银行股迭创新高！ A股市值一哥六连阳！ 但是今天A股小幅低开后持续上行，截至收盘， 沪指涨0.65%，深成指涨0.43%，创业板指涨 0.39%，两市超4400只个股上涨。 一起来看今天盘面热点。 01 今天A股低开高走！ 在刚刚过去的周末全球并不平静， 美军轰炸伊朗3处核设施，特朗普还警告称，如果伊朗不能实 现和平，美国将会继续攻击，此外， 伊朗议会投票赞成关闭霍尔木兹海峡，也对市场造成扰动。 工商银行、农业银行、建设银行、兴业银行、浦发银行、邮储银行股价集体创历史新高。其中， 工商银行上涨2.04%，日线迎来6连阳，最新总市值为2.68万亿元，稳居A股第一。 分析人士指出， 险资频繁增持银行股，主要是出于对未来收益的预期。 在当前利率环境和市场 流动性背景下，银行股的高股息回报和稳定的分红政策颇具吸引力。从去年开始的这轮险资举牌 潮，主要标的就是高股息个股。"H股市场整体估值水平较A股更低，股息率优势更加突出，符合 险资长期持有的资产配置需求。"东吴证券分析称。 今年1月，中央金融办、证监会、财政部等多部门联合印发《关于推动中长期资金入市工作的实施 方案》，鼓励险资加大入市力度，为险资举牌提供了政策支持， ...

2025 年 06 月 23 日 屹唐股份：全球前十的晶圆加工设备 细分领域供应商 ——注册制新股纵览 20250623 本期投资提示： 相关研究 - 策 略 研 究 新股申购 证券分析师 彭文玉 A0230517080001 pengwy@swsresearch.com 朱敏 A0230524050004 zhumin@swsresearch.com 任奕璇 A0230525050002 renyx2@swsresearch.com 联系人 朱敏 (8621)23297818× zhumin@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 请务必仔细阅读正文之后的各项信息披露与声明 申 购 策 略 证 券 研 究 报 告 ⚫ AHP 得分——剔除流动性溢价因素后，屹唐股份 2.53 分，位于总分的 41.5%分位。屹唐 股份于 2025 年 6 月 19 日招股，将在科创板上市。剔除、考虑流动性溢价因素后，我们测 算屹唐股份 AHP 得分为 2.53 分、2.69 分，分别位于科创体系 AHP 模型总分 41.5%分位、 45.5%分位，处于中游偏下、中游偏上水平。假设以 8 ...

Market Overview - A-shares and Hong Kong stocks in the chip and semiconductor sector experienced significant gains, with the A-share market showing mixed results overall [1][3] - As of the morning close on June 23, the Shanghai Composite Index rose by 0.15%, while the Shenzhen Component Index and the ChiNext Index fell by 0.16% and 0.33%, respectively [4][3] Sector Performance - The chip and semiconductor equipment concept stocks led the market with gains exceeding 1%, with specific stocks like Wavelength Optoelectronics hitting a 20% limit up, and others like Yubo Technology and Huacan Optoelectronics rising over 11% [5][6] - The coal sector was the top performer among various sectors, with gains exceeding 1%, followed by oil and petrochemicals, national defense, and non-ferrous metals [4] Individual Stock Highlights - China Tianrui Cement saw a dramatic increase, with its stock price rising over 60% at one point, following the announcement of a turnaround in its annual performance, reporting a profit of 279 million yuan for the year ending December 31, 2024, compared to a loss of 634 million yuan the previous year [10] - Pacific Shipping also experienced a significant rise, with its stock price increasing by over 20% after announcing the issuance of 28.626 million shares as part of its share award plan [11] Risk and Volatility - Several stocks, including Changcheng Military Industry and Maohua Shihua, have seen consecutive limit-up trading days, indicating high volatility and investor interest [7][8] - Changcheng Military Industry issued a risk warning due to a cumulative stock price increase of 37.06% over a short period, highlighting the potential for significant price corrections [8]

