Core Insights - The domestic semiconductor industry in China is experiencing significant breakthroughs in lithography machine localization, highlighted by the recent China International Industrial Expo where key products were showcased [1][3] - The domestic lithography machine industry is entering a year of explosive growth, with advancements in production capabilities and technology [3][4] Industry Developments - Shanghai Micro Electronics and Chip-on-Micro showcased major products, indicating a "0-1" breakthrough in the industry, with advanced packaging machines entering mass production and domestic EUV machines in the principle machine construction phase [3] - The domestic lithography machine has made significant progress in the 90nm and below process nodes, with Shanghai Micro Electronics achieving mass production of its 600 series lithography machine [3][4] - Collaborations, such as between Yuliangsheng and SMIC, signal important advancements in domestic lithography machine testing [3] Market Performance - The stock of Zhangjiang Hi-Tech (600895) hit a historical high, reflecting positive market sentiment towards lithography machine concepts [4] - The A-share market has over 40 stocks related to lithography machines, with institutions showing strong interest in companies like Chip-on-Micro, Jiangfeng Electronics, and others [6][7] Financial Projections - Analysts predict significant net profit growth for several companies in the lithography machine sector, with expectations of over 30% growth for firms like Fuchuang Precision and Tongfei Shares in 2026 and 2027 [6] - Companies such as Chip-on-Micro and Jiangfeng Electronics are also expected to see net profit growth exceeding 20% in the same period [6] Investment Trends - Leveraged funds have shown strong interest in stocks like Tengjing Technology and Chip-on-Micro, with net purchases exceeding 100 million yuan since September [7][8] - The demand for domestic lithography machines remains high, but the localization rate is still low, indicating potential for future growth [5]

Group 1: Junsheng Electronics - Junsheng Electronics received project designation notifications from two leading automotive manufacturers to develop and provide a range of automotive intelligent products globally, including CCU and intelligent networking products [1] - The total order value for these projects is expected to be approximately RMB 15 billion, with mass production planned to start in 2027 [1] - Following the gradual realization of these orders, Junsheng Electronics' intelligent driving business is anticipated to enter a rapid growth phase according to Guosen Securities [1] Group 2: Optical Lithography Sector - Stocks such as Boliang Optoelectronics, Yongxin Optics, and Kaimete Gas experienced price increases [2] - Boliang Optoelectronics specializes in optical components like mirrors and lenses used in lithography applications [2] - Kaimete Gas's subsidiary received certification from Japan's GIGAPHOTON, indicating recognition of its lithography gas products by laser equipment manufacturers [2] Group 3: Flexible Screens (Foldable Screens) - Stocks including Lihesheng, Dongmu Co., and Kosen Technology saw price increases [3] - Lihesheng's OLED flexible screen coating equipment is designed for applying protective and heat dissipation films on 3D curved OLED panels [3] - Dongmu Co. is involved in liquid metal products that are used in foldable smartphone hinges and automotive decorative parts [3] Group 4: Industrial Mother Machines - Stocks such as Zhongyuan Neipei, Aopu Optoelectronics, and Baoxin Technology experienced price increases [4][5] - Zhongyuan Neipei's subsidiary focuses on the research and production of CNC machine tools and non-standard specialized machine tools [4] - Baoxin Technology's CNC sheet metal technology falls under the industrial mother machine category, applicable in this sector [5] Group 5: Top Stocks by Net Buying Amount - Eight stocks on the龙虎榜 had net buying amounts exceeding RMB 100 million, with Huijin Co., Hengbao Co., and Kaimete Gas surpassing RMB 200 million [6][7] - The net buying amounts for these stocks were RMB 317 million, RMB 246 million, and RMB 208 million respectively [7] - Other stocks with significant institutional net buying included Haoen Automotive and Weilan Lithium, with amounts over RMB 50 million [7]