存储扩产确定性提升，持续推荐“两长”设备产业链

Group 1: Market Performance - The Shanghai and Shenzhen 300 index decreased by 1.33% during the week of February 2 to February 6, 2026, while the machinery equipment sector increased by 0.38%, ranking 11th out of 31 in the Shenwan industry classification [1][2] - Within the machinery equipment sub-sectors, the best performer was the engineering machinery components, which rose by 7.52% [1][2] - The PE-TTM valuation for the machinery equipment industry increased by 0.45%, with the top three sub-sectors in terms of PE-TTM uplift being engineering machinery components (+7.52%), engineering machinery complete sets (+3.72%), and refrigeration and air conditioning equipment (+2.53%) [1][2] Group 2: Semiconductor Equipment - The report recommends several companies in the semiconductor equipment sector, including North China Innovation (002371), Zhongwei Company (688012), Shengmei Shanghai (688082), and Tuojing Technology (688072), while suggesting to pay attention to Jingce Electronics (300567) [2] - Yangtze Memory Technologies Co., Ltd. (YMTC) is expected to advance its third-phase project production schedule, potentially increasing its global NAND market share to over 10% by 2026 [3] - The capital expenditure of YMTC is projected to significantly exceed that of global peers, accounting for approximately 20% of global NAND flash capital expenditure in 2025 [3] Group 3: Commercial Aerospace - The report highlights that 2026 is anticipated to be a pivotal year for IPO acceleration in China's commercial aerospace sector, with a notable increase in the number of companies planning to go public compared to the same period last year [4] - Among the 15 companies preparing for IPOs or already in the process, 7 are related to rockets (approximately 47%), while 4 are satellite manufacturers (approximately 27%) [4] - More than half of the companies are in the IPO guidance stage or have completed the guidance acceptance, indicating a faster pace in the IPO process for commercial aerospace firms [4] Group 4: Humanoid Robots - The report recommends companies such as Huichuan Technology (300124) and Sanhua Intelligent Control (002050), while suggesting to pay attention to Hanwei Technology (300007) in the humanoid robot sector [5] - Electronic skin technology is entering a phase of large-scale delivery, with orders and deliveries gradually materializing [5] - The humanoid robot prototype Moya, recently released by Shanghai Zhuoyide Robotics, features a lightweight design and improved energy efficiency, with a continuous operation time exceeding 6 hours on a single charge [5]