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阿斯麦

659.84

-6.2700-0.94%

成交量：36.02万

成交额：2.36亿

市值：2,595.04亿

市盈率：27.53

高：660.26

开：658.08

低：651.46

收：666.11

数据加载中...

总览公司新闻公告

中国离自研EUV光刻机，又近一步，但ASML CEO却还在嘴硬

Ofweek光电信息网

上海取得光刻机技术重大突破，芯片自主有望加速

ASML：40年来，中国购买的光刻机设备，超过1400台了

Ofweek维科网

阿斯麦4月29日成交额为7.37亿美元

阿斯麦4月28日成交额为6.74亿美元

欧股“十一罗汉”收盘播报｜诺和诺德收涨将近2.7%，阿斯麦则跌超0.7%

周末重点速递|券商：重磅会议从“底线”看“预案”，政策积极有力又留有余地，五大信号值得重点关注

每日经济新闻

阿斯麦表示中国光刻机需求超预期 | 投研报告

中国能源网

阿斯麦4月24日成交额为11.90亿美元

【欧股“十一罗汉”｜罗氏收涨超1.9%，阿斯麦涨超1.8%】周四，阿斯麦控股荷兰阿姆斯特丹股价收涨1.86%，报591.70欧元。诺和诺德哥本哈根股价收涨0.29%，报410.10。罗氏制药、欧莱雅、LVMH集团、诺华、葛兰素史克涨1.94%-1.09%，阿斯利康、赛诺菲、雀巢至多涨0.79%，德国思爱普Sap则跌0.23%。

阿斯麦盘中异动早盘急速拉升3.00%报677.70美元

阿斯麦宣布最高10%的股票回购计划

智通财经网

阿斯麦涨超3% 计划回购最高达已发行股本10%的股份

估值被严重低估，但ASML为何不再值得买入？

美股研究社

ASML叫停韩国工厂

半导体产业纵横

关税成本转嫁无忧，美银给予阿斯麦“买入”评级

关税成本转嫁无忧美银给予阿斯麦(ASML.US)“买入”评级

智通财经网

阿斯麦盘中异动早盘股价大涨3.00%报643.43美元

电子行业专题研究：光刻-自主可控核心环节国产替代迫在眉睫

国盛证券有限责...

