[Zhongtai Electronics] Firmly Bullish on Capacity Expansion as the Greatest Common Divisor, Attaching Importance to Historical Opportunities in Equipment & Components Sector!

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### [Zhongtai Electronics] Firmly Bullish on Capacity Expansion as the Greatest Common Divisor, Attaching Importance to Historical Opportunities in Equipment & Components Sector! Time: 2026-07-31 11:36:19 Content: [Zhongtai Electronics] Firmly Bullish on Capacity Expansion as the Greatest Common Divisor, Attaching Importance to Historical Opportunities in Equipment & Components Sector! #Capacity Expansion Will Become the Greatest Common Divisor ① When the market worries about price increases backfiring on demand, capacity expansion will become a necessary option to meet the increasingly tight supply-demand contradiction. ② Currently, domestic DRAM/NAND etc. account for about 10%-15% of the global share, while China's demand accounts for about 1/3 of the global total. The need for self-sufficiency remains far from sufficient, and the mainland is expected to expand capacity faster than overseas. ③ ChangXin's H1 revenue was 110-120 billion yuan, with net profit of 66-75 billion yuan. This IPO is expected to raise 29.5 billion yuan, with extremely abundant funds, likely to accelerate production expansion. Pay attention to upstream "shovel" stocks in capacity expansion. #The equipment segment, as the largest "shovel" for Fab expansion, is expected to benefit deeply. Focus on the leading equipment giant, NAURA Technology; …