【研选行业+公司】这家公司卡位折叠屏黄金赛道，机构看高40%股价空间

Group 1 - The company is positioned in the folding screen market, with future single-unit ASP expected to continue rising, and has successfully expanded into new revenue streams such as AI glasses, achieving a revenue increase to 460 million yuan, with institutions projecting a 40% upside in stock price [1] - The ASIC power consumption issue remains unresolved, making metal soft magnetic powder cores a necessary option, while the DDR6 upgrade adds incremental growth; this domestic soft magnetic materials leader is positioned in the AI computing power market, aiming for a production capacity of 300 million pieces by 2026 [1]