开源证券北交所研究中心总经理诸海滨向《证券日报》记者表示，进入2025年三季度后，从北交所新股 发行节奏上来看，发行审核会议的召开频率有所提升。同时，从中长期来看，北交所高质量扩容与流动 性改善确定性较强。 据悉，晨光电机、邦泽创科两家企业从事电器业务；瑞尔竞达是一家专业为高炉炼铁系统提供长寿技术 方案及关键耐火材料的高新技术企业；中科仪则是我国领先的半导体制造设备核心部件及真空科学仪器 设备供应商；信胜科技的主营业务为电脑刺绣机的研发、生产和销售；百瑞吉是一家主要从事生物医用 材料等产品研发、生产和销售的高新技术企业。 从行业属性看，上述6家企业均属于高端制造业或战略性新兴领域，凸显当前上市审核对硬科技产业及 高端制造的重点扶持导向。 北交所上市审核节奏加快，凸显了北交所服务创新型中小企业的效率。多位业内人士认为，在多项政策 的赋能下，北交所上市审核更加聚焦核心技术与产业价值，为一批深耕硬科技、细分赛道的企业插上了 上市"腾飞"的翅膀。 1月14日，北京证券交易所(以下简称"北交所")上市委员会(以下简称"上市委")公布的今年第3次审议会 议结果显示，明光瑞尔竞达科技股份有限公司(以下简称"瑞尔竞达")符合 ...

Group 1 - The core issue leading to the termination of Jiangsu Yadian Technology Co., Ltd.'s IPO is a sudden patent lawsuit initiated by Jiejia Weichuang, which claims infringement of intellectual property rights against Yadian Technology and its key customer, Longi Green Energy [2] - The lawsuit occurred during a critical period of the IPO review process, specifically from September to November 2025, and is seen as a strategic move to delay or obstruct the listing process [2] - Yadian Technology did not disclose this lawsuit in its prospectus, raising concerns about the completeness of its information disclosure, which could further impact its IPO progress [2] Group 2 - Yadian Technology's financial performance is heavily reliant on a single customer, Longi Green Energy, which accounted for 51.91% of its main business revenue in the first half of 2025 [3] - The company has triggered multiple financial risk warning indicators, such as discrepancies in gross profit margins compared to industry trends and lower accounts receivable and inventory turnover rates than industry averages [3] - As of June 30, 2025, Yadian Technology had total assets of 1,145.75 million yuan and a debt-to-asset ratio of 46.79% [8] Group 3 - The company has achieved a market share ranking of second among domestic brands for its slot-type wet cleaning equipment in the semiconductor industry [6] - Yadian Technology has a total of 225 authorized patents, including 113 invention patents, as of June 30, 2025 [5] - The company reported revenues of 1,269.26 million yuan for the first half of 2025, with a net profit of 115.02 million yuan after deducting non-recurring gains and losses [7] Group 4 - The company plans to use the raised funds for high-end semiconductor equipment industrialization and advanced process semiconductor technology research and development projects, totaling 957.55 million yuan [9] - As of June 30, 2025, the company employed 128 R&D personnel, representing 28.57% of its total workforce, indicating a strong focus on research and development [9] - The company faces risks related to the potential loss of key R&D personnel due to increasing competition for talent in the semiconductor wet cleaning equipment market [10][11]

两融数据显示，该股最新融资余额为31.18亿元，近5日减少4.59亿元，降幅为12.84%。 据天眼查APP显示，中微半导体设备(上海)股份有限公司成立于2004年05月31日，注册资本62614.5307 万人民币。（数据宝） 1月15日中微公司大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 5.00 | 1678.75 | 335.75 | -9.50 | 机构专 | 国泰海通证券股份有限公司上海徐汇 | | | | | | 用 | 区云绣路证券营业部 | | 5.00 | 1678.75 | 335.75 | -9.50 | 机构专 | 国泰海通证券股份有限公司上海徐汇 | | | | | | 用 | 区云绣路证券营业部 | | 1.55 | 520.41 | 335.75 | -9.50 | 机构专 | 国泰海通证券股份有限公司上海徐汇 | | | | | | 用 | 区云绣路证券营业部 | ...

01 1月15日，半导体设备ETF逆势上涨，多只相关ETF涨超5%。前期大涨的卫星相关ETF今天大跌，卫星产 业ETF、卫星ETF易方达等多只产品跌超9%。 02 1月15日，ETF成交活跃，全市场共有21只ETF成交额超过百亿元。成交额超百亿元的股票型基金中，以 宽基ETF为主，其中，中证500ETF、沪深300ETF华泰柏瑞两只宽基ETF成交额超200亿元，A500ETF基 金、A500ETF华泰柏瑞等中证A500ETF成交额超过150亿元。 03 前一个交易日（1月14日），行业ETF"吸金"。软件ETF和卫星ETF净流入额超20亿元，有色、传媒、化工 等行业ETF，投资港股的港股通非银ETF、港股通互联网ETF净流入额居前。 半导体设备主题ETF逆势上涨 1月15日，A股震荡调整，半导体设备板块午后走强，相关ETF逆势上涨。 半导体设备ETF华夏是今日涨幅最大的ETF，涨幅为6.91%，半导体设备ETF广发、半导体设备ETF等涨超 5%，科创半导体ETF鹏华、科创半导体设备ETF等半导体相关ETF也有较大涨幅。除了半导体相关ETF， 有色金属、锂电池等相关ETF今天涨幅居前。 华夏基金表示，无论全球芯 ...

