According to the CITIC Securities Research Report, clean rooms are an early part of semiconductor capital expenditure and can be an effective forward-looking indicator of domestic semiconductor equipment demand from multiple perspectives of construction cycles and historical verification. Considering the large volume of semiconductor-related orders from leading domestic cleanroom companies in 2026H1, we expect domestic semiconductor equipment demand to follow up in 2026H2 based on 5-9 months of moving in leading clean room equipment. We recommend focusing on the two main investment lines of domestic semiconductor equipment+domestic semiconductor clean room.

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