CITIC Securities: "Self-reliant and controllable, AI computing power" is expected to become the absolute main theme throughout the electronics industry for the whole year.

CITIC Securities research report stated that by 2025, self-controllable technology and AI resonance will drive related sectors to achieve impressive performance. Looking ahead to 2026, this industry trend is expected to be further strengthened. "Self-controllable technology and AI computing power" are likely to become the absolute main theme throughout the year in the electronics industry. The focus on self-controllable technology includes the accelerating trend of domestic computing power and semiconductor equipment. The direction of AI computing power shows high certainty in PCB and storage. In addition, "consumer electronics" as a sideline may encounter significant turning opportunities, with a focus on the possibility of an economic turnaround in 2026 Q2.