002371 北方华创
交易中 06-30 10:12:00
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新帖
简况
公募基金“中考成绩”揭晓在即 百余只“翻倍基”涌现
证券日报 · 06:37
公募基金“中考成绩”揭晓在即 百余只“翻倍基”涌现
IPO周报｜本周2新股申购，北方华创、中微公司供应商来了
澎湃新闻 · 06-29 07:38
IPO周报｜本周2新股申购，北方华创、中微公司供应商来了
科技分析师Jukan：力挺中国半导体国产替代，点名看好两只股票
格隆汇 · 06-28 13:41
科技分析师Jukan：力挺中国半导体国产替代，点名看好两只股票
34只半导体个股创新高，10只跻身“700元股”阵营
第一财经 · 06-25
34只半导体个股创新高，10只跻身“700元股”阵营
北方华创（002371）披露2025年度权益分派实施公告，6月24日股价上涨3.02%
证券之星 · 06-24
北方华创（002371）披露2025年度权益分派实施公告，6月24日股价上涨3.02%
北方华创最新公告：放弃参股公司电控产投增资优先认购权
证券之星 · 06-22
北方华创最新公告：放弃参股公司电控产投增资优先认购权
北方华创最新公告：高级副总裁唐飞因工作调整辞职
证券之星 · 06-21
北方华创最新公告：高级副总裁唐飞因工作调整辞职
每周股票复盘：北方华创（002371）发生1笔大宗交易成交986.11万元
证券之星 · 06-21
每周股票复盘：北方华创（002371）发生1笔大宗交易成交986.11万元
唯万密封：上海嘉诺已成为北方华创的合格供应商
证券之星 · 06-18
唯万密封：上海嘉诺已成为北方华创的合格供应商
中邮证券：给予北方华创买入评级
证券之星 · 06-18
中邮证券：给予北方华创买入评级
北方华创涨5.35%，东吴证券一个月前给出“买入”评级
证券之星 · 06-09
北方华创涨5.35%，东吴证券一个月前给出“买入”评级
一图看懂全球半导体设备核心技术：美欧日三方到底强在哪
快科技 · 06-07
一图看懂全球半导体设备核心技术：美欧日三方到底强在哪
摩根大通：更看好中国科技上游板块 半导体设备优于晶圆代工
智通财经 · 06-05
摩根大通：更看好中国科技上游板块 半导体设备优于晶圆代工
异动快报：北方华创（002371）5月21日10点31分触及涨停板
证券之星 · 05-21
异动快报：北方华创（002371）5月21日10点31分触及涨停板
北方华创涨5.86%，东吴证券二周前给出“买入”评级
证券之星 · 05-20
北方华创涨5.86%，东吴证券二周前给出“买入”评级
AI时代的“卖铲人”，这个赛道集体大涨！
格隆汇 · 05-17
AI时代的“卖铲人”，这个赛道集体大涨！
大摩：亚洲准备好捕捉全球AI资本支出激增机遇 列出区内最新主题焦点股名单
智通财经 · 05-15
大摩：亚洲准备好捕捉全球AI资本支出激增机遇 列出区内最新主题焦点股名单
大摩：赋能者和基础模型仍是中国AI关键投资主题 广泛应用亦为受益者带来投资机会
智通财经 · 05-12
大摩：赋能者和基础模型仍是中国AI关键投资主题 广泛应用亦为受益者带来投资机会
交银国际证券：上调北方华创目标价至650.0元，给予买入评级
证券之星 · 05-06
交银国际证券：上调北方华创目标价至650.0元，给予买入评级
每周股票复盘：北方华创（002371）股东户数减少6.96%，一季报营收增25.8%
证券之星 · 05-03
每周股票复盘：北方华创（002371）股东户数减少6.96%，一季报营收增25.8%
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公司概况
公司名称：
北方华创科技集团股份有限公司
所属行业：
专用设备制造业
上市日期：
2010-03-16
主营业务：
北方华创科技集团股份有限公司的主营业务是半导体基础产品的研发、生产、销售和技术服务。公司的主要产品是半导体装备、真空新能源装备、电阻、电容、晶体器件、模块电源、微波组件。
发行价格：
33.00
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07:38","pubTimestamp":1782689880,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本周新股申购迎来半导体零部件头部企业。 澎湃新闻根据Wind及公开信息梳理统计，本周有2只新股安排申购，分别为托伦斯精密制造（江苏）股份有限公司、北京康美特科技股份有限公司。 其中，托伦斯是国内半导体设备金属零部件的核心供应商，北方华创、中微公司两大设备龙头稳定贡献八成以上收入。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/roll/2026-06-29/doc-inieznpa5594760.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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13:41","pubTimestamp":1782625288,"startTime":"0","endTime":"0","summary":"他认为在当前的国产替代背景下“并非完全不合理”","market":"hk","thumbnail":"https://img3.gelonghui.com/069de-3ef22890-a56e-4c17-b57d-250eab7588c0.jpg?guru_height=853&guru_width=1280&guru_size=138852","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/069de-3ef22890-a56e-4c17-b57d-250eab7588c0.jpg?guru_height=853&guru_width=1280&guru_size=138852"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5364334","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["SG9999001093.SGD","BK4575","BK0028","LU1719994722.HKD","LU2476274308.USD","LU1997245094.SGD","LU2476274720.SGD","BK0251","LU2460026573.USD","SGXZ81163826.USD","LU1997244956.HKD","SG9999003461.SGD","LU0572944931.SGD","LU1720050803.USD","LU1794554557.SGD","LU0274383776.USD","LU1997245177.USD","LU0823437842.USD","LU2089985449.USD","