中信证券：国内半导体产业将持续高景气，建议关注半导体设备头部平台型公司

Group 1 - The core viewpoint of the report highlights three major trends in the Chinese semiconductor industry: the transition from single-point breakthroughs to a full industry chain rise, advancements from mature processes to advanced processes, and the expansion from domestic markets to global markets [1][2] - The report indicates that with the gradual breakthroughs in domestic semiconductor equipment, components, and materials, the dependence on overseas products is continuously decreasing, making local companies the core driving force for industry growth [1][2] - It is anticipated that leading domestic wafer fabs will continue to expand production, and the construction of advanced process production lines will accelerate, providing significant market space for domestic equipment and materials, further promoting the process of domestic substitution [1][2] Group 2 - In the long term, driven by demand in AI computing power, advanced storage, and new energy, the domestic semiconductor industry is expected to maintain high prosperity, with domestic substitution being the most certain main line [1][2] - Local companies, leveraging technological breakthroughs, cost advantages, and service capabilities, are likely to occupy a more important position in the global semiconductor industry landscape, ushering in long-term growth opportunities [1][2] - The report suggests paying attention to leading platform companies in the semiconductor equipment sector [1][2]