Xin Lang Cai Jing·2026-01-27 09:58Group 1: Semiconductor Industry - Micron Technology has officially broken ground on an advanced wafer manufacturing facility in Singapore, planning to invest approximately $24 billion over the next decade, with production expected to start in the second half of 2028 [5] - The semiconductor industry is projected to transition from a cyclical recovery to a growth leap by 2026, with a focus on "AI foundation + domestic substitution" [6] - Puran Co. is expected to achieve a net profit of 205 million yuan by 2025, exceeding institutional expectations, driven by optimized supply in the storage chip market and demand from AI servers and high-end smartphones [10] Group 2: Advanced Packaging and AI Applications - The advanced packaging theme was discussed in a recent expert meeting, highlighting the increasing demand and technological iterations in this area, with Huada Technology seeing a maximum increase of 16.8% [12] - Dongxin Co. is actively exploring new application fields for AI, including autonomous driving and AI devices, with a maximum increase of 22.58% noted [14] Group 3: Aerospace Industry - COMAC plans to moderately increase the production and delivery of its C919 narrow-body aircraft, targeting the delivery of 28 or more units this year [21] - Aviation Power has been recognized for its position as a core engine manufacturer, benefiting from product diversification and increased production of civil aircraft, leading to a significant stock increase [21][24] - The domestic large aircraft theme was also discussed in an expert meeting, with Aviation Power and Aviation Control seeing maximum increases of 7.14% and 5.83%, respectively [27]