CITIC Securities' latest research report indicates that in the latter half of 2026, considerable advancements are projected in the AI computing power and embodied AI industry, both within China and internationally. These advancements are set to propel significant growth in the demand for upstream AI hardware, midstream support equipment, and downstream application manufacturing. Signs of revitalization are becoming evident in the broader manufacturing sector, with notable bright spots emerging in the specialized equipment domain, spearheading a structured resurgence in the industry. Concurrently, the global proliferation of China's production capacities, which boast competitive advantages, is expected to continue flourishing. Investors are recommended to keep a close watch on the business developments of key companies operating in the AI and overseas expansion sectors, as well as to stay attuned to the recovery trajectory within the general manufacturing sector.