金吾财讯 | 港股半导体设备概念局部走强，截至发稿，天数智芯（09903）涨7.31%，云英谷科技（03310）涨5.82%，圣邦股份（03661）涨3.95%，壁仞科技（06082）涨3.28%，爱芯元智（00600）涨1.41%。消息面上，中信建投表示，全球半导体设备零部件正经历一轮历史罕见的全链条涨价潮。半导体产业链的定价权正从芯片终端向设备与零部件环节结构性上移。零部件企业规模较小、固定成本占比高，涨价直接转化为利润；同时产线扩产周期长达12-18个月，供给弹性最差。重视阀门管路、陶瓷件、射频电源、GASBOX等海外供应商交期延长带来的国产替代诉求与涨价逻辑。
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