BK0188","LU1255011170.USD","LU1770034418.SGD","LU1961090484.USD","SG9999006597.SGD","SGXZ49509284.SGD","BK4147","LU1303224171.USD","LU1064131003.USD","LU0231483743.USD","LU2148510915.USD","LU1251922891.USD","LU2328871848.SGD","LU2399975544.HKD","LU2506952253.HKD","LU0327786744.USD","LU1820825898.SGD","LU2931357623.SGD","BK0125","ACMR","LU1655091616.SGD","002371","BK4505","LU1969619763.USD","LU2495084118.USD","LU2289578879.USD","LU1039395188.USD","LU1328615791.USD","LU1064130708.USD","LU1146622755.USD","LU2778985437.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646847251","title":"34只半导体个股创新高，10只跻身“700元股”阵营","url":"https://stock-news.laohu8.com/highlight/detail?id=2646847251","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646847251?lang=zh_cn&edition=full","pubTime":"2026-06-25 08:40","pubTimestamp":1782348000,"startTime":"0","endTime":"0","summary":"6月24日，A股半导体板块迎来全线爆发。截至收盘，科创50指数收涨3.82%，报1989.43点，再创历史新高，共有34只半导体相关个股创下历史新高，覆盖存储芯片、半导体设备、晶圆制造、先进封装、功率半导体等多条核心赛道，兆易创新、华虹宏力、北方华创、中微公司等千亿市值龙头悉数在列。近10只半导体设备个股刷新历史高点，涨出了满屏新高的板块效应。至此，半导体板块已有73只百元股，其中10只股价超过700元。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-06-25/doc-inieqnce5839413.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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22:02","pubTimestamp":1782309745,"startTime":"0","endTime":"0","summary":"截至2026年6月24日收盘，北方华创报收于770.07元，较前一交易日上涨3.02%，最新总市值为5581.72亿元。该股当日开盘727.07元，最高774.5元，最低727.0元，成交额达99.23亿元，换手率为1.81%。近日，北方华创发布《2025年度权益分派实施公告》。公告显示，公司2025年度权益分派方案为：以公司现有总股本725,689,200股为基数，向全体股东每10股派发现金红利7.62元（含税）。本次权益分派股权登记日为2026年7月2日，除权除息日为2026年7月3日。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062400043667.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2148510915.USD","002371","SG9999006597.SGD","LU1720050803.USD","LU0823437842.USD","LU1303224171.USD","LU1961090484.USD","LU1794554557.SGD","LU2289578879.USD","LU2089985449.USD","BK0125","LU2476274308.USD","LU0327786744.USD","LU1039395188.USD","LU1997245177.USD","LU1255011170.USD","LU2495084118.USD","LU2399975544.HKD","BK0028","LU2778985437.USD","LU2476274720.SGD","LU1655091616.SGD","LU0231483743.USD","LU1064130708.USD","LU1146622755.USD","LU1820825898.SGD","SGXZ81163826.USD","LU1997244956.HKD","LU2931357623.SGD","LU1251922891.USD","BK0251","BK0188","LU1719994722.HKD","SG9999001093.SGD","LU1328615791.USD","LU1064131003.USD","LU1997245094.SGD","LU0274383776.USD","LU2328871848.SGD","LU1969619763.USD","SG9999003461.SGD","LU1770034418.SGD","LU2506952253.HKD","LU0572944931.SGD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645211250","title":"北方华创最新公告：放弃参股公司电控产投增资优先认购权","url":"https://stock-news.laohu8.com/highlight/detail?id=2645211250","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645211250?lang=zh_cn&edition=full","pubTime":"2026-06-22 19:30","pubTimestamp":1782127828,"startTime":"0","endTime":"0","summary":"北方华创(002371.SZ)公告称，公司全资子公司华创创投放弃参股公司电控产投增资优先认购权，关联方北京电控拟向电控产投增资15亿元。本次增资后，北方华创持股比例由17.6847%降至11.1122%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。相关 ETF","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062200033066.