USA List Companies
全志科技-300458.SZ（All Winner Technology Co Ltd）：国产SoC领军者，端侧AI大时代踏浪前行
$40.0
This Chinese report is about 300458.SZ.
远东股份-600869.SH（Far East Smarter Energy Co Ltd）：传统业务拐点即将出现，新兴业务提升估值
$70.0
This Chinese report is about 600869.SH.
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
$60.0
This Chinese report is about 688568.SH.
福建高速-600033.SH（Fujian Expressway Development Co Ltd）-沈海通道闽地展图，路产优质期待估值修复
$40.0
This Chinese report is about 600033.SH.
龙迅股份-688486.SH（Lontium Semiconductor Corp）：车载SerDes放量在即，“小而美”扬帆远航
$40.0
This Chinese report is about 688486.SH.
均胜电子-600699.SH（Ningbo Joyson Electronic Corp）：汽车+机器人Tier1，第二曲线再创业！（智联汽车系列之41暨机器人系列之25）
$40.0
This Chinese report is about 600699.SH.
春风动力-603129.SH（Zhejiang CFMOTO Power Co Ltd）：电动两轮走向高端化，极核进入成长新阶段
$40.0
This Chinese report is about 603129.SH.
浙商银行-601916.SH（China Zheshang Bank Co Ltd）：信贷投放增速稳定，投资收益贡献显著
$30.0
This Chinese report is about 601916.SH.
江阴银行-002807.SZ（Jiangsu Jiangyin Rural Commercial Bank Co Ltd）：拨备反哺利润，盈利同比高增
$30.0
This Chinese report is about 002807.SZ.
海博思创-688411.SH（Beijing HyperStrong Technology Co., Ltd.）：电化学储能专营厂商受益于中国需求强劲增长；因风险回报具有吸引力，首次覆盖评为买入 （摘要）
$30.0
This Chinese report is about 688411.SH.
招商银行-600036.SH（China Merchants Bank Co Ltd）：深耕零售“因您而变”，价值再造与日俱新
$30.0
This Chinese report is about 600036.SH.
中材国际-600970.SH（Sinoma International Engineering Co Ltd）：高质量工程出海先锋，高分红高股息彰显价值
$40.0
This Chinese report is about 600970.SH.
皖能电力-000543.SZ（An Hui Wenergy Co Ltd）：新疆机组效能释放，参股资产贡献增长
$30.0
This Chinese report is about 000543.SZ.
西部超导-688122.SH（Western Superconducting Technologies Co Ltd）：超导+钛合金+高温合金共同驱动，业绩或迎筑底反弹
$30.0
This Chinese report is about 688122.SH.
江南化工-002226.SZ（Anhui Jiangnan Chemical Industry Co Ltd）：受益于民爆行业整合，双核驱动助力成长
$30.0
This Chinese report is about 002226.SZ.
雅化集团-002497.SZ（Sichuan Yahua Industrial Group Co Ltd）：民爆锂业双轮驱动，一体化升级
$30.0
This Chinese report is about 002497.SZ.
比亚迪电子-0258.HK（Tomson Group Ltd）：消费电子平台型企业，智驾+服务器业务打开成长空间
$40.0
This Chinese report is about 0258.HK.
归创通桥-2190.HK（Zylox-Tonbridge Medical Technology Co Ltd）：神经和外周介入第一梯队，受益集采，布局海外
$30.0
This Chinese report is about 2190.HK.
歌礼制药-1672.HK（Ascletis Pharma Inc）：全新GLP-1减重不减肌，有潜力成为Best_in_Class
$30.0
This Chinese report is about 1672.HK.
华大九天-301269.SZ（Empyrean Technology Co Ltd：国产半导体EDA领航者，加速赶超全球三巨头
$30.0
This Chinese report is about 301269.SZ.
赤峰黄金-600988.SH（Chifeng Jilong Gold Mining Co Ltd）：量价共振，业绩超预期
$30.0
This Chinese report is about 600988.SH.
金域医学-603882.SH（Guangzhou Kingmed Diagnostics Group Co Ltd）：数据资产价值重估，AI技术驱动创新应用场景拓展
$30.0
This Chinese report is about 603882.SH.
珂玛科技-301611.SZ（Suzhou Kematek Inc）：半导体先进陶瓷结构件本土市场份额领先，模组产品放量贡献收入
$50.0
This Chinese report is about 301611.SZ.
莱特光电-688150.SH（Shaanxi Lighte Optoelectronics Material Co Ltd）：国内OLED终端材料领先企业
$30.0
This Chinese report is about 688150.SH.