阿斯麦4月21日成交额为9.66亿美元

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14:17","pubTimestamp":1745993872,"startTime":"0","endTime":"0","summary":"中国芯片极紫外光刻光源技术获得重大突破，使用固体光源突破被美国“卡脖子”的局面。上述报道称，该技术有望突破中国自主生产芯片的阻碍。不过，由于美国商务部对华实施出口管制和相关规定，ASML等芯片公司自2019年以来被禁止向中国出售其最先进EUV光刻型号。但仅仅六年后的今天，中国在EUV光源层面取得重大突破。中方将密切关注有关动向，坚决维护自身合法权益。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430141754974b2855&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:46","pubTimestamp":1745991972,"startTime":"0","endTime":"0","summary":"所以一直以来中国也是大量的从ASML这里进口光刻机，从1988年开始从ASML进口第一台光刻机以来，目前已经合作了近40年了。近日，ASML中国区总裁表示，从1986年开始到现在，如果将ASML在中国的光刻机数量与测量的机台数量加在一起，一共超过1400台设备了。这个数量，应该是全球拥有ASML设备数量最高的地区之一了。ASML也预计2025年中国贡献的营收占比会降至20%，而在2024年这个比例高达36%，很明显，中国贡献的收入会明显下滑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430134633974b1fa1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:16","pubTimestamp":1745975790,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日，阿斯麦成交额为7.37亿美元，成交额较昨日增加9.39%，当日成交量为110.40万股。阿斯麦于2025年4月29日跌0.99%，报666.11美元，该股过去5个交易日涨4.57%，年初至今跌3.47%，过去60日跌9.5%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-04-29|7.37亿|9.39%|110.40万|#|2025-04-28|6.74亿|-21.98%|100.80万|#|2025-04-25|8.64亿|-27.42%|128.11万|#|2025-04-24|11.90亿|-2.56%|177.07万|#|2025-04-23|12.22亿|-2.72%|184.97万|阿斯麦是半导体制造中使用的光刻系统的领导者。阿斯麦将大部分零部件的制造外包，承担类似组装商的职能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430091643a6ce11a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:16","pubTimestamp":1745889389,"startTime":"0","endTime":"0","summary":"美东时间2025年4月28日，阿斯麦成交额为6.74亿美元，成交额较昨日减少21.98%，当日成交量为100.80万股。阿斯麦于2025年4月28日跌0.07%，报672.76美元，该股过去5个交易日涨7.95%，年初至今跌2.52%，过去60日跌8.33%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-04-28|6.74亿|-21.98%|100.80万|#|2025-04-25|8.64亿|-27.42%|128.11万|#|2025-04-24|11.90亿|-2.56%|177.07万|#|2025-04-23|12.22亿|-2.72%|184.97万|#|2025-04-22|12.56亿|29.96%|196.70万|阿斯麦是半导体制造中使用的光刻系统的领导者。阿斯麦将大部分零部件的制造外包，承担类似组装商的职能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250429091646a6cc6cf0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:15","pubTimestamp":1745860542,"startTime":"0","endTime":"0","summary":"周一，阿斯麦控股荷兰阿姆斯特丹股价收跌0.75%，报584.50欧元。诺和诺德哥本哈根股价收涨2.68%，报414.30。德国思爱普Sap、葛兰素史克、欧莱雅、罗氏制药、阿斯利康、雀巢涨1.68%-1.18%，诺华、赛诺菲、LVMH集团至多涨0.93%。在欧洲奢侈品概念股中，博柏利、雨果博斯、开云集团涨2.94%-2.29%。在意大利银行股中，Banca Sistema SpA.涨6.2%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042901181294e62c08&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:18","pubTimestamp":1745731080,"startTime":"0","endTime":"0","summary":"　　（一）重磅消息。　　据央视新闻报道，近期中国人民银行行长潘功胜在出席国际货币基金组织和世界银行春季例会系列会议时表示，一季度中国经济开局良好，延续回升向好态势，创新动能持续释放，国内需求不断扩大，市场活力和信心进一步增强，经济平稳较快增长。尽管面临全球不确定性和外部冲击，中国的金融体系保持稳健，金融市场展现出较强韧性，运行平稳。　　1、4月重磅会议的关键点，聚焦在“底线”和“预案”。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-04-27/doc-ineuqqec7748198.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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10:18","pubTimestamp":1745547480,"startTime":"0","endTime":"0","summary":"中山证券近日发布电子行业周报：阿斯麦表示中国光刻机需求超预期，据路透社报道，ASML首席财务官戴厚杰 表示，2025年以来，中国市场对ASML芯片制造设备的需求远超预期。中山证券近日发布电子行业周报：阿斯麦表示中国光刻机需求超预期。行业动态：阿斯麦表示中国光刻机需求超预期；台积电表示AI相关需求依然强劲；一季度中国手机出货量同比增长3.3%；外媒估计英伟达H20中国订单原本超过160亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042511001694e1da9f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:16","pubTimestamp":1745543778,"startTime":"0","endTime":"0","summary":"美东时间2025年4月24日，阿斯麦成交额为11.90亿美元，成交额较昨日减少2.56%，当日成交量为177.07万股。