气派科技(688216.SH)：从订单方面来看，公司目前来料订单创新高

Core Viewpoint - The semiconductor industry is experiencing a recovery after a significant downturn, with demand gradually increasing and order volumes reaching new highs for the company [1] Industry Summary - The semiconductor industry saw explosive growth from 2020 to 2021, leading to excessive capital influx and chaotic capacity expansion, which resulted in a substantial decline in packaging and testing prices [1] - After over three years of inventory destocking, the overall industry is now recovering, with demand expected to grow steadily [1] - Starting from Q4 2025, order volumes are anticipated to gradually fill up, indicating a positive trend for the industry [1] Company Summary - The company reported that its incoming material orders have reached a record high, reflecting strong demand in the current market [1] - The rise in demand for advanced packaging capacity driven by AI, computing power, and storage is impacting traditional packaging capacity of industry leaders, contributing to an overall positive outlook for the company [1]