Huaxi Machinery reports that Naura Technology's Q3 2026 orders continued to exceed expectations, with new orders up over 60% year-over-year in the first three quarters, implying a scale near RMB 57 billion. The broker reiterates a strong bullish call on the semiconductor equipment sector, citing a major wafer fab expansion cycle.
Huaxi Machinery remains strongly bullish on China's semiconductor equipment sector, highlighting Naura's accelerating orders and recommending a broad list of domestic equipment names.
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