The semiconductor industry chain rebounded in the afternoon, with CCTech rising over 7%, continuing to set new historical highs

In the afternoon, the semiconductor industry chain rebounded, with the equipment sector leading the rise. Changchuan Technology surged over 7%, continuing to set new historical highs, while companies like Yingjixin, ACMSH, BAEC, Gentech, and AMEC also saw gains. On the news front, CITIC Securities stated that from a capacity perspective, the global market share of domestic wafer fabs is expected to increase from the current 10% to 30%, indicating about three times the expansion potential; if the localization rate of equipment increases from the current 20% to 60% to 100%, there would be a growth potential of 3 to 5 times