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环旭电子-601231.SH（Universal Scientific Industrial(Shanghai)Co., Ltd.）：AI眼镜助力SIP龙头企业再启航，ASIC进一步打开成长空间

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华辰装备-300809.SZ（Hiecise Precision Equipment Co.,Ltd.）：丝杠磨床受益于机器人浪潮，合作长光所切入光刻机赛道

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毛戈平-1318.HK（Mao Geping Cosmetics Co Ltd）：高端美妆国货龙头，构建“品牌+产品+渠道”护城河

Format: PDF Pages: 36 Language: Chinese

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海螺创业-0586.HK（China Conch Venture Holdings Ltd）：联营公司业绩见底叠加主业现金流改善，公司派息有望持续增长

Format: PDF Pages: 26 Language: Chinese

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华勤技术-603296.SH（Huaqin Technology Co., Ltd.）：全球智能硬件ODM龙头厂商，品类扩张多领域共同成长

Format: PDF Pages: 38 Language: Chinese

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