【环球网财经综合报道】2020年以来，以国家大基金、税收优惠等政策为支撑，叠加外部技术封锁与国 内晶圆厂扩产需求拉动，我国半导体行业国产化进度逐步从单点突破迈向全链协同。 综合中国半导体行业协会 (CSIA)、赛迪顾问 2025 年半导体产业发展报告数据，28nm及以上成熟制程率 先实现国产化，自给率达60%；刻蚀、清洗、薄膜沉积等设备及8英寸硅片等材料国产化率突破50%， 先进封装在Chiplet等领域达国际先进水平，长江存储、长电科技（600584.SH）等龙头企业崛起。上述 各环节取得的成果使得整体国产化率从2020年不足20%提升至2025年45%左右，芯片出口于2024年成为 我国第一大出口商品，自主可控能力显著增强。 在此背景下，未来几年伴随我国半导体产业向5nm/3nm等先进制程加速突破的确定性趋势，受益于在产 能、效率及良率几个关键指标方面均可以发挥关键作用，AMHS（自动物料搬运系统）已从历史阶段的 辅助工具升级为决定先进制程可行性的核心基础设施。 AMHS 应用贯穿从硅片投入到出厂制造全流程 根据公开资料，AMHS即自动物料搬送系统，一般特指在洁净室环境下，通过软件系统的控制和调度， 按照 ...

来源：新浪基金∞工作室 芯片ETF（159995）业绩比较基准为国证半导体芯片指数收益率，管理人为华夏基金管理有限公司，基 金经理为赵宗庭，成立（2020-01-20）以来回报为93.54%，近一个月回报为3.60%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月24日，芯片ETF（159995）开盘涨1.86%，报1.972元。芯片ETF（159995）重仓股方面，中芯国际开 盘涨0.94%，海光信息涨3.00%，寒武纪涨1.39%，北方华创涨1.17%，兆易创新涨2.85%，中微公司涨 1.26%，澜起科技涨3.27%，豪威集团涨1.02%，拓荆科技涨0.92%，长电科技涨1.67%。 ...

内容概要：集成电路封测是半导体产业链后道核心工序，涵盖封装与测试两大环节，核心价值是实现芯 片的"可使用性"与"品质确定性"，广泛支撑各类电子设备领域。作为我国战略性、基础性产业，该行业 持续获得国家多项政策支持，为技术突破与市场拓展提供保障。全球范围内，封测行业市场规模呈波动 扩张态势，产能已向亚洲新兴市场转移，形成中国台湾、中国大陆、美国三足鼎立格局，头部企业集聚 效应显著，先进封装成为后摩尔时代核心增长驱动力，细分领域中倒装芯片规模最大，芯粒多芯片集成 封装增长最快。中国大陆封测市场稳步发展，虽仍以传统封装为主，但先进封装领域追赶势头强劲，凭 借庞大消费市场与国产替代需求，增长潜力突出，且在全球前十大封测企业中占据重要地位。未来，中 国封测行业将朝着高端化、协同化、差异化方向发展，聚焦先进封装技术攻关，深化产业链协同，完善 国产化生态，实现高质量发展。 上市企业：长电科技（600584.SH）、通富微电（002156.SZ）、华天科技（002185.SZ）、甬矽电子 （688362.SH）、颀中科技（688352.SH）、伟测科技（688372.SH）、晶方科技（603005.SH） 相关企业：盛合晶微 ...

而相关的场所也各有侧重点，其中，平安无锡体验中心由无锡市公安局牵头打造，以反诈宣传为主、多 警种全面展示的"1+N"总体布局，分设"反诈心盾主题馆、少年警校主题馆、平安共享交流中心、平安 无锡大讲堂"四大主题区域，并设有20多种体验项目，包括动漫反诈大电影、幻影VR骗局模拟、AI换脸 技术展示、模拟诈骗噬金魔环等，内容丰富、形式多样。 再比如，智能制造技术科普馆（无锡职业技术大学）是为公众提供物联网、高端装备、节能环保、人工 智能和元宇宙为代表智能制造新质生产力先进技术科普，传统制造行业"智改数转"后形成的新质生产力 未来产业科普，以及数字经济快速发展下的新质生产力创新职业科普。 扬子晚报/紫牛新闻记者 张建波 校对 王菲 春节又增好去处。省科协近日发布2025年江苏省新质生产力科技馆榜单（共80家场馆），无锡8家场馆 入选，数量居全省第二。记者从无锡市科协获悉，这个假期，这些入选场馆诚邀广大社会各界人士预约 参观，近距离触摸科技脉搏，共探前沿创新成果。 江苏省新质生产力科技馆由省科协评定设立，旨在宣传展示江苏新质生产力的最新成果，推动科普专项 行动落地见效，为全省经济社会高质量发展注入强劲科技动能。入选场馆 ...

