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中科星图-688568.SH（Geovis Technology Co.,Ltd）：对标PLTR，AI+数据分析之王

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中科星图-688568.SH（Geovis Technology Co Ltd）：空天地大数据引领者，多赛道布局拓展新动力

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横店东磁-002056.SZ（ Hengdian Group DMEGC Magnetics Co., Ltd.）：磁材+新能源双轮驱动，差异化战略保障光伏盈利领先

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欧派家居-603833.SH（Oppein Home Group Inc.）：大家居战略引领，国补带动短期需求修复

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驰诚股份-834407.BJ（ HENAN CHICHENG ELECTRIC CO.,LTD）：设备升级助力业绩稳健增长，气体环境安全监测领域“小巨人”企业

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华能国际-600011.SH（ HUANENG POWER INTERNATIONAL, INC.）：看好煤价下跌支撑度电盈利

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南亚新材-688519.SH（ NANYA NEW MATERIAL TECHNOLOGY CO., LTD）：稼动跃迁乘国产算力东风，涨价潮涌铸覆铜板新章

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