CITIC Securities' electronics team reiterated Jingyi Equipment (京仪装备) as its October top pick, citing strong demand from advanced logic and high-layer 3D NAND capacity expansion, with NAND orders exceeding 50% and storage orders over 70% of the company's total.
CITIC remains strongly bullish on Jingyi Equipment, viewing it as a key beneficiary of China's semiconductor capacity buildout and localization trend.
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