据财联社主题库显示，相关上市公司中：In 2024, the delivery of semiconductor equipment in mainland China is expected to increase from the previous year, reaching more than $40 billion, continuing to be the world's largest semiconductor equipment market. Citic Securities pointed out that it is bullish on the order growth brought by the new layout and advanced capacity of domestic equipment, parts, and materials companies in key areas, and it is expected that the domestic equipment companies' orders will increase rapidly in the next 2-3 years.
Jiang Long, Vice President of SEMI and President of the China region, stated that according to the analysis of semiconductor equipment investment, the delivery of semiconductor equipment in mainland China is expected to increase from the previous year, reaching more than $40 billion, continuing to be the world's largest semiconductor equipment market. It is predicted that there will be over 100 new semiconductor manufacturing facilities put into operation between 2022 and 2026, indicating that there is still significant growth potential in semiconductor equipment investment in the next two years.
Data shows that in the first half of the year, the A-share semiconductor equipment sector achieved revenue of 28.761 billion yuan, a year-on-year growth of 38.45%, and a net income of 5.125 billion yuan, a year-on-year growth of 11.95%. The industry's recovery is evident. Citic Securities believes that the global semiconductor equipment market will continue to expand in 2024/25, with mainland China leading the world. There is still a significant gap in domestic semiconductor manufacturing capacity and there is room for improvement in the localization rate of equipment. Benefiting from the improvement in downstream demand and the rapid growth of the localization rate, it is bullish on the order growth brought by the new layout and advanced capacity of domestic equipment, parts, and materials companies in key areas, and it is expected that the domestic equipment companies' orders will increase rapidly in the next 2-3 years.
According to the Financial Data Center, among related listed companies:
Shenyang Blue Silver Industry Automation Equipment's precision cleaning equipment is targeted at high-end chip manufacturing industry customers, including joint ventures (equity-participation) companies of lithography machine manufacturers, which are responsible for manufacturing the core optical systems of lithography machines.
Shanghai Zhangjiang Hi-Tech Park Development's subsidiary, Microfab, is the only domestic and the fourth global manufacturer of front-end lithography machines.
