21世纪经济报道记者 赵云帆 据中国政府采购网公示，12月25日，上海微电子装备（集团）股份有限公司中标zycgr22011903采购步 进扫描式光刻机项目，设备数量为一台，成交金额10999.985万元。 公开资料显示，上海微电子隶属上海电气集团，为中国半导体装备领域的核心企业，尤其在高端光刻机 的研发与制造方面处于国内领先地位。今年5月，上海微电子已经官宣实现90nm ArF光刻机实现量产。 值得注意的是，该中标公示中的几个关键信息，引发了外界的热议。 根据《政府采购法》，"单一来源采购"的情况，仅被允许在因货物或服务使用了不可替代的专利、专有 技术，或者公共服务项目有特殊要求，导致只能从某一特定供应商处采购；包括不可预见的紧急情况； 保证原有项目一致性或服务配套；以及招标失败等情况。 值得注意的是，根据公示信息，此次采购主体"zycgr22011903"使用了保密代码，其一般为保密需求的 特定机构、项目主体或采购批次的代称。 而从"zycgr22011903"过去一段时间的半导体相关开标情况来看，该主体在半导体领域分别招标了包括 晶圆清洗机、椭偏仪、等离子体增强化学气相沉积(PECVD)、原子层刻蚀设备 ...

或受此影响，张江高科直线拉升，5分钟内一度飙涨超7%。截至12月25日收盘，涨4.81%，报42.48元/股，总市值为657.9亿元， 年内涨幅近60%。 值得注意的是，今年以来光刻机板块受到资金热烈追捧，年内涨幅已超76%；其中，48只概念股已有13股年内股价实现翻倍。 公告显示，中标供应商上海微电子地址为上海市张江高科技园区张东路1525号，中标货物名称为步进扫描式光刻机，货物型号 为SSC800/10。 在半导体装备领域，光刻机始终处于核心关键设备的地位。上海微电子作为国内目前唯一具备先进前道光刻机研发与制造能力 的企业，其最新机型已可实现分辨率≤110nm、套刻精度≤15nm的性能指标，成为国产高端光刻装备的重要突破。 企查查信息显示，上海微电子成立于2002年，由上海电气控股集团有限公司、张江高科（600895.SH）全资子公司上海张江浩成 创业投资有限公司等共同持股。 12月25日，中国政府采购网公示，上海微电子装备（集团）股份有限公司（简称"上海微电子"）中标zycgr22011903单一来源采 购步进扫描式光刻机项目，设备数量为一台，成交金额1.1亿元。 | | | 2025年光刻机板块涨幅前 ...

企查查APP显示，近日，上海微电子装备（集团）股份有限公司中标步进扫描式光刻机项目，中标金额 约1.09亿元。据此前公告，招标方为科学技术部。企查查信息显示，该公司成立于2002年，经营范围包 含：半导体装备、泛半导体装备、高端智能装备的开发、设计、制造、销售及技术服务等，由上海电气 控股集团有限公司、张江高科（600895）全资子公司上海张江浩成创业投资有限公司等共同持股。 据了解，步进扫描光刻是一种混合光刻技术，结合了扫描投影光刻和分步重复光刻的优势。该技术通过 动态扫描方式同步移动掩膜版和晶圆，标准曝光尺寸为26 mm×33 mm，可增大曝光场并一次曝光多个 芯片，其具备整个扫描过程的实时聚焦调节能力，适用于0.25μm以下的制造工艺，尤其在0.18μm节点 及更先进工艺中广泛应用。 （原标题：科技部1.09亿下单上海微电子步进扫描式光刻机） ...

