【光大研究每日速递】20250227

Group 1: Industry Insights - The demand for lightweight materials is expected to increase due to the growth of robotics and the low-altitude economy, with nylon likely to benefit from this trend [3] - COFs (Covalent Organic Frameworks) are emerging crystalline porous polymers with potential applications in flexible devices, including wearable electronics and biomedical devices, and have achieved ton-scale production [4] Group 2: Company Analysis - Gree Electric Appliances has undergone a board restructuring, with a focus on younger leadership, and is expected to have a historical high dividend yield of 7.1% in 2025, with only 25% of the time from 2013 to 2024 exceeding this yield [5]