Core Viewpoint - The semiconductor industry is expected to recover in 2025, with significant revenue growth driven by rising storage prices and increasing demand from data centers, leading to improved performance for major chip manufacturers [3][4]. Group 1: Semiconductor Sales and Growth - Global semiconductor sales are projected to reach $791.7 billion in 2025, a 25.6% increase from $630.5 billion in 2024, with further growth expected towards $1 trillion in 2026 [3]. - The recovery is attributed to strong demand from emerging technologies such as AI, IoT, 6G, and autonomous driving [3]. Group 2: Chip Design and IDM - Texas Instruments (TI) is expected to achieve approximately $17.68 billion in revenue for 2025, reflecting a 13% year-over-year growth, with significant contributions from industrial and automotive sectors [6]. - STMicroelectronics (ST) anticipates a revenue decline of 11% to around $11.8 billion, with Q4 showing slight improvement driven by personal electronics [8]. - NXP's revenue is projected at $12.27 billion, down 3%, with automotive and industrial sectors remaining stable [10]. - Renesas reported a revenue drop of 2% to 1.3212 trillion yen, marking its first loss in six years due to significant impairment losses [12]. - Microchip Technology expects growth in both year-over-year and quarter-over-quarter sales, with a projected revenue of $1.186 billion for Q3 2026 [12]. - Qorvo's revenue exceeded expectations at $993 million, with an 8.4% year-over-year increase [12]. - Infineon's revenue is projected at €14.662 billion, down 2%, but with strong demand in AI driving growth [14]. Group 3: Memory Chips - Samsung's revenue is expected to reach 333.6059 trillion won (approximately $233.8 billion), a 10.9% increase, with the semiconductor division achieving 130.1 trillion won in revenue [29]. - SK Hynix anticipates a record revenue of 97.15 trillion won (approximately $681.6 billion), a 47% increase year-over-year [31]. - Micron's revenue is projected to rise from $25.11 billion to $37.38 billion, with HBM chip capacity sold out for 2026 [33]. - GigaDevice expects a revenue increase of approximately 25% to 9.203 billion yuan [35]. Group 4: Wafer Foundry - TSMC's revenue is projected to reach approximately 3.8 trillion new Taiwan dollars (around $122.42 billion), a 31.6% increase, with advanced processes contributing significantly [47]. - UMC expects a slight revenue increase of 2.3% to 237.55 billion new Taiwan dollars, with a focus on mature process technologies [49]. - SMIC anticipates a record revenue of $9.3268 billion, a 16.2% increase, with improved profitability driven by increased wafer sales [51]. Group 5: Testing and Packaging - ASE Group's revenue is expected to reach 645.388 billion new Taiwan dollars, an 8.4% increase, with advanced packaging services contributing significantly [57]. - Amkor's revenue is projected at $6.71 billion, a 6% increase, with strong performance in advanced packaging and computing business [59]. Group 6: Equipment - ASML's total net sales are expected to reach €32.667 billion, a 15.6% increase, with a record order backlog reflecting strong demand for AI-related technologies [61]. - Lam Research anticipates a record year with significant growth driven by advanced process technologies [63]. Group 7: Distribution - WPG Holdings expects a revenue of 999.12 billion new Taiwan dollars, a 13.4% increase, driven by AI and high-performance computing demand [66]. - WPG's revenue is projected to exceed 1 trillion new Taiwan dollars, marking a significant milestone [68].

