《科创板日报》12月5日讯（实习记者 戴嘉怡 记者 李煜）近日，无锡高新区企业尚积半导体科技股份 有限公司（下称："尚积半导体"）宣布完成超3亿元Pre-IPO轮融资，投资方包括中国中车、江苏战新 投、广州产投、国信弘盛、穗开投资、华强创投、巨石创投、宿迁产投、君联资本、锡创投等。 尚积半导体表示，此次募集资金将主要用于加快金属溅射沉积（PVD）、加强型等离子化学气相沉积 （PECVD）、等离子干法刻蚀（ETCH）等核心设备领域的研发与产业化进程。 资料显示，尚积半导体成立于2021年，总部位于无锡高新区，专注于半导体设备的研发、生产与销售， 核心服务领域覆盖功率器件、微机电系统（MEMS）、先进封装、化合物半导体、射频及集成电路等赛 道，为下游半导体企业提供关键制程设备解决方案。 股权结构方面，天眼查信息显示，尚积半导体股权集中度较高，核心创始人团队掌控实际控制权，同时 引入多元化机构股东支撑业务发展。 其中，该公司创始人王世宽持股29.95%；联合创始人夏小军持股21.26%；上海泰纳微企业管理有限公 司持股13.88%；无锡芯聚管理咨询合伙企业（有限合伙）持股7.97%；无锡宽行企业管理有限公司持股 6 ...

Market Overview - The Hang Seng Index closed at 25,936, up 0.68% for the day and 29.29% year-to-date[3] - The S&P 500 Index closed at 6,857, up 0.11% for the day and 16.59% year-to-date[3] - The Nikkei 225 Index rose 2.33%, marking a three-week closing high[12] Employment and Economic Indicators - Initial jobless claims in the U.S. hit a three-year low, indicating a strong labor market[11] - November layoffs announced by U.S. employers decreased, yet remain the highest for the same period since 2022[11] Sector Performance - Large tech stocks showed mixed results; Meta rose 3.43% while Apple fell 1.21%[12] - Semiconductor stocks performed well, with global semiconductor equipment sales increasing by 11% year-on-year to $33.66 billion in Q3 2025[9] Investment Trends - The robotics sector gained attention, with major companies like Fanuc and Yaskawa Electric seeing significant stock price increases of 12.98% and 11.37%, respectively[12] - AI-related stocks, particularly in cloud computing and energy storage, experienced substantial gains, with Fluence Energy rising 17.58%[12] Market Sentiment - The market is anticipating the upcoming U.S. PCE inflation data, expected to show a slight increase from August, continuing to exceed the Federal Reserve's 2% target for 55 consecutive months[9]

Group 1 - The semiconductor equipment sector, particularly thin film deposition equipment, holds a significant value share in the front-end process, accounting for approximately 22% of global semiconductor equipment sales, and is one of the core devices for wafer expansion [1] - Demand for semiconductor equipment is expected to continue growing due to the dual pull from new production line construction and existing capacity expansion [1] - According to SEMI, global investment in 300mm wafer fabs is projected to increase by 20% to $116.5 billion in 2025, followed by a further 12% increase to $130.5 billion in 2026; in China, the average annual investment scale from 2025 to 2027 is expected to remain above $30 billion [1] Group 2 - Chinese manufacturers are accelerating capacity and technological layout, with Tuojing Technology planning to enhance the intelligent production capacity of PECVD and SACVD equipment [1] - Weidong Nano's ALD and high-end CVD products have already entered the mass production lines of leading domestic storage clients, with performance in the logic equipment sector reaching internationally advanced levels [1] Group 3 - The Xinchang ETF (159537) tracks the National Certificate Xinchang Index (CN5075), which selects listed companies in the semiconductor, software development, computer equipment, and other information technology sectors from the Shanghai and Shenzhen markets [1] - This index reflects the overall performance of listed companies in the information technology theme, covering the entire industry chain from basic hardware to application software, with a clear focus on large-cap characteristics in sectors such as semiconductors, software development, computer equipment, and IT services [1]