怡合达-301029.SZ（Dongguan Yiheda Automation Co Ltd）：聚焦FA零部件，未来空间广阔
$30.0
This Chinese report is about 301029.SZ.
德邦股份-603056.SH（DEPPON LOGISTICS Co Ltd）：网络融合深入推进，快运巨头利润可期
$30.0
This Chinese report is about 603056.SH.
长虹美菱-000521.SZ（Changhong Meiling Co Ltd）：多重改革下盈利能力处于上升渠道，老牌国企再出发
$40.0
This Chinese report is about 000521.SZ.
中国软件-600536.SH（China National Software & Service Co Ltd）：打造操作系统、数据库央企龙头
$40.0
This Chinese report is about 600536.SH.
盛达资源-000603.SZ（Shengda Resources Co Ltd）：白银龙头增量明确，切入黄金提升估值
$40.0
This Chinese report is about 000603.SZ.
众安在线-6060.HK（ZhongAn Online P & C Insurance Co Ltd）：保险科技布局领先的高弹性标的
$40.0
This Chinese report is about 6060.HK.
泡泡玛特-9992.HK（Pop Mart International Group Ltd）：IP拓维变现向上成长，海外破圈扬帆起航
$40.0
This Chinese report is about 9992.HK.
金蝶国际-0268.HK（Kingdee International Software Group Co Ltd）：穿越产业周期的战略定力
$30.0
This Chinese report is about 0268.HK.
阿尔特-300825.SZ（IAT Automobile Technology Co Ltd）：海外订单驱动新增长，汽车设计龙头再启航
$30.0
This Chinese report is about 300825.SZ.
祥源文旅-600576.SH（Zhejiang Sunriver Culture Tourism Co Ltd）：内生外延拓展旅游资产，文旅大集团启航前行
$30.0
This Chinese report is about 600576.SH.
平煤股份-601666.SH（Pingdingshan Tianan Coal Mining Co Ltd）：精煤战略稳步实施应对煤价下行，矿山智能化建设持续推进
$30.0
This Chinese report is about 601666.SH.
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
$30.0
This Chinese report is about 688475.SH.
双林股份-300100.SZ（Ningbo Shuanglin Auto Parts Co Ltd）：主业盈利改善，丝杠业务打造成长新曲线
$30.0
This Chinese report is about 300100.SZ.
拓普集团-601689.SH（Ningbo Tuopu Group Co Ltd）：Tier 0.5级汽车+机器人供应商，拓全球目光，普平台科技
$30.0
This Chinese report is about 601689.SH.
青达环保-688501.SH（Qingdao Daneng Environmental Protection Equipment Co Ltd）：火电环保设备龙头，驶入业绩增长快车道
$30.0
This Chinese report is about 688501.SH.
众捷汽车-301560.SZ（PXI Auto Components (Suzhou) Co., Ltd.）：深耕热管理系统，研产销能力领先
$60.0
This Chinese report is about 301560.SZ.
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
$30.0
This Chinese report is about 603296.SH.
华润饮料-2460.HK（China Resources Beverage (Holdings) Co Ltd）：包装水龙头加速品类扩张与提质增效
$40.0
This Chinese report is about 2460.HK.
