6月22日，AXT Inc盘中上涨9.1%，报88.73美元/股，成交额1.86亿美元。消息面上，6月19日路透社报道中国海关加强对金属铟出口的审查力度，欧洲买家首次被要求披露终端用户信息，北美买家审批时间从当日办结延长至数天。中国供应全球近70%的铟，且7N高纯铟提纯产能100%集中在国内，海外无规模化替代产能，全球磷化铟供应链紧缺预期进一步强化。公司作为美股InP衬底龙头，持续受益于材料稀缺性溢价。半导体设备板块今日整体走强，泰瑞达涨4.18%、科磊涨2.55%，板块效应提供支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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