文 | 港股研究社在当今智能设备飞速发展的时代,下游行业的动态始终引人关注。从技术层面来看,随着芯片制程工艺的不断突破,对与之适配的声学、光学等零部件的性能要求也水涨船高,促使企业在材料研发、精密制造工艺上持续创新。市场需求方面,消费者对智能设备的拍照、音频体验等愈发挑剔,对高端零部件的需求呈上升趋势。与此同时,新兴智能设备如折叠屏手机、智能汽车的车载智能设备等,为零部件市场开辟了新的赛道。...
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