【研选行业+公司】五矿入主锂盐产能跃升5倍，钾锂双龙头价值正待重估

Group 1 - The article emphasizes the importance of timely and insightful research reports to identify investment opportunities, particularly in the context of the rapidly evolving AI and semiconductor markets [1] - The global storage chip market is experiencing a structural supply-demand imbalance due to the continuous explosion of AI demand, with a strong investment outlook for this sector [1] - The stock of Xiangnong Chip Innovation has seen a significant increase, with a maximum rise of over 360% following multiple alerts to investors [1] Group 2 - The value of the "dual leaders" in potassium and lithium is expected to be reassessed, with the potential increase in lithium salt production capacity from 40,000 tons to 200,000 tons after the acquisition by Wenkang [2] - The industry is accelerating due to dual drivers of policy and technology, with the satellite internet computing power scheduling space potentially reaching hundreds of billions, prompting institutions to identify beneficiaries of "computing power in space" [2]