China Galaxy Securities research report stated that the semiconductor industry sector has experienced a continuous adjustment. Multiple signs indicate that the semiconductor industry cycle is about to reverse. The establishment of the third large fund injects a significant boost into the market. Regarding the semiconductor material, equipment and testing sector, Galaxy Securities believes that they currently have configuration value and recommends paying attention to the following semiconductor material companies: Huahai Chengkang, Jiangsu Yoke Technology, Shenzhen Qingyi Photomask, and Konfoong Materials International; semiconductor equipment companies: Naura Technology Group, Co-win Automation, and Leading Edge Equipment Technology; integrated circuit testing and packaging companies: Tongfu Microelectronics, JCET Group Co., Ltd., and YXC Electronics.
银河证券：大基金三期成立提振信心 半导体材料、设备和封测板块当前具备配置价值
Galaxy Securities: The establishment of the third large fund boosts confidence. The semiconductor material, equipment and testing sector currently have configuration value.
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