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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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周大福-1929.HK（Chow Tai Fook Jewellery Group Ltd）：百年品牌向“新”而生，看好产品&渠道优化驱动盈利提质

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英诺赛科-2577.HK（InnoScience Suzhou Technology Holding Co Ltd）：氮化镓功率半导体龙头，引领三代半能源革命新风向

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萤石网络-688475.SH（Hangzhou EZVIZ Network Co Ltd）：智能家居领军者，掘金端侧AI全球蓝海

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博迁新材-605376.SH（Jiangsu Boqian New Materials Stock Co., Ltd.）：PVD技术为基，AI+光伏少银化双拐点向上

Format: PDF Pages: 52 Language: Chinese

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保利置业集团-0119.HK（Poly Property Group Co Lt）：行业深度调整周期中经营韧性凸显，债务结构明显优化，兼顾稳与进

Format: PDF Pages: 41 Language: Chinese

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