阿斯麦于2025年4月24日涨2.59%，报675.0美元，该股过去5个交易日涨6.31%，年初至今跌2.43%，过去60日跌1.04%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-04-24|11.90亿|-2.56%|177.07万|#|2025-04-23|12.22亿|-2.72%|184.97万|#|2025-04-22|12.56亿|29.96%|196.70万|#|2025-04-21|9.66亿|4.56%|155.51万|#|2025-04-17|9.24亿|-64.17%|143.99万|阿斯麦是半导体制造中使用的光刻系统的领导者。阿斯麦将大部分零部件的制造外包，承担类似组装商的职能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250425091631a6c7551f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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周四，阿斯麦控股荷兰阿姆斯特丹股价收涨1.86%，报591.70欧元。诺和诺德哥本哈根股价收涨0.29%，报410.10。罗氏制药、欧莱雅、LVMH集团、诺华、葛兰素史克涨1.94%-1.09%，阿斯利康、赛诺菲、雀巢至多涨0.79%，德国思爱普Sap则跌0.23%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2530791963","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530791963?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 01:36","pubTimestamp":1745516197,"startTime":"0","endTime":"0","summary":"周四，阿斯麦控股荷兰阿姆斯特丹股价收涨1.86%，报591.70欧元。诺和诺德哥本哈根股价收涨0.29%，报410.10。罗氏制药、欧莱雅、LVMH集团、诺华、葛兰素史克涨1.94%-1.09%，阿斯利康、赛诺菲、雀巢至多涨0.79%，德国思爱普Sap则跌0.23%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/25013649858510.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":"jinrongjie_stock","symbols":["03165","BK4578","LU2462157665.USD","LU1829250122.USD","LU2063271972.USD","NSRGY","LU0889565916.HKD","BK4543","01477","BK4212","LU0070302665.USD","LU0345774631.USD","BK4568","IE00BJT1NW94.SGD","BK4147","AZN","NVS","BK4599","LU0208291251.USD","BK4532","IE00B2B36J28.USD","BK1574","LU0345774391.USD","LU2456880835.USD","GSK","LU0154236417.USD","LU1093756325.SGD","BK4585","IE0002141913.USD","LU1093756168.USD","LU2236285917.USD","GSK.UK","BK1191","LU1734074674.USD","LU2417539215.USD","IE00BJJMRZ35.SGD","LRLCY","BK4183","LU0320765489.SGD","BK4007","BK4588","IE00B4R5TH58.HKD","ASML","IE0009355771.USD","LU0097036916.USD","IE00BFTCPJ56.SGD","IE0004445239.USD","LU0823434740.USD","LU0211331839.USD"],"gpt_icon":0},{"id":"2529585359","title":"阿斯麦盘中异动 早盘急速拉升3.00%报677.70美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2529585359","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529585359?lang=zh_cn&edition=fundamental","pubTime":"2025-04-24 22:06","pubTimestamp":1745503572,"startTime":"0","endTime":"0","summary":"北京时间2025年04月24日22时06分，阿斯麦股票出现异动，股价大幅拉升3.00%。截至发稿，该股报677.70美元/股，成交量25.1353万股，换手率0.06%，振幅2.22%。阿斯麦股票所在的半导体行业中，整体涨幅为2.88%。阿斯麦将大部分零部件的制造外包，承担类似组装商的职能。该信息摘要如下：美银发布研报，给予阿斯麦“买入”评级，目标价835美元。该行指出，基于其市场主导地位，阿斯麦具备将关税相关成本转嫁给客户的定价能力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250424220613a6c6b748&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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23:05","pubTimestamp":1745420747,"startTime":"0","endTime":"0","summary":"该计划尚需获得监事会批准后方可实施。","market":"us","thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/content/detail/1283430.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"阿斯麦宣布最高10%的股票回购计划","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["ASML"],"gpt_icon":0},{"id":"2529163363","title":"阿斯麦涨超3% 计划回购最高达已发行股本10%的股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2529163363","media":"金吾资讯","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529163363?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 22:40","pubTimestamp":1745419208,"startTime":"0","endTime":"0","summary":"金吾财讯 | 阿斯麦(ASML)涨超3%，截至发稿，报663.26美元。消息面上，阿斯麦周三披露，计划回购最高达已发行股本10%的股份。根据公告，本次股份回购计划拟自即日起生效，持续至2026年10月23日止。该计划尚需获得监事会批准后方可实施。根据回购条款，阿斯麦可在阿姆斯特丹泛欧交易所或纳斯达克证券市场，以不低于股票面值、不高于市价110%的价格区间进行回购。此外，公司年度股东大会还提议授权发行普通股或授予普通股认购权，所筹资金将用于一般经营用途及并购交易和/或(战略)联盟建设。股东大会同时提议通过每股普通股1.84欧元的最终股息分配方案。