
According to media reports, Sanghui Engineering, a supplier of clean rooms and one-stop equipment, said that despite the resurgence of the epidemic in Southeast Asia, it is still seeing its main customers continue to build new facilities in the region, and orders on hand have reached record levels. I am optimistic about customer demand in the third quarter.
Since the beginning of this year, due to the aggravation of chip shortage, major semiconductor manufacturing companies at home and abroad have raised capital expenditure plans and vigorously expanded production capacity. Clean room project is an indispensable important infrastructure in the upstream of high-end manufacturing fields such as semiconductors, display panels, medicine and medicine, which will usher in the dividend stage of development. The market size of the industry is expected to increase from 131.3 billion yuan in 2020 to 205.6 billion yuan in 2025.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
A few days ago, Ya Xiang Integration won the bid of 111 million yuan from Hefei Jinghe Integrated Circuit Co., Ltd.; Zusheng Technology is the only professional company in the world that can manufacture three major air Filter materials at the same time. Zhengfan Technology provides downstream customers with clean room supporting system design and construction services.
![[SMM Analysis] Stainless Steel Social Inventory Saw a Slight Buildup, While High Supply Coupled with Cautious Downstream Demand Constrained Destocking](https://imgqn.smm.cn/usercenter/bFzkj20251217171724.jpg)


