达瑞电子：与Meta各项目合作正有序进行 有望成为明年业务增量的新机会点

Core Insights - Darui Electronics (300976.SZ) identifies Meta as a significant end customer, with ongoing projects expected to create new business opportunities in the coming year [1] Group 1: Company Overview - Darui Electronics is actively collaborating with Meta, indicating a strategic partnership that may enhance future revenue streams [1] - The company specializes in carbon fiber product development and production, showcasing a comprehensive core technology capability that spans from prepreg materials to mass production [1] Group 2: Product Focus - The core product of Darui Electronics is carbon fiber structural support components used in foldable screen displays, specifically located at the back of the screen and in the hinge area [1] - The company is also advancing the application of composite materials in emerging AI hardware, including AI glasses and AR/VR devices [1]