【风口研报】卫星和运载火箭不可或缺的关键材料，公司已布局卫星、火箭发动机壳体等高端装备产品，有望率先受益应用场景拓展

Group 1 - The article highlights the importance of satellite and launch vehicle materials, indicating that the company has positioned itself in high-end equipment products such as satellite and rocket engine casings, which are expected to benefit from the expansion of application scenarios [1] - The company's silicon photonics technology products are anticipated to break into the North American market, presenting significant growth potential, particularly as Google expands its computing power [1]