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海亮股份-002203.SZ（ ZHE JIANG HAI LIANG CO. LTD）：全球规模最大铜管龙头，强大保供能力辐射全球供应链体系

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泡泡玛特-9992.HK（Pop Mart International Group Ltd）：IP体系成熟的潮玩龙头，海外开拓新增长空间

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