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豫园股份-600655.SH（SHANGHAI YUYUAN TOURIST MART (GROUP) CO.,LTD）：置顶东方美学IP，布局文化出海新赛道

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中瓷电子-003031.SZ（HEBEI SINOPACK ELECTRONIC TECHNOLOGY CO.,LTD.）：电子陶瓷+三代半导体，自主可控核心标的

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