Di Yi Cai Jing·2026-03-27 00:16Group 1 - The core viewpoint of the report indicates that the first quarter of 2026 will be a critical validation period for PCB equipment manufacturers regarding their expansion speed, market share growth, and profitability levels as terminal AI manufacturers finalize their strategies and downstream board manufacturers accelerate production [1] Group 2 - For the exposure, drilling, and testing segments, the report anticipates a quarter-on-quarter profit increase in the first quarter of 2026 compared to the fourth quarter of 2025 [1] - In the electroplating segment, there is an expectation of a significant discrepancy in profit expectations for the first quarter of 2026 [1] - For the PCBA and Q fabric segments, the report predicts year-on-year growth in the first quarter of 2026, but the larger performance elasticity is expected to be released after the first quarter [1]