洁净室专题：算力浪潮驱动产能扩张 CAPEX迎新一轮增长周期

国盛证券2025-02-27

洁净室系先进制造基础性工程，电子行业应用占比超半。洁净室为高端制造提供无尘、稳定生产环境，广泛应用于半导体、新型显示、生命科学等产业，下游需求中电子/医疗医药/其他领域分别占比约54%/24%/22%，其中半导体生产受空气微粒影响较大，从单晶硅片制造、IC 制造到封装均需在洁净室中完成，对洁净度控制技术要求较高。近年来我国洁净室行业稳健增长，2021 年市场规模/新建面积分别约2146 亿、...

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