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A research report released by CITIC Securities highlights that cleanrooms constitute an initial phase in semiconductor capital expenditure. Drawing on construction cycles and historical data for verification, cleanrooms can act as a bellwether for domestic semiconductor equipment demand. Projections indicate that by the first half of 2026, leading domestic cleanroom enterprises will experience significant growth in semiconductor-related orders. Given the 5 to 9-month lead time typically required for the installation of advanced cleanroom equipment, it is expected that domestic semiconductor equipment demand will correspondingly increase in the latter half of 2026. Investors are advised to concentrate on two key investment themes: domestic semiconductor equipment and domestic semiconductor cleanroom solutions.
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