-- 先進微加工設備中國有限公司（AMEC，股票代號：688012）2026年第一季獲利成長近三倍，主要得益於資產出售和市場對先進蝕刻工具需求的成長。 該公司週二在上海證券交易所發布的公告顯示，第一季歸屬於股東的淨利潤飆升197%，達到9.305億元人民幣，去年同期為3.131億元。 這家中國晶片設備製造商的每股盈餘幾乎翻了三倍，從去年同期的0.50元人民幣增加至1.47元。 AMEC表示，營收年增34%，從21.7億元增至29.1億元人民幣，接近過去14年平均每年超過35%的營收成長率。 晶片設備製造商AMEC表示，研發費用年增32%，即2.21億元人民幣，相當於本季營收的31%。 AMEC也將強勁的業績歸功於出售其持有的拓普傑德科技部分股份所獲得的3.97億元人民幣稅後淨收益。 AMEC表示，用於蝕刻先進邏輯和儲存裝置的晶片製造設備的出貨量在本季也有所成長。 根據提交的文件，該公司已開發出300多台用於超高深寬比蝕刻製程的蝕刻機，並已向客戶交付了用於驗證的超高深寬比低溫蝕刻設備。 傑富瑞投資銀行在4月23日的報告中指出，中國半導體貿易逆差在第一季成長17%，加劇了未來五年內對更積極拓展晶圓代工產能的需求，也推動了半導體產業的蓬勃發展。 傑富瑞維持對AMEC的「買入」評級，認為該公司是其在中國晶圓製造設備製造商中的首選，因為AMEC的業務與中國記憶體資本支出密切相關。
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