格隆汇9月25日丨洪田股份(603800.SH)在互动平台表示，公司高端铜箔设备可以用于生产HVLP5+铜 箔。目前公司与国内外客户正在进行真空蒸发镀膜机（可双面镀铝）打样测试，镀膜效果、镀膜效率等 多方面获得了客户的一致认可。公司真空磁控溅射蒸发复合镀膜机（可双面镀铜镀铝）进口核心零部件 已到货。 ...

Core Viewpoint - The demand for vacuum coating machines in China is expected to reach 111,000 units and a market size of 52.24 billion yuan by 2024, driven by the smartphone, semiconductor, and photovoltaic industries, with a significant shift towards environmentally friendly technologies [1][9]. Overview - Vacuum coating is a surface treatment technology that operates in a high vacuum environment to deposit thin films on various substrates using physical or chemical methods [2][3]. Business Model - The vacuum coating machine industry operates on a "make-to-order" basis, where companies produce equipment based on specific customer requirements, providing comprehensive technical support and solutions [5]. Industry Chain - The upstream of the vacuum coating machine industry includes companies that develop and supply coating materials and components, while the downstream applications span various sectors, including electronics, semiconductors, and renewable energy [7]. Current Development - The increasing demand for high-performance coatings in smartphones and the semiconductor industry's shift to smaller processes are driving the need for advanced vacuum coating equipment [9]. Competitive Landscape - The high-end vacuum coating equipment market is dominated by multinational companies like Applied Materials, ULVAC, and Leybold, while domestic companies primarily focus on the mid-to-low-end market, indicating significant potential for domestic substitution [11]. Representative Domestic Companies - Guangdong Huicheng Vacuum Technology Co., Ltd. reported a total revenue of 520 million yuan in 2024, with significant contributions from consumer electronics and industrial applications [13]. - Zhongshan Kaixuan Vacuum Technology Co., Ltd. achieved a revenue of 228.81 million yuan in 2024, with 96.09% coming from vacuum equipment sales [15]. Future Trends - The vacuum coating machine industry is expected to enhance coating processes and equipment structures to meet the demands of high-end sectors, focusing on energy efficiency and environmentally friendly practices [18].