光刻机概念拉升，百川股份涨停，国风新材两连板

Core Viewpoint - The demand for domestic lithography machines is expected to rise significantly due to the rapid development of artificial intelligence and the construction boom of wafer fabs in China, especially in light of U.S. export controls on semiconductor equipment [1] Group 1: Market Performance - The lithography machine concept stocks experienced a strong rally on the 20th, with Guofeng New Materials hitting the daily limit for two consecutive days, Baichuan Co. also reaching the daily limit, and Dongcai Technology rising over 8% [1] - Other companies such as Tongcheng New Materials and Shanghai Xinyang saw increases of over 4% [1] Group 2: Industry Dynamics - The development of artificial intelligence has significantly increased the demand for advanced process capacity in China [1] - The cost of purchasing lithography machines constitutes the highest portion of the total investment in chip production lines, accounting for 21%-23% of the total equipment investment [1] - The ongoing construction of domestic wafer fabs and the rapid advancement of AI are driving the continuous rise in demand for domestic lithography machines [1] - The U.S. has intensified export controls on semiconductor equipment to China, which is likely to accelerate the rise of the domestic lithography machine industry [1]