摘要 全球光刻机市场高度垄断，阿斯麦尔占据领先地位，中国面临技术封锁 和供应链依赖，但拥有完整的工业体系和庞大的市场需求，为国产化提 供了基础。 中国光刻机技术已突破 65 纳米节点，正向更高制程迈进，上海微电子 等企业积极研发，尽管 28 纳米光刻机进展尚未确认，但实现技术突破 是时间问题。 光刻机核心在于光学、运动控制、测量、传输和环境控制五大系统，科 益虹源、苏大维格、奥普光电等企业在激光光源、纳米压印、激光干涉 仪等关键技术领域有所储备。 投资者应关注激光器件、高端镜头、运动控制材料、纳米压印技术、激 光干涉仪技术以及机械手臂与机器人等相关领域的企业，如科益虹源、 苏大维格、奥普光电等。 国内光刻机产业链企业包括芯碁微装（PCB 光刻机）、苏大维格（纳米 压印光刻机）、华卓精科（双工件台）、科益虹源（激光光源）、晶方 科技（半导体光学器件）等。 Q&A 国产光刻机在 AI 时代的重要性及其面临的挑战是什么？ 光刻机是当前 AI 时代国产算力最为关键的环节之一，其发展直接关系到国内先 进制程的发展情况，进而决定了未来中国在算力和 AI 时代的国际竞争力。光刻 机被视为现代工业体系中的皇冠明珠，代表了各个 ...

Group 1 - SMIC is testing China's first domestically produced DUV lithography machine, indicating advancements in local semiconductor manufacturing capabilities [1] - As of September 17, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 1.23%, with notable increases in component stocks such as Sanan Optoelectronics (10.42%) and SMIC (8.64%) [1] - The Consumer Electronics ETF (561600) has seen a 10.69% increase over the past week, reflecting strong performance in the sector [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 54.8% of the index, with SMIC ranked third [2] - The top ten stocks include notable companies such as Cambricon (688256), Luxshare Precision (002475), and BOE Technology Group (000725) [2] - The weight of SMIC in the index is 8.04%, highlighting its significant role in the consumer electronics sector [4]

Core Viewpoint - Zhongguang Lightning Protection (中光防雷) has announced the development of a high-performance ultra-large flow T1AC SPD (surge protective device) tailored for the domestic photolithography machine application requirements, which is currently in the sample stage [1] Company Summary - Zhongguang Lightning Protection is actively engaged in the research and development of advanced surge protective devices to meet the specific needs of the domestic photolithography machine sector [1]