Group 1 - The core viewpoint is that titanium alloys are expected to penetrate rapidly into products requiring extreme lightweight and structural strength, such as foldable devices, AR/VR headsets, and drones, driven by advancements in powder metallurgy and 3D printing technology [1][2] - Apple's first foldable product is anticipated to be released in 2026, which is expected to further boost the demand for titanium alloys due to their high strength, corrosion resistance, and favorable surface texture [2] - Key applications of titanium alloys in foldable screens include: (1) middle frame for superior bending resistance compared to aluminum while achieving lightweight; (2) screen backing to support display quality and touch experience; (3) potential use in foldable screen axis covers due to better toughness and corrosion resistance [2] Group 2 - Domestic companies, particularly Tiangong International, are deeply engaged in high-end titanium alloy wire production and are expected to benefit from the increasing demand from major clients in the foldable device market [3] - Powder metallurgy is also being utilized to develop advanced fusion materials, with domestic companies actively addressing critical challenges in this area, particularly in the context of sustainable energy and commercial nuclear fusion [4] - The materials required for fusion reactors must withstand extreme conditions, and companies like Tiangong International are working on producing advanced low-activation steel and high-boron steel for nuclear applications [4]