近期，光刻胶概念股持续走强，市场关注度显著提升。7月10日，普利特（股票代码：002324）股价强势涨停，成为板块领涨标的之一。光刻胶作为半导体制造中的关键材料，广泛应用于芯片光刻工艺，其国产替代进程近年来备受政策与资本支持。随着全球半导体产业链重构加速，以及国内晶圆厂扩产带动材料需求上升，光刻胶相关企业迎来发展机遇。普利特虽以高分子新材料为主营业务，但公司通过战略布局和产业链延伸，积极切入电子化学品领域，市场预期其有望受益于光刻胶国产化趋势。此外，近期多家光刻胶企业披露技术突破或订单增长，进一步提振板块情绪。投资者需关注企业实际技术进展、客户验证情况及产能落地节奏，理性看待短期市场热度。
Recently, stocks related to photoresist—a critical material in semiconductor manufacturing—have shown sustained strength, drawing significant market attention. On July 10, Puretech Co., Ltd. (stock code: 002324) surged by the daily trading limit, emerging as one of the top gainers in the sector. Photoresist is essential in chip lithography processes, and its domestic substitution in China has gained strong policy and investment support in recent years. As global semiconductor supply chains undergo restructuring and domestic wafer fabs expand capacity—boosting demand for advanced materials—companies in the photoresist space are presented with new growth opportunities. Although Puretech’s core business focuses on polymer-based new materials, the company has strategically expanded into electronic chemicals, raising market expectations that it could benefit from the trend toward photoresist localization. Moreover, recent announcements of technological breakthroughs or increased orders from several photoresist firms have further lifted sector sentiment. Investors should closely monitor actual technical progress, customer validation status, and production ramp-up timelines to make informed decisions amid short-term market enthusiasm.
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