Domestic production of lithography machines is continuously speeding up, and the list of high-growth potential stocks predicted by institutions has been released.

Since the beginning of this year, the localization of lithography machines in China has been accelerating. People's Financial News reported on November 26th that on November 25th, Shanghai Xinshang Microelectronics Technology Co., Ltd. reported another achievement, their self-developed first 350nm stepper lithography machine successfully completed factory debugging and acceptance, and was sent to the customer site, marking another key breakthrough in China's high-end semiconductor lithography equipment field. Prior research reports from Huaxi Securities pointed out that lithography equipment may achieve certain breakthroughs and localization is expected to accelerate. A-share lithography machine industry chain includes Xuguang Electronics, Zhangjiang High-Tech, Maolai Optics, Fuguang Electronics, Fujing Technology, and Huicheng Vacuum, among others. Some individual stocks have promising growth potential. According to institutional consensus forecasts, stocks such as Lante Optical, Juguang Technology, and Maolai Optics are expected to see a net profit growth rate of over 20% in 2026 and 2027. Among them, institutions predict that the net profit growth rates of Juguang Technology, Maolai Optics, and Huachen Equipment will all exceed 30% in the next two years.