【研选行业+公司】深度绑定亚马逊，这家公司打造了AI与卫星通信新增长极

Group 1 - The article highlights the significant profit increase of Spring Power in 2020, with a net profit growth of 102%, leading to an excess return of 287% [1] - It discusses the changing dynamics of the overseas chain logic by 2025, shifting from a "demand feast" to a "survivor takes all" scenario, raising questions about which companies will replicate this market trend [1] - The article notes a staggering 452% increase in net profit in the first half of the year, driven by deep partnerships with major clients like Amazon, and the initiation of high-end PCB capacity expansion [1] Group 2 - The emergence of new growth drivers in AI and satellite communication is emphasized, suggesting that the company's profit elasticity may exceed expectations [1]