光刻膠板塊走強 飛凱材料漲停
格隆匯5月19日丨光刻膠板塊午後持續走強,飛凱材料漲停,雅克科技漲近9%,晶瑞股份、強力新材、容大感光等大幅上漲。在半導體制造中,光刻膠是支撐產業鏈的關鍵材料。而在國際博弈中,光刻膠也是我國半導體產業最大軟肋之一。東興證券研報顯示,目前半導體光刻膠國產化率不足5%。隨着國內晶圓廠產能擴大以及國家大基金二期的扶持,光刻膠國產化進程提速並迎發展契機。

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