一则传闻引爆！3400亿龙头狂拉13%！

格隆汇08-05

国产半导体设备龙头突传大消息！受韩国两巨头评估设备传闻刺激，中微公司今日盘中大幅拉升。截至午盘，该股涨超13%报361元，最新市值3457.81亿元。今年上半年，中微公司涨势十分强劲，半年累计涨幅超150%。不过随后中微便开始陷入回调，7月至今已跌超24%。传闻引爆！今日市场突传：三星电子、SK 海力士正在评估中微设备。报道称，韩国两大芯片巨头计划测试中国中微半导体（AMEC）的芯片制造设备，以便...

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海力士正在评估中微设备。报道称，韩国两大芯片巨头计划测试中国中微半导体（AMEC）的芯片制造设备，以便可能在其中国工厂使用。据悉，两家韩企早在两年前便启动了中微公司刻蚀设备的相关测试工作。美国的出口管制政策、对冲供应链的不确定性，是推动韩企寻求备用方案的核心诱因。2023年，美国商务部将三星、SK海力士的中国工厂纳入“经验证的最终用户（VEU）”体系，给予其部分受管制美国设备的进口豁免权限。但政策红利并不稳定，2025年美国突然撤销相关VEU授权。后续虽向两家企业发放年度许可证，但短期反复的政策变动，让其对长期供应链稳定性产生极大疑虑。另一方面，中微半导体设备的成熟商用表现，也为此次测试评估奠定基础。该设备已在长江存储等国内头部芯片企业实现规模化量产应用，经过长期工艺验证，性能与稳定性均达到行业商用标准，让三星、SK海力士具备充足信心开展设备适配测试。公开信息显示，三星西安NAND闪存工厂、SK海力士大连、无锡芯片厂区，核心生产设备长期依赖海外供应商。而从产能来看，三星西安厂承担三星全球NAND产能的40%以上，是全球单个产能最高的NAND闪存工厂。SK海力士无锡工厂贡献其全球30%以上的DRAM产能，大连工厂占全球NAND产能的40%-45%。不过针对市场传闻，三星电子发布声明否认曾在中国工厂测试、考量引入中微半导体设备；SK海力士则拒绝置评。净利暴增310%海外存储巨头寻求替代，引爆国产设备“出海”逻辑重估。业内认为，这印证了国产高端半导体设备的技术成熟度，为国产设备国际化落地带来新的发展机遇。日前，中微公司预告了相当“炸裂”的上半年业绩。公告显示，预计公司上半年实现营收约66.91亿元，同比增长约34.89%。归母净利润27亿元-29亿元，同比增长282.48%-310.81%；扣非净利润10亿元-12亿元，同比增长85.61%-122.73%。公司Q2净利润预计17.7亿-19.7亿，Q1净利润9.3亿。据此计算，Q2净利润预计环比增长90%-111%。中微公司称，业绩变动主要系营业收入同比增长约34.89%，以及对外股权投资产生公允价值变动收益和投资收益合计约19.82亿元。研发投入方面，上半年中微公司投入约20.42亿元，同比增长约36.89%，研发投入占公司营业收入比例约为30.52%。目前在研项目涵盖六类设备，超二十款新设备的开发。据悉，公司已开发出54种高端半导体设备，其中包括26种高能和低能等离子体刻蚀机设备，刻蚀和薄膜设备的加工精度已经达到了原子级水平。截至2026年6月底，中微公司累计已有超过8800个反应台在国内外220 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