002371 北方华创
交易中 04-10 10:05:06
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半导体设备国产化，进入下半场
蓝鲸财经 · 04-09 08:30
半导体设备国产化，进入下半场
北方华创（002371）披露2022年股权激励计划预留授予部分第二个行权期采用自主行权模式的提示性公告，4月3日股价下跌2.64%
证券之星 · 04-03
北方华创（002371）披露2022年股权激励计划预留授予部分第二个行权期采用自主行权模式的提示性公告，4月3日股价下跌2.64%
北方华创（002371）披露董事会延期换届选举的提示性公告，3月27日股价上涨1.54%
证券之星 · 03-27
北方华创（002371）披露董事会延期换届选举的提示性公告，3月27日股价上涨1.54%
北方华创（002371）披露2022年股票期权激励计划预留授予部分第二个行权期行权条件成就的公告，3月23日股价下跌5.19%
证券之星 · 03-23
北方华创（002371）披露2022年股票期权激励计划预留授予部分第二个行权期行权条件成就的公告，3月23日股价下跌5.19%
CINNO Research：2025年中国半导体产业总投资额达7841亿元 同比增长17.2%
智通财经 · 03-18
CINNO Research：2025年中国半导体产业总投资额达7841亿元 同比增长17.2%
北方华创：截至2026年2月13日，公司投资者共计86,566户
证券之星 · 03-16
北方华创：截至2026年2月13日，公司投资者共计86,566户
大摩：中国晶圆代工产能与芯片供应将于2028年前后满足核心主权需求
智通财经 · 03-12
大摩：中国晶圆代工产能与芯片供应将于2028年前后满足核心主权需求
创建“中国的ASML”！中芯国际、北方华创等掌舵人联名建议
芯师爷 · 03-05
创建“中国的ASML”！中芯国际、北方华创等掌舵人联名建议
北方华创（002371）披露2025年员工持股计划实施进展，2月27日股价下跌3.48%
证券之星 · 02-27
北方华创（002371）披露2025年员工持股计划实施进展，2月27日股价下跌3.48%
北方华创：先进封装技术是公司重点关注的研发方向之一
中金财经 · 02-10
北方华创：先进封装技术是公司重点关注的研发方向之一
北方华创：国林半导体是公司的供应商
证券之星 · 02-10
北方华创：国林半导体是公司的供应商
北方华创：苏州晶拓是公司的供应商
证券之星 · 02-10
北方华创：苏州晶拓是公司的供应商
北方华创：截至2025年12月31日，公司投资者共计70,233户
证券之星 · 02-10
北方华创：截至2025年12月31日，公司投资者共计70,233户
全球半导体设备业绩“井喷”，中微、拓荆、寒武纪营利劲增
指数ETF有招 · 02-02
全球半导体设备业绩“井喷”，中微、拓荆、寒武纪营利劲增
北方华创（002371）披露2025年员工持股计划实施进展公告，1月30日股价下跌0.03%
证券之星 · 01-30
北方华创（002371）披露2025年员工持股计划实施进展公告，1月30日股价下跌0.03%
北方华创（002371）披露2025年员工持股计划开户完成，1月14日股价上涨0.63%
证券之星 · 01-14
北方华创（002371）披露2025年员工持股计划开户完成，1月14日股价上涨0.63%
A股热门赛道高位震荡加剧 机构分歧中聚焦科技赛道业绩兑现
天合资讯 · 01-12
A股热门赛道高位震荡加剧 机构分歧中聚焦科技赛道业绩兑现
北方华创（002371）披露2025年股票期权激励计划授予登记完成公告，1月9日股价下跌1.81%
证券之星 · 01-09
北方华创（002371）披露2025年股票期权激励计划授予登记完成公告，1月9日股价下跌1.81%
半导体产业链深度分析
化工智库 · 01-09
半导体产业链深度分析
北方华创（002371）披露2025年员工持股计划第一次持有人会议决议公告，1月8日股价下跌1.7%
证券之星 · 01-08
北方华创（002371）披露2025年员工持股计划第一次持有人会议决议公告，1月8日股价下跌1.7%
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公司概况
公司名称：
北方华创科技集团股份有限公司
所属行业：
专用设备制造业
上市日期：
2010-03-16
主营业务：
北方华创科技集团股份有限公司的主营业务是半导体基础产品的研发、生产、销售和技术服务。公司的主要产品是电子工艺装备、电子元器件。北方华创以高强度研发投入与专利布局巩固技术领先地位。2025年上半年，公司研发投入达29.15亿元，同比增长30.01%，累计申请专利9,900余件，授权专利5,700余件，稳居国内集成电路装备企业首位。
发行价格：
33.00
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08:30","pubTimestamp":1775694644,"startTime":"0","endTime":"0","summary":"与此同时，国产半导体设备行业也正式步入国产替代的深水区。其泛半导体领域WLP系列设备实现批量交付并助力头部厂商量产。细分赛道技术与市场壁垒仍待突破尽管国产半导体设备在核心大品类领域发展迅速，但行业整体仍处于国产替代的深水区。在半导体测试设备领域，尤其是SOC测试机赛道，长川科技、联动科技、华兴源创等国产厂商已实现技术突破与产品落地，逐步在国内市场实现替代。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1775360247874368525","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["688072","688082","688361","BK4585","300316","301369","BK4588","002371","BK4535","688630","688012","603061"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624656921","title":"北方华创（002371）披露2022年股权激励计划预留授予部分第二个行权期采用自主行权模式的提示性公告，4月3日股价下跌2.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2624656921","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624656921?lang=zh_cn&edition=full","pubTime":"2026-04-03 17:03","pubTimestamp":1775206996,"startTime":"0","endTime":"0","summary":"截至2026年4月3日收盘，北方华创报收于426.45元，较前一交易日下跌2.64%，最新总市值为3091.05亿元。该股当日开盘439.1元，最高440.6元，最低424.06元，成交额达28.75亿元，换手率为0.92%。近日，北方华创科技集团股份有限公司发布《关于2022年股权激励计划预留授予部分第二个行权期采用自主行权模式的提示性公告》。行权期限为2026年4月2日至2027年3月12日，采用自主行权模式，股票来源为定向发行A股普通股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040300032921.