EPISODE · Jul 1, 2026 · 8 MIN
亿钶气体半导体特气黑马冲刺 A 股 IPO
from AI解研说
上半年暴涨 770% 的中船特气带火电子特气赛道，又一国产半导体材料巨头正式冲击 IPO！上海亿钶气体递交招股书，深耕电子大宗气、电子特气、湿电子化学品赛道。高纯氩气回收、电子级氯化氢市占率全国第一，深度绑定华虹半导体、长鑫存储、TCL 中环、美光等国内外顶级大厂。营收稳健、毛利率持续走高突破 52%，强势卡位半导体国产替代黄金赛道。本期拆解这只隐形细分龙头的技术壁垒、市场地位与成长空间！
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