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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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民士达-833394.BJ（YanTai Metastar Special Paper Co.,LTD）：国内芳纶纸龙头，把握变局期崛起机遇

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北方国际-000065.SZ（NORINCO International Cooperation Ltd.）：投建营一体化发展，“一带一路”有望提升公司业绩

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清溢光电-688138.SH（Shenzhen Qingyi Photomask Limited）：掩模版国产替代中军，平板显示+半导体双轮加速成长

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新亚强-603155.SH（Xinyaqiang Silicon Chemistry Co.,Ltd）：硅氮烷领军企业，电子级国产替代前景广阔

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