【研选行业】这个赛道国际龙头长期享估值溢价！两家A股有望复刻

Group 1 - The article emphasizes the importance of understanding research reports and market trends to avoid missing investment opportunities, highlighting the need for rigorous report selection and analysis [1] - It discusses a market worth over 2 trillion, indicating that leading companies enjoy valuation premiums due to stable ROE growth and potential valuation increases, with two specific companies recommended for close monitoring [1] - The article identifies a compound annual growth rate of nearly 37% in demand driven by the integration of new energy vehicles, AI, and AR, predicting a global shortfall of 12 million units by 2030, suggesting a favorable window for industry chain investments due to supply-demand imbalance [1]