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半导体股持续走强 长光辰芯（03277）涨7.71% 机构指国半导体材料行业或迎来国产替代加速的关键窗口期

金吾财讯
Aug 07

金吾财讯 | 半导体股持续走强，长光辰芯（03277）涨7.71%，兆易创新（03986）涨7.50%，天数智芯（09903）涨6.76%，圣邦股份（03661）涨6.68%，澜起科技（06809）涨3.98%，国民技术（02701）涨3.89%，芯智控股（02166）涨3.70%，琻捷（06675）涨1.07%，纳芯微（02676）涨3.11%，华虹宏力（01347）涨1.98%。

中银证券表示，2026年以来全球半导体材料掀起涨价浪潮，且本轮涨价范围已经由点到面从关键化工原料扩散至制造全链条，覆盖硅片、电子特气、湿电子化学品、靶材、封装材料等几乎所有核心品类，形成全产业链价格上行态势。受需求高增、成本上升等影响，2026年以来全球半导体材料掀起涨价浪潮，海外部分龙头扩产较慢，或受关键原材料制约，国内优秀材料企业有望迎来加速替代窗口。基于下游行业快速发展、先进技术不断迭代以及国产替代大背景，该机构认为电子材料领域有望持续迎来发展良机。受益于下游需求增长以及技术不断进步，全球半导体材料市场规模持续扩大，先进材料需求快速提升。在多种关键半导体材料方面，我国企业稳健布局产能与技术研发，竞争力与产销规模有望持续提升。部分半导体材料及原料受益于涨价，下游高景气叠加海外龙头扩产速度较慢、受到原材料供应波动等影响，我国半导体材料行业或迎来国产替代加速的关键窗口期。

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