宝立食品-603170.SH（Shanghai Bolex Food Technology Co Ltd）：B、C端双驱，复调和轻烹协同发展
$30.0
This Chinese report is about 603170.SH
潍柴重机-000880.SZ（Weichai Heavy Machinery Co Ltd）：内河船机小巨人，柴发国产替代先行者
$30.0
This Chinese report is about 000880.SZ
绿的谐波-688017.SH（Leader Harmonious Drive Systems Co Ltd）：国产谐波减速器龙头，机器人打开增长空间
$40.0
This Chinese report is about 688017.SH
晶方科技-603005.SH（China Wafer Level CSP Co., Ltd）-WLCSP龙头受益车规CIS需求增长，先进封装持续发力
$30.0
This Chinese report is about 603005.SH
博众精工-688097.SH（BOZHON PRECISION INDUSTRY TECHNOLOGY CO.,LTD.）：3C自动化设备龙头，多元布局打开成长空间
$30.0
This Chinese report is about 688097.SH
新集能源-601918.SH（China Coal Xinji Energy Co.,Ltd）：安徽火电预计未来三年依然偏紧，新集能源煤电投产将增厚业绩
$30.0
This Chinese report is about 601918.SH
乐鑫科技-688018.SH（Espressif Systems (Shanghai) Co., Ltd.）：AIoT平台化布局，融入字节加速扩张生态圈
$40.0
This Chinese report is about 688018.SH
和黄医药-00013.HK（ HUTCHMED (China) Limited）：核心产品增长强劲，开启可持续盈利篇章
$30.0
This Chinese report is about 00013.HK
赛力斯-601127.SH（Seres Group Co.,Ltd.）：跨界合作，打造世界级新豪华汽车领先品牌
$30.0
This Chinese report is about 601127.SH
炜冈科技-001256.SZ（Zhejiang Weigang Technology Co.,Ltd.）：标签印刷小巨人，产品拓展+区域扩张打开成长空间
$30.0
This Chinese report is about 001256.SZ
柯力传感-603662.SH（Keli Sensing Technology (Ningbo) Co.,Ltd.）：国内应变式传感器龙头，布局机器人大有可为
$50.0
This Chinese report is about 603662.SH
华测导航-300627.SZ（SHANGHAI HUACE NAVIGATION TECHNOLOGY LTD）：高精度时空信息产业领军者，全球布局加速
$40.0
This Chinese report is about 300627.SZ
布鲁可-00325.HK（Bloks Group Limited）：拼搭角色类玩具龙头背后之壁垒，长期IP矩阵建设之底气
$40.0
This Chinese report is about 00325.HK
丰立智能-301368.SZ（Zhejiang FORE Intelligent Technology Co.,Ltd）：小模数齿轮翘楚，人形机器人传动新星
$30.0
This Chinese report is about 301368.SZ
康希诺-688185.SH（CanSino Biologics Inc.）：创新型疫苗领先者，新增长曲线未来可期
$40.0
This Chinese report is about 688185.SH
康辰药业-603590.SH（ Beijing Konruns Pharmaceutical Co.,Ltd.）：存量业务企稳，创新小分子赋能远期成长
$30.0
This Chinese report is about 603590.SH
今世缘-603369.SH（Jiangsu King's Luck Brewery Joint-Stock Co., Ltd.）：解析今世缘的增长确定性
$30.0
This Chinese report is about 603369.SH
富临精工-300432.SZ（Fulin Precision Co., Ltd.）：立足高压密铁锂，逐梦人形机器人
$30.0
This Chinese report is about 300432.SZ
景嘉微-300474.SZ（Changsha Jingjia Microelectronics Co.,Ltd.）：国产GPU先驱者，定增加码高性能GPU
$40.0
This Chinese report is about 300474.SZ
利尔化学-002258.SZ（Lier Chemical Co.,LTD.）：农化行业去库渐进尾声，连续两季度实现业绩改善
$30.0
This Chinese report is about 002258.SZ
中钨高新-000657.SZ（ China Tungsten and Hightech Materials Co.,Ltd.）：矿山到智造，全钨产业链竞争力重塑
$40.0
This Chinese report is about 000657.SZ
锡业股份-000960.SZ（YUNNANTINCO.,LTD）：缴纳矿权出让收益+减值等拖累业绩，矿端紧张看好锡价上行
$20.0
This Chinese report is about 000960.SZ
山西汾酒-600809.SH（Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.）：深水突围，汾酒复兴再进阶
$40.0
This Chinese report is about 600809.SH
锦江航运-601083.SH（ Shanghai Jinjiang Shipping(Group) Co.,Ltd.）：具备特色的亚洲区域精品航运服务商，商业模式正复制在新市场
$30.0
This Chinese report is about 601083.SH
