【研选行业】这种半导体材料迎来替代窗口期，三龙头锚定国产化红利

Group 1 - The advanced packaging market is projected to reach 85.2 billion, while the photoresist market is expected to demand 15 billion, indicating a critical window for the replacement of semiconductor materials, with three leading companies poised to benefit from domestic production dividends [1] - In the context of two rounds of positive PPI cycles, a specific sector has experienced significant growth, with institutions forecasting that PPI will turn positive again by Q2 2026, suggesting a strategic allocation roadmap for three core stocks that offer dividends and upward potential [1]