Group 1 - The core viewpoint of the report is that Yongzhen Co., Ltd. (603381.SH) is rated as a buy due to its leading market share in the photovoltaic frame industry [2] - The company is recognized as a leader in the photovoltaic frame sector, with a significant market share [2] - The ongoing "anti-involution" efforts are expected to drive the recovery of the photovoltaic industry's prosperity, leading to an increase in the company's frame market share [2] - The expansion of advanced production capacity is aimed at consolidating scale advantages, while proactive overseas capacity layout is expected to enhance both market share and profitability [2] - The acquisition of Jienowei is seen as a strategic move to enter a high-growth sector, creating a second growth curve for the company [2]