国信证券认为，全球和中国半导体销售额均已连续七个季度同比正增长，且已创季度新高，AI是 半导体增量的重要来源，也是各大国的重要战略。8月印发的《关于深入实施"人工智能+"行动的意 见》，要求到2027年智能终端、智能体等应用普及率超70%；到2030年，新一代智能终端、智能体等应 用普及率超90%，智能经济成为我国经济发展的重要增长极。建议关注算力和端侧芯片相关企业 隔夜外盘：截至收盘，道琼斯工业平均指数涨0.77%；标准普尔500种股票指数涨0.83%；纳斯达克 综合指数涨0.98%。费城半导体指数涨1.34%，美光科技涨4.62%，ARM涨3.09%，恩智浦半导体跌 1.92%，微芯科技涨1.82%，应用材料涨1.27%。 行业资讯： 1、9月4日下午，华为常务董事、终端BG董事长余承东宣布，华为三折叠屏手机Mate XTs非凡大师 搭载麒麟9020芯片和鸿蒙5.0系统。据悉，这是时隔4年之后，华为麒麟芯片首次公开展示。 2、《电子信息制造业2025—2026年稳增长行动方案》印发，加力推进电子信息制造业大规模设备 更新、重大工程和重大项目开工建设，充分发挥重大项目撬动牵引作用，推动产业高端化、智能化、绿 ...

Core Viewpoint - The company has launched six new semiconductor equipment products, enhancing its capabilities in plasma etching, atomic layer deposition, and epitaxy, which supports its transformation into a high-end equipment platform company [1][4]. New Product Overview - The company introduced two new etching devices: the Primo UD-RIE for high aspect ratio etching and the Primo Menova for metal etching, both designed to improve efficiency and yield in semiconductor manufacturing [2][3]. - The Primo UD-RIE features advanced technologies such as a dynamic edge impedance adjustment system and a multi-zone temperature control system, enhancing etching precision and equipment reliability [2]. - The Primo Menova is specialized for metal etching, offering excellent etching uniformity and a high throughput, making it suitable for power semiconductors and advanced logic chips [2]. - Four new thin film deposition products were launched, including three atomic layer deposition devices and one epitaxy device, aimed at meeting the needs of advanced logic and storage devices [3][4]. - The Preforma Uniflash series for atomic layer deposition utilizes a dual-reactor design to achieve high production efficiency and excellent film uniformity [3]. - The PRIMIO Epita RP epitaxy device features a unique dual-chamber design, reducing production costs while maintaining high efficiency and adaptability for various semiconductor processes [4]. Impact on the Company - The introduction of these new products is expected to meet the increasing demand for advanced semiconductor technologies, thereby expanding the company's product offerings and enhancing its market position [4]. - The new product line is anticipated to positively influence the company's future growth in the semiconductor equipment market [4].