Galaxy Securities pointed out that the semiconductor material market will explode due to the capacity expansion of downstream wafer factories and the growing domestic demand for high-end semiconductor materials. It is suggested to pay attention to the layout of silicon wafer manufacturing enterprises such as Shanghai Silicon Industry, Lion Micro, photoresist enterprises Jingrui Electric Materials, Nanda Optoelectronics, Photo Mask Enterprises Qingyi Optoelectronics, Electronic Special Gas Enterprises Watt Gas, Jinhong Gas, CMP material Enterprises Dinglong shares, Anji Technology, target enterprises Jiangfeng Electronics, wet electronic chemicals enterprises Jianghua Micro, etc. (Securities Times)