全球掩模版市场空间广阔，增长动力强劲 半导体掩模版作为核心半导体材料之一，2021年占全球半导体材料市场的12%，仅次于硅片和电子特 气。根据SEMI、CEMIA数据，全球半导体掩模版市场规模有望在2025年达到60.79亿美元，同比增长 7%。中国内地半导体掩模版市场规模快速增长，从2017年的9.12亿美元增至2022年的15.56亿美元， 2017-2022年复合增速达到11.3%。随着中国内地在先进制程领域不断突破，掩模版市场规模有望进一步 扩大，为国产厂商带来巨大机遇。 智通财经APP获悉，民生证券发布研报称，根据SEMI、CEMIA数据，全球半导体掩模版市场规模有望 在2025年达到60.79亿美元，同比增长7%。中国内地半导体掩模版市场规模快速增长，从2017年的9.12 亿美元增至2022年的15.56亿美元，2017-2022年复合增速达到11.3%。随着中国内地在先进制程领域不 断突破，掩模版市场规模有望进一步扩大，为国产厂商带来巨大机遇。空白掩模版作为光掩模版的主要 成本项，其国产化对整个半导体产业链自主可控具有重要意义。 民生证券主要观点如下： 掩模版是半导体材料自主可控的关键一步 掩 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 重要会议： 11 月 17-19 日，2025势银异质异构集成年会（浙江·宁波） 点此报名 11月19日-21日，2025势银显示技术与供应链产业年会（四川·成都） 点此报名 添加文末微信，加 异质异构集成产业 群 近日，聚和材料 公布将 以现金 680亿韩元（约合人民币3.5亿元）收购SK Enpulse株式会社（SKE）旗下空白掩模（Blank Mask）业务全部资 产，包括土地、厂房、设备、专利、技术及人员等。交易完成后，聚和材料将间接持有目标公司不低于95%股权，实现对该业务的绝对控股。 且据 聚和材料发布 的 投资者关系活动记录表披露，收购标的目前主要产品为适配 DUV-ArF 及 KrF 半导体光刻工艺的掩膜基板，主要应用类型 为 PSM 相移掩模版 。 空白掩模版是 通过在超高纯度石英基板上依次完成切磨抛、清洗、镀膜、光刻胶涂胶及产品测试等工序制成 的掩模版基板 ， 在其基础上进行 光 罩图案的设计与制作 获得掩模版， 再通过曝光将图形转印到晶圆上 。 因此 每 款新设计的芯片，都需匹配一整套掩模版模具 ， 这也 ...

民生证券近日发布半导体行业专题：半导体掩模版作为核心半导体材料之一，2021年占 全球半导体材料市场的12%，仅次于硅片和电子特气。根据SEMI、CEMIA数据，全球半导 体掩模版市场规模有望在2025年达到60.79亿美元，同比增长7%。中国大陆半导体掩模版市 场规模快速增长，从2017年的9.12亿美元增至2022年的15.56亿美元，2017-2022年复合增速 达到11.3%。 以下为研究报告摘要： 掩模版是半导体材料自主可控的关键一步。掩模版是半导体生产制造过程中不可或缺的 材料，其基本工作原理是将设计好的电路图形通过光刻刻蚀等工艺绘制在掩模版上，随后将 掩模版承载的电路图形通过曝光的方式转移到硅晶圆等基体材料上。半导体掩模版是技术要 求最高的掩模版品类，同时也是最大的掩模版应用市场，IC制造生产占据掩模版下游60%的 份额，而高端半导体掩模版主要被美国和日韩厂商垄断，因此其国产化突破对国产半导体产 业链具备重要战略意义。 空白掩模版亟待实现国产化突破。日本厂商占据全球空白掩模版的主要市场份额，包括 HOYA、信越、AGC等全球知名电子化学品领域巨头。其中HOYA在EUV空白掩模版市场占 有率占据主 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 2、全球掩模版市场空间广阔，增长动力强劲 没有它，就没有芯片。 而它的国产化，才刚刚开始。 主要内容 1、掩模版是半导体材料自主可控的关键一步 。 掩模版是半导体生产制造过程中不可或缺的材料，其基本工作原理是将设计好的电路图形通过光刻刻蚀 等工艺绘制在掩模版上，随后将掩模版承载的电路图形通过曝光的方式转移到硅晶圆等基体材料上。 半导体掩模版作为核心半导体材料之一，2021年占全球半导体材料市场的12%，仅次于硅片和电子特 气。 半导体掩模版是技术要求最高的掩模版品类，同时也是最大的掩模版应用市场， IC制造生产占据掩模 版下游60%的份额 ，而 高端半导体掩模版主要被美国和日韩厂商垄断 ，因此其国产化突破对国产半导 体产业链具备重要战略意义。 根据SEMI、CEMIA数据， 全球半导体掩模版市场规模有望在2025年达到60.79亿美元，同比增长7% 。 中国大陆半导体掩模版市场规模快速增长，从2017年的9.12亿美元增至 2022年的15.56亿美元 ，2017- 2022年复合增速达到11.3%。随着中国大 ...

