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半導體設備板塊再度走強 行業景氣週期持續
格隆匯6月21日丨半導體設備板塊再度拉漲,晶盛機電大漲超9%,中國長城漲超7%,芯碁微裝、至純科技等跟漲。因芯片短缺問題持續加劇,國內外主要半導體制造企業紛紛上調其資本開支計劃,大力擴張產能,半導體設備行業景氣週期進一步延續。根據SEMI數據,今年第一季度全球半導體制造設備訂單金額同比增加51%,其中中國大陸59.6億美元,同比增加70%。全球半導體設備市場將在2021-2022年進一步增長。國內大批量的擴產階段也同樣具備大規模導入國產設備的條件,國產設備中標的設備數量和種類均處於上升趨勢,預計國內半導體設備行業2021-23年每年增速均為25%-30%。

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