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伟仕佳杰-0856.HK（VSTECS Holdings Limited）：逐浪东南亚，估值坐看云起

Format: PDF Pages: 25 Language: Chinese

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中国宏桥-1378.HK（ China Hongqiao Group Limited）：高景气+一体化+高分红，电解铝龙头静待价值重估

Format: PDF Pages: 27 Language: Chinese

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爱玛科技-603529.SH（AIMA TECHNOLOGY GROUP CO.,LTD.）：电动两轮车龙头企业，高端化与全球化并举

Format: PDF Pages: 53 Language: Chinese

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雷赛智能-002979.SZ（China Leadshine Technology Co., Ltd.）：运控领军者，人形机器人打造新增长极

Format: PDF Pages: 30 Language: Chinese

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黑芝麻智能-2533.HK（Black Sesame International Holding Limited）：国产智驾芯片新星，布局机器人“大小脑”

Format: PDF Pages: 25 Language: Chinese

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申洲国际-2313.HK（Shenzhou International Group Holdings Ltd）：全球针织成衣龙头，关税不改核心优势

Format: PDF Pages: 22 Language: Chinese

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