CITIC Securities has highlighted that sectors such as AI new materials, military new materials, solid-state batteries, nuclear fusion, and hydrogen energy are poised for robust market activity in the latter half of 2026. The firm advises investors to capitalize on trading opportunities spurred by policy announcements, significant events, and earnings disclosures. It emphasizes the importance of positioning in high-growth industries and high-quality sectors that exhibit strong momentum, advocating for proactive allocation to relevant industrial chain links and material segments. Specifically, regarding AI new materials, the scarcity of advanced packaging materials is projected to persist until the second half of 2027. Anticipated excess returns are expected to stem from the most scarce, least replaceable, and most smoothly price-escalating material nodes within the industrial chain. Investors are urged to focus on five key areas: ABF/CBF, CMP, chemicals, EMC, and glass substrates. When it comes to PCB new materials, the enhancement in computing power is fueling advancements in PCB materials. Copper-clad laminates of M7 grade and above are driving explosive demand for specialty resins like PPO and hydrocarbons. While overseas market leaders are expanding production at a sluggish pace, domestic companies are stepping up their substitution efforts. It is estimated that the overseas AI resin market will reach RMB 3.7 billion in 2026 and surge to RMB 7.1 billion in 2027, with M9-grade resins experiencing the most rapid growth. Domestic resin manufacturers that are integrated into high-end supply chains and possess expansion capabilities are particularly favored. In the realm of wafer fabrication materials, SEMI forecasts that AI will propel global spending on 300mm wafer fab equipment to USD 478 billion from 2027 to 2029, thereby boosting demand for wafer fabrication materials. The memory sector is entering a super-boom cycle, with companies like ChangXin accelerating their expansion plans, which in turn benefits the substitution of domestic materials. Notably, semiconductor silicon wafers are expected to witness increases in both volume and price in 2026. SUMCO anticipates that AI will account for over 10% of the demand for 12-inch silicon wafers, emerging as the primary driver of overall growth and accelerating the substitution of domestic 12-inch silicon wafers.