[Semiconductor equipment concept rose again in the afternoon, Jingyi Equipment's 20CM daily limit] On November 4th, the semiconductor equipment concept rose again in the afternoon, Jingyi Equipment's 20CM daily limit, Torrens closed the 20CM daily limit, Huafeng Measurement and Control, Zhongke Feichai, Qiangyi Shares, Shengmei Shanghai, and Changchuan Technology followed suit. On the news, according to market data statistics, the total revenue of 14 semiconductor equipment companies in the first three quarters was 75.938 billion yuan, a year-on-year increase of 19.3%, and the net profit attributable to parent companies was 17.660 billion yuan, a year-on-year increase of 59.5%. The order side is also full. Shengmei Shanghai's orders on hand are 17.073 billion yuan, a year-on-year increase of 88.2%. The delivery cycle of head equipment companies has been scheduled to the first half of 2027.