According to CITIC Securities' research report, global capital expenditures (Capex) for AI servers are surging, fueled by a relentless rise in demand for computing power. This uptrend is propelling the server-related materials market to continuous expansion. Notably, high-frequency and high-speed resin materials, pivotal components in servers, stand to benefit significantly from the advancement of high-end AI hardware. For resin enterprises, the next phase of profit growth hinges crucially on effective supply chain management and capacity alignment. Overseas high-frequency and high-speed resin enterprises' gradual expansion presents a window of opportunity for domestic players to capture incremental market shares, potentially outpacing industry-wide profit growth. CITIC Securities advises focusing on leading enterprises within the high-frequency and high-speed resin industry.