近期，中信证券发布研究报告，明确表示看好半导体设备领域的投资机遇。报告指出，随着全球半导体产业链加速重构，中国在推动国产替代和自主可控战略的背景下，对高端半导体设备的需求持续增长。同时，国家政策支持力度不断加大，《十四五”规划》及地方配套措施为设备企业提供了良好的发展环境。此外，先进制程扩产、成熟制程产能扩张以及存储芯片投资回暖等因素，共同驱动半导体设备市场进入新一轮上行周期。中信证券认为，具备核心技术、已实现关键设备突破并获得客户验证的国内设备厂商，有望在本轮行业景气周期中显著受益。建议投资者重点关注刻蚀、薄膜沉积、清洗、量测等关键环节的领先企业，把握国产化加速带来的长期成长机会。
Recently, CITIC Securities released a research report expressing strong optimism about investment opportunities in the semiconductor equipment sector. The report highlights that as the global semiconductor supply chain undergoes accelerated restructuring, China’s strategic push for domestic substitution and technological self-reliance is driving sustained demand for advanced semiconductor manufacturing equipment. Supportive national policies, including the 14th Five-Year Plan and complementary local initiatives, are creating a favorable environment for domestic equipment makers. Furthermore, factors such as capacity expansion in both advanced and mature process nodes, along with a recovery in memory chip investments, are collectively propelling the semiconductor equipment market into a new upcycle. CITIC Securities believes that domestic equipment companies with core technologies—particularly those that have achieved breakthroughs in critical tools and secured customer validation—are well-positioned to benefit significantly from this industry upswing. Investors are advised to focus on leading firms in key segments such as etching, thin-film deposition, cleaning, and metrology to capture long-term growth driven by accelerating localization trends.
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