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2476274720.SGD","LU1064130708.USD","BK0028","LU2289578879.USD","LU1064131003.USD","LU2328871848.SGD","LU2476274308.USD","LU1997245094.SGD","LU1961090484.USD","002371","LU1328615791.USD","LU2495084118.USD","LU1255011170.USD","BK0251","BK0188","LU0823437842.USD","LU2148510915.USD","LU0572944931.SGD","LU2399975544.HKD","LU1969619763.USD","LU1251922891.USD","LU1039395188.USD","LU1794554557.SGD","LU1997245177.USD","LU1720050803.USD","LU1820825898.SGD","BK0125","LU2778985437.USD","LU1303224171.USD","LU1719994722.HKD","LU0327786744.USD","LU2506952253.HKD","LU1997244956.HKD","SGXZ49509284.SGD","LU1146622755.USD","LU1655091616.SGD","LU1770034418.SGD","SG9999003461.SGD","SGXZ81163826.USD","SG9999001093.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622069827","title":"北方华创（002371）披露董事会延期换届选举的提示性公告，3月27日股价上涨1.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622069827","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622069827?lang=zh_cn&edition=full","pubTime":"2026-03-27 22:02","pubTimestamp":1774620148,"startTime":"0","endTime":"0","summary":"截至2026年3月27日收盘，北方华创报收于452.98元，较前一交易日上涨1.54%，最新总市值为3283.35亿元。近日，北方华创科技集团股份有限公司发布《关于董事会延期换届选举的提示性公告》。公告显示，公司第八届董事会任期将于2026年3月29日届满，为确保董事会工作的连续性与稳定性，董事会换届选举工作将适当延期，董事会各专门委员会及高级管理人员的任期相应顺延。延期换届不会影响公司正常运营，公司将及时履行信息披露义务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032700049114.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002371","LU1039395188.USD","SGXZ81163826.USD","BK0188","LU0327786744.USD","LU1794554557.SGD","LU2289578879.USD","LU1969619763.USD","LU2476274720.SGD","LU2506952253.HKD","LU1655091616.SGD","LU1997245094.SGD","LU1720050803.USD","LU1255011170.USD","LU0572944931.SGD","LU1997245177.USD","LU2495084118.USD","LU1146622755.USD","LU1961090484.USD","SGXZ49509284.SGD","LU2399975544.HKD","LU0823437842.USD","SG9999001093.SGD","LU2328871848.SGD","LU2778985437.USD","LU2476274308.USD","LU1064131003.USD","LU2148510915.USD","BK0028","LU1997244956.HKD","SG9999003461.SGD","BK0251","LU1328615791.USD","LU1064130708.USD","LU1820825898.SGD","BK0125"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621701296","title":"北方华创（002371）披露2022年股票期权激励计划预留授予部分第二个行权期行权条件成就的公告，3月23日股价下跌5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621701296","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621701296?lang=zh_cn&edition=full","pubTime":"2026-03-23 22:02","pubTimestamp":1774274543,"startTime":"0","endTime":"0","summary":"截至2026年3月23日收盘，北方华创报收于444.39元，较前一交易日下跌5.19%，最新总市值为3221.08亿元。该股当日开盘461.5元，最高462.0元，最低443.0元，成交额达34.9亿元，换手率为1.07%。公告显示，公司于2026年3月23日召开董事会，审议通过2022年股票期权激励计划预留授予部分第二个行权期行权条件成就的议案。行权方式为自主行权，行权期限自2026年4月1日至2027年3月12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032300039486.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ81163826.USD","LU1146622755.USD","LU2328871848.SGD","LU1064130708.USD","BK0251","LU2289578879.USD","LU1997245177.USD","LU1328615791.USD","LU1064131003.USD","LU2778985437.USD","SGXZ49509284.SGD","BK0028","LU1997244956.HKD","LU1039395188.USD","LU2476274308.USD","LU1655091616.SGD","SG9999001093.SGD","LU1820825898.SGD","BK0125","002371","LU2495084118.USD","LU0572944931.SGD","LU2506952253.HKD","LU1969619763.USD","LU1255011170.USD","SG9999003461.SGD","LU1794554557.SGD","LU2399975544.HKD","LU0327786744.USD","BK0188","LU0823437842.USD","LU2148510915.USD","LU1720050803.USD","LU2476274720.SGD","LU1997245094.SGD","LU1961090484.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620232793","title":"CINNO Research：2025年中国半导体产业总投资额达7841亿元 同比增长17.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620232793","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620232793?lang=zh_cn&edition=full","pubTime":"2026-03-18 18:48","pubTimestamp":1773830896,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据CINNO Research 最新统计数据显示，2025年中国(含台湾)半导体产业总投资额达7,841亿元，同比增长17.2%。2025年中国半导体产业投资整体格局：总额稳步增长，结构深度优化2025年中国(含台湾)半导体产业投资呈现明显的结构性特征。