行情速递 ① 主 板 领 涨 ， 大 为 股 份 (+10.02%)/ 深 华 发 A (+110.01%)/ 中 京 电 子 (+10.01%)/ 沪 电 股 份 (+10.00%)/楚天龙 (+10.00%)/ ② 创业板领涨， 逸豪新材(+20.01%)/科翔股份(+19.98%)/联建光电(+19.90%)/ ③科创板领涨， 清越科技(+20.05%)/生益电子 (+16.31%)/源杰科技(+9.85%)/ ④活跃子行业， SW印制电路板(+5.82%)/SW品牌消费电子(+3.94%)/ 国内新闻 ① 艾邦半导体网，中电化合物与甬江实验室正式签署战略合作框架协议/双 方将围绕AR眼镜用光学碳化硅（SiC）晶片展开深度研发合作/共同推动SiC 材料在增强现实（AR）领域的创新应用/为下一代智能穿戴设备提供更优的 光学解决方案/ ② 电子工程专辑，阿里巴巴Qwen团队宣布Qwen3全系模型完成苹果MLX框 架的官方适配/涵盖从0.6B（6亿参数）到235B（2350亿参数）的8个尺寸/ 并支持4bit/6bit/8bit/BF16四种量化精度/总计32个版本模型/ ③ 集微网，据盛美上海最新机构调研信 ...

Core Viewpoint - The company, Shengmei Shanghai, is focusing on continuous innovation in semiconductor cleaning equipment and aims to expand its overseas market presence while benefiting from the global semiconductor industry's recovery [1][3]. Group 1: Company Performance and Financials - Shengmei Shanghai's revenue for 2024 is projected to reach 5.618 billion yuan, with a net profit of 1.153 billion yuan, reflecting a year-on-year growth of 26.65%, although the profit growth rate is slowing [1]. - In Q1 of this year, the company achieved a net profit of 246 million yuan, which is approximately a twofold increase year-on-year [1]. Group 2: Product Development and Innovation - The company is advancing its PECVD, Track, and furnace tube equipment lines, with significant growth expected in LPCVD, oxidation furnaces, and ALD equipment by 2025 [1]. - The Track equipment features a differentiated platform design that meets high output and low maintenance cost requirements, with ongoing efforts to optimize supply chain channels for stable component supply [2]. - The newly developed 300WPH Track beta prototype for KrF processes is expected to enter client validation by the end of June 2025 [2]. - The company’s supercritical CO drying cleaning equipment is at a world-leading level, with a projected 50% reduction in CO usage compared to foreign counterparts, significantly lowering customer consumable costs [2]. Group 3: Market Strategy and Expansion - Shengmei Shanghai is leveraging its dual listing in A-shares and U.S. markets to enhance its competitive advantage through technology differentiation, product platformization, and global customer outreach [3]. - The company has received attention from multiple international clients for its differentiated core equipment [3]. - The company plans to raise 4.482 billion yuan through a private placement to fund R&D, process testing platform construction, and high-end semiconductor equipment development [3].

作为中国为数不多的将高端半导体专用设备产品销售至欧美市场的公司，近年来，盛美上海先后开发了 前道半导体工艺设备，包括清洗设备、半导体电镀设备、立式炉管系列设备、涂胶显影Track设备、等 离子体增强化学气相沉积PECVD设备、无应力抛光设备等。 深度科技研究院院长张孝荣此前接受《证券日报》记者采访时表示，湿法清洗设备是半导体制造中的关 键设备，其国产化进程相对领先。其中，盛美上海在单片清洗设备领域达到国际先进水平。 财报显示，盛美上海近三年业绩实现稳定增长。公司董事、总经理王坚在此前业绩说明会上表示，全球 半导体行业持续复苏，尤其是中国大陆市场需求强劲，公司凭借技术差异化优势，把握市场机遇，积累 了充足订单。公司预计2025年全年的营业收入将在65亿元至71亿元之间，公司的订单释放周期平均为6 至8个月，预计2025年全年平均毛利率将维持在42%至48%之间。 但由于半导体设备行业属于技术、资金密集型行业，具有产品技术升级快、研发投入大等特点，且随着 芯片制程不断缩小，半导体设备的技术高门槛客观上要求高强度研发投入。公司定增预案显示，半导体 设备领域的研发早于应用层面，公司的产品布局须早于客户的订单需求。因此 ...