财经快讯|浙商证券：电子气体行业有望持续受益
4月24日消息，浙商证券研报指出，全球半导体景气预计2024年逐步复苏，电子气体行业有望持续受益。1）周期底部复苏：半导体行业持续复苏，电子气体作为匹配半导体加工中的重要耗材，有望持续放量；2）国产替代加速：国内电子气体市场以外资为主导，国产替代趋势明显、潜力巨大。看好电子气体子板块，未来3—5年业绩有望持续快速增长；3）重视海外市场：优秀的国产电子特气厂商逐步切入海外3nm、5nm先进制程，海外份额远低于其国内市场份额，成长空间更大。
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