截至9月30日，矽电股份股东户数1.21万，较上期增加15.30%；人均流通股862股，较上期减少13.27%。 2025年1月-9月，矽电股份实现营业收入2.89亿元，同比减少20.54%；归母净利润2506.22万元，同比减 少61.30%。 分红方面，矽电股份A股上市后累计派现3997.47万元。 1月21日，矽电股份跌3.64%，成交额10.17亿元。两融数据显示，当日矽电股份获融资买入额1.24亿 元，融资偿还1.02亿元，融资净买入2162.63万元。截至1月21日，矽电股份融资融券余额合计3.05亿 元。 融资方面，矽电股份当日融资买入1.24亿元。当前融资余额3.05亿元，占流通市值的8.69%。 融券方面，矽电股份1月21日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1200.00股，融券余额40.36万元。 资料显示，矽电半导体设备(深圳)股份有限公司位于广东省深圳市龙岗区龙城街道黄阁坑社区龙城工业 园3号厂房三楼东区、五楼中西区，成立日期2003年12月25日，上市日期2025年3月24日，公司主营业务 涉及主要从事半导体专用设备的研发、生 ...

证券代码：603061 证券简称：金海通 公告编号：2026-011 公司于2026年1月6日收到上海金浦发来的《简式权益变动报告书》，上海金浦于2025年10月22日至2026 年1月6日期间通过集中竞价方式累计减持公司股份373,300股，占公司股份总数的0.62%。本次权益变动 后，上海金浦持有公司股份比例由5.62%变动为5.00%，触及5%刻度，具体内容详见公司于2026年1月7 日在上海证券交易所网站（www.sse.com.cn）上披露的《天津金海通半导体设备股份有限公司关于持股 5%以上股东权益变动触及5%刻度的提示性公告》（公告编号：2026-002）。 公司于2026年1月21日收到上海金浦发来的《减持计划时间届满暨减持股份的告知函》，截至2026年1月 21日，上海金浦减持计划时间届满，期间通过集中竞价减持598,900股，占公司总股本的1.00%。 天津金海通半导体设备股份有限公司 原持股5%以上股东减持计划时间届满暨减持股份结果公告 本公司董事会、全体董事及相关股东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法律责任。 重要内容提 ...

United States Representative Debbie Wasserman Schultz reported in August 2025 that she invested in Ichor Holdings (NASDAQ: ICHR), a semiconductor equipment company.The purchase was immediately suspicious, being the first time a politician had bought the stock in over eight years.Now, the trade becomes more interesting, as the stock has since more than doubled in value, gaining approximately 110% since Wasserman Schultz filed her report.Indeed, on the day of the filings, ICHR shares were changing hands at $1 ...

Group 1: Lam Research (LRCX) - Lam Research is a supplier of wafer fabrication equipment and services to the semiconductor industry, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Lam Research's current year earnings has increased by 0.6% over the last 60 days [1] - Lam Research's shares gained 57.7% over the last three months, significantly outperforming the S&P 500's gain of 1.4%, and it possesses a Momentum Score of A [2] Group 2: BNP Paribas (BNPQY) - BNP Paribas is a European leader in global banking and financial services, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for BNP Paribas' current year earnings has increased by 1.9% over the last 60 days [2] - BNP Paribas' shares gained 27.7% over the last three months, again outperforming the S&P 500's gain of 1.4%, and it possesses a Momentum Score of A [3] Group 3: L'Oreal (LRLCY) - L'Oreal focuses on cosmetics and has a Zacks Rank 1 [3] - The Zacks Consensus Estimate for L'Oreal's current year earnings has increased by 1.9% over the last 60 days [3] - L'Oreal's shares gained 4.5% over the last three months, which is above the S&P 500's gain of 1.4%, and it possesses a Momentum Score of B [4]

Group 1 - The core viewpoint of the articles highlights a strong performance in the semiconductor materials and equipment sector, driven by geopolitical tensions and increasing domestic demand for semiconductor products [1][2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 1.02%, with notable gains from stocks such as Naiko Equipment (up 3.54%) and Jingyi Equipment (up 3.51%) [1] - The China Securities Index for semiconductor materials and equipment increased by 1.54%, with Jianghua Microelectronics leading with a 10.02% rise [1] Group 2 - CITIC Securities pointed out that geopolitical friction provides a window for domestic semiconductor alternatives, with companies like Huawei and Cambricon rapidly improving their computing chip performance [1] - The demand for AI is driving a price increase in storage chips, leading to a surge in performance for global storage industry companies [1] - The construction of storage production lines and the increase in domestic production rates are expected to accelerate, presenting investment opportunities in supporting semiconductor equipment and packaging/testing sectors [1]

#铠侠表明供不应求将持续。 近日铠侠存储事业部总经理中户俊介接受采访时表示，虽然人工智能（AI）需求的激增带来了前所未有的繁荣， 但供需紧张、供不应求的局面可能会持续一段时间，不仅导致企业级固态硬盘供应短缺，也导致消费级固态硬盘 供应短缺；近期国内外FAB迎来资本开支高峰期，我们一如既往的坚定看好半导体设备，新增推荐金海通。 【广发机械】半导体设备跟踪推荐：铠侠表示存储紧缺将继续，积极关注半导体设备 #铠侠表明供不应求将持续。 近日铠侠存储事业部总经理中户俊介接受采访时表示，虽然人工智能（AI）需求的激增带来了前所未有的繁荣， 但供需紧张、供不应求的局面可能会持续一段时间，不仅导致企业级固态硬盘供应短缺，也导致消费级固态硬盘 供应短缺；近期国内外FAB迎来资本开支高峰期，我们一如既往的坚定看好半导体设备，新增推荐金海通。 【广发机械】半导体设备跟踪推荐：铠侠表示存储紧缺将继续，积极关注半导体设备 #强一股份。 逻辑方面，公司已经切入B客户、H客户等头部算力芯片客户，有望随着国产卡放量；存储探针卡方面，公司已完 成面向HBM、NORFlash、DRAM 的2.5DMEMS探针卡产品交付或初步验证，叠加海外探针卡 ...