Group 1: Core Insights - UBS's in-depth research in China identifies two main industry themes for 2026: self-sufficiency and overseas expansion [1] - The research covered various sectors including technology, industrial, healthcare, consumer, and utilities, visiting over 100 companies and industry experts [1] - The report highlights a shift in investor interest, with capital goods, media entertainment, and real estate development seeing increased research focus, while semiconductor and automotive parts sectors experienced a decline [1] Group 2: Technology Sector Insights - The technology sector is a key focus, with advancements in self-sufficiency moving from isolated breakthroughs to industry-wide collaboration [2] - AI capital expenditure is expected to grow steadily in 2026, driven by strong demand for AI applications and local semiconductor production [3] - Despite uncertainties regarding H200 GPU imports, domestic supply chains are adapting through technology substitution and demand upgrades [3] Group 3: Semiconductor Developments - The localization of China's semiconductor industry is accelerating, with significant progress in advanced etching/ deposition equipment, advanced packaging, and high-end analog chips [4] - Capital expenditure for wafer fabrication equipment (WFE) is projected to grow by 10-15% annually, driven by capacity expansion in advanced logic and memory wafer fabs [4] - Domestic manufacturers anticipate a substantial increase in storage capital expenditure in 2026, aligning with a global upcycle in the storage industry [4] Group 4: Overseas Expansion Trends - Multiple industries, including industrial, biopharmaceuticals, and consumer goods, are focusing on overseas expansion as a key growth strategy [6] - In the industrial sector, overseas orders for AIDC and renewable energy storage equipment are increasing significantly [7] - The healthcare sector is also prioritizing global expansion, with biopharmaceutical companies actively pursuing international collaborations and local sales team development [9] Group 5: Key Recommendations - UBS recommends several core stocks in the technology and semiconductor sectors, including Northern Huachuang (advanced etching/ deposition), Changdian Technology (advanced packaging), and Horizon Robotics (edge AI) [5][12] - In the healthcare sector, companies like WuXi AppTec (CRO/CDMO) and 3SBio (biopharmaceuticals) are highlighted as key beneficiaries of global expansion [12] - The consumer sector sees recommendations for Jason Furniture (overseas expansion) and Leap Motor (new energy vehicles), while Gree Electric Appliances is advised to sell due to margin pressures [12] Group 6: Overall Industry Outlook - The report concludes that China's industrial development in 2026 will be characterized by a dual focus on self-sufficiency in technology and overseas expansion in various sectors [13] - The integration of these two themes is expected to enhance China's economic globalization, with technology supporting overseas expansion and vice versa [13] - Investment opportunities are identified in sectors with low crowding and improving fundamentals, as well as in high-growth areas like AI and semiconductors [13]

Core Viewpoint - Changdian Technology (600584) is expected to benefit from the recovery in the storage market, with a focus on enhancing its high-end storage testing services and increasing market share by 2025 [1] Group 1: Company Overview - The company provides packaging and testing services for various storage chips, including DRAM and Flash [1] - Changdian Technology plans to continue investing in technology and capacity in the high-end storage testing sector [1] Group 2: Market Outlook - The storage-related testing business of the company is projected to experience sustained growth due to the recovering demand in the storage market [1] - The company aims to steadily increase its market share in the relevant sectors [1]

证券日报网讯 2月13日，长电科技在互动平台回答投资者提问时表示，公司在2015年建立了财务共享中 心，同时公司已经建成了标准化、自动化、可视化财务数据中台，实现了系统闭环的精益化管理。 （文章来源：证券日报） ...

Group 1 - The company, Changdian Technology, reported that as of the end of September 2025, the total number of shareholders is 376,256 [2]

Core Viewpoint - Changdian Technology (600584) is actively collaborating with major material suppliers in the packaging sector both domestically and internationally, aiming to enhance its strategic layout and implementation while meeting customer technology and process requirements [1] Group 1 - The company is engaged in business cooperation with key material suppliers in the packaging industry [1] - Changdian Technology emphasizes a strategy of diversified collaboration within the relevant industry chain [1] - The company aims to balance customer technical and process requirements with its strategic initiatives [1]