According to the CITIC Securities Research Report, the overall performance of the electronics industry is expected to improve in the second quarter of 2026. Among them, storage and CCL in the direction of price increases are the best, AI-oriented storage, PCB, and power supply-related companies continue to perform well, the operating rate of Fab and package testing in the autonomous and controlled direction continues to increase and the pace of price increases is clear, and the volume expectations and financial report improvements of semiconductor equipment and domestic computing power are also continuing to be interpreted; Looking at the other direction, the Apple and Huawei chains of consumer electronics are showing impressive performance. IC design companies and IC design companies with integrated storage businesses are releasing new products themselves. Logical company performance Better. Taken together, the segments that are expected to perform relatively well include storage, CCL, autonomous and controllable computing power, advanced manufacturing, power, equipment leaders, fruit chain leaders, and IC design companies with integrated storage. Looking ahead to the second half of 2026, the upward inflection point of domestic semiconductor equipment and domestic computing power is clear. At the same time, power supply-related, PCB, and storage performance under global AI trends continues to be strong, and the AI industry chain market is beginning to diverge. At the same time, supply chain orders and trends such as consumer electronics optics and glass substrates are gradually becoming clear, and we are firmly optimistic about the sector's subsequent performance.

According to the CITIC Securities Research Report, the overall performance of the electronics industry is expected to improve in the second quarter of 2026. Among them, storage and CCL in the direction of price increases are the best, AI-oriented storage, PCB, and power supply-related companies continue to perform well, the operating rate of Fab and package testing in the autonomous and controlled direction continues to increase and the pace of price increases is clear, and the volume expectations and financial report improvements of semiconductor equipment and domestic computing power are also continuing to be interpreted; Looking at the other direction, the Apple and Huawei chains of consumer electronics are showing impressive performance. IC design companies and IC design companies with integrated storage businesses are releasing new products themselves. Logical company performance Even better. Taken together, the segments that are expected to perform relatively well include storage, CCL, autonomous and controllable computing power, advanced manufacturing, power, equipment leaders, fruit chain leaders, and IC design companies with integrated storage. Looking ahead to the second half of 2026, the upward inflection point of domestic semiconductor equipment and domestic computing power is clear. At the same time, power supply-related, PCB, and storage performance under global AI trends continues to be strong, and the AI industry chain market is beginning to diverge. At the same time, supply chain orders and trends such as consumer electronics optics and glass substrates are gradually becoming clear, and we are firmly optimistic about the sector's subsequent performance.