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【风口研报】深地理念的普及带动隧道建设应用持续扩展,分析师看好水利工程、矿山等新场景将进一步打开增长空间
财联社· 2025-10-21 10:55
Group 1 - The core viewpoint of the article emphasizes the expansion of tunnel construction applications driven by the popularization of deep earth concepts, with analysts optimistic about growth opportunities in new areas such as water conservancy projects and mining, positioning Chinese companies in the leading tier internationally [1] - Analysts strongly advocate for a non-metallic material that significantly outperforms existing semiconductor materials in terms of thermal conductivity and other aspects, indicating its suitability for core cooling needs in semiconductor devices and server GPUs, suggesting a broad market potential in the high-end sector [1]