半导体行业专题 空白掩模版：光刻工艺核心原料，国产化亟待突破 2025 年 10 月 10 日 ➢ 掩模版是半导体材料自主可控的关键一步。掩模版是半导体生产制造过程中 不可或缺的材料，其基本工作原理是将设计好的电路图形通过光刻刻蚀等工艺绘 制在掩模版上，随后将掩模版承载的电路图形通过曝光的方式转移到硅晶圆等基 体材料上。半导体掩模版是技术要求最高的掩模版品类，同时也是最大的掩模版 应用市场，IC 制造生产占据掩模版下游 60%的份额，而高端半导体掩模版主要 被美国和日韩厂商垄断，因此其国产化突破对国产半导体产业链具备重要战略意 义。 ➢ 全球掩模版市场空间广阔，增长动力强劲。半导体掩模版作为核心半导体材 料之一，2021 年占全球半导体材料市场的 12%，仅次于硅片和电子特气。根据 SEMI、CEMIA 数据，全球半导体掩模版市场规模有望在 2025 年达到 60.79 亿 美元，同比增长 7%。中国大陆半导体掩模版市场规模快速增长，从 2017 年的 9.12 亿美元增至 2022 年的 15.56 亿美元，2017-2022 年复合增速达到 11.3%。 随着中国大陆在先进制程领域不断突破，掩模版市场规模 ...

"它不再是孤立的数据分析工具，而是嵌入生产全流程的自主智能体。能通过感知-认知-决策-执行的完 整闭环，实现生产过程的自优化、自调整。这一突破不仅重构了流程工业的生产力形态。更标志着行业 从自动化阶段正式迈向自主化新阶段，为新型工业化注入核心动能。"中控技术表示。 数据显示，9月1日至9月30日，总共335家科创板公司获得机构调研。其中，共有17家企业获机构调研的 数量超百家。 具体来看，聚和材料、迈威生物、炬光科技、澜起科技、精智达是获机构调研数最多的五家公司，分别 有370家、340家、305家、231家、194家；从细分领域来看，半导体、自动化设备、光伏设备、专用设 备、生物制品为最受关注的五大领域。 企业布局新增长曲线受机构重点关注 随着科创板公司已披露完2025年半年度财报，9月机构在密集调研科创板公司的过程中，除常规关注企 业的业绩情况、业务进展外，亦重点关注存在新增长曲线布局的公司。 其中，聚和材料于9月9日发布公告称，计划与韩投伙伴使用自有或自筹资金680亿韩元收购SK Enpulse 关于空白掩模的业务板块。其中，聚和材料直接或间接出资比例不低于95%。 聚和材料在回复投资者有关"空白掩模版 ...

Group 1: Company Research - Jiasai Fund recently conducted research on five listed companies, including Shiji Information, which signed a significant operational contract with Amadeus to create a comprehensive technology platform for travel [1] - Juhua Materials plans to invest 68 billion KRW in acquiring SK Enpulse's blank mask business, with a direct or indirect investment ratio of no less than 95% [2] - China Nuclear Power has received over 2.8 billion CNY in new energy subsidies as of the end of August, expecting a total of about 4 billion CNY for the year [3] - XCMG Machinery's stock incentive plan includes ROE, net profit, and cash flow from operating activities as assessment indicators, aiming for over 40 billion CNY in revenue from the mining machinery sector by 2030 [4] - Lide Man's revenue is expected to decline by 14.80% in the first half of 2025 due to intensified industry competition and the implementation of centralized procurement policies [5] Group 2: Industry Insights - The collaboration between Shiji Information and Amadeus is expected to enhance customer confidence and benefit the annual recurring revenue (ARR) growth in 2026 [1] - Juhua Materials aims to address domestic "bottleneck" issues in core raw materials through its acquisition strategy [2] - China Nuclear Power is focusing on digital transformation and smart operations while maintaining a dividend payout ratio of over 35% despite capital pressures from 19 ongoing projects [3] - XCMG Machinery anticipates continued growth in overseas market exports, with domestic sales benefiting from policy incentives and the renewal cycle [4] - Lide Man is pursuing a cash acquisition of up to 70% of Xiansheng Xiangrui to expand its tuberculosis diagnosis and innovative vaccine business [5]

