中信建投最新季度研报出炉。观点指出，未来半导体设备国产化率将迎来快速跃升，头部整机设备企业2025年订单规模有望实现20%-30%以上的增长。与此同时，半导体设备零部件领域的国产化进程也在加速推进，尤其是各类“卡脖子”零部件的国产替代节奏将显著加快，带动设备板块整体基本面持续向好。 景气度方面，机构预计2025年前道设备资本开支（CAPEX）仍将保持增长态势，先进制程延续高景气表现，成熟制程则逐步...
Source Link中信建投最新季度研报出炉。观点指出，未来半导体设备国产化率将迎来快速跃升，头部整机设备企业2025年订单规模有望实现20%-30%以上的增长。与此同时，半导体设备零部件领域的国产化进程也在加速推进，尤其是各类“卡脖子”零部件的国产替代节奏将显著加快，带动设备板块整体基本面持续向好。 景气度方面，机构预计2025年前道设备资本开支（CAPEX）仍将保持增长态势，先进制程延续高景气表现，成熟制程则逐步...
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