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Xinlai Yingcai: Currently, the company's semiconductor business has a good level of orders on hand, with strong demand from downstream customers.

MarsBitNews
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Mars Finance News, Xinlai Yingcai (300260.SZ) released an investor relations activity record announcement. By 2026, the global semiconductor industry, especially in mainland China, is in a new wave of capacity expansion. Domestic wafer fabs' capital expenditures remain high, coupled with the further acceleration of the localization trend in the supply chain, bringing significant order growth to the company's broad semiconductor business. Currently, order backlog remains at a good level, and downstream customer demand is strong. The company will continue to seize the dual opportunities of the semiconductor expansion peak and domestic substitution, accelerate capacity matching and market expansion, and it is expected that the semiconductor business will continue to grow rapidly in subsequent quarters. (Cailian Press)
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