【研选行业】AI电力稀缺资源，2025年已涨价两波，这些公司卡位核心环节

Group 1 - The core viewpoint of the article emphasizes the importance of understanding and utilizing research reports to identify investment opportunities and avoid missing out on market trends [1] - The article highlights the ongoing "material war" in humanoid robots, focusing on lightweight materials such as aluminum alloys, magnesium alloys, and engineering plastics (PEEK/PPS), with four companies identified as key players in this sector [1] - It discusses the critical role of chromium salts as a scarce resource for AI power, predicting a supply-demand gap of 32% by 2028, and notes that the price of metallic chromium has already increased twice by 2025, indicating that certain companies are strategically positioned in this market [1]