天风证券：看好下游长江存储等厂商扩产后带来半导体材料端的释放与增速

今日期货研报精选。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/261/w750h5111/20220920/4a0b-1fa02883fb58eb62ce3b8d48122df991.jpg"]},"commentid":"live:finance-152-2806616:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-09-20 08:24:50","update_time":"2022-09-20 08:24:50","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"5","name":"市场"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2806615,"zhibo_id":152,"type":0,"rich_text":"【天风证券：看好下游长江存储等厂商扩产后带来半导体材料端的释放与增速】天风证券最新研报表示，半导体材料和设备是半导体制造工艺的基石，制程的进步推动半导体材料价值量增加，需求相应进一步提升。市场规模增长迅速，2021年达到643亿美元，同比增长15.86%。晶圆制造材料核心优势不足，自给率低，国产替代空间大。外部环境影响供给，内部扩产增加需求，政策加码鼓励国产替代，半导体材料量价齐升。我们看好下游长江存储等厂商扩产后带来半导体材料端的释放与增速。