#半导体设备更新20260120 #半导体设备更新20260120 12月中国大陆进口荷兰光刻机数据大幅增长： 台数：33台=上海12台+北京7台+广东3台+湖北4台+江苏5台+浙江/重庆各1台 金额：合计21.8亿美元 #近期变化：2025年9-12月上海/北京光刻机进口台数显著增加、上海合计42台、北京合计12台 12月中国大陆进口荷兰光刻机数据大幅增长： 台数：33台=上海12台+北京7台+广东3台+湖北4台+江苏5台+浙江/重庆各1台 金额：合计21.8亿美元 #近期变化：2025年9-12月上海/北京光刻机进口台数显著增加、上海合计42台、北京合计12台 我们认为上海北京均以逻辑由其是先进逻辑产线扩产为主、建议重点关注后续先进逻辑产线 我们认为上海北京均以逻辑由其是先进逻辑产线扩产为主、建议重点关注后续先进逻辑产线扩产带来的国产设备 放量机会，重点关注： 1精测电子：明场设备放量有望超预期 ...

台数：33台=上海12台+北京7台+广东3台+湖北4台+江苏5台+浙江/重庆各1台 12月中国大陆进口荷兰光刻机数据大幅增长： 金额：合计21.8亿美元 #近期变化：2025年9-12月上海/北京光刻机进口台数显著增加、上海合计42台、北京合计12台 我们认为上海北京均以逻辑由其是先进逻辑产线扩产为主、建议重点关注后续先进逻辑产线扩产带来的国产设备 放量机会，重点关注： < #近期变化：2025年9-12月上海/北京光刻机进口台数显著增加、上海合计42台、北京合计12台 我们认为上海北京均以逻辑由其是先进逻辑产线扩产为主、建议重点关注后续先进逻辑产线扩产带来的国产设备 放量机会，重点关注： 1精测电子：明场设备放量有望超预期 12月中国大陆进口荷兰光刻机数据大幅增长： 台数：33台=上海12台+北京7台+广东3台+湖北4台+江苏5台+浙江/重庆各1台 金额：合计21.8亿美元 ...

Core Insights - The semiconductor equipment sector is expected to experience strong growth driven by AI and advanced process demands, particularly in GPU-related revenues [1] - The global semiconductor equipment market has shown stable growth, primarily due to the increasing demand for consumer electronics [1] - China's semiconductor equipment market has rapidly grown, capturing approximately 40% of the global market share, driven by both rising chip demand and the need for self-sufficiency in the domestic semiconductor industry [4][2] Semiconductor Equipment Market Overview - Wafer manufacturing equipment accounts for about 90% of the semiconductor equipment market, with thin film deposition, etching, and lithography each contributing around 20% [2] - The growth of the Chinese semiconductor equipment market significantly outpaces the global average due to the rising demand for semiconductor chips [2] Chip Manufacturing Process - The chip manufacturing process involves multiple steps, including purification of industrial sand, pulling of silicon rods, and various processes like polishing and cutting to create wafers [6] - Thin film deposition methods include CVD, PVD, and ALD, with ALD being the most advanced due to its precision at the atomic level [6] Lithography Technology - Lithography is a critical process in chip manufacturing, with high technical barriers; the fourth-generation lithography machines operate at a wavelength of 193 nm [7] - The EUV lithography machines, which are essential for advanced processes, are currently monopolized by overseas companies, particularly ASML, which holds over 80% of the market share [7] Investment Opportunities - The semiconductor equipment sector has transitioned from a focus on self-sufficiency to a landscape influenced by overseas computing power, with significant capital expenditure changes in foreign storage companies impacting the domestic sector [8] - The semiconductor equipment ETF (159516) is highlighted as a strong investment tool, offering exposure to leading companies in the equipment and materials sectors, and is positioned well to capitalize on the industry's cyclical growth [8]

智通财经1月21日讯，三大指数集体收跌，创业板指一度跌超2%。沪深两市成交额2.78万亿，较上一个 交易日放量694亿。盘面上，全市场超3100只个股下跌。从板块来看，化工板块逆势爆发，十余只成分 股涨停，红宝丽、山东赫达、维远股份、红墙股份涨停。贵金属概念延续强势，湖南白银涨停。房地产 板块表现活跃，大悦城、城投控股涨停。AI应用端局部走高，佳云科技（维权）、粤传媒、浙文互联 涨停。下跌方面，算力硬件、商业航天等板块跌幅居前。其中商业航天概念股集体大跌，神剑股份4连 跌停，航天动力2连跌停。截至收盘，沪指跌0.01%，深成指跌0.97%，创业板指1.79%。 在今日的券商晨会上，中信建投认为，国产算力板块热度提升带动半导体设备板块；国盛证券认 为，"天量"居民存款到期，权益市场再迎增量资金；中金公司认为，关注房地产板块交易型机会。 中信建投：国产算力板块热度提升带动半导体设备板块 在行业扩产整体放缓大背景下，国产化驱动下的渗透率提升依然是设备板块后续增长的重要来源。未来 设备国产化率将实现快速提升，头部整机设备企业 2025 年订单有望实现 20-30%以上增长，零部件、尤 其是卡脖子零部件国产化进程有望加 ...