半导体设备领域投资 816.2 亿元，同比激增 100.2%，成为唯一实现翻倍增长的领域，凸显其在产业自主化中的核心地位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415514.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688981","BK4535","002371","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2619457535","title":"北方华创：截至2026年2月13日，公司投资者共计86,566户","url":"https://stock-news.laohu8.com/highlight/detail?id=2619457535","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619457535?lang=zh_cn&edition=full","pubTime":"2026-03-16 19:12","pubTimestamp":1773659530,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)03月16日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的董秘你好，请问截止至2026年2月10日收盘公司股东人数为多少，谢谢！北方华创回复：您好，截至2026年2月13日，公司投资者共计86,566户 ，感谢关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031600029305.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1720050803.USD","LU2476274308.USD","SG9999003461.SGD","SGXZ49509284.SGD","LU2506952253.HKD","LU1961090484.USD","LU0823437842.USD","LU1997245177.USD","SG9999001093.SGD","BK0251","LU1328615791.USD","LU2476274720.SGD","LU2399975544.HKD","LU1820825898.SGD","LU1794554557.SGD","LU1064131003.USD","LU2148510915.USD","LU1997245094.SGD","LU2328871848.SGD","LU2289578879.USD","BK0028","LU1064130708.USD","LU1969619763.USD","LU1255011170.USD","LU1997244956.HKD","LU2495084118.USD","LU0327786744.USD","BK0125","SGXZ81163826.USD","LU1146622755.USD","LU0572944931.SGD","LU1039395188.USD","LU2778985437.USD","BK0188","LU1655091616.SGD","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618844601","title":"大摩：中国晶圆代工产能与芯片供应将于2028年前后满足核心主权需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2618844601","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618844601?lang=zh_cn&edition=full","pubTime":"2026-03-12 16:37","pubTimestamp":1773304658,"startTime":"0","endTime":"0","summary":"预期政策支持下，中国晶圆代工产能与芯片供应量将于2028年前后满足核心主权需求。中国AI 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15:38","pubTimestamp":1772696322,"startTime":"0","endTime":"0","summary":"因此，文章明确提出“举国之力”不应该是口号，应建立在整合机制的基础上，目标直指锻造能与强手对垒的“头部企业”。中国在激光光源、光学系统等单项技术上已有突破，关键在于如何像ASML那样，通过统筹，将分散的成果高效集成为整机。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305155443a6a5ad6f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:33","pubTimestamp":1770712401,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)02月10日在投资者关系平台上答复投资者关心的问题。投资者提问：您好，请问公司是否制造或研发混合键合机设备，来支持与制作新型 CIS，北方华创回复：您好，先进封装技术是公司重点关注的研发方向之一，旨在为客户提供全面的芯片制程解决方案。关于混合键合设备的研发进展，请关注公司网站、公众号等渠道发布的最新产品动态。感谢支持！为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/10/20260210511677.png","type":0,"news_type":0,"thumbnails":[" 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，感谢关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021000025906.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1720050803.USD","BK0125","SG9999001093.SGD","002371","LU1794554557.SGD","LU1997245177.USD","LU1655091616.SGD","LU2476274720.SGD","LU2148510915.USD","LU1820825898.SGD","LU2506952253.HKD","LU2328871848.SGD","BK0028","LU1969619763.USD","BK0188","LU1997245094.SGD","LU2495084118.USD","LU1961090484.USD","LU1255011170.USD","LU1064130708.USD","LU2778985437.USD","LU2476274308.USD","LU2289578879.USD","LU1039395188.USD","SGXZ49509284.SGD","LU1146622755.USD","LU2399975544.HKD","SG9999003461.SGD","LU1997244956.HKD","LU1328615791.USD","LU1064131003.USD","BK0251","LU0823437842.USD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608832894","title":"全球半导体设备业绩“井喷”，中微、拓荆、寒武纪营利劲增","url":"https://stock-news.laohu8.com/highlight/detail?id=2608832894","media":"指数ETF有招","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608832894?lang=zh_cn&edition=full","pubTime":"2026-02-02 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