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光刻膠板塊再度走強 南大光電大漲超14%創歷史新高
格隆匯7月30日丨光刻膠板塊再度走強,南大光電盤中大漲超14%,續創歷史新高;容大感光漲超9%,上海新陽漲近9%,雅克科技、江化微等跟漲。近日,南大光電發佈公吿稱,公司控股子公司寧波南大光電擬通過增資擴股方式,引入戰略投資者國家集成電路投資基金二期。分析人士認為,國家集成電路投資基金二期入股南大光電子公司,不僅可以加速公司光刻膠業務的發展,也提升了市場對半導體和光刻膠產業未來高景氣的預期。行業機構CINNO Research預測,隨着顯示面板和晶圓產能的擴張,全球光刻膠需求量也在不斷增加,至2025年,全球面板及半導體正型光刻膠市場規模將達到57億美金,年均複合增長率3.2%。

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