Group 1 - The technology growth sector is experiencing localized activity, with notable increases in semiconductor equipment, CPO, and copper-clad laminate concepts [1] - As of market close, the Guozheng Growth 100 Index rose by 1.4%, the Guozheng Value 100 Index increased by 0.5%, and the Guozheng Free Cash Flow Index saw a 0.1% rise, indicating positive market sentiment [1] - The E Fund Growth ETF (159259) recorded a net subscription of 16 million units throughout the day, reflecting strong investor interest in growth-oriented investments [1] Group 2 - The Guozheng Growth 100 Index focuses on A-share stocks with prominent growth styles, aligning closely with the pulse of economic transformation, with over 70% of its weight concentrated in the electronics, communications, and computer sectors [1] - The index strategically positions itself in the core areas of AI computing power, highlighting its structural sharpness [1] - The E Fund Growth ETF (159259) is the only product tracking this index, providing investors with opportunities to capitalize on growth style investment prospects [1]

1月14日，上交所公告，因江苏亚电科技股份有限公司（简称"亚电科技"）及其保荐人撤回发行上市申请。根据有关规定，上交所终止其发行上市审核。 回顾其上市历程，2025年6月，亚电科技科创板IPO获受理，公司原计划募资9.5亿元，用于高端半导体设备产业化及先进制程半导体工艺研发试制项目、先 进制程湿法清洗设备研制项目和补充流动资金。2025年7月亚电科技被审核问询，时隔半年后，公司最终撤回上市。 亚电科技系国内领先的湿法清洗设备供应商，主要从事硅基半导体、化合物半导体及光伏领域湿法清洗设备的研发、生产和销售。公司产品主要应用于半导 体前道晶圆制造过程中的湿法清洗环节。基于在硅基半导体领域的技术积累和湿法设备的技术同源性，亚电科技产品已拓展至化合物半导体、光伏等应用领 域，形成了具有技术优势的核心湿法工艺设备产品体系。 亚电科技专注于自主知识产权产品的研发、生产和销售，已实现对8英寸、12英寸等市场主流晶圆尺寸，成熟制程湿法清洗核心工艺场景的全面覆盖，持续 推进先进制程产品的技术验证及产业化应用。截至2025年6月30日，亚电科技已获授权专利225项，其中发明专利113项，包括境内发明专利110项和境外发明 专利3 ...

近期，全球半导体产业迎来多重积极信号，在台积电业绩超预期、AI驱动存储进入超级周期、以及国 产自主可控加速推进的三重逻辑共振下，半导体设备板块正成为中长期布局的重要赛道。 资本市场上，半导体板块表现亮眼，截至1月15日，2026年内半导体设备指数涨幅超23%，显著跑赢大 盘；把时间拉长，该指数近一年上涨79.8%（截至1月14日）。 半导体产业或迎新一轮发展周期，普通投资者如何借道布局？ 一、受益AI刚需，半导体龙头风向标——台积电业绩超预期 2026年1月15日，台积电发布2025年第四季度财报，得益于人工智能硬件需求的持续强劲，公司营收与 利润均显著超出市场预期。数据显示，台积电第四季度合并营收达1.05万亿新台币，同比增长20.5%， 每股盈余升至19.50元新台币。以美元计价，该季度营收为337.3亿美元，较去年同期增25.5%，环比增 长1.9%。公司毛利率在本季度攀升至62.3%，营业利益率达到54.0%，均处于历史高位区间。 台积电2025年资本支出总计409亿美元。作为全球晶圆代工龙头，台积电的扩产动向具有风向标意义， 直接利好全球设备龙头，也间接提振整个设备产业链景气度。 二、AI引爆存储需 ...

证券日报网讯1月15日，正帆科技在互动平台回答投资者提问时表示，文德昌潍此次交付的是针对碳化 硅图形化晶圆制程量身打造的检测设备，该设备聚焦于6/8英寸SiC晶圆工艺控制。本次的成功交付，是 文德昌潍从技术研发走向客户现场应用的关键一步，充分验证了其产品开发与市场落地能力。 ...

Market Overview - The total trading volume in the Shanghai and Shenzhen markets was 2.91 trillion yuan, a decrease of 1.04 trillion yuan compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.33%, while the Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The Semiconductor Equipment ETF (159516) saw a significant increase, closing up by 5.32% [1] Semiconductor Equipment ETF Details - The closing price of the Semiconductor Equipment ETF was 1.901, with an opening price of 1.805 and a lowest price of 1.783 [2] - The trading volume was 15.28 million shares, with a turnover rate of 20.50% [2] - The total trading value reached 2.821 billion yuan, with an average price of 1.846 [2] Factors Driving Growth - TSMC's capital expenditure (capex) expectations exceeded forecasts, with projections of 52 to 56 billion USD for 2026, indicating a growth rate of 27% to 37% compared to 2024's 40.9 billion USD [3] - The domestic semiconductor equipment industry is resonating with global computing power demands, as TSMC remains a key player in AI-related manufacturing [3] - The AI boom is expected to drive demand for various components, including PCBs and memory products, further enhancing the semiconductor industry's outlook [3] Storage Market Insights - The current increase in storage prices is attributed to rising demand driven by AI, with the global storage industry entering an expansion phase [4] - The domestic storage sector is benefiting from this price surge, with expectations of increased production capacity [4] Future Outlook - The AI technology wave is unlikely to slow down in the short term, with storage shortages expected to persist until 2026 [5] - The growth rate of storage demand may outpace that of chips, necessitating sufficient storage to match the increasing computational needs [5] - The Semiconductor Equipment ETF (159516) is recommended for continued observation, as ongoing price increases and upcoming product launches are expected to boost the semiconductor equipment sector [5]

摩根大通发布研报称，受来自台积电和三星电子的订单推动，预计阿斯麦第四季度订单额将达到70亿欧 元，较市场共识预期高出约4%。该行维持其对阿斯麦美股的"增持"评级，目标价为1518美元。这一目 标价较该股1月14日收盘价有约20%的上涨空间。 ...