登康口腔-001328.SZ（Dencare (Chongqing) Oral Care Co., Ltd.）：产品升级创新叠加渠道变革扩张，口腔护理龙头有望领跑行业
$40.0
This Chinese report is about 001328.SZ
力星股份-300421.SZ（Jiangsu Lixing General Steel Ball Co.,Ltd.）：精密滚动体龙头，陶瓷球机器人布局迎历史机遇
$40.0
This Chinese report is about 300421.SZ
奥来德-688378.SH（ Jilin OLED Material Tech Co.,Ltd.）：OLED设备与材料双龙头，乘产业东风展翅高飞
$40.0
This Chinese report is about 688378.SH
均胜电子-600699.SH（NINGBO JOYSON ELECTRONIC CORP.）：定位为“汽车+机器人Tier1”，在手订单充沛
$20.0
This Chinese report is about 600699.SH
香港交易所-0388.HK（Hong Kong Exchanges and Clearing Ltd）：业绩稳健成长的交易所集团，受益于港股ADT中枢抬升
$30.0
This Chinese report is about 00388.HK
天润乳业-600419.SH（Xinjiang Terun Dairy Co Ltd）：新疆头部乳企发力全国市场，轻装上阵弹性可期
$40.0
This Chinese report is about 600419.SH
中岩大地-003001.SZ（Zhongyan Technology Co Ltd）：三代传承，决胜“新基建”黄金时代
$30.0
This Chinese report is about 003001.SZ
兆易创新-603986.SH（GigaDevice Semiconductor Inc）：国内存储+CMU双龙头，周期复苏+新品放量推动业绩高增长
$40.0
This Chinese report is about 603986.SH
纵横通信-603602.SH（Hangzhou Freely Communication Co Ltd）：evtol机载飞控稀缺标的，低空+AI未来星辰大海
$30.0
This Chinese report is about 603602.SH
伯特利-603596.SH（Bethel Automotive Safety Systems Co Ltd）：国产汽车制动龙头，剑指一体式线控底盘领军者
$30.0
This Chinese report is about 603596.SH
明泰铝业-601677.SH（Henan Mingtai Al Industrial Co Ltd）：高端转型加快，量价齐升可期
$30.0
This Chinese report is about 601677.SH
柏楚电子-688188.SH（Shanghai BOCHU Electronic Technology Corp Ltd）：激光控制系统领先企业，积极拓展成长曲线
$30.0
This Chinese report is about 688188.SH
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
$30.0
This Chinese report is about 001309.SZ
黑芝麻智能-2533.HK（Black Sesame International Holding Ltd）：舱驾一体或将助力公司化蛹成蝶
$50.0
This Chinese report is about 2533.HK
新城控股-601155.SH（Seazen Holdings Co Ltd）：驼行千里穿越周期，商业属性估值重塑
$40.0
This Chinese report is about 601155.SH
粤海投资-0270.HK（Guangdong Investment Ltd）：稀缺对港供水广东国企，稳步迈进现金时代
$40.0
This Chinese report is about 0270.HK
广东宏大-002683.SZ（Guangdong Hongda Holdings Group Co Ltd）：民爆矿服龙头，军工布局成长
$20.0
This Chinese report is about 002683.SZ
毛戈平-1318.HK（Mao Geping Cosmetics Co Ltd）：廿载淬炼，大师匠韵与长期价值共生
$40.0
This Chinese report is about 1318.HK
祥源文旅-600576.SH（Zhejiang Sunriver Culture Tourism Co Ltd）：深度布局文旅+科技，打造新型文旅平台
$30.0
This Chinese report is about 600576.SH
讯飞医疗科技-2506.HK（Xunfei Healthcare Technology Co Ltd）：AI+医疗领头企业，成长引擎动能充足
$30.0
This Chinese report is about 2506.HK
民士达-833394.BJ（YanTai Metastar Special Paper Co.,LTD）：国内芳纶纸龙头，把握变局期崛起机遇
$30.0
This Chinese report is about 833394.BJ
长盈通-688143.SH（Yangtze Optical Electronic Co Ltd）：三大增长曲线多轮驱动，打造特种光纤平台龙头
$40.0
This Chinese report is about 688143.SH
国航远洋-833171.BJ（Fujian Guohang Ocean Shipping(Group) Co., Ltd.）：北交所航运第一股，三重驱动撬动新发展
$30.0
This Chinese report is about 833171.BJ
海格通信-002465.SZ（Guangzhou Haige Communications Group Inc Co）：国防信息化领军者，前瞻布局卫通与低空
$30.0
This Chinese report is about 002465.SZ
焦点科技-002315.SZ（Focus Technology Co Ltd）：跨境电商AI应用落地商业化领先，组织变革助力人效提升
