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研報掘金 | 中信證券:2024年國內半導體設備市場繼續引領全球 關注新品拓展和先進產能增量
中信證券研報指出,SEMI預計2024年全球半導體設備市場規模將同比+3.4%,達到1090億美元,其中中國佔比32%;受益於中國大陸擴產及AI的持續高增需求,SEMI預計2025年全球半導體設備市場將實現17%增長至1280億美元。我們認為,2024/25年全球半導體設備市場規模持續提升,其中中國大陸市場領先全球,國內半導體制造產能尚存在較大缺口,設備國產化率還有較大的提升空間。受益於下游需求提升及國產化率的快速增長,建議持續關注國內設備、零部件和材料企業在“卡脖子”領域的新品佈局和先進產能帶來的訂單增量,我們預計未來2~3年國內設備公司的訂單將快速提升。
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