Group 1 - The core viewpoint of the article emphasizes the significant potential for domestic substitution in electronic assembly materials, with new fireproof materials passing tests and entering the data center sector. Institutions are optimistic about companies leveraging networks with benchmark clients like BYD, CATL, and DJI to explore new growth scenarios, targeting a net profit of 153 million by 2027 [1] - Lithium carbonate prices have surged by 30% to reach 100,000 yuan, highlighting the cost advantages of sodium batteries. Institutions are optimistic about the sodium battery industry completing its cold start and entering a phase of scale expansion, with five leading companies already positioned to benefit [1]