$30.0
This Chinese report is about 002315.SZ
阿里巴巴-9988.HK（Alibaba Group Holding Ltd）：空间几何？今年产生哪些重要变化？远期有哪些看点？
$50.0
This Chinese report is about 9988.HK
炬芯科技-688049.SH（Actions Technology Co Ltd）：AIOT高景气，端侧AI处理器芯片启航
$30.0
This Chinese report is about 688049.SH
凌云股份-600480.SH（Ling Yun Industrial Corp Ltd）：多细分赛道龙头主业稳健向上，布局传感器广阔赛道
$20.0
This Chinese report is about 600480.SH
科兴制药-688136.SH（KEXING BIOPHARM CO.,LTD.）：“创新+国际化”双轮战略开辟第二增长曲线
$30.0
This Chinese report is about 688136.SH
孩子王-301078.SZ（Kidswant Children Products Co Ltd）：“三扩”战略行稳致远，场景为锚布局AI
$30.0
This Chinese report is about 301078.SZ
泰恩康（Guangdong Taienkang Pharmaceutical Co Ltd）：拐点将至，CKBA打开成长空间
$30.0
This Chinese report is about 301263.SZ
晶赛科技-871981.BJ（ AnHui Jing Sai Technology Co.,LTD）：石英晶振领先企业，AI算力驱动晶振元件升级
$20.0
This Chinese report is about 871981.BJ
地铁设计-003013.SZ（Guangzhou Metro Design & Research Institute Co Ltd）：轨交设计国企典范，深耕广东+稳健经营推动持续发展
$30.0
This Chinese report is about 003013.SZ
锐明技术-002970.SZ（Streamax Technology Co Ltd）：全球商用车智能物联领导者，蓝海扬帆行稳致远
$40.0
This Chinese report is about 002970.SZ
合合信息-688615.SH（Intsig Information Co., Ltd.）：多年专注打磨“扫描全能王”，定位AI和大数据赛道
$50.0
This Chinese report is about 688615.SH
威腾电气-688226.SH（Wetown Electric Group Co.,Ltd.）：数据中心母线龙头，AIDC借势启航
$30.0
This Chinese report is about 688226.SH
隆盛科技-300680.SZ（Wuxi Longsheng Technology Co.,Ltd.）：深耕EGR，持续布局高成长赛道
$40.0
This Chinese report is about 300680.SZ
彩虹股份-600707.SH（CAIHONG DISPLAY DEVICES CO.,LTD.）：顺周期盈利能力凸显，玻璃基板业务构筑第二成长曲线
$30.0
This Chinese report is about 600707.SH
中国海外发展-0688.HK（China Overseas Land & Investment Ltd）：销售领先，储备优质
$30.0
This Chinese report is about 0688.HK
宁波银行-002142.SZ（Bank Of Ningbo Co.,Ltd.）：净息差环比回升，分红率大幅提升
$30.0
This Chinese report is about 002142.SZ
现代牧业-1117.HK（China Modern Dairy Holdings Ltd）：国内原奶行业翘楚，充分受益周期拐点到来
$20.0
This Chinese report is about 1117.HK
齐峰新材-002521.SZ（Qifeng New Material Co.,Ltd.）：产能“南北布局”初成，产品多元成长可期
$20.0
This Chinese report is about 002521.SZ
华勤技术-603296.SH（Huaqin Technology Co., Ltd.）：ODM平台型公司，拥抱AI全面发力
$40.0
This Chinese report is about 603296.SH
科伦博泰生物-6990.HK（Sichuan Kelun-Biotech Biopharmaceutical Co Ltd）：国际化ADC平台，大单品商业启航
$30.0
This Chinese report is about 6990.HK
美湖股份-603319.SH（Hunan Meihu Intelligent Manufacturing Co.,Ltd.）：柴发油泵增厚业绩弹性，机器人业务打开成长空间
$30.0
This Chinese report is about 603319.SH
现代牧业-1117.HK（China Modern Dairy Holdings Ltd）：2025奶价有望企稳回升，轻装上阵业绩有望改善
$30.0
This Chinese report is about 1117.HK
德业股份-605117.SH（Ningbo Deye Technology Co., Ltd.）：光储逆变器优势企业，受益全球新兴市场光储需求增长
$20.0
This Chinese report is about 605117.SH
赛特新材-688398.SH（ Fujian SuperTech Advanced Material Co.,Ltd.）：VIP2.0时代伊始，天高海阔再起航
$40.0
This Chinese report is about 688398.SH
富临精工-300432.SZ（ Fulin Precision Co., Ltd.）：精密制造筑基，新能源与人形机器人双轮驱动新增长
$30.0
This Chinese report is about 300432.SZ
