Kaiyuan Securities pointed out that in terms of robots, the attention of the robotics industry has been continuously catalyzed by multiple events since 2024. Robots have an increasing demand for lightweight, impact-resistant, high-performance plastics and composite materials, and companies related to high-performance plastics and composite materials are expected to benefit. In terms of low-altitude economy, electric vertical take-off and landing aircraft (eVTOL) will play an important role in the low-altitude economy. The requirements of eVTOL for materials are lightweight, high strength, high corrosion resistance and fatigue resistance, etc. In the future, high-performance plastics and composite materials that meet such requirements are expected to benefit.