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1039395188.USD","LU1961090484.USD","BK0028","LU1146622755.USD","LU0274383776.USD","LU2289578879.USD","LU2506952253.HKD","LU1251922891.USD","LU1794554557.SGD","LU1969619763.USD","LU1997245094.SGD","LU0231483743.USD","LU2495084118.USD","SGXZ81163826.USD","LU1997245177.USD","BK0251","LU2778985437.USD","LU1255011170.USD","LU0823437842.USD","LU1303224171.USD","SGXZ49509284.SGD","LU2399975544.HKD","SG9999003461.SGD","LU1720050803.USD","SG9999006597.SGD","BK0125","LU1820825898.SGD","LU0327786744.USD","SG9999001093.SGD","LU1997244956.HKD","002371","LU1655091616.SGD","LU2476274720.SGD","LU2476274308.USD","LU1328615791.USD","LU0572944931.SGD","LU1064131003.USD","LU1064130708.USD","LU2931357623.SGD","LU1770034418.SGD","LU2148510915.USD","LU2089985449.USD","LU1719994722.HKD","BK0188","LU2328871848.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645092463","title":"北方华创最新公告：高级副总裁唐飞因工作调整辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=2645092463","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645092463?lang=zh_cn&edition=full","pubTime":"2026-06-21 16:00","pubTimestamp":1782028848,"startTime":"0","endTime":"0","summary":"北方华创(002371.SZ)公告称，公司董事会收到唐飞辞职报告，因工作调整，唐飞申请辞去公司执行委员会委员、高级副总裁职务，辞职后不再担任公司及子公司任何职务。其持有公司股份74,250股，所持股份将严格遵守相关减持规定。公司后续将对唐飞已获授但尚未行权的8000股股票期权予以注销。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。相关 ETF","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062100002187.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1770034418.SGD","LU2931357623.SGD","BK0125","SGXZ49509284.SGD","LU1997245177.USD","LU1655091616.SGD","LU0327786744.USD","LU1064130708.USD","LU0572944931.SGD","LU2148510915.USD","LU2289578879.USD","LU0823437842.USD","LU2476274308.USD","LU2495084118.USD","LU1820825898.SGD","LU0274383776.USD","LU2778985437.USD","LU1961090484.USD","SG9999003461.SGD","LU1720050803.USD","SG9999001093.SGD","BK0028","LU1251922891.USD","LU1146622755.USD","LU1794554557.SGD","SG9999006597.SGD","LU1303224171.USD","LU1328615791.USD","LU1719994722.HKD","LU2506952253.HKD","LU1997244956.HKD","BK0188","LU1064131003.USD","SGXZ81163826.USD","002371","LU1997245094.SGD","LU2399975544.HKD","LU1039395188.USD","LU1969619763.USD","LU2089985449.USD","LU2328871848.SGD","BK0251","LU2476274720.SGD","LU1255011170.USD","LU0231483743.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645093767","title":"每周股票复盘：北方华创（002371）发生1笔大宗交易成交986.11万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2645093767","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645093767?lang=zh_cn&edition=full","pubTime":"2026-06-21 01:02","pubTimestamp":1781974934,"startTime":"0","endTime":"0","summary":"截至2026年6月18日收盘，北方华创报收于721.04元，较上周的667.19元上涨8.07%。本周，北方华创6月18日盘中最高价报733.88元，股价触及近一年最高点。6月15日盘中最低价报640.0元。北方华创当前最新总市值5226.33亿元，在半导体板块市值排名4/173，在两市A股市值排名27/5206。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062100000032.