速腾聚创-2498.HK（RoboSense Technology Co Ltd）：2024年收入同比增长47％，致力于成为全球领先的机器人技术平台公司
$30.0
This Chinese report is about 498.HK
大金重工-002487.SZ（Dajin Heavy Industry Co., Ltd.）：海风塔&桩出海龙头，迎来量利齐升时刻
$30.0
This Chinese report is about 002487.SZ
捷昌驱动-603583.SH（Zhejiang Jiecang Linear Motion Technology Co., Ltd.）：与灵巧智能强强联手，驱动龙头迎来机器人星辰大海
$20.0
This Chinese report is about 603583.SH
清溢光电-688138.SH（Shenzhen Qingyi Photomask Limited）：掩模版国产替代中军，平板显示+半导体双轮加速成长
$30.0
This Chinese report is about 688138.SH
天秦装备-300922.SZ（Qinhuangdao Tianqin Equipment Manufacturing Co.,Ltd.）：防护装备核心供应商，深度受益整弹放量
$30.0
This Chinese report is about 300922.SZ
医脉通-2192.HK（Medlive Technology Co Ltd）：中国最大医生平台，内容专业，变现成熟，长期高增长
$30.0
This Chinese report is about 2192.HK
恒力石化-600346.SH（Hengli Petrochemical Co.,Ltd.）：炼化装置领先优势显著，行业龙头蓄势腾飞
$40.0
This Chinese report is about 600346.SH
百利天恒-688506.SH（Sichuan Biokin Pharmaceutical Co., Ltd.）：双抗ADC领航者，携手BMS开启国际化新纪元
$40.0
This Chinese report is about 688506.SH
电连技术-300679.SZ（Electric Connector Technology Co., Ltd.）：汽车智能化大势所趋，连接器龙头空间广阔
$30.0
This Chinese report is about 300679.SZ
拓普集团-601689.SH（Ningbo Tuopu Group Co., Ltd.）：AI赋能汽车系列：持续进击的卓越平台型供应商
$40.0
This Chinese report is about 601689.SH
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
$30.0
This Chinese report is about 300723.SZ
海达尔-836699.BJ（Wuxi Haidaer Precision Slides Co.,ltd.）：深耕精密滑轨，立足家电领域向服务器领域布局助力进口替代
$30.0
This Chinese report is about 836699.BJ
斯瑞新材-688102.SH（ Shaanxi Sirui Advanced Materials Co.,Ltd.）：铜基合金细分领域龙头，航天+医疗+半导体板块共振放量可期
$30.0
This Chinese report is about 688102.SH
一品红-300723.SZ（ApicHope Pharmaceutical Group Co.,Ltd）：困境反转，痛风大品种呼之欲出
$30.0
This Chinese report is about 300723.SZ
国泰海通-601211.SH（GUOTAI HAITONG SECURITIES CO., LTD.）：打造国际一流券商，看好远期ROE中枢提升
$30.0
This Chinese report is about 601211.SH
中宠股份-002891.SZ（ YANTAI CHINA PET FOODS CO., LTD.）：产品营销焕新，自主品牌发展进入高速成长期
$40.0
This Chinese report is about 002891.SZ
华润燃气-1193.HK（China Resources Gas Group Limited）：接驳下滑业绩承压，盈利拐点或已到来
$30.0
This Chinese report is about 1193.HK
南极电商-002127.SZ（NanJi E-Commerce Co., LTD）：国民品牌重塑，大牌平替未来可期
$30.0
This Chinese report is about 002127.SZ
四川九洲-000801.SZ（ SICHUAN JIUZHOU ELECTRIC CO.,LTD.）：低空经济中的九洲实践
$30.0
This Chinese report is about 000801.SZ
盐湖股份-000792.SZ（Qinghai Salt Lake Industry Co., Ltd.）：钾肥及盐湖提锂双龙头，五矿入主协同推动世界级盐湖产业建设
$30.0
This Chinese report is about 000792.SZ
清溢光电-688138.SH（Shenzhen Qingyi Photomask Limited）：国内掩膜版龙头，国产替代正当时
$30.0
This Chinese report is about 688138.SH
安克创新-300866.SZ（Anker Innovations Technology Co., Ltd）：战略聚焦之后，再论安克增长潜力
$50.0
This Chinese report is about 300866.SZ
康辰药业-603590.SH（Beijing Konruns Pharmaceutical Co.,Ltd.）：“苏灵”“密盖息”打造双增长极，创新药产品未来可期
$20.0
This Chinese report is about 603590.SH
常熟银行-601128.SH（Jiangsu Changshu Rural Commercial Bank Co., Ltd.）：拥抱村银改革新机遇，市占率有望提升
$30.0
This Chinese report is about 601128.SH
