中芯国际（00981.HK）今日盘中大涨5.13%，引发市场广泛关注。截至盘中10时53分，该股报价50.4港元。与此同时，半导体板块整体走强，华虹半导体涨超6%，上海复旦涨3.75%。
消息面上，市场传闻中芯国际5nm制程良率取得重大突破，已提升至60%-70%。据报道，这一突破是工程师们在没有EUV光刻机的情况下，采用DUV设备和四重图案化技术（SAQP）实现的。虽然目前尚未有实际使用中芯5纳米工艺的产品面世，但如果传闻属实，将对国内芯片产业链带来重大利好。有消息称，华为即将推出的Mate 80系列可能采用这一工艺制造的麒麟9030 SoC。
此外，资金面也为中芯国际股价提供支撑。据悉，7月23日南向资金增持中芯国际367.69万股，连续3日增持。当日港股通持有中芯国际245585.13万股，占流通股40.95%。今日盘中还出现大手买入，成交量为15.9万股，涉资788.64万港元。与此同时，行业整体利好也推动了半导体股走强。SEMI报告指出，2025年全球半导体制造设备销售额预计将创1255亿美元新高，同比增长7.4%。分析师预计，在AI驱动下，2025年全球半导体行业将延续乐观增长态势。
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