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body_diff: "[{\"diffs\":[[1,\"<html>\\\r\\\n<head>\\\r\\\n  <title>中国半导体材料行业产业链全景梳理</title>\\\r\\\n  <basefont face=\\\"微软雅黑\\\" size=\\\"2\\\" />\\\r\\\n  <meta http-equiv=\\\"Content-Type\\\" content=\\\"text/html;charset=utf-8\\\" />\\\r\\\n  <meta name=\\\"exporter-version\\\" content=\\\"YXBJ Windows/608924 (zh-CN, DDL); Windows/10.0.0 (Win64); EDAMVersion=V2;\\\"/>\\\r\\\n  <style>\\\r\\\n\\tbody, td {\\\r\\\n\\t  font-family: 微软雅黑;\\\r\\\n\\t  font-size: 12pt;\\\r\\\n\\t}\\\r\\\n  </style>\\\r\\\n</head>\\\r\\\n<body>\\\r\\\n<a name=\\\"29497\\\"></a>\\\r\\\n<h1>中国半导体材料行业产业链全景梳理</h1>\\\r\\\n\\\r\\\n<div><span>\\\n  <div style=\\\"--en-clipped-content:simplified; --en-clipped-source-url:https://www.toutiao.com/i7048488820508983822/?tt_from=weixin&amp;utm_campaign=client_share&amp;wxshare_count=1&amp;timestamp=1641257377&amp;app=news_article&amp;utm_source=weixin&amp;utm_medium=toutiao_android&amp;use_new_style=1&amp;req_id=202201040849360101320380430A4BA894&amp;share_token=84a77209-53e7-49b2-9827-71e149da654d&amp;group_id=7048488820508983822; --en-clipped-source-title:中国半导体材料行业产业链全景梳理;\\\">\\\n<div><br/></div><div style=\\\"min-height: 5907px; font-size: 16px; display: block; min-width: 100%;\\\"> <div style=\\\"background-color:transparent;font:inherit;vertical-align:baseline;\\\"><div style=\\\"background-color:transparent;font:inherit;vertical-align:baseline;font-family:&quot;PT Serif&quot;;font-size:16px;line-height:1.5em;color:rgb(31, 9, 9);text-align:left;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;width:36em;z-index:200;padding-left:2em;padding-right:2em;margin-left:auto;margin-right:auto;position:relative;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;position:relative;margin-left:-25px;margin-right:25px;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;padding-top:0px;padding-bottom:9em;position:relative;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;position:relative;margin-bottom:0px;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:0px;\\\"><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:0px;\\\"><h1 style=\\\"font-family:&quot;PT Serif&quot;;text-align:left;border:0px;font:inherit;vertical-align:baseline;font-size:35px;font-weight:normal;line-height:35px;margin-bottom:20px;padding:0px;margin:0px;\\\">中国半导体材料行业产业链全景梳理</h1><div style=\\\"padding:0px;border:0px;font:inherit;vertical-align:baseline;position:relative;height:1em;line-height:1;text-align:center;margin:0px;padding-top:1.5em;padding-bottom:1.5em;margin-bottom:0px;\\\"><div style=\\\"padding:0px;border:0px;font:inherit;vertical-align:baseline;background:-webkit-linear-gradient(0deg, rgb(243, 242, 238) 1%, rgb(31, 9, 9) 50%, rgb(243, 242, 238) 99%);position:absolute;left:-4em;top:50%;z-index:10;width:100%;padding-left:4em;padding-right:4em;height:0.1em;opacity:0.5;margin:0px;margin-bottom:0px;\\\"><span style=\\\"font:inherit;position:absolute;left:-4em;top:50%;z-index:10;width:100%;padding-left:4em;padding-right:4em;height:0.1em;margin:0px;opacity:0.5;background:-webkit-linear-gradient(0deg, rgb(243, 242, 238) 1%, rgb(31, 9, 9) 50%, rgb(243, 242, 238) 99%);\\\"></span></div></div></div><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">2022-01-02 14:16·<a href=\\\"https://www.toutiao.com/i7048488820508983822/?tt_from=weixin&amp;utm_campaign=client_share&amp;wxshare_count=1&amp;timestamp=1641257377&amp;app=news_article&amp;utm_source=weixin&amp;utm_medium=toutiao_android&amp;use_new_style=1&amp;req_id=202201040849360101320380430A4BA894&amp;share_token=84a77209-53e7-49b2-9827-71e149da654d&amp;group_id=7048488820508983822undefined\\\" style=\\\"color:rgb(6, 85, 136);margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;text-decoration:none;\\\">半导体行业观察</a></div><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;\\\"><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">来源：本文内容来自【前瞻产业研究院】，谢谢。