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042322404097424583&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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19:06","pubTimestamp":1745406360,"startTime":"0","endTime":"0","summary":"虽然该股确实看起来被低估了，但目前已不值得买入。ASML 股价的下行趋势始于 2 月中旬的看跌吞没形态。ASML 在此时间范围内没有支撑位，因此不应排除近期进一步下跌的可能性。目前，SMA之间的差距在从12月底的最高水平收窄后保持相对稳定。总的来说，没有迹象表明ASML的处境会好转。ASML 于 4 月 16 日公布了2025 年第一季度财报，整体业绩可观。ASML 预计 2025 年第二季度的营收将在 72 亿欧元至 77 亿欧元之间。在上述分析中，ASML 的估值在当前水平上被低估了。","market":"sg","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://finance.sina.com.cn/stock/usstock/c/2025-04-23/doc-ineueern6642601.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":"sina","symbols":["IE0004445239.USD","03165","300785","BK4147","LU0345774391.USD","LU0097036916.USD","LU0823434583.USD","LU1734074674.USD","IE00BD6J9T35.USD","LU2063271972.USD","ASML","BK4585","LU0345774631.USD","BK4588","BK4543","BK0217","LU0823434740.USD"],"gpt_icon":1},{"id":"2529570753","title":"ASML叫停韩国工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2529570753","media":"半导体产业纵横","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529570753?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 18:09","pubTimestamp":1745402990,"startTime":"0","endTime":"0","summary":"根据ASML的报告，韩国成为了其2025年第一季度最大的市场，占总收入的40%，高于2024年第四季度的25%。ASML最新财报显示，韩国市场在2025年第一季度贡献了其40%的营收，首次超越中国成为全球最大客户。全球光刻机龙头ASML公布了2025年第一季度财报技术层面，三星已在3月初将首台High-NA EUV光刻机引入华城工厂，用于2nm工艺研发。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250423182408a6c50626&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:10","pubTimestamp":1745399407,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美银发布研报，给予阿斯麦“买入”评级，目标价835美元。该行指出，基于其市场主导地位，阿斯麦具备将关税相关成本转嫁给客户的定价能力。管理层指出，进口到美国用于阿斯麦现有美国制造的零部件可能面临关税影响，且若这些零部件在荷兰完成最终组装后返销美国客户，可能遭遇\"双重征税\"。此外，计量与检测系统未被纳入当前关税豁免范围。","market":"us","thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1283082.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"关税成本转嫁无忧，美银给予阿斯麦“买入”评级","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["ASML"],"gpt_icon":0},{"id":"2529452746","title":"关税成本转嫁无忧 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早盘股价大涨3.00%报643.43美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2529582169","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529582169?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 22:10","pubTimestamp":1745331024,"startTime":"0","endTime":"0","summary":"北京时间2025年04月22日22时10分，阿斯麦股票出现波动，股价急速拉升3.00%。截至发稿，该股报643.43美元/股，成交量31.9328万股，换手率0.08%，振幅1.11%。最近的财报数据显示，该股实现营业收入81.48亿美元，净利润24.79亿美元，每股收益6.32美元，毛利43.99亿美元，市盈率26.87倍。阿斯麦股票所在的半导体行业中，整体涨幅为2.21%。阿斯麦将大部分零部件的制造外包，承担类似组装商的职能。总体而言，ASML 仍值得买入，且有两位数的上涨空间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422221026a4629310&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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国产替代迫在眉睫","url":"https://stock-news.laohu8.com/highlight/detail?id=2529301798","media":"国盛证券有限责...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529301798?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 20:25","pubTimestamp":1745324754,"startTime":"0","endTime":"0","summary":"全球光刻机市场由ASML、Nikon、佳能垄断。国产高端光刻机亟待突破，产业链齐发力加速替代。上海微电子是国内目前唯一前道晶圆制造光刻机整机制造商，光刻机产品主要对标CANON。公司自主研发600 系列前道制造光刻机已实现90nm 工艺芯片的量产。但高端光刻机方面仍处于研发阶段，尚未实现大规模量产。在海外制裁持续缩紧下，国产光刻机产业链齐发力，上海微电子、国科精密、科益虹源、茂莱光学等厂商加速进行相关组件研发，替代空间广阔。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042220255894de1d48&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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