6月23日，A股三大指数集体低开。截至发稿，创业板指和深证成指翻红。北证50指数涨近0.5%，科创50指数涨近1%。 盘面上，油气、航运等题材走强；机器人、短剧、IP经济、EDA、算力、稀土永磁、AI应用概念股走弱。 恒生指数和恒生科技指数低开。京东集团-SW跌近2%领跌蓝筹。油气股涨幅居前，山东墨龙（002490）、MI能源一度 涨近15%。三只新股今日上市，药捷安康-B盘中大涨逾72%，佰泽医疗涨超22%。 亚太市场方面，日经225指数、韩国综合指数、新加坡海峡指数、澳洲标普200指数下跌近1%。 油气股、航运股活跃 早盘，油气股再度活跃，茂化实华（000637）3连板，神开股份（002278）涨停，科力股份、新锦动力（300157）、通 源石油（300164）等涨幅居前。消息面上，早盘WTI原油主力期货一度涨超6%。 港股方面，航运及港口股也逆势走高,截至发稿，德翔海运涨超17%,中远海能、象兴国际涨超7%。 消息面上，据央视新闻报道，伊朗议会国家安全委员会委员库萨里表示，伊朗议会已得出结论，认为应关闭霍尔木兹海 峡，但最终决定权在伊朗最高国家安全委员会手中。 有色钴概念股拉升 有色钴概念股震荡走强，截 ...

机械 2025 年中投资策略：硬科技与低估值并驾齐驱 20250622 上半年机械行业受益于机器人、减速机等主题投资，涨幅显著，但内需 受制造业、房地产和基建疲软影响，整体偏弱。 中国制造业对外直接投资持续增长，复合年均增长率达 7.43%，东盟占 比提升，多家机械公司积极进行海外产能布局，并掀起赴港上市热潮。 下半年机械行业投资机会集中在硬科技（巨轮智能、可控核聚变）和低 估值方向，港股市场因证券资产供给充足和全球资金涌入值得关注。 工程机械内需复苏温和，主要由更新换代驱动，二季度挖掘机销量降速， 但大型挖掘机表现依旧良好，预计后续恢复正增长。 工程机械外需良好，亚非拉地区复苏，欧美地区降幅收窄，中国企业在 欧美市场份额提升空间大，俄语区重建需求或带动增长。 工控行业一季度扭转下滑趋势，同比增长 2.35%，暖通空调、工业机器 人等行业增速较快，龙头公司市占率提升，并推出新品应对复苏。 油服设备市场与国际油价关联度不强，国内三桶油资本开支维持较高水 平，非常规油气开采设备订单表现超预期，海外业务占比显著提升。 Q&A 2025 年上半年机械行业的整体表现如何？ 2025 年上半年，机械板块表现突出，共有近 ...

Group 1 - The core viewpoint is that the successful listing of Shenghe Jingwei will significantly boost the demand for upstream semiconductor equipment, marking a new development peak for the semiconductor equipment industry [1][3] - Shenghe Jingwei is a leading player in the domestic high-end packaging and testing sector, and its upcoming IPO is expected to drive growth in related markets [1] - The global packaging equipment market is projected to reach $77.54 billion by 2031, indicating substantial growth potential in the industry [1] Group 2 - Chipyuan Micro has shown strong development momentum, forming four major business segments and significantly increasing revenue through applications in both domestic and international markets [1] - The company has broken international monopolies in several niche areas and is the only domestic provider of mass-production front-end coating and developing machines, highlighting its competitive edge [1] - The domestic front-end coating and developing market is expected to exceed $13 billion by 2025, with Chipyuan Micro holding only a 5% market share, suggesting significant room for domestic substitution [1]

