"模块化产品交付周期约90天。由于定制化生产特性，客户通常提前90天下 单，当前在手订单充足且同比显著增长，产能处于饱和状态。随着募投项目落地，公司将统筹新增产能，进一步提升交付能 力。 在模块化产品研发方面，8寸静电卡盘已实现小批量生产，12寸产品正在晶圆厂测试推广；6寸非渗硅碳化硅套件已量 ...