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0125","LU1064131003.USD","LU1997245177.USD","002371","LU1064130708.USD","LU2476274720.SGD","SGXZ81163826.USD","LU2495084118.USD","LU1655091616.SGD","LU1328615791.USD","LU1969619763.USD","BK0251","LU1146622755.USD","LU1820825898.SGD","LU0231483743.USD","LU2476274308.USD","BK0028","LU1997245094.SGD","LU1770034418.SGD","LU0327786744.USD","LU2089985449.USD","BK0188","LU1961090484.USD","LU2148510915.USD","LU2399975544.HKD","LU2778985437.USD","LU1251922891.USD","LU2289578879.USD","SG9999001093.SGD","LU2931357623.SGD","LU1719994722.HKD","LU1997244956.HKD","SG9999003461.SGD","LU1255011170.USD","SGXZ49509284.SGD","LU1303224171.USD","LU2506952253.HKD","LU1720050803.USD","LU1794554557.SGD","LU0572944931.SGD","LU0823437842.USD","LU1039395188.USD","LU0274383776.USD","LU2328871848.SGD","SG9999006597.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644824703","title":"唯万密封：上海嘉诺已成为北方华创的合格供应商","url":"https://stock-news.laohu8.com/highlight/detail?id=2644824703","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644824703?lang=zh_cn&edition=full","pubTime":"2026-06-18 15:42","pubTimestamp":1781768525,"startTime":"0","endTime":"0","summary":"证券之星消息，唯万密封(301161)06月18日在投资者关系平台上答复投资者关心的问题。投资者提问：半导体设备密封件订单有大厂的吗，预计贡献多少收入，不模糊回应才能换来股价上涨。唯万密封回复：尊敬的投资者您好，目前上海嘉诺已成为北方华创的合格供应商，主要供应泛塞密封；全氟醚相关产品在其他客户处得到材料验证并形成了销售订单。目前此领域正处于发展的初级阶段，带来的销售收入占比较小，公司积极进行研发投入，努力开拓市场，若发展顺利，未来或将带来更高销售收入。感谢您的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：陈思雨","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061800022363.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002371","LU1997245094.SGD","LU2476274308.USD","LU1794554557.SGD","LU1720050803.USD","LU1303224171.USD","LU2328871848.SGD","SG9999001093.SGD","BK0125","LU2289578879.USD","LU1770034418.SGD","LU2148510915.USD","LU2931357623.SGD","LU1961090484.USD","LU1255011170.USD","LU2476274720.SGD","LU1039395188.USD","BK0220","LU2399975544.HKD","LU1655091616.SGD","LU1064130708.USD","SGXZ49509284.SGD","LU0274383776.USD","LU1146622755.USD","SG9999006597.SGD","LU2089985449.USD","LU1328615791.USD","LU1820825898.SGD","BK0188","LU0823437842.USD","LU0572944931.SGD","LU0327786744.USD","301161","LU1997244956.HKD","LU1251922891.USD","BK0028","LU1064131003.USD","SG9999003461.SGD","SGXZ81163826.USD","LU2495084118.USD","BK0251","LU2778985437.USD","LU1997245177.USD","LU1969619763.USD","LU2506952253.HKD","LU0231483743.USD","LU1719994722.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644771695","title":"中邮证券：给予北方华创买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2644771695","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644771695?lang=zh_cn&edition=full","pubTime":"2026-06-18 12:06","pubTimestamp":1781755600,"startTime":"0","endTime":"0","summary":"中邮证券有限责任公司吴文吉,翟一梦近期对北方华创进行研究并发布了研究报告《面板级设备赋能先进封装》，给予北方华创买入评级。 北方华创 投资要点 先进工艺与先进封装设备需求升级，积极布局新品。最新盈利预测明细如下：该股最近90天内共有24家机构给出评级，买入评级21家，增持评级3家；过去90天内机构目标均价为612.98。本文数据来源于中邮证券有限责任公司，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061800019198.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642746345","title":"北方华创涨5.35%，东吴证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2642746345","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642746345?lang=zh_cn&edition=full","pubTime":"2026-06-09 16:48","pubTimestamp":1780994891,"startTime":"0","endTime":"0","summary":"今日北方华创涨5.35%，收盘报617.1元。