【研选行业+公司】这家锂电铜箔龙头海外客户突破，投资布局高速光模块

Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities and risks in the market [1] - A leading copper foil company has turned its losses around, moving from a loss of 1.05 billion to a profit of 0.37 billion, benefiting from the recovery of its main copper foil business and expanding into high-speed optical modules with a 5 billion investment, indicating potential profit elasticity [1] - The green polyester sector is projected to open up a new market space of 80 million tons, with three listed companies positioned to benefit significantly, supported by a clear logic of high return rates [1]