海光信息-688041.SH（Hygon Information Technology Co., Ltd.）：高端“CPU+GPU”双卡位，迎自主可控核心驱动
$40.0
This Chinese report is about 688041.SH
中重科技-603135.SH（Zhongzhong Science & Technology(Tianjin) Co., Ltd.）：内需周期再起，出海头角崭露
$40.0
This Chinese report is about 603135.SH
英诺赛科-2577.HK（InnoScience (Suzhou) Technology Holding Co., Ltd.）：全球氮化镓龙头，产业进入快速成长期
$40.0
This Chinese report is about 2577.HK
学大教育-000526.SZ（XUEDA (XIAMEN) EDUCATION TECHNOLOGY GROUP CO.,LTD）：战略转型创始人回归，个性化教育龙头再启航
$30.0
This Chinese report is about 000526.SZ
一品红-300723.SZ（ApicHope Pharmaceutical Group Co.,Ltd）：儿童药、慢病药多点开花，痛风新药贡献新增量
$30.0
This Chinese report is about 300723.SZ
公牛集团-603195.SH（GONEO GROUP CO.,LTD.）：“千亿公牛”达成路径探讨及ROE展望
$40.0
This Chinese report is about 603195.SH
建设银行-601939.SH（ China Construction Bank Corporation）：“三大战略”纵深推进，新金融行动创新未来引擎
$20.0
This Chinese report is about 601939.SH
华统股份-002840.SZ（Zhejiang Huatong Meat Products Co.,Ltd.）：区域养殖产业链龙头，定增助力未来发展
$30.0
This Chinese report is about 002840.SZ
招商证券-600999.SH（CHINA MERCHANTS SECURITIES CO.,LTD.）：业绩稳健、估值弹性大，依托招商局打造一流投行
$30.0
This Chinese report is about 600999.SH
超纯科技-833786.NQ（Shenzhen Ultrapure Water Technology CO.,LTD.）：国家级“小巨人”&单项冠军，泛半导体超纯水系统国产化领军者
$20.0
This Chinese report is about 833786.NQ
黑芝麻智能-2533.HK（Black Sesame International Holding Limited）：国产智驾芯片新星，布局机器人“大小脑”
$30.0
This Chinese report is about 2533.HK
华电国际-600027.SH（Huadian Power International Corporation Limited）：财务稳健分红提升，受益并购前景可期
$40.0
This Chinese report is about 600027.SH
浙江自然-605080.SH（Zhejiang Natural Outdoor Goods Inc.）：户外用品制造龙头，新业务拓展成长空间
$30.0
This Chinese report is about 605080.SH
信达生物-1801.HK（Innovent Biologics, Inc.）：肿瘤、代谢、自免、眼科四象并驱的全球化Biopharma
$70.0
This Chinese report is about 1801.HK
新亚强-603155.SH（Xinyaqiang Silicon Chemistry Co.,Ltd）：硅氮烷领军企业，电子级国产替代前景广阔
$40.0
This Chinese report is about 603155.SH
博安生物-6955.HK（Shandong Boan Biotechnology Co., Ltd.）：生物类似药稳健出海，步入创新抗体新纪元
$30.0
This Chinese report is about 6955.HK
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
$30.0
This Chinese report is about 600315.SH
邦彦技术-688132.SH（ Bangyan Technology Co.,Ltd.）：军工+科技，助力邦彦技术产业转型
$50.0
This Chinese report is about 688132.SH
集智股份-300553.SZ（Hangzhou Jizhi Mechatronic Co., Ltd.）：动平衡设备隐形冠军，机器人、深海
$30.0
This Chinese report is about 300553.SZ
亚钾国际-000893.SZ（ Asia-Potash International Investment (Guangzhou) Co., Ltd.）：低成本扩张优势助力公司成为世界级钾肥供应商
$30.0
This Chinese report is about 000893.SZ
长虹美菱-000521.SZ（CHANGHONG MEILING CO., LTD.）：老牌国企向新，经营改善当时
$30.0
This Chinese report is about 000521.SZ
诚迈科技-300598.SZ（ ArcherMind Technology (Nanjing) Co., Ltd.）：国内领先的OS专家，确立信创新增长路径
$30.0
This Chinese report is about 300598.SZ
新强联-300850.SZ（Luoyang Xinqianglian Slewing Bearings Co.,Ltd.）：风电轴承龙头产能释放在即，乘行业东风打开新增长极
$40.0
This Chinese report is about 300850.SZ
徐工机械-000425.SZ（ XCMG Construction Machinery Co., Ltd.）：新周期，“新徐工”价值重估进行时
