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宁波银行-002142.SZ（Bank Of Ningbo Co.,Ltd.）：关税扰动可控，等待复苏alpha

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电连技术-300679.SZ（Electric Connector Technology Co., Ltd.）：汽车智能化大势所趋，连接器龙头空间广阔

Format: PDF Pages: 26 Language: Chinese

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圣湘生物-688289.SH（Sansure Biotech Inc.）：聚焦分子诊断乘势而上

Format: PDF Pages: 34 Language: Chinese

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一品红-300723.SZ（ApicHope Pharmaceutical Group Co.,Ltd）：儿童药、慢病药多点开花，痛风新药贡献新增量

Format: PDF Pages: 27 Language: Chinese

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东华测试-300354.SZ（DongHua Testing Technology Co., Ltd.）：需求与格局双重驱动，高壁垒高成长的优质资产

Format: PDF Pages: 35 Language: Chinese

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仕佳光子-688313.SH（Henan Shijia Photons Technology Co., Ltd.）：AI驱动光通信技术升级，AWG、MPO打开成长空间

Format: PDF Pages: 20 Language: Chinese

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Total: $190.0
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