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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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腾景科技-688195.SH（Optowide Technologies Co., Ltd.）：精密光学元组件领军者，多应用领域布局开拓新增长极

Format: PDF Pages: 34 Language: Chinese

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乐鑫科技-688018.SH（Espressif Systems (Shanghai) Co., Ltd.）：AIoT平台化布局，融入字节加速扩张生态圈

Format: PDF Pages: 40 Language: Chinese

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四川成渝-601107.SH（ Sichuan Expressway Company Limited）：四维度解析四川成渝，市场仍存在较大预期差

Format: PDF Pages: 26 Language: Chinese

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登康口腔-001328.SZ（Dencare (Chongqing) Oral Care Co., Ltd.）：产品升级创新叠加渠道变革扩张，口腔护理龙头有望领跑行业

Format: PDF Pages: 39 Language: Chinese

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