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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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民士达-833394.BJ（YanTai Metastar Special Paper Co.,LTD）：国内芳纶纸龙头，把握变局期崛起机遇

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宁波银行-002142.SZ（Bank of Ningbo Co Ltd）：外扛压力，内怀希冀

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蜜雪集团-2097.HK（MIXUE Group）：现制茶饮龙头公司，深耕国内展望海外

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中重科技-603135.SH（Zhongzhong Science & Technology(Tianjin) Co., Ltd.）：内需周期再起，出海头角崭露

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地铁设计-003013.SZ（Guangzhou Metro Design & Research Institute Co Ltd）：轨交设计国企典范，深耕广东+稳健经营推动持续发展

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恒铭达-002947.SZ（Suzhou Hengmingda Electronic Technology Co., Ltd.）：精密器件智能制造综合供应商

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