此外，政策层面的利好也为市场注入了信心。2025年10月28日，"十五五"规划建议全文正式发布，其 中"实现科技自立自强水平大幅提高"成为发展的重要目标。半导体产业作为自主可控发展的重要行业其 国产替代的步伐有望进一步加速。（政策来源：25/10/28-中国政府网《中共中央关于制定国民经济和社 会发展第十五个五年规划的建议》） 在政策引导和行业基本面回暖的双重驱动下，相关ETF产品近期表现活跃。截至2025年10月29日，科创 半导体设备ETF（588710）已连续25个交易日（25/9/17-25/10/29）单日成交额均保持在1亿元以上，期 间资金累计净流入达6.66亿元，资金密集布局迹象较为明显。（数据来源：交易所、Wind） 昨日（25/10/29），科创半导体设备ETF（588710）重要成份股发布2025年第三季度报告，整体业绩大 幅超越市场预期，营收情况均保持良好增长，其中前三季度LPCVD和ALD等薄膜设备收入同比增长超 13倍，进一步验证了半导体产业的高景气度。（信息来源：中证指数公司，数据来源：上市公司公告） 据悉，科创半导体设备ETF（588710）及其联接基金（A类024974、C类0 ...

Core Viewpoint - Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. reported strong growth in its Q3 2025 financial results, highlighting significant revenue and profit increases driven by core business performance and substantial R&D investment [1] Financial Performance - For the first three quarters of 2025, Zhongwei achieved operating revenue of 8.063 billion yuan, a year-on-year increase of 46.40% [1] - The net profit attributable to shareholders reached 1.211 billion yuan, reflecting a year-on-year growth of 32.66% [1] Business Segments - The revenue from etching equipment amounted to 6.101 billion yuan, showing a year-on-year increase of approximately 38.26% [1] - Revenue from LPCVD and ALD thin film equipment experienced explosive growth, reaching 403 million yuan, with a year-on-year increase of approximately 1332.69%, following a high growth of 608.19% in the first half of the year [1] R&D Investment - Zhongwei's R&D expenditure for the first three quarters was 2.523 billion yuan, representing a year-on-year increase of approximately 63.44% [1] - The R&D investment accounted for about 31.29% of operating revenue, significantly higher than the average level of companies listed on the Sci-Tech Innovation Board [1] - The company successfully advanced multiple key core equipment projects, with a notable reduction in R&D cycle times, demonstrating its commitment to cutting-edge technology and product differentiation strategies [1]

此外，中国证券报记者获悉，为应对全球半导体设备市场持续增长的需求，随着成都研发及生产基地建 设的启动，中微公司未来厂房总面积将达到75万平方米。 研发方面，中微公司2025年前三季度研发支出25.23亿元，同比增长约63.44%，研发支出占公司营业收 入比例约31.29%。中微公司表示，公司目前在研项目涵盖六类设备，超二十款新设备的开发。公司研 发新产品的速度显著加快，过去通常需要三年到五年开发一款新设备，现在只需两年或更短的时间就能 开发出并顺利进入市场，公司有望在未来几年加速、大规模地推出多种新产品。同时，公司针对先进逻 辑和存储器件制造中关键刻蚀工艺的高端产品新增付运量显著提升，先进逻辑器件中段关键刻蚀工艺和 先进存储器件的超高深宽比刻蚀工艺实现大规模量产。 中证报中证网讯(记者黄一灵)10月29日晚，中微公司发布2025年第三季度报告。数据显示，2025年前三 季度，中微公司实现营业收入80.63亿元，同比增长约46.40%；实现归母净利润12.11亿元，同比增长约 32.66%。拆分营收来看，其中刻蚀设备收入61.01亿元，同比增长约38.26%；LPCVD和ALD等薄膜设备 收入4.03亿元，同比 ...

2、盛美上海于10月29日晚间发布2025年三季度报告。公告显示，盛美上海第三季度实现营业收入18.81 亿元，同比增长19.61%；归母净利润为5.70亿元，同比增长81.04%。 行业资讯： 相关ETF：公开信息显示，科创半导体ETF(588170)及其联接基金(A类：024417；C类：024418)跟踪上 证科创板半导体材料设备主题指数，囊括科创板中半导体设备(61%)和半导体材料(23%)细分领域的硬科 技公司。半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花板较高属 性，受益于人工智能革命下的半导体需求扩张、科技重组并购浪潮、光刻机技术进展。 1、消息面上，中微公司于10月29日发布2025年第三季度报。公告显示，中微公司2025年前三季度营业 收入为80.63亿元，同比增长约46.40%；归母净利润为12.11亿元，同比增长32.66%。收入按产品来看， 前三季度刻蚀设备收入61.01亿元，同比增长约38.26%；LPCVD和ALD等薄膜设备收入4.03亿元，同比 增长约1332.69%。 10月29日，沪指涨0.70%，报收4016.33点；深成指涨1.95%，报收13 ...

