光电测控仪器设备制造行业
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002338,秒速涨停!这个产业国产化不断提速,受益股曝光(名单)
Zheng Quan Shi Bao· 2025-12-18 05:44
Group 1 - The optical lithography machine industry is experiencing significant progress, with domestic companies making breakthroughs in high-end semiconductor lithography equipment [3] - A-share market shows resilience amid a significant drop in US stocks, with the optical lithography sector demonstrating notable performance, particularly with stocks like Aopu Optoelectronics hitting the daily limit [1][2] - Aopu Optoelectronics opened at 57 CNY per share, rising nearly 10% and closing at 57.2 CNY, indicating strong market interest and demand for optical measurement and control instruments [2] Group 2 - Domestic production of optical lithography machines is accelerating, with companies like Shanghai Micro Electronics and Shenzhen Wending Ju Xin Technology achieving key milestones in developing advanced lithography equipment [3] - Analysts from Huaxi Securities predict that the optical lithography equipment sector may see breakthroughs, with several A-share companies in the lithography supply chain expected to benefit, including Xuguang Electronics and Zhangjiang Hi-Tech [4] - Growth potential is anticipated for companies such as Lante Optics and Juguang Technology, with expected net profit growth rates exceeding 20% in 2026 and 2027, and some companies projected to exceed 30% growth [4]