Cleanroom equipment manufacturer Aoxiang reported record-high June and Q2 revenue, with Q1 EPS reaching 9.45 yuan due to doubling profitability. The company's current on-hand orders have reached 800 billion yuan, supported by strong demand from AI datacenter construction and semiconductor capacity expansion projects.
Cleanroom equipment suppliers are seeing massive order backlogs from AI datacenter and semiconductor fab buildouts, indicating sustained infrastructure capex.