半导体行业设备国产替代趋势月度跟踪：3月招标以研磨抛光／清洗设备为主 Q1国产中标比例显著

智研咨询2025-05-13

核心观点：3 月合计4 项招标，主要为中芯国际、华虹半导体和燕东微电子招标，招标设备主要包括研磨抛光和清洗等品类。根据采招网的数据，2025年3 月，统计样本中的晶圆产线合计产生4 项招标。主要为中芯国际、华虹半导体和燕东微电子招标。招标设备主要包括研磨抛光和清洗等品类。2025 年1-3 月，统计样本中的晶圆产线合计招标15 项，其中，积塔半导体、燕东微电子、中芯国际的招标量位居前三。整体而言，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2535700752?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-13 10:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2535700752","market":"sh","top_or_hot":-1,"title":"半导体行业设备国产替代趋势月度跟踪：3月招标以研磨抛光／清洗设备为主 Q1国产中标比例显著","media":"智研咨询","content":"<div>\n<p>核心观点：3 月合计4 项招标，主要为中芯国际、华虹半导体和燕东微电子招标，招标设备主要包括研磨抛光和清洗等品类。根据采招网的数据，2025年3 月，统计样本中的晶圆产线合计产生4 项招标。主要为中芯国际、华虹半导体和燕东微电子招标。招标设备主要包括研磨抛光和清洗等品类。2025 年1-3 月，统计样本中的晶圆产线合计招标15 项，其中，积塔半导体、燕东微电子、中芯国际的招标量位居前三。整体而言，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051310514294f513ee&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体行业设备国产替代趋势月度跟踪：3月招标以研磨抛光／清洗设备为主 Q1国产中标比例显著</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体行业设备国产替代趋势月度跟踪：3月招标以研磨抛光／清洗设备为主 Q1国产中标比例显著\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-13 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051310514294f513ee&s=b><strong>智研咨询</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点：3 月合计4 项招标，主要为中芯国际、华虹半导体和燕东微电子招标，招标设备主要包括研磨抛光和清洗等品类。根据采招网的数据，2025年3 月，统计样本中的晶圆产线合计产生4 项招标。主要为中芯国际、华虹半导体和燕东微电子招标。招标设备主要包括研磨抛光和清洗等品类。2025 年1-3 月，统计样本中的晶圆产线合计招标15 项，其中，积塔半导体、燕东微电子、中芯国际的招标量位居前三。整体而言，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051310514294f513ee&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"603160","symbol_name":"汇顶科技","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051310514294f513ee&s=b","article_id":"2535700752","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051310514294f513ee&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2535700752","pubTimestamp":1747103640,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"招标设备主要包括研磨抛光和清洗等品类。整体而言，设备招标以检测、研磨抛光等为主。根据采招网的数据，2025 年1 月，统计样本中的国内半导体设备厂商合计中标3 台设备，中科信中标的2 台离子注入设备，在对应工艺环节的中标比例为100%，华海清科中标的1 台研磨抛光设备，在对应工艺环节的中标比例为100%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159582":"半导体","561980":"半导体设备ETF","600171":"上海贝岭","600460":"士兰微","600584":"长电科技","600745":"闻泰科技","600877":"电科芯片","603005":"晶方科技","603061":"金海通","603068":"博通集成","603160":"汇顶科技","603290":"斯达半导","603375":"盛景微","603501":"豪威集团","603690":"至纯科技","603893":"瑞芯微","603986":"兆易创新","605111":"新洁能","605358":"立昂微","688008":"澜起科技","688012":"中微公司","688018":"乐鑫科技","688037":"芯源微","688041":"海光信息","688049":"炬芯科技","688052":"纳芯微","688072":"拓荆科技","688082":"盛美上海","688099":"晶晨股份","688120":"华海清科","688123":"聚辰股份","688126":"沪硅产业","688130":"晶华微","688141":"杰华特","688146":"中船特气","688153":"唯捷创芯","688172":"燕东微","688200":"华峰测控","688209":"英集芯","688216":"气派科技","688230":"芯导科技","688233":"神工股份","688234":"天岳先进","688249":"晶合集成","688252":"天德钰","688261":"东微半导","688262":"国芯科技","688279":"峰岹科技","688286":"敏芯股份","688325":"赛微微电","688332":"中科蓝讯","688352":"颀中科技","688361":"中科飞测","688362":"甬矽电子","688368":"晶丰明源","688372":"伟测科技","688380":"中微半导","688391":"钜泉科技","688403":"汇成股份","688409":"富创精密","688419":"耐科装备","688432":"有研硅","688449":"联芸科技","688458":"美芯晟","688478":"晶升股份","688484":"南芯科技","688486":"龙迅股份","688521":"芯原股份","688525":"佰维存储","688530":"欧莱新材","688535":"华海诚科","688536":"思瑞浦","688584":"上海合晶","688589":"力合微","688591":"泰凌微","688595":"芯海科技","688601":"力芯微","688605":"先锋精科","688608":"恒玄科技","688652":"京仪装备","688653":"康希通信","688661":"和林微纳","688691":"灿芯股份","688693":"锴威特","688699":"明微电子","688709":"成都华微","688711":"宏微科技","688728":"格科微","688766":"普冉股份","688798":"艾为电子","688981":"中芯国际"},"translate_title":"Monthly