屹唐股份 20251204 公司的热处理（RTP）业务表现如何？ 摘要 亿唐股份是国内领先的半导体设备供应商，业务涵盖去胶、热处理和刻 蚀三大平台，产品已应用于国内外头部厂商的存储器和先进逻辑芯片制 造，受益于国产替代和下游客户扩产。 在去胶设备领域，亿唐股份凭借 Suprema、Hydrasys 和 Optimax 三 大系列，满足客户对光刻胶去除需求，采用干法去胶技术，市占率达 34.6%，位居全球第二，已应用于台积电 5 纳米/3 纳米工艺。 热处理业务方面，亿唐股份的 RTP 设备包括 Helios 和 Melius 系列，用 于激活硅片离子电性能，市占率为 13%，排名全球第二，技术能力覆盖 Spike 退火、恒温退火及毫秒级退火。 刻蚀及表面处理设备是亿唐股份的新增长点，提供 ICP 和 CCP 刻蚀，差 异化布局原子级表面处理 Scaler 及高选择比刻蚀技术，满足先进制程客 户需求，提升市场竞争力。 亿唐股份股权结构清晰，北京亦庄国投控股，团队经验丰富，CEO 陆总 具备应材和 Intel 研发背景，李福红总拥有超 20 年 fab 厂管理经验，为 公司创新和市场拓展提供保障。 Q&A 请介绍 ...

Core Viewpoint - The company,拓荆科技, has received notification from the Shanghai Stock Exchange regarding the acceptance of its application for issuing securities, marking a significant step towards its A-share issuance [1] Group 1 - The company announced on December 4, 2025, that it received a notice from the Shanghai Stock Exchange regarding the acceptance of its application for issuing securities [1] - The Shanghai Stock Exchange has decided to accept and will conduct a legal review of the company's application [1] - The issuance of A-shares to specific investors is subject to approval from the Shanghai Stock Exchange and registration by the China Securities Regulatory Commission before implementation [1]

（文章来源：证券日报） 证券日报网讯 12月4日，北方华创在互动平台回答投资者提问时表示，公司高度重视投资者沟通工作， 提供多种方式的交流渠道，后续将持续优化沟通回复效率，进一步提升投资者服务质量。 ...

证券日报网讯 12月4日，北方华创在互动平台回答投资者提问时表示，随着HBM市场需求快速增长， 将带动相关工艺设备需求的增加。公司在HBM芯片制造领域可提供深硅刻蚀、薄膜沉积、热处理、湿 法清洗、电镀等多款核心设备。 （编辑 王雪儿） ...

中金公司表示，"十五五"规划明确将科技自立自强作为核心目标，在全球AI大模型加速迭代的背景下，国产算力全链条创新突破迫在眉睫，全国一体化算力 网战略地位亦有所提升。同时，海外AI硬件方向有望延续高景气。看好国内AI链加速创新与前沿科技方向。 科技方向今日全面爆发，半导体设备、GPU、具身智能等板块强势领涨，带动AI产业链题材股上行。指数层面，中证人工智能主题指数上涨0.9%，上证科 创板人工智能指数上涨0.7%。相关产品受资金关注，人工智能ETF（159819）和科创人工智能ETF（588730）均连续2日"吸金"，合计分别达2.3亿元和3600 万元。 | 令日 该指数涨跌 | 该指数 该指数自2 滚动市销率 发布以来估 | | --- | --- | | 0.9% | 4.7倍 92.60 | 每日经济新闻 ...

证券日报网讯12月4日，北方华创（002371）在互动平台回答投资者提问时表示，截至2025年11月20 日，公司投资者共计81890户。 ...

Market Performance - The three major A-share indices showed mixed results, with the Shanghai Composite Index down 0.06%, the Shenzhen Component Index up 0.4%, and the ChiNext Index up 1.01% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 15,617 billion yuan, a decrease of 1,219 billion yuan compared to the previous day [1] - Over 3,800 stocks in the market experienced declines [1] Sector Performance - The consumer sector weakened, with retail, catering, liquor, and e-commerce sectors showing significant declines [1] - The aluminum, gold, rare earth, and real estate industries also performed poorly [1] - In contrast, sectors such as Moore Threads, commercial aerospace, robotics, and semiconductors showed strong performance [1] ETF Performance - The Jiashi Fund's S&P Biotechnology ETF rose by 3.85%, while the semiconductor equipment sector saw expanded gains in the afternoon [1] - The following ETFs in the semiconductor equipment sector also reported gains: the China Merchants Fund Semiconductor Equipment ETF (up 3.63%), Huatai-PB Fund's Sci-Tech Semiconductor Equipment ETF (up 3.14%), and the Sci-Tech Semiconductor ETF Penghua (up 3.09%) [1] - The humanoid robot sector experienced a surge, with the Invesco Great Wall Fund's Robot 50 ETF and the E-Fund Robot ETF both rising by 3% [1] Consumer Sector Decline - The consumer sector faced widespread declines, particularly in food and beverage, with the liquor ETF and food and beverage ETF falling by 1.58% and 1.33%, respectively [1] - The tourism sector also showed negative performance, with the tourism ETF down by 1.54% [1] - Long-term government bond ETFs also declined, with the 30-year government bond ETF from Bosera and another 30-year government bond ETF both down by 1.34% and 1.32%, respectively [1]