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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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药明合联-2268.HK（WuXi XDC Cayman Inc）：全球ADCXDC一体化服务龙头，商业化蓄势待发

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厦门国贸-600755.SH（Xiamen ITG Group Corp Ltd）：周期筑底，攻守兼备

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地平线机器人_W-9660.HK（Horizon Robotics）：智能驾驶解决方案龙头，软硬协同构筑核心竞争力

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