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中科星图-688568.SH（Geovis Technology Co.,Ltd）：对标PLTR，AI+数据分析之王

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中科星图-688568.SH（Geovis Technology Co Ltd）：空天地大数据引领者，多赛道布局拓展新动力

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横店东磁-002056.SZ（ Hengdian Group DMEGC Magnetics Co., Ltd.）：磁材+新能源双轮驱动，差异化战略保障光伏盈利领先

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莱特光电-688150.SH（Shaanxi Lighte Optoelectronics Material Co Ltd）：国内OLED终端材料领先企业

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欧陆通-300870.SZ（Shenzhen Honor Electronic Co., Ltd.）：服务器电源领军者，受益于AI国产化浪潮

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药师帮-9885.HK（YSB Inc）：平台+自营+首推，数字化解决方案赋能全产业链

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