crashbandicootworld| The concept of photoresist has been greatly boosted by the "20cm" daily limit for new materials and large-scale photosensitivity

The concept of photoresist rose sharply in the afternoon of the 27thcrashbandicootworldAs of press time, Baolidi, Yangfan Xincai, and Rongda Photosensitivity have a daily limit of "20cm", Lanying equipment has risen by more than 18%, Qiangli Xincai, Maolai Optics, Wavelength Optoelectronics, and Nanda Optoelectronics have risen by more than 10%. Zhangjiang High-tech, Dongfang Jiasheng, Tongcheng Xincai, etc. also have daily limit.

On the news front, on May 24, the National Integrated Circuit Industry Investment Fund Phase III Co., Ltd. was established with the legal representative of Zhang Xin and a registered capital of 344 billion yuan. Its business scope includes private equity investment fund management and venture capital fund management services. Private equity funds engage in equity investment, investment management, asset management and other activities, and corporate management consulting.

It is reported that the main investment directions of the first two phases of the National Fund are concentrated in the fields of equipment and materials, which arecrashbandicootworldThe initial development of my country's chip industry has laid a solid foundation. With the vigorous development of the digital economy and artificial intelligence, computing power chips and memory chips will become key nodes in the industrial chain.

Huaxin Securities believes that the National Fund has always had a deep grasp of industrial trends and has the determination to promote industrial upgrading and enhance national competitiveness. Therefore, in addition to continuing support for semiconductor equipment and materials, the third phase of this large fund is more likely to include high-value-added DRAM chips such as HBM as key investment targets. It is recommended to pay attention to the HBM industry chain: Huahai Chengke, Hongchang Electronics, Lianrui New Materials, Sanchao New Materials, Saiteng Shares, Huahai Qingke, Zhongwei Company, etc.

Proofread by: Zhu Tianting

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