Woofun AI reports that CITIC Securities anticipates a substantial improvement in the overall performance of the electronics industry during the second quarter of 2026. Storage devices and CCL products are projected to lead gains due to rising prices, while AI-related segments including PCBs and power supplies will maintain strong earnings. Fab utilization and packaging rates are climbing with clear price hike trends, supported by demand for semiconductor equipment and domestic hash rate solutions. Consumer electronics firms linked to Apple and Huawei are performing well, alongside IC design companies benefiting from new product launches.