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奥海科技-002993.SZ（Dongguan Aohai Technology Co., Ltd.）：端侧AI带动手机充电器量价齐升，新能源汽车、服务器电源共筑长期增量

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徐工机械-000425.SZ（ XCMG Construction Machinery Co., Ltd.）：新周期，“新徐工”价值重估进行时

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中钨高新-000657.SZ（ China Tungsten and Hightech Materials Co.,Ltd.）：矿山到智造，全钨产业链竞争力重塑

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