2026年5月2日，东吴证券研究员周尔双,李文意发布了对北方华创的研报《2026一季报点评：营收稳步增长，平台化布局加速推进》，该研报对北方华创给出“买入”评级。此外，爱建证券研究员王凯，交银国际证券研究员王大卫,童钰枫近期也对该股发布了研报，同样给出“买入”评级。北方华创个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060900027203.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002371","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641173729","title":"一图看懂全球半导体设备核心技术：美欧日三方到底强在哪","url":"https://stock-news.laohu8.com/highlight/detail?id=2641173729","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641173729?lang=zh_cn&edition=full","pubTime":"2026-06-07 15:15","pubTimestamp":1780816507,"startTime":"0","endTime":"0","summary":"快科技6月7日消息，半导体芯片的重要性已经无需多言，现在已经成为高科技竞争的核心，其中用于生产芯片的制造设备更是成为西方国家对外卡脖子的杀手锏。那西方国家到底强在哪里了？推上瞥见有人发了一张半导体设备的拆解图，按照光刻、显影、刻蚀等环节做了统计，主要分析了美国、欧洲及日本在这些环节的占有率情况。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8tlPxah9WpN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU2244417387.USD","LU0187121727.USD","BK4551","LU0354030438.USD","LU0476273544.USD","LU0011850046.USD","LU1039395188.USD","LU2106854487.HKD","IE00BQXX3D17.EUR","LU2506952410.USD","LU1868836914.USD","LU1244550494.USD","LU0719512351.SGD","LU2125154935.USD","IE00BQXX3C00.GBP","LU2477742899.HKD","LU2250418816.HKD","LU1670628061.USD","LU1655091616.SGD","LU1035773651.USD","IE00B775H168.HKD","LU0957808578.USD","LU1596574779.USD","SGXZ49509284.SGD","LU1064131003.USD","LU0158827948.USD","IE00BJJMRX11.SGD","LU2148510915.USD","LRCX","LU1366333091.USD","LU1770034418.SGD","LU2028103732.USD","LU0198837287.USD","LU0231483743.USD","LU2413665964.HKD","LU0949170772.SGD","LU1917777945.USD","LU0157215616.USD","LU1804176565.USD","LU2360106780.USD","LU0314104364.USD","BK4519","IE00BD6J9T35.USD","LU2458330169.SGD","LU2778985437.USD","IE00BJJMRY28.SGD","LU2495084118.USD","LU2289578879.USD","IE00B4JS1V06.HKD","LU1861215975.USD","LU1997244956.HKD","SG9999003461.SGD","LU0158827781.USD","LU1720051017.SGD","LU0170899867.USD","LU1803068979.SGD","BK4585","LU2111349929.HKD","IE0009356076.USD","LU0081259029.USD","LU1992135472.HKD","LU0738911758.USD","LU0061475181.USD","LU0444971666.USD","LU0823434740.USD","LU0661504455.SGD","LU2360107168.USD","LU2089283258.USD","LU0390134368.USD","LU0082616367.USD","LU1543694498.USD","IE00BFSS7M15.SGD","LU1244550221.USD","LU2931357623.SGD","LU0417517546.SGD","LU1992135399.USD","KLAC","BK0028","LRCU","LU1951200564.SGD","LU2272731782.SGD","LU1674673691.USD","LU1244550577.SGD","LU2476274308.USD","LU1670627923.USD","IE0004445015.USD","LU2476274720.SGD","LU0077335932.USD","LU1620156213.USD","LU1328615791.USD","002371","BK4534","IE0008368304.USD","IE00B1BXHZ80.USD","LU1165135440.EUR","LU1852331112.SGD","LU0238689110.USD","LU1069347547.HKD","LU2242649171.HKD","LU2413666699.HKD","LU0256863902.USD","LU2506952337.HKD","LU1721428347.USD","LU1719994722.HKD","LU2473716301.USD","LU1255011170.USD","LU1815333072.USD","LU1969619763.USD","BK4533","GB00BDT5M118.USD","ASMU","BK4588","LU1815336760.USD","LU2272731865.HKD","LU0348723411.USD","LU0347712357.USD","BK0251","LU1548497426.USD","LU1642822529.SGD","LU1868836591.USD","LU2543165471.USD","LU1794554557.SGD","LU2125