Group 1: Huanxu Electronics (环旭电子) - Huanxu Electronics has made progress in SiP modules, AI glasses, servers, and optical modules [1] - New applications for SiP modules are emerging in mobile phones and AI glasses, with the L10 server JDM project already delivered [1] - The company aims for a 30% growth in I acceleration card market share and plans to expand its mainboard business [1] Group 2: Orbbec (奥比中光) - Orbbec focuses on the "robotics and AI vision industry platform" strategy, utilizing 3D vision sensors to empower robots [2] - The company has established long-term partnerships with leading clients in the Chinese service robotics sector and is actively expanding into industrial and humanoid robot markets [2] - Collaboration with NVIDIA is underway to advance robot development through 3D vision perception technology [2]