光刻膠概念股集體大漲 晶瑞股份、廣信材料雙雙漲停
格隆匯3月23日丨光刻膠概念直線上攻,晶瑞股份、廣信材料雙雙漲停,南大光電、容大感光、強力新材均大漲10%。

據央視財經,全球芯片短缺引發上游芯片材料供應緊張,企業進口光刻膠困難。據海關人員介紹,以往企業採購光刻膠的量每次都在100多公斤,近期由於原材料緊缺,企業每次只能買到很少的量(10-20公斤)。南京海關工作人員介紹,今年1-2月僅江蘇崑山口岸進口的集成電路就超過了100億元,在數量基本和去年持平的情況下,進口的金額增長了20%,所以可見,芯片的價格仍然在上漲。
晶瑞股份22日發佈2020年年度報吿,實現營業收入10.22億元,同比增長35.28%;歸屬於上市公司股東的淨利潤7695.01萬元,同比增長145.72%。在一月底公司順利購得一台ASML XT 1900 Gi型光刻機,國內税收優惠政策支持先進製程,光刻膠國產化空間大。
中國已進入晶圓產能提升週期,半導體光刻膠需求有望持續擴大。根據ICInsights預計,2020年中國純晶圓代工市場規模同比實現26%增長,達到148.64億美元,本土企業中芯國際、華虹半導體和武漢新芯總計僅佔25%市場份額,提升空間依舊很大。根據智研諮詢預測,2022年大陸半導體光刻膠市場空間將會接近55億元,是2019年的兩倍。
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