Core Viewpoint - The article discusses the challenges and potential solutions related to the implementation of high numerical aperture (NA) EUV lithography technology, particularly focusing on the issues of mask stitching and the implications of larger reticle sizes on manufacturing efficiency and yield [1][2][10]. Group 1: Challenges of High NA EUV Lithography - The transition to high NA (0.55) EUV lithography presents significant challenges in circuit stitching between exposure fields, impacting design, yield, and manufacturability [1][2]. - The use of deformable lenses in high NA systems reduces the exposure range of standard 6×6 inch masks by half, complicating the alignment and yield of critical layers [2][3]. - Misalignment issues can lead to significant errors in critical dimensions, with a 2nm mask overlay error potentially causing at least a 10% deviation in pattern sizes [2][4]. Group 2: Design and Performance Implications - Advanced lithography techniques require precise calibration to ensure accurate printing of features, with any overlap between masks needing careful consideration to avoid interference [4][5]. - The design of masks must account for the black border that prevents stray reflections, which can introduce stress relaxation and distort adjacent multilayer structures [5][6]. - Avoiding critical features in boundary areas is essential to mitigate yield risks, as misalignment can lead to increased wire lengths and potential performance degradation [7][8]. Group 3: Solutions and Optimizations - Strategies to optimize designs include clustering I/O ports and minimizing the number of lines crossing boundary areas, which can reduce the impact of stitching on performance [8][9]. - Implementing design rules specific to boundary areas can help ensure that features print correctly, although this may complicate overall design [8][9]. - The potential for larger reticle sizes (6×11 inches) is seen as a solution to eliminate stitching issues, although it poses significant challenges in terms of equipment costs and manufacturing processes [10][11]. Group 4: Industry Perspectives and Future Considerations - Industry experts express cautious optimism about larger reticle sizes, noting that while they could improve efficiency, the associated costs and equipment changes are substantial [10][11]. - The cost of EUV lithography machines is nearing $400 million, and their production efficiency is a critical factor affecting overall wafer fabrication costs [11]. - The shift to larger masks may be necessary for future technology nodes, particularly as the industry approaches 1nm technology, which will require upgrades to many existing tools [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603061 证券简称：金海通 公告编号：2025-027 天津金海通半导体设备股份有限公司 关于2024年员工持股计划锁定期届满的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 天津金海通半导体设备股份有限公司（以下简称"公司"）于2025年6月20日召开第二届董事会薪酬与考 核委员会第七次会议决议，审议通过了《关于2024年员工持股计划解锁条件成就的议案》，公司2024年 员工持股计划（以下简称"本员工持股计划"）锁定期届满且解锁条件已成就。现将相关事项公告如下： 一、本员工持股计划的相关情况 （一）2024年3月18日，公司召开第二届董事会第四次会议、第二届监事会第二次会议，审议通过了 《关于公司〈2024年员工持股计划（草案）〉及其摘要的议案》《关于公司〈2024年员工持股计划管理 办法〉的议案》等议案，公司聘请的独立财务顾问和法律顾问均出具了相关意见。 （二）2024年4月8日，公司召开2024年第一次临时股东大会，审议通过了《关于公司〈2 ...

证券代码：688012 证券简称：中微公司 公告编号：2025-043 中微半导体设备（上海）股份有限公司 关于 2022、2023、2024 年限制性股票激励计划 归属结果暨股份上市的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分公 司有关业务规则的规定，中微半导体设备（上海）股份有限公司于近日收到中国 证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》，公司于 2025 年 6 月 18 日完成了 2022 年限制性股票激励计划第三个归属期、2023 年限制性股 票激励计划第二个归属期、2024 年限制性股票激励计划第一个归属期的股份登记 工作。现将有关情况公告如下： 一、 本次限制性股票归属的决策程序及相关信息披露 （一）2022 年限制性股票激励计划 （1）2022 年 3 月 9 日，公司召开第二届董事会第三次会议，会议审议通过了 《关于公司<2022 年限制性股票激励计划（草案）>及其摘要的议案》、《关于公司 < ...

Core Viewpoint - The company, Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd., has announced an adjustment to its 2024 annual profit distribution cash dividend total due to changes in its total share capital following the completion of stock incentive plans [1][2]. Summary by Sections Adjustment of Profit Distribution - The total amount of cash dividends for the 2024 fiscal year has been adjusted from 186,080,238.60 CNY (including tax) to 187,214,710.20 CNY (including tax) [1][2]. - The adjustment is based on the increase in the company's total share capital from 622,363,735 shares to 626,145,307 shares due to the completion of various stock incentive plans [1][2]. Previous Profit Distribution Plan - The initial profit distribution plan approved on April 17, 2025, proposed a cash dividend of 3.00 CNY (including tax) for every 10 shares, based on a total share capital of 620,267,462 shares after deducting shares held in the company's repurchase account [1]. - The total cash dividend amount was calculated based on the adjusted share capital after accounting for repurchased shares [1]. Revised Profit Distribution Plan - Following the completion of the stock incentive plans, the total share capital increased, leading to a revised cash dividend distribution plan that maintains the same per-share distribution ratio [2]. - The adjusted total cash dividend amount is now based on a total of 624,049,034 shares eligible for profit distribution, resulting in a total cash dividend of 187,214,710.20 CNY (including tax) [2].