HBM需求强劲，国产设备、材料厂商有望迎来发展机遇

每日经济新闻2025-07-01

7月1日早盘，A股整体窄幅震荡，银行板块再度领涨。教育、软饮料、摩托车、银行、电力、贵金属等主题涨幅居前。近期热度较高的科创半导体ETF（588170）早盘上涨近1%。指数成分股中，耐科装备、中船特气、安集科技、芯源微、中科飞测、神工股份等涨幅居前。民生证券认为，受益AI快速发展，HBM需求强劲。海外三巨头垄断市场，国产率几乎为零。制造工艺是核心壁垒，重视产业链发展机遇。从产业链来看，HBM产业...

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