12月19日，华海清科发布公告称，近日，公司CMP 装备累计出机超800台，涵盖公司Universal-H300、Universal-S300 等 多款主力机型和最新款机型，不仅全面覆盖逻辑、3D NAND存储、DRAM存储等主流产品线，更成功切入大硅片、第三 代半导体、CIS、MEMS、MicroLED 以及先进封装等领域头部客户供应链，已实现国内主流集成电路制造产线的全覆盖 和批量化应用，标志着公司技术先进性、产品成熟度、质量可靠性与市场适配性获得行业高度认可，彰显国产CMP装备 在核心应用领域的替代能力持续增强，公司产品市场认可度与行业影响力稳步提升，进一步夯实了公司在CMP 装备领域 的国产龙头地位。 同时，随着公司CMP装备保有量的不断攀升，公司"装备+服务"平台化战略协同效应显著释放，关键耗材与维保服务业 务量也将快速提升，为公司贡献持续稳定的利润增长点。 未来，华海清科将继续坚持核心技术自主创新，持续加大研发投入力度，一方面聚焦先进制程突破，围绕现有产品体 系，针对更先进制程工艺及功能需求推进技术迭代升级，不断提升产品核心性能；另一方面结合自身业务发展布局，密 切跟踪HBM、CoWos 等先进封 ...

Core Viewpoint - The strategic cooperation between Xinyi Chang and Chenxian Optoelectronics marks a significant step in the high-end semiconductor equipment sector, focusing on the mass transfer of glass-based Micro-LED chips and addressing challenges in industrialization and cost optimization [2][3]. Group 1: Strategic Cooperation - Xinyi Chang and Chenxian Optoelectronics have signed a strategic cooperation framework agreement to collaborate on glass-based Micro-LED technology [2]. - The partnership aims to tackle the core process of mass transfer for glass-based Micro-LED chips and explore applications in commercial displays, smart meetings, and automotive displays [2][3]. - This collaboration is seen as a key move for Xinyi Chang in its strategic layout within the new display sector, targeting a market worth hundreds of billions [2]. Group 2: Industry Trends - The glass-based Micro-LED industry is rapidly emerging, driven by the increasing demand for AI chip computing power and the need for advanced packaging materials [2][3]. - Major global tech companies like AMD, Apple, and NVIDIA are investing in this sector, enhancing the industrialization of semiconductor advanced packaging and high-end optical communication [2]. - The technology has transitioned from laboratory verification to accelerated engineering and industrialization, particularly in high-pixel density and high-brightness displays [3]. Group 3: Technological Advancements - Glass-based Micro-LED technology offers significant advantages such as high reliability, structural simplicity, ultra-high pixel density, and micro-level stitching precision [3]. - The collaboration between Xinyi Chang and Chenxian Optoelectronics is expected to create a synergy that combines technical expertise and industrial resources, facilitating breakthroughs in core processes [3]. Group 4: Future Outlook - The partnership is anticipated to accelerate the localization of core equipment and the iteration speed of processes in the high-end display sector [4]. - As the cooperation deepens, it is expected to help establish a self-controlled industrial ecosystem in China and promote the global market penetration of glass-based Micro-LED technology [4].

12月15日晚间，国内集成电路装备龙头北方华创发布公告称，公司实际控制人北京电控拟通过非公开协 议转让方式向国新投资转让持有的1448万股无限售流通普通股股份，占公司总股本的2%。 作为国内半导体装备领域的"领头羊"，北方华创业务覆盖半导体装备、真空及新能源装备、电子元器件 三大板块，其中刻蚀、薄膜沉积等核心工艺装备已实现大规模供货，12英寸设备更打入台积电南京厂、 三星西安存储厂等国际主流产线。 财务数据方面，今年前三季度北方华创实现营业收入273.01亿元，同比增长32.97%；实现归母净利润 51.30亿元，同比增长14.83%。 本次转让完成后，北京电控直接持有公司 5295万股股份，持股比例为7.31%，并通过全资子公司七星集 团持有公司 2.41亿股股份，持股比例为 33.20%。北京电控合计持有公司 2.93亿股股份，合计持股比例 为 40.51%，仍为公司实际控制人。 截至2025年三季报，其持股数量已从2024年末的618.31万股增至859.19万股，对应持股市值超38亿元。 若本次协议转让顺利完成，国新投资持股数量将进一步增至2307.37万股，持股比例突破3%。 对于此次协议增持，公告 ...