tracking of domestic substitution trends for equipment in the semiconductor industry: The bidding in March was mainly for grinding, polishing/cleaning equipment, and the proportion of domestic bids in Q1 was significant","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159582":1,"561980":0.9,"600171":0.9,"600460":0.9,"600584":0.9,"600745":0.9,"600877":0.9,"603005":0.9,"603061":0.9,"603068":0.9,"603160":0.9,"603290":0.9,"603375":0.9,"603501":0.9,"603690":0.9,"603893":0.9,"603986":0.9,"605111":0.9,"605358":0.9,"688008":0.9,"688012":0.9,"688018":0.9,"688037":0.9,"688041":0.9,"688049":0.9,"688052":0.9,"688072":0.9,"688082":0.9,"688099":0.9,"688120":0.9,"688123":0.9,"688126":0.9,"688130":0.9,"688141":0.9,"688146":0.9,"688153":0.9,"688172":0.9,"688200":0.9,"688209":0.9,"688216":0.9,"688230":0.9,"688233":0.9,"688234":0.9,"688249":0.9,"688252":0.9,"688261":0.9,"688262":0.9,"688279":0.9,"688286":0.9,"688325":0.9,"688332":0.9,"688352":0.9,"688361":0.9,"688362":0.9,"688368":0.9,"688372":0.9,"688380":0.9,"688391":0.9,"688403":0.9,"688409":0.9,"688419":0.9,"688432":0.9,"688449":0.9,"688458":0.9,"688478":0.9,"688484":0.9,"688486":0.9,"688521":0.9,"688525":0.9,"688530":0.9,"688535":0.9,"688536":0.9,"688584":0.9,"688589":0.9,"688591":0.9,"688595":0.9,"688601":0.9,"688605":0.9,"688608":0.9,"688652":0.9,"688653":0.9,"688661":0.9,"688691":0.9,"688693":0.9,"688699":0.9,"688709":0.9,"688711":0.9,"688728":0.9,"688766":0.9,"688798":0.9,"688981":0.9},"content_text":"核心观点：3 月合计4 项招标，主要为中芯国际、华虹半导体和燕东微电子招标，招标设备主要包括研磨抛光和清洗等品类。根据采招网的数据，2025年3 月，统计样本中的晶圆产线合计产生4 项招标。主要为中芯国际、华虹半导体和燕东微电子招标。招标设备主要包括研磨抛光和清洗等品类。2025 年1-3 月，统计样本中的晶圆产线合计招标15 项，其中，积塔半导体、燕东微电子、中芯国际的招标量位居前三。整体而言，设备招标以检测、研磨抛光等为主。1-3 月合计11 项中标，以检测和离子注入设备居多，中标设备里国产设备整体中标比例约82%。中标方面，根据采招网的数据，2025 年3月，统计样本中的晶圆产线上中标1 台检测设备。2025 年1-3 月，统计样本中的晶圆产线合计中标11 台设备，以检测和离子注入设备居多；国产设备整体中标比例约82%，其中，刻蚀、退火、去胶、研磨抛光、离子注入设备的国产中标比例较高。1-3 月统计样本中的国内设备厂商共中标4 台设备，主要为中科飞测、华海清科、中科信中标。根据采招网的数据，2025 年1 月，统计样本中的国内半导体设备厂商合计中标3 台设备，中科信中标的2 台离子注入设备，在对应工艺环节的中标比例为100%，华海清科中标的1 台研磨抛光设备，在对应工艺环节的中标比例为100%。2025 年2 月，中科飞测中标的1 台检测设备，在对应工艺环节的中标比例为33%。2025 年1-3 月，统计样本中的国内半导体设备厂商合计中标4 台设备，统计样本中的国内半导体设备厂商合计中标量在对应工艺环节的中标比例为57%。其中，华海清科的研磨抛光设备、中科信的离子注入设备、中科飞测的检测设备在对应工艺环节的中标比例分别为100%/100%/25%。投资建议：在本土晶圆产能持续扩张、半导体制造技术迭代升级和国产替代加速突破的趋势下，国内半导体设备市场持续扩容。国产半导体设备厂商依托公司自身的产品竞争力、持续拓展的可服务市场空间和品类扩张能力，有望持续受益于设备市场规模的扩张和国产替代进程的深入，成长速度和空间均十分显著。建议关注在半导体核心工艺环节强势卡位和今年有新品类拓展的公司：北方华创、中微公司*、拓荆科技、中科飞测、华海清科、盛美上海*、万业企业、芯源微、华峰测控*、长川科技*等标的。（带*标的为与广发机械联合覆盖）风险提示：市场需求不及预期，研发不及预期，市场开拓不及预期。知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。转自广发证券股份有限公司 研究员：王亮/耿正/焦鼎","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2535700752","isCrawlerRequest":true}