行业研究丨深度报告丨电子元件 [Table_Title] 液态金属行业五问五答 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 苹果作为全球消费电子硬件创新的引领者，其自身的高端机存量用户 10 亿以上，安卓品牌在 前几年已经给消费者完成折叠屏市场教育阶段，大量 IOS 用户期待苹果的折叠屏手机问世，我 们预期其首代产品将大卖，若后续采用液态金属转轴也会对当下安卓品牌形成很好的示范作 用，液态金属行业或将迎来新一轮高成长。针对市场普遍关注的几个问题，本篇报告以五问五 答的形式行文论述。 分析师及联系人 [Table_Author] 杨洋 蔡少东 SAC：S0490517070012 SAC：S0490522090001 SFC：BUW100 请阅读最后评级说明和重要声明 2 / 21 液态金属，即非晶合金，是指与通常情况下金属材料的原子排列呈现的周期性和对称性所不同 的非结晶状态的金属，其内部原子排列为短程有序、长程无序的玻璃态结构，因此又被称为"金 属玻璃"。 产业液态金属应用场景 %% %% %% %% research.955 ...

Core Insights - The 2026 Asia International Artificial Intelligence Expo (AI Expo) will showcase the transformative advancements in AI technology, marking a pivotal moment for the industry as it transitions from concept to application [2][4][6][8] Group 1: AI-Driven Smart Revolution - The AI Expo will debut "unconscious intelligence," where AI anticipates user needs, featuring smart home ecosystems and AI virtual assistants that optimize energy consumption and health risk predictions [2] - AI-enabled devices such as AI PCs, smartphones, and smart glasses will demonstrate real-time translation and augmented reality navigation, enhancing human-technology interaction [2] Group 2: Low Altitude Economy - The low altitude economy is expected to take off in 2026, with the AI Expo presenting practical applications like drone logistics for remote areas and eVTOL flying cars for tourism and emergency services [4][5] - Infrastructure such as Alibaba's low-altitude computing platform and Meituan's aerial retail network will be showcased, establishing a comprehensive low altitude economic ecosystem [5] Group 3: Hardware Innovations - The AI Expo will highlight groundbreaking hardware developments, including over 100-inch Micro RGB displays and flexible transparent OLEDs, pushing the boundaries of traditional device forms [6] - Health technology will see innovations like smart mirrors for real-time health monitoring and smart mattresses that optimize sleep quality through data analysis [6] Group 4: Global Collaboration and Standards - The AI Expo aims to establish "Chinese standards" in the global AI landscape, featuring major companies like Huawei and China Electronics Corporation alongside international partners [8] - Participation from over 50 international procurement teams and 200 top investment institutions will facilitate global market connections for Chinese-led technologies [8]