【研选行业】存年销暴涨533%！消费电子新风口，产业链核心标的全梳理

Group 1 - The AI terminal application sector is experiencing a significant surge, with annual sales increasing by 533% and a projected CAGR of 55.6% over the next five years, indicating a potential new growth area in consumer electronics [1] - The photovoltaic and energy storage sectors are leading to a continuous expansion of supply-demand gaps, with analysts predicting that the price of certain minor metals could increase by over 50%, benefiting three major industry leaders with resource advantages and expected profit growth [1]