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景旺电子-603228.SH（Shenzhen Kinwong Electronic Co.,Ltd.）：AI和汽车双擎驱动，有望开启新一轮成长

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均胜电子-600699.SH（NINGBO JOYSON ELECTRONIC CORP.）：盈利能力持续提升，加速布局机器人关键零部件

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福达股份-603166.SH（GUILIN FUDA Co.,Ltd.）：曲轴龙头，新能源+机器人打开全新增长曲线

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