证券日报网1月7日讯 ，先导基电在接受调研者提问时表示，先导科技集团基于从材料、零部件到系统 解决方案的垂直一体化技术，在零部件领域，为凯世通定向开发了静电吸盘、MFC、微波电源、高压 电源等核心零部件，提升了零部件的国产化替代率。在材料领域，集团提供了掺杂气体、电子特气等高 纯材料，保障离子注入工艺的精确性。在工艺安全检测方面，集团也提供了如面向离子注入机的温度检 测等工艺支持。未来，凯世通将在控股股东的支持下，构建原材料、零部件、设备、服务、回收等全链 条服务，提供全周期、一站式的解决方案。 （编辑 袁冠琳） ...

Core Viewpoint - North Huachuang has emerged as a leading player in the A-share semiconductor industry, achieving a remarkable profit growth from 41.87 million to 5.621 billion yuan over the past decade, marking a 134-fold increase, and surpassing SMIC to become the new "profit king" in 2024 [3][4][9]. Group 1: Company Overview - North Huachuang is recognized as a key player in China's semiconductor industry, inheriting a rich technological legacy from its predecessor companies, including the development of China's first diffusion furnace and plasma etching machine [5]. - The company has expanded its product line through acquisitions, including Akrion Systems LLC and assets from Beiguang Technology, enhancing its capabilities in high-end integrated circuit equipment [5]. - North Huachuang is the only Chinese company in the global top 10 semiconductor equipment manufacturers, ranking sixth in 2024, and is positioned as a platform-type enterprise, which is crucial for competing at the highest level globally [9][11]. Group 2: Market Opportunities - The semiconductor industry is experiencing a surge in demand driven by cloud computing, edge devices, and AI computing power, with China's chip manufacturing expected to grow by 15% in 2024 and 14% in 2025, capturing nearly one-third of global capacity [13]. - The U.S. government's restrictions on China's semiconductor industry have intensified, leading to a shift towards domestic alternatives, with significant sales from U.S. semiconductor equipment manufacturers in China expected to return to local companies [15][17]. - North Huachuang is actively expanding its market presence by entering the ion implantation equipment sector and acquiring ChipSource, which complements its existing product offerings and enhances its supply capabilities across the semiconductor manufacturing process [16].