【风口研报】硅光的产业爆发时刻已经到来，这家光芯片公司产品先发优势明确，下游客户信任度高，当前具备多个预期差

Group 1 - The industry of silicon photonics is experiencing a significant breakthrough, with a specific company having a clear first-mover advantage in its products and high trust from downstream customers, currently possessing multiple expectation discrepancies [1] - A company that successfully launched tungsten mining and resumed copper mining is expected to enhance profits, as it covers various metals including gold, silver, copper, tungsten, and molybdenum, with the upcoming peak season and expectations of interest rate cuts likely to strengthen industrial metal prices [1]