① memory chip + advanced packaging + smart grid, based on 8-layer chip stacking technology products have been mass production, artificial intelligence may promote the demand for main products, institutions buy this enterprise net ② virtual power plant + artificial intelligence + smart grid, net profit in the first quarter increased nearly fivefold compared with the same period last year, revenue and shipments reached a five-year high, and the growth rate of the main industry may exceed 50%. This company is expected to fully benefit from the high economic cycle and be bought net by institutions.