近期，靖江市数据局牵头组建服务专班，在城南半导体装备产业园开展数字经济产业服务专项行动。作 为"数字经济产业服务一件事"应用场景的首场实践，通过"一对一"精准服务和"一站式"资源整合，有效 缩短企业问题解决周期，让企业切实感受到政务服务的温度与效率。 为落实"高效办成一件事"改革要求，靖江市数据局创新推出"数字经济产业服务一件事"改革，构建"四 个一"政务服务新机制，打造覆盖企业全生命周期的线下服务新体系。 一个响应机制构建"企业吹哨、部门报到"高效闭环。通过"一企来办·泰企通"线上平台、电话及服务专 员等多渠道归集企业诉求，实现"全天候、零距离"提交。部门接"哨"后迅速响应，组织专业团队开 展"政策会诊"，建立"数字经济企业服务需求库"和"一企一档"台账，对复杂问题实行闭环管理。建立诉 求解决效果跟踪反馈机制，形成"收集—响应—办理—反馈—优化"完整链条，针对高频共性诉求推动政 策完善和流程优化。 一张服务网络实现"15分钟产业服务圈"全域覆盖。靖江以城南半导体装备产业园为试点，布局"数字经 济服务驿站"，整合镇街便民服务中心、园区服务站等基层资源，将服务延伸至企业门口。依托线上平 台与线下驿站联动，实现企 ...

Core Insights - The focus of national development is shifting from "quantitative recovery" post-pandemic to "qualitative leap" in the "15th Five-Year Plan" [1] - The "15th Five-Year Plan" emphasizes "high-level technological self-reliance" and aims for a dual goal of "effective qualitative improvement and reasonable quantitative growth" [5][11] Group 1: Economic and Industrial Strategy - The national strategy is entering a new cycle centered on innovation efficiency, industrial structure, and regional collaboration, marking a shift from "policy following" to "system co-creation" [4] - The plan aims to build a modern industrial system with advanced manufacturing as the backbone, focusing on future industries like quantum technology, biomanufacturing, and hydrogen energy [11] - The transition from "incremental manufacturing" to "efficiency manufacturing" indicates a shift in focus from merely increasing production to optimizing resource allocation [12] Group 2: Investment Opportunities - Hard technology investment, including semiconductors and advanced materials, is positioned as a foundational logic for "systematic breakthroughs" [10] - Investment institutions are encouraged to engage in pre-financing and result transformation for national technology tasks, fostering capital co-creation [10] - The emphasis on "entrepreneurial investment + risk-sharing mechanisms" presents opportunities for investment firms to participate in national innovation initiatives [10] Group 3: Green Development - The "15th Five-Year Plan" elevates green development from a secondary goal to a structural institution, influencing all industrial allocations [17] - The integration of green issues into financial and market mechanisms signifies a shift in perspective, making green development a capital issue [17] - Sustainable investment opportunities in green infrastructure and carbon asset management are expected to grow [20] Group 4: Consumer and Market Dynamics - The plan positions consumption upgrade as a core driver of economic structural transformation, moving from recovery to quality enhancement [22] - The "silver economy" is recognized as a significant industrial opportunity, transforming aging issues into growth engines [22][25] - Investment opportunities in healthcare, elder care, and technology-assisted living are anticipated to rise due to demographic shifts [25] Group 5: Regional Development - The focus of regional policy is shifting from "development gradient" to "structural coordination," promoting a unified market and efficient resource allocation [27] - Investment institutions are encouraged to collaborate with local guiding funds to strengthen project foundations and facilitate new industry development in less developed regions [30] Group 6: Financial Market Reforms - The "15th Five-Year Plan" emphasizes structural improvements in capital markets, transitioning from a focus on financing to a comprehensive investment-funding-exit cycle [32] - Direct investment institutions are identified as key players in building a strong financial nation, with multiple exit pathways being developed [35] - The plan aims to enhance the inclusivity and adaptability of capital market systems, promoting direct financing methods [31] Strategic Summary - The "15th Five-Year Plan" outlines new engines for China's economic growth, including technological innovation and green transformation, while establishing a more inclusive capital market system [36] - Investment institutions are encouraged to align their strategies with national planning, leveraging professional judgment to identify promising sectors and companies for investment [36]

