华虹半导体(01347)今日在港股盘中大涨6.04%,引发市场广泛关注。主因是在半导体设备出口管制不断升级的背景下,国内半导体龙头企业的国产替代进程有望持续加速,这增强了市场对公司长期成长的信心。
根据荷兰政府最新公告,自2025年4月1日起,针对先进光刻机、ALD设备、Si和SiGe外延设备、PECVD、量检测设备等多种用于先进半导体生产的技术和设备的出口限制将进一步升级。该出口管制清单可看作是美国2024年12月关于半导体设备限制的延续。
中信证券分析认为,荷兰新限制主要针对14纳米及更先进工艺制程,而对于国内主流28纳米及以上成熟制程影响较小。这将进一步推动上游设备、零部件、材料等环节的国产替代进程。头部企业如华虹半导体、中芯国际等,未来在受实体清单影响时,将依赖上游国产创新支持持续稳定发展。
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