On November 26, 2025, A-share concept stocks in the semiconductor, optical chip, and optical module sectors staged a collective rally. By 14:30, shares of Changguang Huaxin, Microsemi, and Dosilicon had all surged to their daily price limits. Meanwhile, Zhongji Innolight soared over 13% to hit an all-time high, while YSTech and Shanghai Electric Group saw their shares climb more than 8%.

In contrast, sectors such as aerospace, defense, and oil & gas led the market's declines. The Shanghai Composite Index edged down slightly by 0.15%, while the Shenzhen Component Index rose 1.02%, and the ChiNext Index climbed 2.14%.

On the news front, the global AI sector continues to witness positive developments, with capital expenditures by both domestic and international AI giants consistently surpassing expectations. The AI industry remains vibrant, and the relevant market size is projected to achieve robust growth. Additionally, Shanghai Xishang Microelectronics Technology Co., Ltd. has officially completed factory debugging and acceptance of its first self-developed 350nm stepper photolithography machine (AST6200), marking another significant breakthrough for China in the realm of high-end semiconductor photolithography equipment.