Core Viewpoint - The article highlights the growth and transformation of Guangli Technology, a local company in Henan, from a coal mine safety monitoring business to a key player in the semiconductor equipment industry, contributing to the localization of high-end equipment and the development of the local semiconductor industry [1][3][5]. Group 1: Company Transformation - Guangli Technology started in 1994 focusing on coal mine safety monitoring and transitioned to semiconductor equipment after its IPO in 2015, raising approximately 170 million yuan for business expansion [5]. - The company strategically acquired three overseas firms to break the monopoly in the semiconductor slicing machine sector, achieving domestic production of key components and equipment [5][6]. - By 2022, the revenue from semiconductor packaging and testing equipment exceeded 50% of the company's total revenue, indicating strong growth in this segment [6]. Group 2: Technological Innovation - Guangli Technology has established a robust R&D framework, with over 11 billion yuan raised since its listing and a consistent R&D investment ratio of over 12% for five consecutive years [8]. - The company has developed a series of domestic slicing machines, including the 8230 model, which is recognized for its international performance and has been adopted by leading packaging enterprises [6][8]. - The establishment of a semiconductor slicing machine testing laboratory and a dedicated R&D team has further solidified the company's technological capabilities [8]. Group 3: Local Industry Development - Guangli Technology is playing a pivotal role in the development of Henan's semiconductor industry, with plans to build a semiconductor manufacturing base capable of producing 500 slicing machines annually [9]. - The company has attracted 12 semiconductor supporting enterprises to Henan, creating a "one-hour supply chain" and enhancing local industrial collaboration [9]. - The integration of traditional monitoring business with semiconductor technology has positioned Guangli Technology as a leader in niche markets, leveraging its industry experience and customer resources [9]. Group 4: Future Outlook - The company aims to deepen its semiconductor equipment business and expand into frontier fields over the next 3-5 years, aligning with Henan's high-quality development goals [11][12]. - Future R&D efforts will focus on enhancing the product line for cutting and polishing equipment, increasing the localization of key components, and expanding the production capacity of consumables [11][12]. - Guangli Technology's growth strategy emphasizes a multi-dimensional approach combining technology, capital, and ecosystem development to foster long-term collaboration with the local semiconductor industry [12].

Focus Review - The hard technology sector, particularly semiconductors and chips, remains mainstream with significant financing activities. For instance, Yanwei Semiconductor completed hundreds of millions in Series A financing, backed by notable investors like Yongxin Ark and Jinyuan Capital [4][15]. - In the health sector, medical devices are gaining attention, exemplified by Jingwei Vision's recent financing exceeding 100 million, supported by multiple investment funds [5][25]. - The internet sector is seeing advancements in AI, with Deep Principle securing over 100 million in Series A financing, led by Alibaba's fund and Ant Group [5][34]. Hard Technology - Yanwei Semiconductor completed hundreds of millions in Series A financing with investments from Yongxin Ark and Jinyuan Capital [4][15]. - Liding Microelectronics raised nearly 100 million in Series A financing, led by CMB International Capital [5][20]. - Hypershell, a consumer-grade exoskeleton company, announced a successful completion of 70 million USD in Pre-B and B rounds, achieving a post-financing valuation of nearly 400 million USD [7]. Health Sector - Jingwei Vision completed a new round of financing exceeding 100 million, with investments from various funds [5][25]. - Jiangsu Zhenyi Medical Technology announced the completion of several hundred million in Series C financing, backed by multiple investment institutions [5][30]. - Weike Biotechnology secured nearly 100 million in Series A financing, led by Shenzhen Capital Group [5][28]. Internet/Enterprise Services - Deep Principle, a pioneer in AI for Science, completed over 100 million in Series A financing, with participation from several major investors [5][34]. - Vision Future, a visual large model company, announced nearly 100 million in angel round financing, led by a listed company [5][35]. - Kulan Dream completed a million-level angel round financing, with investments from notable figures in the gaming industry [5][37].