【风口研报】公司深度受益国内半导体先进制程扩产，已适配最先进存储芯片制造产线，2026年订单有望保持50%以上增速

Group 1 - The company is expected to benefit significantly from the expansion of advanced semiconductor processes in China, with orders projected to maintain over 50% growth in 2026 and entering a new market category worth billions [1] - A strategic partnership with Muxi is established, indicating the company's potential transformation into a financial AI computing platform, which could enhance its role as a hardware facilitator for the "digital RMB going abroad" initiative, thereby strengthening long-term growth prospects [1]