上证报中国证券网讯（记者 刘礼文）10月29日晚间，中微公司发布公告称，其2025年前三季度实现营业收入80.63亿元，同比增长46.40%；归属于上市公司股东净利润12.11亿元，同比增长 值得一提的是，中微公司核心业务表现突出，其中刻蚀设备收入61.01亿元，同比增长约38.26%；LPCVD和ALD等薄膜设备收入呈现爆发式增长，达到4.03亿元，同比增长约1332.69%，成为 公告显示，中微公司前三季度归母净利润同比增长主要原因为：一是在今年前三季度营业收入增长46.40%下，毛利较上年增长约8.27亿元；二是由于市场对中微开发多种新设备的需求急剧增长 据披露，中微公司针对先进逻辑和存储器件制造中关键刻蚀工艺的高端产品新增付运量显著提升，先进逻辑器件中段关键刻蚀工艺和先进存储器件的超高深宽比刻蚀工艺实现大规模量产。 其中，CCP方面，公司用于关键刻蚀工艺的单反应台介质刻蚀产品保持高速增长，60比1超高深宽比介质刻蚀设备成为国内标配设备，量产指标稳步提升，下一代90比1超高深宽比介质刻蚀设备 来源：上海证券报·中国证券网 ...

Core Viewpoint - The company reported significant revenue growth and increased R&D investment in its Q3 2025 financial results, indicating a strong market demand for its semiconductor equipment and a commitment to innovation. Financial Performance - The company achieved a revenue of 8.063 billion yuan in the first three quarters of 2025, representing a year-on-year growth of approximately 46.40% [1] - Revenue from etching equipment reached 6.101 billion yuan, up by about 38.26% [1] - Revenue from LPCVD and ALD thin film equipment surged to 403 million yuan, marking a staggering growth of approximately 1332.69% [1] - The net profit attributable to shareholders was 1.211 billion yuan, reflecting a year-on-year increase of about 32.66% [1] R&D and Product Development - The company has accelerated its R&D efforts, with R&D expenditure increasing by 979 million yuan (approximately 63.44%) year-on-year, accounting for about 31.29% of total revenue [1] - The company is currently developing over twenty new devices across six categories, significantly reducing the development time for new products to two years or less [2] - The company has seen a notable increase in the delivery of high-end products for critical etching processes in advanced logic and memory device manufacturing [2] Equipment and Market Position - The company’s CCP and ICP etching products are experiencing rapid growth, with the 60:1 ultra-high aspect ratio etching equipment becoming a standard in the domestic market [3] - The company has achieved single-atom level precision in its ICP etching equipment, with several thin film devices successfully entering the market and meeting international performance standards [3] - The company has maintained an average annual revenue growth of over 35% over the past 14 years and is projected to continue this trend with a 43.9% year-on-year revenue increase in the first half of 2025, reaching 4.961 billion yuan [4]

Core Insights - The company reported a revenue of 8.063 billion yuan for the first three quarters of 2025, representing a year-on-year growth of approximately 46.40% [1][2] - The net profit for the same period was 1.211 billion yuan, an increase of about 32.66% compared to the previous year [1][2] Revenue Breakdown - The revenue from etching equipment reached 6.101 billion yuan, showing a year-on-year increase of approximately 38.26% [1] - Revenue from LPCVD and ALD thin film equipment surged to 403 million yuan, marking a significant year-on-year growth of approximately 1332.69% [1] Profitability Metrics - The total profit for the first three quarters was approximately 1.227 billion yuan, reflecting a year-on-year increase of about 29.65% [2] - The basic earnings per share were 1.94 yuan, up by 31.08% year-on-year [2] Research and Development - Total R&D expenditure amounted to approximately 2.523 billion yuan, which is a year-on-year increase of 63.44% [2] - R&D expenses accounted for 31.29% of total revenue, an increase of 3.26 percentage points compared to the previous year [2] Share Buyback and Reduction - The company announced a plan to reduce its holdings by up to 0.33% of its total shares, equating to 2.0963 million shares, from November 20, 2025, to February 19, 2026 [3] - The purpose of the reduction is to fulfill the subsequent disposal of repurchased shares and to supplement the company's working capital [3]

每经AI快讯，中微公司10月29日公告，前三季度营业收入为80.63亿元，同比增长约46.40%。其中刻蚀 设备收入61.01亿元，同比增长约38.26%；LPCVD和ALD等薄膜设备收入4.03亿元，同比增长约 1332.69%。前三季度净利润为12.11亿元，较去年同期增长约32.66%。 ...

人民财讯10月29日电，中微公司(688012)10月29日发布2025年第三季度报告，公司2025年前三季度(1—9 月)营业收入为80.63亿元，同比增长约46.40%。其中刻蚀设备收入61.01亿元，同比增长约38.26%； LPCVD和ALD等薄膜设备收入4.03亿元，同比增长约1332.69%。2025年前三季度(1—9月)归属于上市公 司股东的净利润为12.11亿元，较去年同期增长约32.66%。中微公司同日公告，拟通过集中竞价交易方 式，按照市场价格累计减持不超过209.63万股已回购股份，占公司总股本的0.33%。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 中微公司：前三季度营业收入为80.63亿元，同比增长约46.40%。其中刻蚀设备收入61.01亿元，同比增 长约38.26%；LPCVD和ALD等薄膜设备收入4.03亿元，同比增长约1332.69%。前三季度净利润为12.11 亿元，较去年同期增长约32.66%。 ...