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广钢气体-688548.SH（Guangzhou Guanggang Gases & Energy Co.,Ltd.）：电子大宗气体国产替代破局者，三重壁垒构筑核心优势

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厦钨新能-688778.SH（XTC New Energy Materials( Xiamen) Co.,Ltd.）：主业稳健向上，新品打开成长空间

Format: PDF Pages: 23 Language: Chinese

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三孚新科-688359.SH（Guangzhou Sanfu New Materials Technology Co.,Ltd）：聚焦电子化学品，复合铜箔设备布局加速

Format: PDF Pages: 36 Language: Chinese

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联邦制药-3933.HK（United Laboratories International Holdings Ltd）：老牌药企焕发新春，三靶点激动剂一鸣惊人

Format: PDF Pages: 20 Language: Chinese

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小鹏汽车-9868.HK（Xpeng Inc）：智驾平权落地，品牌势能向上

Format: PDF Pages: 23 Language: Chinese

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Total: $150.0
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