龙虎榜复盘丨光刻胶大涨，半导体持续活跃

Group 1 - Institutions ranked 40 stocks today, with a net purchase of 25 stocks and a net sale of 15 stocks [1] - The top three stocks with the highest net purchases by institutions are: Ordos (CNY 379 million), Sanbo Brain Science (CNY 266 million), and Shunhao Co. (CNY 238 million) [1][2] - Ordos relies on local coal and mineral resources to achieve resource conversion, forming a circular industrial chain of coal and mineral resource development, electricity, and metallurgy [2] Group 2 - The semiconductor industry is experiencing significant growth, with global 300mm wafer fab equipment spending expected to increase by 24% to USD 101.9 billion in 2025, reaching a historical high of USD 118.8 billion in 2026 [4] - China consumed one-third of the global chip consumption in 2023, indicating strong domestic production demand [4] - The semiconductor industry has high technical barriers and is strategically important, especially given the ongoing capital expenditure and strict overseas technology controls [5] Group 3 - Companies like Guanggang Gas and Chip Source Micro are key players in the semiconductor industry, providing essential materials and equipment [6] - The stock prices of major U.S. storage companies surged, with Micron Technology rising over 10%, SanDisk increasing by over 27%, and Western Digital up over 16% [6] - Chinese storage chip manufacturers, such as Yangtze Memory Technologies and Changxin Memory Technologies, are expected to accelerate production expansion between 2025 and 2027, with plans to increase the use of domestic equipment [6]