① is the leading supplier of photovoltaic environmental protection equipment. The first phase of 9GW TOPCon cells is scheduled to be put into production this year, and the carbon sequestration business is expected to form a new growth pole in the future. The license renewal restriction of ② Company has been lifted, and the revenue scale of the receiving business is expected to further expand under the background of economic recovery, and the subsidiary has laid out AI for many years and has popular AIGC applications. Mature businesses such as Netcom and Digital Communications, such as ③, are expected to grow steadily with product upgrades and share increases, while emerging businesses such as automotive electronics and sensor closed testing are expected to become new business growth points. ④ strategy analysts are optimistic that the market will return to the "AI+" main line and pay attention to the soft and hard technology resonance market driven by "AI+".