创世纪：3C业务持续高景气，钻攻机受益于AI创新及折叠屏渗透率提升

Core Viewpoint - The company has achieved comprehensive coverage of downstream core users with its 3C drilling and milling machining centers, leading the industry in market share [1] Group 1: Market Dynamics - The demand for equipment is increasing due to the AI-driven consumer electronics upgrade wave and the rising penetration of titanium alloy frames and foldable screens [1] - Downstream customers are expanding production, contributing to the growth in equipment demand [1] Group 2: Technological Advancements - The company is enhancing efficiency by upgrading technology, such as increasing tool magazine capacity [1] - The acceleration of equipment updates and domestic substitution is expected to further boost the market share of drilling and tapping machines [1]