中信证券:国内洁净室头部企业半导体相关订单大幅放量,半导体设备需求有望跟进

智通财经
Sep 15
【中信证券:国内洁净室头部企业半导体相关订单大幅放量,半导体设备需求有望跟进】中信证券研报认为,洁净室是半导体资本开支的早期环节,从建设周期、历史验证多角度来看,可作为国内半导体设备需求的有效前瞻指标。考虑到2026H1国内洁净室头部企业半导体相关订单大幅放量,按洁净室领先设备搬入5-9个月测算,我们预计2026H2国内半导体设备需求有望跟进,建议关注国产半导体设备+国内半导体洁净室两条投资主线。

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