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Nanoimprint equipment is regarded by many Japanese manufacturers as a "next-generation device" to replace lithography machines.
On October 13, the three major indexes closed down collectively. By the close, the Shanghai Composite Index was down 0.64%, the Shenzhen Component Index was down 0.99%, and the ChiNext was down 1.11%. Individual stocks fell more or less, and more than 3,800 shares in the two markets flew green.
On the market, Huawei's concept stocks continued to be active, with OFILM achieving 6 boards, TPV Technology 2 boards, Dongxu Optoelectronics, Cialis and other plates. The concept of diet pills rose sharply, the index rose 4.63% against the market, Baihua Pharmaceutical 3 consecutive boards, Borui Pharmaceutical, Zhongsheng Pharmaceutical rose to the limit, but many stocks issued announcements to remind risks. Concepts such as liquor, prepared vegetables, farming, and Chatgpt fell first.
Regarding the recent performance of the A-share market, Bohai Securities pointed out that forward-looking data such as PMI have shown that the domestic economy continues to recover, and with the entry of important incremental funds such as Huijin, the liquidity environment of A-shares has improved. If future performance and liquidity verification are restored, it will effectively enhance the certainty of the rise of the A-share market and help A-shares get out of the bottom. At present, A-shares are generally in the cost-effective range, and we can pay attention to the big finance, large real estate sectors, and Huawei-related concepts that are expected to continue to be active.
Nano imprinting is good overseas
Today's nanoimprint concept stocks collectively soared. Huichuangda rose sharply in the afternoon, rising 9.32%; Medicai then closed up 4.69%; Su Daweig, China Wafer Square Technology, Tengjing Technology, etc. have followed suit, with an increase of more than 2%.
On the news, on October 13, Japan's Canon Corporation announced the launch of FPA-1200NZ2C nanoimprint semiconductor manufacturing equipment, which performs circuit pattern transfer and is the most important semiconductor manufacturing process. With further improvements in mask technology, NIL is expected to have a minimum linewidth of 10 nm for circuit patterning, which corresponds to the 2 nm node.
It is reported that nanoimprinting is a micro-nano processing technology that adopts the principle of micro-reproduction of traditional mechanical molds. Nanoimprint lithography chips are made by embossing a mask printed with a circuit pattern on a resist on the wafer to demold a chip after demolding.
According to the Science and Technology Innovation Board Daily, nanoimprinting equipment is regarded by many Japanese semiconductor equipment manufacturers as a "next-generation device" to replace lithography machines, and is tasked with making cutting-edge microcircuits at low cost. Nikkei News Network previously said that compared with the EUV lithography process, the use of nanoimprint lithography process to manufacture chips can reduce nearly forty percent of manufacturing costs and ninety percent of electricity.
The nanoimprint concept stock was released
According to the Securities Times Datatreasure, there are about 10 stocks in the A-share market that have laid out nanoimprinting related businesses. Goertek has the largest market value, with 62.696 billion yuan; the latest market value of 3 shares of Crystal Optoelectronics, Obi Zhongguang-UW and China Wafer Square Technology has exceeded 10 billion yuan.
Geoichuang led the gains today, approaching 15% intraday at one point. The company recently said on the interactive platform that the company's main business is the research and development, design, production and sales of light guide structural parts and components, signal transmission components and components, and the micro-nano thermal embossing process is mainly used for backlight module products, not involving the field of lithography machines.
From the perspective of institutional attention, Goertek, Juguang Technology and Crystal Optoelectronics are the top three in the sector, with 16, 13 and 12 institutions participating in the rating, respectively; Tengjing Technology, China Wafer Square Technology, and Obi Zhongguang-UW all have 7 or more rating agencies.
In addition, according to the consensus forecast of institutions, the full-year performance of many concept stocks is expected to be good. Li Hexing and Su Daweig are expected to turn around; The net profit of Tengjing Technology is expected to increase by 33.81%; Goertek and Crystal Optoelectronics are expected to achieve modest growth.
Recently, some investors asked Li Hexing on the interactive platform what role the company's nanoimprint technology plays in the semiconductor chip production process.
Li Hexing replied that the automatic nanoimprint production line uses automatic control related technologies such as fast precision alignment, displacement and angle compensation, combined with nano-imprinting nano-molding technology and curing technology, to change the single-machine manual operation mode in the nanoimprint industry to a full-process automation mode. The specific application is yet to be verified.
As of the latest, Beishang Capital maintains a position in 5 concept stocks. Among them, Goertek and Crystal Optoelectronics ranked first in the number of shares held by Beishang Capital, with 99.2665 million shares and 24.4082 million shares respectively; The holdings of China Wafer Square Technology and Sudaweig are also more than 4 million shares.
Crystal Optoelectronics said that nanoimprinting and lithography are two different processing technologies that the company has mastered. At present, nanoimprint technology is mainly used in semiconductor optical products.
Disclaimer: All information content of Datatreasure does not constitute investment advice, the stock market is risky, investment needs to be cautious.
Responsible editor: He Yu
Proofreader: Liao Shengchao
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