</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">随着中国半导体产业的发展，中国的半导体材料也在逐渐发生变化，已经从第一代半导体材料过渡到第三代半导体材料。本文主要分析了中国半导体材料行业的产业链，行业发展现状以及竞争格局等。</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">半导体材料处于半导体产业链的上游</strong></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">半导体产业链具体包括上游供应、中游制造和下游应用。其中，半导体材料处于上游供应环节，材料品类繁多。半导体材料和设备是基石，是推动集成电路技术创新的引擎。</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzu2uD4IAoE\\\" type=\\\"image/jpeg\\\" data-filename=\\\"StKzu2uD4IAoE\\\" height=\\\"306\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">目前，半导体前端制造主要中国上市公司包括：中环股份、沪硅产业、南大光电等。半导体后端封装材料主要参与上市公司包括：三环集团、康强电子等。</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzu3U5WBblPN\\\" type=\\\"image/png\\\" data-filename=\\\"StKzu3U5WBblPN\\\" height=\\\"446\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">半导体材料行业产业链企业区域热力地图：广东和江苏名列前茅</strong></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">从区域竞争格局看，江苏和广东的半导体材料企业分布较多，其次是浙江、山东和福建等省份，也聚集着较多的半导体企业。</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzu4A3U3d0hs\\\" type=\\\"image/png\\\" data-filename=\\\"StKzu4A3U3d0hs\\\" height=\\\"483\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">注：以上数据来源于企查查，通过企查查搜索“半导体材料”，筛选存续和在业的制造业企业。</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">从代表性上市公司分布情况来看，北京、江苏、上海、广东等地的半导体材料上市公司数量较多。</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzu593d9GpSH\\\" type=\\\"image/png\\\" data-filename=\\\"StKzu593d9GpSH\\\" height=\\\"364\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">半导体材料行业园区分布：陕西最多，浙江、山东紧随其后</strong></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">目前，陕西拥有的半导体材料相关产业园区数量最多，为5个，其次是浙江，山东排名第三。</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzuWnHwfs93Z\\\" type=\\\"image/png\\\" data-filename=\\\"StKzuWnHwfs93Z\\\" height=\\\"416\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">半导体材料行业代表性企业产量情况</strong></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">目前，半导体材料行业的上市公司主要布局于前端晶圆制造环节，这些上市企业在各自的布局领域产量情况如下：</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzuXKC1tPEUh\\\" type=\\\"image/png\\\" data-filename=\\\"StKzuXKC1tPEUh\\\" height=\\\"792\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">注：统计的企业为公布相关产量数据的上市企业，未公布具体产能/产量数据的上市企业未纳入统计中。</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">半导体材料行业代表性企业最新投资动向</strong></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">2020年以来，导体材料行业代表性企业的投资动向主要包括对子公司增资、与其他企业合资、新建项目等。导体材料行业代表性企业最新投资动向如下：</p><div style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;text-align:center;margin-bottom:1em;margin-top:1em;\\\"><img src=\\\"中国半导体材料行业产业链全景梳理_files/StKzuXnAC9uU1o\\\" type=\\\"image/png\\\" data-filename=\\\"StKzuXnAC9uU1o\\\" height=\\\"838\\\" style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;display:block;max-width:100%;\\\" width=\\\"576\\\"/></div><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><em style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-style:italic;\\\">以上数据来源于前瞻产业研究院《中国半导体材料行业市场需求前景与投资规划分析报告》。</em></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">今天是《半导体行业观察》为您分享的第2907内容，欢迎关注。</strong></p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">★亚洲半导体风云再起</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">★FPGA面世前的江湖</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\">★WiFi技术更迭20年</p><p style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;margin-bottom:1.5em;\\\"><strong style=\\\"margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;font-weight:bold;\\\">晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装</strong></p><div 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