光刻膠板塊異動拉昇！南大光電（300346.SZ）ArF光刻膠或取得重要突破
5月25日，光刻膠板塊異動走強，南大光電、廣信材料漲停，江化微、飛凱材料、容大感光等快速跟漲。
來源於：Wind
值得注意的是，近期光刻膠受市場炒作情緒影響較大，包括容大感光、晶瑞股份、強力新材等概念股股價上揚衝高較為明顯。
而這一漲勢主要是源於消息面上的利好，即此前南大光電在互動平台表示，公司的ArF光刻膠正在按計劃進行客户測試，而這也意味着國內的ArF光刻膠技術或取得重要突破，開始從研發走向生產。
該公司於2017年開始研發“193nm 光刻膠項目”，已獲得國家“02專項”的相關項目立項，計劃通過3年的建設、投產及實現銷售，達到年產25噸193nm（ArF乾式和浸沒式）光刻膠產品的生產規模。
縱觀目前全球光刻膠的市場格局，主要由海外國家壟斷，市場集中度較高，其中，日本合成橡膠（JSR）、東京應化（TOK）、住友化學、信越化學、美國羅門哈斯等所佔市場份額超過八成。
然而，我國由於市場起步較晚，整體技術水平還未跟上頭部部隊，生產產能主要集中在PCB光刻膠、TN/STN-LCD光刻膠等中低端產品，對於193nm的ArF光刻膠等高端產品還在攻關之中。而南大光電走出的這一步或將積極激發我國相關入局企業的技術活力，進而促進市場空間再次擴容。
浙商證券指出，2020年~2022年是我國大陸晶圓廠投產高峯期，未來3年或將迎來密集投產。根據光刻膠的特性來推斷，新建晶圓廠將是光刻膠國產代替的主要發展企業，為其打開了最佳代替窗口。
中銀國際指出，根據目前國內晶圓廠的建設速度和規劃，預計2022年國內半導體光刻膠市場或將是2019年的兩倍，約55億元。同時，國家大基金二期註冊資本2041.5億元，投資方向主要在半導體設備與材料領域。光刻膠作為光刻工藝中重要的半導體材料，自主可控離不開光刻膠國產化，強烈看好半導體設備與材料。其中，對於大基金二期投資的半導體設備，建議關注大基金一期尚未涉足的光刻工藝、離子注入、CMP、硅片生長與加工、封裝等的設備領域。
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