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海力风电-301155.SZ（Jiangsu Haili Wind Power Equipment Technology Co., Ltd.）：东风已至，海上塔筒&桩基龙头蓄势待飞

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纵横通信-603602.SH（Hangzhou Freely Communication Co Ltd）：evtol机载飞控稀缺标的，低空+AI未来星辰大海

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