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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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潍柴重机-000880.SZ（Weichai Heavy Machinery Co Ltd）：内河船机小巨人，柴发国产替代先行者

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拓普集团-601689.SH（Ningbo Tuopu Group Co Ltd）：Tier 0.5级汽车+机器人供应商，拓全球目光，普平台科技

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奥浦迈-688293.SH（Shanghai OPM Biosciences Co., Ltd.）：国产培养基龙头，自主可控下持续增长

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伟测科技-688372.SH（Shanghai V-Test Semiconductor Tech. Co., LTD.）：伟业长兴，测名辨物

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中国儒意-0136.HK（China Ruyi Holdings Limited）：“内生+外延”驱动游戏增长，深耕影视产业持续强化优势

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海格通信-002465.SZ（Guangzhou Haige Communications Group Incorporated Company）：军工AI，成长凸显，价值重塑

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西麦食品-002956.SZ（GUILIN SEAMILD FOODS CO., LTD）：燕麦为基，健康为翼，燕麦龙头开启增长新纪元

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众安在线-6060.HK（ZhongAn Online P & C Insurance Co Ltd）：保险科技布局领先的高弹性标的

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长青集团-002616.SZ（Guangdong Chant Group Inc.）：行稳致远的生物质发电龙头，携手中科系推动数字+智能转型

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中恒电气-002364.SZ（ HANGZHOU ZHONHEN ELECTRIC CO.,LTD.）：掘金HVDC百亿蓝海，御风AI基建全球化

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陕天然气-002267.SZ（ShaanXi Provincial Natural Gas Co.,Ltd.）：高股息长输管网龙头，资产注入+管网扩建驱动长期成长

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佑驾创新-2431.HK（Minieye Technology Co Ltd）：顺智能驾驶时代之风，业绩拐点将至

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中际联合-605305.SH（Ficont Industry (Beijing) Co., Ltd.）：全球风电装机爆发，公司业绩有望高增

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迈威生物-688062.SH（Mabwell (Shanghai) Bioscience Co., Ltd.）：由仿及创渐入佳境，ADC深度布局引领潮流

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华纳药厂-688799.SH（ Huagong Tech Company Limited）：主业集采风险逐步落地，抗抑郁创新药濒危药材替代打开想象空间

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万马科技-300698.SZ（Wanma Technology Co., Ltd.）：全面布局智驾及算力产业链，Robotaxi有望带动行业发展

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沃格光电-603773.SH（WG Tech (JiangXi) Group Co.,LTD.）：业绩短期承压，玻璃基板带来第二成长曲线

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