金吾财讯 | 半导体延续升势，康特隆(01912)涨8.24%，宏光半导体(06908)涨7.14%，华虹半导体(01347)涨4.86%，晶门半导体(02878)涨3.16%，中芯国际(00981)涨2.88%。国际半导体产业协会（SEMI）数据显示，2024年中国大陆芯片制造商产能增长15%，达每月885万片晶圆。这一增长得益于18座新建半导体晶圆厂的投产，推动全球同年产能扩张6%。同时，根据TrendForce调查，受国产化浪潮影响，2025年国内晶圆代工厂将成为成熟制程增量主力，预估2025年全球前十大成熟制程代工厂的产能将提升6%，但价格走势将受压制。金元证券认为，在当前半导体供应链本土化加速的背景下，投资者需要把握三条主线：一是聚焦中芯国际在成熟制程和特色工艺领域的持续增长机会；二是关注国产半导体设备及材料企业的配套发展机遇；三是留意国内芯片设计公司供应链本土化带来的产业链协同效应。
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