[Guojin Securities: industry Singularity nearly actively grasps Apple's MR New Product cycle] the Guojin Securities Research News said that reviewing history, the electronics industry product cycle big innovation determines beta, technology iteration small innovation brings alpha, looking to the future, Apple's first MR device is expected to be released on June 6, 2023, and the XR industry is expected to gradually transition from the introduction period to the growth period. Optical and display modules account for a high proportion of XR value, and the technology is in a continuous iterative stage. MR's optical module and display module scheme selects Pancake+Micro-OLED screen and pays attention to optics & amp. Show technological innovation. From the perspective of business flexibility, we actively pay attention to Rongqi Science and Technology, Zhi Cube, Zhaowei Mechatronics, Gao Wei Electronics and Lixun Precision.