Galaxy Securities' outlook for the second half of the year in the machinery industry: Grasping the growth trend of AI-related technologies.

Galaxy Securities research report stated that, looking ahead to the investment opportunities in the machinery and equipment sector in the second half of 2026, three aspects can be considered: First, continue to focus on the growth theme related to AI technology, including optical module testing equipment, AI PCB equipment and consumables, AI power generation equipment, etc.; Second, the "15th Five-Year Plan" emphasizes future industries and emerging industries, which are key to the transformation and upgrading of China's economy, including humanoid robots, controllable nuclear fusion, etc.; Third, consider selecting industry with upward valuation based on the cyclical characteristics of various segments, including quality stocks with low valuations in the fundamental aspects of sectors such as engineering machinery and machine tools.