Group 1 - The article highlights the expansion of application scenarios for specialized electronic chemicals, driven by the recovery of the industry and opportunities for domestic production, with institutions focusing on key targets in the sector [1] - An AI marketing company is identified as a hidden champion with a gross margin of 57%, leveraging a technology matrix of "AI middle platform + data CRM + OMS" to serve major brands like Skechers, Li Ning, and Pop Mart, with brand incubation business contributing over 40% to growth, and institutions projecting a net profit CAGR exceeding 40% over three years [1]