154778.USD","LU0345774631.USD","LU0353189680.USD","LU2023250504.SGD","LU1046421795.USD","LU1721428933.USD","LU0251132253.USD","IE00BSNM7G36.USD","LU0553294199.USD","LU0545039389.USD","LU1778281490.HKD","BK4147","LU1153585028.USD","LU0327786744.USD","BK4518","LU2265009873.SGD","ASMG","KLAG","LU0109392836.USD","IE00B5949003.HKD","LU0354030511.USD","LU1961090484.USD","LU1303224171.USD","LU1823568750.SGD","ASML","BK0125","LU0289960550.SGD","LU0572944931.SGD","LU0274383776.USD","LU0868494708.USD","LU0957791311.USD","LU1267930813.SGD","LU1674673428.USD","LU0256863811.USD","LU2290526834.HKD","LU0889566641.SGD","LU2087625088.SGD","LU0942090050.USD","LU1923623000.USD","SG9999002232.USD","SG9999001093.SGD","BK0188","LU1069344957.HKD","LU2023251221.USD","04336","LU0868494617.USD","SG9999006597.SGD","LU0096362180.USD","SGXZ81163826.USD","LU2357305700.SGD","LU1235294995.USD","LU0056508442.USD","LU1868836757.USD","LU1989773731.SGD","LU1989763005.USD","BK4567","LU0444973449.USD","LU2413666426.HKD","LU2328871848.SGD","IE0004445239.USD","LU2089985449.USD","ASMH","LU1951198990.SGD","LU2360032135.SGD","IE00B7KXQ091.USD","LU2063271972.USD","LU0096364046.USD","LU1868837136.USD","LU2322448957.HKD","LU1997245094.SGD","LU2237438978.USD","LU2399975544.HKD","IE0005OL40V9.USD","LU1064130708.USD","LU1720050803.USD","IE00BFXG1179.USD","LU1868837300.USD","LU1251922891.USD","LU2089284900.SGD","LU2272731600.USD","LU2458330243.SGD","03165","LU0048584097.USD","LU1997245177.USD","LU0097036916.USD","LU1820825898.SGD","LU1974910355.USD","LU0345774391.USD","LU2271345857.HKD","LU0061474960.USD","LU1003077747.HKD","SG9999001424.SGD","LU2413666004.HKD","LU1734074674.USD","LU0175139822.USD","LU1861220033.SGD","LU2322448791.USD","LU0792757196.USD","LU2506952253.HKD","IE00BFSS8Q28.SGD","LU1620156130.USD","LU0889565833.HKD","LU0079474960.USD","IE00BQXX3F31.USD","LU1146622755.USD","AMAT","BK4516","BK4543","LU0823434583.USD","IE00BN29S564.USD","BK4581","LU1035775433.USD","LU1721427968.SGD","LU0823437842.USD","SG9999002224.SGD","LU1720051108.HKD","LU2023250843.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641199079","title":"摩根大通：更看好中国科技上游板块 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15:39","pubTimestamp":1779003562,"startTime":"0","endTime":"0","summary":"千亿级市场","market":"fut","thumbnail":"https://img3.gelonghui.com/2ad3a-07521b32-415f-4fb2-9dc3-6a963bfd289c.jpg?guru_height=4400&guru_width=9200&guru_size=3579571","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/2ad3a-07521b32-415f-4fb2-9dc3-6a963bfd289c.jpg?guru_height=4400&guru_width=9200&guru_size=3579571"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4793538","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["MULL","BK4533","BK4527","BK0028","LU0082616367.USD","LU2495084118.USD","LU0327786744.USD","LU2054465674.USD","LU0127658192.USD","LU0642271901.SGD","IE00B7SZLL34.SGD","LU2750360641.GBP","IE00B19Z3B42.SGD","IE0009356076.USD","LU1655091616.SGD","LU2471134879.HKD","LU2458330243.SGD","LU2476274308.USD","LU1969619763.USD","SG9999001093.SGD","BK4141","LU1064130708.USD","MUU","LU2089985449.USD","LU1852331112.