Group 1: Short Drama Industry - The overseas short drama market is experiencing explosive growth, with long-term potential exceeding $24.2 billion [2][5] - The core contradiction on the supply side is between the huge market demand and the scarcity of "effective capacity" [5] - The competitive landscape is more favorable than in the domestic market, with Chinese manufacturers leading the way [5] - The profitability outlook is shifting from "burning money for growth" to "stable profit margins" [5] Group 2: Injection Molding Machine Industry - The gross profit margin difference exceeds 10 percentage points, with overseas markets becoming a new growth pole for injection molding machines [6][8] - Countries with high manufacturing prosperity are likely to become target markets for China's industrial production equipment exports [6] - The trend of overseas factory establishment is accelerating, which is expected to catalyze equipment demand [8] - Leading companies are accelerating their global layout, creating new growth poles through international expansion [8]