Core Viewpoint - The article discusses the recent B-round financing of semiconductor materials company "Zhongke Zhuoer," highlighting its advancements in the production of quartz mask substrates and the urgent need for domestic production capabilities in China due to heavy reliance on imports [5][6]. Group 1: Company Overview - "Zhongke Zhuoer" was established in 2018 and is led by Yang Weibao from the Chinese Academy of Sciences. The company has made significant breakthroughs in precision polishing and coating technologies for semiconductor mask substrates [5][7]. - The company is involved in a national project aimed at developing the semiconductor blank mask industry chain and has a product range that includes blank masks for 130-250nm processes, with ongoing R&D for 28-90nm products [5][6]. Group 2: Market Context - The global market for blank masks is projected to reach approximately $3.6 billion in 2024, with China's demand estimated at around 10 billion RMB. Currently, the domestic supply of high-end blank masks is heavily reliant on imports, with a domestic production rate of less than 1% [6]. - The production of blank masks is constrained by export controls on essential equipment from the US and Japan, limiting domestic expansion [6]. Group 3: Technological Advancements - "Zhongke Zhuoer" has achieved three key technological breakthroughs: ultra-precision polishing with a surface roughness better than 0.2 nanometers, uniformity in magnetron sputtering coating of ±2%, and a defect detection system capable of identifying defects at 0.3 micrometers [7]. - The company has validated its blank masks with several downstream enterprises, and its pilot production line in Chengdu has completed process and product verification [7]. Group 4: Investment Insights - The lead investor, Zhongyin International Investment, recognizes "Zhongke Zhuoer" as having a unique technological edge and strategic positioning within the semiconductor materials sector, aligning with national goals for high-end manufacturing autonomy [8]. - Investors have observed the company's growth from angel investment to becoming a leading domestic player in the blank mask sector, emphasizing its potential in the domestic market for high-end blank masks [8].

Core Viewpoint - The participation of 12 companies from Chengdu in the Laser World of Photonics exhibition in Munich represents a significant step towards the internationalization of Chengdu's optoelectronic industry, showcasing its strength and innovation in the sector [1][2][3] Group 1: Event Overview - The Laser World of Photonics exhibition is one of the most influential and largest professional exhibitions in the global optoelectronic industry, taking place from June 24 to 27 in Munich, Germany [1] - The event attracted leading companies, research institutions, and industry elites from 43 countries and regions, facilitating discussions on cutting-edge technologies and development trends in the optoelectronic industry [1] - The World of Photonics Congress, held during the exhibition, is one of Europe's three major scientific conferences, providing a crucial platform for the synergy between academic research and industrial applications [1] Group 2: Chengdu Companies Participation - Chengdu's participation in the exhibition includes 12 companies such as Chengdu Guotai Vacuum Equipment Co., Ltd. and Chengdu Taike Optoelectronic Technology Co., Ltd., showcasing products across various fields including optoelectronic device manufacturing and laser technology [2] - Chengdu Jiangxi Future Optoelectronic Technology Co., Ltd. aims to demonstrate its innovative products like the R-800 quadrupole mass spectrometer leak detector and seek collaboration with European battery manufacturers and semiconductor equipment suppliers [2] - Chengdu Xinyuan Huibo Optoelectronic Technology Co., Ltd. plans to collect information on over 50 potential customers during the exhibition to enhance its market reach [2] Group 3: Industry Development - Chengdu has actively promoted the development of the optoelectronic industry through supportive policies, fostering a number of internationally competitive companies [3] - Participation in top international exhibitions allows Chengdu companies to better understand global market demands, learn advanced technologies, and enhance their innovation capabilities [3] - The efforts aim to expand the overseas market for "Chengdu-made" optoelectronic products and drive high-quality development in the industry [3]