The disclosure of A-share companies' 2026 semi-annual reports has reached its peak, and “on-hand orders” have become the core indicator for examining the industry's sentiment. Sumeda's ship production tasks cover up to 2030, orders for Zhongji Xuchuang optical modules reach 2027, and Xingyun Technology's long-term framework order scale for computing power and storage exceeds 15.4 billion yuan... A series of impressive order data shows the development resilience and hard core strength of the domestic manufacturing and technology industry. Looking at the disclosed order information, the three main lines are clearly visible: large-scale orders for high-end manufacturing such as ships, cables, and laser equipment are full; industries such as innovative drugs and optical modules rely on technological upgrades and overseas market development to usher in a period of release of global dividends; and circuits such as semiconductor equipment and computing power services continue to transform technological iteration advantages into real order increases.

The disclosure of A-share companies' 2026 semi-annual reports has reached its peak, and “on-hand orders” have become the core indicator for examining the industry's sentiment. Sumeda's ship production tasks cover up to 2030, orders for Zhongji Xuchuang optical modules reach 2027, and Xingyun Technology's long-term framework order scale for computing power and storage exceeds 15.4 billion yuan... A series of impressive order data shows the development resilience and hard core strength of the domestic manufacturing and technology industry. Looking at the disclosed order information, the three main lines are clearly visible: large-scale orders for high-end manufacturing such as ships, cables, and laser equipment are full; industries such as innovative drugs and optical modules rely on technological upgrades and overseas market development to usher in a period of release of global dividends; and circuits such as semiconductor equipment and computing power services continue to transform technological iteration advantages into real order increases.