SGD","LU1316542783.SGD","BK4605","SG9999006597.SGD","002371","LU1720050803.USD","LU1770034418.SGD","LU2360106780.USD","BK0188","IE00B5949003.HKD","LU2506952253.HKD","LU0274383776.USD","LU2471134796.USD","LU2931357623.SGD","BK4553","BK4554","LU2399975544.HKD","LU1323610961.USD","SGXZ81163826.USD","BK4566","LU0719512351.SGD","LU1303224171.USD","BK4585","LU1251922891.USD","LU0889565833.HKD","MUD","IE0002270589.USD","688120","LU1997245094.SGD","LU2048586759.USD","LU0203347892.USD","LU0203345920.USD","LU0109392836.USD","LU1366333091.USD","LU0889566641.SGD","LU2471134523.USD","LU1267930813.SGD","LU1803068979.SGD","LU2476274720.SGD","LU2750360997.AUD","688012","SG9999003461.SGD","LU1146622755.USD","SGXZ49509284.SGD","LU2148510915.USD","LU2328871848.SGD","BK0125","LU1719994722.HKD","LU2543165471.USD","BK4512","LU1997245177.USD","IE00B19Z3581.USD","BK0251","GB00BDT5M118.USD","LU1039395188.USD","LU1255011170.USD","LU2458330169.SGD","BK4588","LU0572944931.SGD","LU1997244956.HKD","LU2471134952.CNY","LU2289578879.USD","LU1820825898.SGD","LU2286300806.USD","BK4579","LU0823437842.USD","LU0792757196.USD","BK4532","LU0081259029.USD","LU1064131003.USD","LU1328615791.USD","LU0593848301.USD","LU0056508442.USD","LU2778985437.USD","BK4575","LU2211815571.USD","LU0157215616.USD","LU0154236417.USD","LU1961090484.USD","688072","LU1794554557.SGD","BK4543","LU2250418816.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635775120","title":"大摩：亚洲准备好捕捉全球AI资本支出激增机遇 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10:15","pubTimestamp":1778811334,"startTime":"0","endTime":"0","summary":"人工智能资本支出的激增正推动人工智能赋能者的盈利增长，但该行亦看到涵盖国防及经济安全领域的更广泛资本开支项目，正在带动工业及大宗商品的机遇。报告称，亚洲具上游优势，已准备好捕捉全球AI资本支出激增带来的益处，以及能源安全与国防领域公共开支仍在积聚的上升趋势。按经济风险敞口组别拆解，该行发现亚洲/新兴市场指数中超过50%的权重来自运算、大宗商品、资本品及实物资产。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442053.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0008369823.USD","LU2362541273.HKD","LU0345769631.USD","LU0531970944.HKD","SG9999001226.SGD","LU0633140560.USD","LU1733274473.HKD","LU0069063385.USD","LU0607220059.USD","LU1226288097.SGD","LU0708995153.HKD","LU0205439572.USD","LU2097828631.EUR","LU0648948544.HKD","LU2089283258.USD","SGXZ99366536.SGD","LU0203345920.USD","LU0057025933.USD","LU0511384066.AUD","LU1044874839.SGD","LU1323998911.USD","LU0890818403.SGD","HK0000306701.USD","LU2449936058.SGD","LU0269904917.USD","LU0359202008.SGD","SG9999003461.SGD","LU0589944569.HKD","LU0320764599.SGD","LU1226287792.SGD","LU0106259558.USD","LU0048388663.USD","LU2177674079.SGD","LU1719994722.HKD","300750","LU0261947096.USD","IE0004086264.USD","LU1282649067.USD","LU0886674414.USD","LU0971096721.USD","LU2237443622.USD","LU0106252389.USD","LU1226287875.USD","LU0762540952.USD","LU0165289439.USD","LU1718418525.SGD","LU1769817096.USD","LU1720050803.USD","LU0577902611.USD","SG9999004220.SGD","LU0784639295.USD","LU2247934214.USD","LU1439103000.SGD","LU0047713382.USD","LU1064130708.USD","LU0345769128.USD","LU0158827948.USD","LU0878005551.USD","LU2148510915.USD","IE00B0169L03.USD","LU0348783662.USD","IE00BPRC5H50.USD","SGXZ90724238.SGD","LU0329678337.USD","LU0877626530.USD","