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宁波银行-002142.SZ（Bank Of Ningbo Co.,Ltd.）：关税扰动可控，等待复苏alpha

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电连技术-300679.SZ（Electric Connector Technology Co., Ltd.）：汽车智能化大势所趋，连接器龙头空间广阔

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圣湘生物-688289.SH（Sansure Biotech Inc.）：聚焦分子诊断乘势而上

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