【风口研报】明星分析师时隔一年再度覆盖北交所上市公司，这家公司“小而美”产品下游需求全面爆发，后续产能有望提升超50%

Group 1 - The core viewpoint of the article highlights the rapid development of the insulation materials industry in China, driven by the growth of sectors such as electricity, electronics, and home appliances, alongside an accelerating localization process [1] - The company is positioned as an industry leader with a comprehensive product range covering all voltage levels, continuously binding with high-quality clients like Zhengtai and TBEA, benefiting from strong downstream demand and rising prices [1] - The company's capacity is gradually being released, which is expected to lead to rapid growth in performance due to the favorable market conditions [1]