SG9999001846.SGD","IE00BZ08YT58.USD","LU2097828474.EUR","LU1064131003.USD","LU0543330483.HKD","BK1608","LU0117841782.USD","LU0128522157.USD","LU1211504680.USD","BK1589","LU1366334578.USD","LU0700851271.USD","LU0293314216.USD","SG9999004303.SGD","LU0414403682.SGD","LU1568876335.HKD","IE0009570106.USD","603259","LU1048588211.SGD","LU1981816686.USD","LU0821914370.USD","LU1328615791.USD","LU1670756490.USD","LU0501845795.SGD","LU1328277881.USD","LU2023250504.SGD","SG9999014013.SGD","SG9999014039.USD","LU1960683339.HKD","LU0541502299.USD","LU1814569148.SGD","LU0898667661.SGD","SG9999018857.SGD","IE00B8L5B284.USD","LU1251922891.USD","LU0469268626.HKD","LU1821325948.USD","SG9999014880.SGD","LU2251237306.USD","LU0561508036.HKD","LU1810669033.SGD","LU1807302812.USD","IE00BQXX3C00.GBP","LU2237443895.HKD","LU0455707207.USD","IE0004091025.USD","LU1831875114.USD","LU0737861699.HKD","LU0043850808.USD","LU0107464264.USD","LU0651946864.USD","LU0259732245.USD","LU0229945570.USD","IE0034224299.USD","LU0880133367.SGD","IE00BKZH1Z71.USD","HK0000914660.USD","LU0823413587.USD","BK1184","BK1517","LU0791590937.USD","SG9999001903.USD","SG9999015978.USD","LU0577902538.SGD","SG9999002463.SGD","LU2028103732.USD","SGXZ81514606.USD","LU1226287529.USD","LU0823397285.USD","LU0955669360.SGD","LU0823426480.USD","LU0828237940.HKD","SG9999014914.USD","LU0955623706.USD","LU2153592121.USD","LU1770034418.SGD","LU0127658192.USD","IE00BYQQ9H92.USD","LU0633140727.USD","LU1224709979.USD","SG9999000459.SGD","LU0228367735.SGD","SGXZ23171101.USD","LU0149534421.HKD","LU0029875118.USD","LU1725190679.HKD","LU1868838027.USD","LU0214875030.USD","HK0000151867.HKD","LU1196710864.SGD","LU2153591404.USD","HK0000288784.HKD","TCHmain","LU2045819591.USD","LU2023251221.USD","LU2362541513.USD","IE00B3T34201.USD","LU0856984785.SGD","LU0164865239.USD","LU0348816934.USD","LU0588545490.SGD","LU0039217434.USD","LU1242518857.USD","LU0683595622.HKD","LU2317271919.USD","HK0000352291.HKD","LU2226246903.HKD","LU1691799644.USD","LU1400636657.SGD","LU0516422366.SGD","LU0264606111.USD","LU0572944931.SGD","TSM","LU0516423091.SGD","LU0516422952.EUR","LU0862451837.USD","LU0630378692.HKD","LU0054450605.USD","LU2106854487.HKD","LU2237443465.HKD","LU1102505762.USD","LU2348773727.SGD","LU0228659784.USD","LU0675040207.SGD","IE0003851619.USD","LU1917777945.USD","LU0918141887.USD","BK1609","HK0000914686.HKD","IE00BQXX3F31.USD","LU1515016050.SGD","LU2237443978.SGD","LU2039709279.SGD","LU0359201612.USD","LU0254981946.USD","LU0329678170.USD","LU0052750758.USD","LU0823041008.USD","LU0985320562.USD","LU0211977185.USD","LU0326948709.USD","LU0359201885.HKD","LU1645745479.HKD","LU0417516738.SGD","LU0797268264.HKD","LU0786609619.USD","AAGIY","LU1629966141.USD","LU0143863198.USD","LU0054237671.USD","IE00BFXG0V08.USD","LU1316542783.SGD","IE00B3M56506.USD","GB00BDT5M118.USD","LU0594300419.USD","LU2778985437.USD","LU2399975544.HKD","BK1095","LU0762542818.HKD","LU0823413660.USD","LU0577902371.SGD","LU0163747925.USD","LU0456827905.SGD","LU0315178854.USD","IE0008368742.USD","LU2008162690.USD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