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华勤技术-603296.SH（Huaqin Technology Co., Ltd.）：智能硬件ODM领军者，AI驱动数据中心业务增长

Format: PDF Pages: 22 Language: Chinese

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胜宏科技-300476.SZ（Victory Giant Technology (HuiZhou)Co.,Ltd.）：营收业绩爆发式增长，深度受益AI PCB升级

Format: PDF Pages: 30 Language: Chinese

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富临精工-300432.SZ（Fulin Precision Co., Ltd.）：技术迭代塑造铁锂新龙头，铁锂、汽零、机器人三箭齐发

Format: PDF Pages: 25 Language: Chinese

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亚信科技-1675.HK（AsiaInfo Technologies Ltd）：紧抓AI新引擎，数智化全栈布局加速兑现

Format: PDF Pages: 23 Language: Chinese

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交大铁发-920027.BJ（ Sichuan Swjtu Railway Development Co., Ltd.）：轨交安全监测及服务领域双龙头，国产替代+运维蓝海驱动成长

Format: PDF Pages: 39 Language: Chinese

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