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光刻膠板塊拉昇走強 容大感光(300576.SZ)漲停
格隆匯 04-28 10:48
格隆匯4月28日丨光刻膠板塊拉昇走強,容大感光漲停封板,南大光電、江化微、上海新陽等跟漲。中信建投指出,半導體產業正在向中國大陸轉移,推動光刻膠在內的半導體材料行業增長,為我國正在起步的高端光刻膠行業帶來機遇。光刻膠是目前半導體領域中技術壁壘最高的一種上游材料,因為其核心技術很難短時間內掌握,光刻膠企業往往需要長時間的研發積累基礎。國內光刻膠龍頭公司業務多樣,光刻膠方向佈局多年,已切入中高端光刻膠研究。我們認為雖然模式多樣,但由於ArF和KrF是未來光刻膠技術發展方向,所以早期研發投入大,已在高端光刻膠領域獲得認證或研發投產的公司將充分受益。
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