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时代新材-600458.SH（Zhuzhou Times New Material Technology Co.,Ltd.）：厚积薄发，新材料平台型龙头崛起

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一品红-300723.SZ（ApicHope Pharmaceutical Group Co.,Ltd）：创新研发聚焦痛风领域，有望迎来收获期

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德明利-001309.SZ（Shenzhen Techwinsemi Technology Co Ltd）：模组+主控双轮驱动，周期复苏助力成长，乘AI之东风，发展前景广阔

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上海家化-600315.SH（Shanghai Jahwa United Co., Ltd.）：处在扭亏为盈的早期阶段；估值向下重估和预期调整后的风险回报

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中恒电气-002364.SZ（HANGZHOU ZHONHEN ELECTRIC CO.,LTD.）：HVDC驱动数据中心革命，深度绑定BAT开启增长新纪元

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