7月10日，中微公司（AMEC）股价盘中大涨超7%，创下历史新高，收盘报每股约230元人民币。此次上涨主要受益于半导体设备国产化加速以及公司在刻蚀设备领域的技术突破。作为国内领先的半导体设备制造商，中微公司近期接连获得多家晶圆厂的大额订单，显示出其产品在先进制程中的竞争力持续增强。此外，全球AI芯片需求激增带动了上游设备投资热潮，中微作为关键设备供应商之一，直接受益于这一趋势。市场分析人士指出，随着国家对半导体产业链自主可控的重视程度不断提升，中微公司有望在未来几年保持高速增长。同时，公司也在积极拓展MOCVD等新业务领域，进一步打开成长空间。投资者对其长期发展前景普遍持乐观态度，推动股价持续走强。
On July 10, Advanced Micro-Fabrication Equipment Inc. (AMEC) saw its share price surge more than 7% during intraday trading, reaching a record high and closing at around RMB 230 per share. The rally was primarily driven by accelerating domestic substitution in semiconductor equipment and the company’s recent technological breakthroughs in etch tools. As a leading Chinese semiconductor equipment manufacturer, AMEC has recently secured substantial orders from multiple wafer fabs, highlighting its growing competitiveness in advanced process nodes. Additionally, surging global demand for AI chips has fueled investment in upstream equipment, directly benefiting key suppliers like AMEC. Market analysts note that with China’s increasing emphasis on self-reliance in the semiconductor supply chain, AMEC is well-positioned for sustained high growth in the coming years. The company is also actively expanding into new business areas such as MOCVD equipment, further broadening its growth potential. Investors remain broadly optimistic about its long-term outlook, contributing to the stock’s continued upward momentum.
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