Tianfeng's Research Reports indicate that materials empower the development of strategic emerging industries. In the new wave of technological revolution and industrial transformation, there is a repeated emphasis on focusing on two major development trends: the enhancement of AI computing power and the high power density of power devices, corresponding to the two high-boom industries of Electronics and Electrical Utilities. The demand for AI computing power is leading the direction of material transformation, with high power, high frequency, and high thermal dissipation performance becoming the main requirements. At the same time, AI is empowering the iteration and upgrade of Consumer Electronics, driving an increase in demand for high-end products. Under the trend of high power density, high-performance Semiconductors, magnetic materials, and others become preferred options. Furthermore, AI applications are developing new blue oceans, among which the trend in the humanoid robot industry is gradually establishing, bringing opportunities for Lightweight materials and Rare Earth Permanent Magnets growth. Capture the growth opportunities of New Materials arising in the Electronics, Electrical Utilities, and humanoid robot industries.