【研选行业+公司】焊料国产替代空间大，这家公司望凭比亚迪等开启新增长

Group 1 - The domestic substitution space for electronic assembly materials is significant, with new fireproof materials passing tests and entering the data center sector. Institutions are optimistic about the company's potential to expand into new scenarios leveraging its network of benchmark clients such as BYD, CATL, and DJI, aiming for a net profit of 153 million by 2027 [1] - Lithium carbonate prices have surged by 30% to reach 100,000 yuan per ton, highlighting the cost advantages of sodium batteries. Institutions are optimistic about the sodium battery industry completing its cold start and entering a phase of scale expansion, with five leading companies already positioned to benefit [1]