异动解读 | 美国拟限制海外晶圆厂采购,上海复旦盘中大涨5.33%

异动解读
Sep 03

今日盘中,上海复旦(01385)股价大涨5.33%,引发市场关注。这一涨幅可能与近期美国商务部的一项决定有关。

据报道,美国商务部工业与安全局(BIS)计划撤销台积电、三星和SK海力士等海外公司在华晶圆厂的"经验证最终用户"(VEU)授权。这意味着这些公司今后在中国扩产将面临更多障碍,需要逐案向美方申请出口许可证。此举可能会限制这些海外公司在中国的产能扩张,从而为国内半导体企业创造更多机会。

分析人士认为,这一政策变化可能会推动国产半导体设备和材料供应商的快速发展。预计2025年国内晶圆厂扩产需求将保持增长,叠加国产替代需求,有望带动包括上海复旦在内的国内半导体制造、设备、零部件和材料相关公司加速成长。投资者对此反应积极,推动上海复旦股价上涨。

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