宜安科技:液态金属赋能折叠屏,技术铸就核心价值

Group 1 - The core viewpoint of the articles highlights the growth potential of the foldable screen market, with liquid metal technology being a key material for high-end devices, positioning the company as a rare core supplier in this sector [1][2] - The company has established itself as a leader in the liquid metal industry, achieving large-scale production of zirconium-based amorphous alloys with exceptional properties, including a strength of ≥1200MPa and the ability to withstand over 300,000 folding cycles [1] - The company has a comprehensive production capability from material formulation to precision molding, holding over 200 core patents and maintaining a stable yield rate of over 95%, creating a significant technological moat [1] Group 2 - The foldable screen market is expected to see rapid growth due to technological maturity and price reductions, with liquid metal being favored for its lightweight and precision advantages, reducing weight by 40% compared to traditional magnesium alloys [2] - The company's liquid metal technology has applications beyond consumer electronics, extending into fields such as smart robotics and new energy vehicle components, forming a growth matrix that supports long-term development [2] - Despite facing operational challenges, including pressure on profit margins from traditional magnesium products and a decline in R&D investment, the company is expected to optimize its revenue structure and improve profitability with the launch of a new production base [2]