A research report released by CITIC Securities highlights that the collaborative advancement of achieving self-sufficiency in core technologies and AI technology served as a significant catalyst for the growth of relevant sectors in 2025. Looking forward to 2026, this trend is anticipated to gain even greater momentum. Specifically, 'attaining self-sufficiency in core technologies and AI computing power' is forecasted to emerge as the primary trend shaping the electronics industry throughout the entire year.

Within the realm of self-sufficiency in core technologies, there will be a concentrated effort on expediting the adoption of domestically produced computing power and semiconductor equipment. In the AI computing power sector, both the PCB (Printed Circuit Board) and memory sectors are expected to exhibit robust growth potential with a high degree of certainty. Furthermore, as a secondary area of focus, the 'consumer electronics' sector is primed to seize a cyclical upturn opportunity during the second quarter of 2026.