$30.0
This Chinese report is about 000425.SZ
丰光精密-430510.BJ（QINGDAO FENGGUANG PRECISION MACHINERY CO., LTD.）：精密零部件领军企业，未来发展趋势向好
$30.0
This Chinese report is about 430510.BJ
申洲国际-2313.HK（Shenzhou International Group Holdings Ltd）：全球针织成衣龙头，关税不改核心优势
$30.0
This Chinese report is about 2313.HK
南亚新材-688519.SH（ NANYA NEW MATERIAL TECHNOLOGY CO., LTD）：稼动跃迁乘国产算力东风，涨价潮涌铸覆铜板新章
$40.0
This Chinese report is about 688519.SH
东华测试-300354.SZ（DongHua Testing Technology Co., Ltd.）：需求与格局双重驱动，高壁垒高成长的优质资产
$40.0
This Chinese report is about 300354.SZ
震裕科技-300953.SZ（Ningbo Zhenyu Technology Co., Ltd.）：震启新程，以精密制造谱人形机器人新篇章
$30.0
This Chinese report is about 300953.SZ
科华数据-002335.SZ（KEHUA DATA CO., LTD.）：多产品矩阵充分受益于AIDC基建浪潮
$30.0
This Chinese report is about 002335.SZ
思特威-688213.SH（Smartsens Technology (Shanghai) Co., Ltd.）：多领域布局赋能视觉，加速国产CIS替代
$50.0
This Chinese report is about 688213.SH
济川药业-600566.SH（HUBEI JUMPCAN PHARMACEUTICAL CO., LTD.）：多元化中药龙头，产品梯队稳步贡献业绩
$30.0
This Chinese report is about 600566.SH
峆一药业-430478.BJ（ Anhui Heryi Pharmaceutical Co. Ltd.）：募投项目升级释放动能，CDMO业务与高毛利产品共筑未来
$40.0
This Chinese report is about 430478.BJ
紫光股份-000938.SZ（Unisplendour Corporation Limited）：深度布局“云网安算存端”，ICT龙头再启航
$30.0
This Chinese report is about 000938.SZ
龙溪股份-600592.SH（Fujian Longxi Bearing (Group) Co.,Ltd.）：关节轴承隐形冠军，有望充分受益人形机器人发展机遇
$40.0
This Chinese report is about 600592.SH
广信股份-603599.SH（ Anhui Guangxin Agrochemical Co.,Ltd.）：光气为基，双链驱动，存量产品底部蓄力，新品拓展打开空间
$40.0
This Chinese report is about 603599.SH
林洋能源-601222.SH（Jiangsu Linyang Energy Co., Ltd.）：智能电表&储能出海开拓，光伏电站稳步前行
$30.0
This Chinese report is about 601222.SH
亨通股份-600226.SH（Zhejiang Hengtong Holding Co.,Ltd.）：控股股东增持，发力铜箔业务把握AI发展机遇
$40.0
This Chinese report is about 600226.SH
航宇科技-688239.SH（Guizhou Aviation Technical Development Co.,Ltd.）：航空航天内需出海双驱动，下游应用拓展可期
$30.0
This Chinese report is about 688239.SH
韦尔股份-603501.SH（Will Semiconductor CO.,Ltd. Shanghai）：国产高性能CIS领导者，技术驱动多面绽放
$50.0
This Chinese report is about 603501.SH
口子窖-603589.SH（Anhui Kouzi Distillery Co., Ltd.）：锐意改革稳推进，引领兼香谋变局
$40.0
This Chinese report is about 603589.SH
欧派家居-603833.SH（Oppein Home Group Inc.）：大家居战略引领，国补带动短期需求修复
$30.0
This Chinese report is about 603833.SH
华勤技术-603296.SH（Huaqin Technology Co., Ltd.）：全球智能硬件ODM龙头厂商，品类扩张多领域共同成长
$40.0
This Chinese report is about 603296.SH
百龙创园-605016.SH（Shandong Bailong Chuangyuan Bio-Tech Co., Ltd.）：健康添加剂龙头，产能释放加速成长
$30.0
This Chinese report is about 605016.SH
福耀玻璃-600660.SH（Fuyao Glass Industry Group Co., Ltd.）：北美市场发展展望
$30.0
This Chinese report is about 600660.SH
麦格米特-002851.SZ（Shenzhen Megmeet Electrical Co., Ltd.）：厚积薄发，为AI发电
$40.0
This Chinese report is about 002851.SZ
H&H国际控股-1112.HK（Health and Happiness (H&H) International Holdings Ltd）：严冬历尽春雷动，三驾齐驱旭日升
$30.0
This Chinese report is about 1112.HK
海博思创-688411.SH（ Beijing HyperStrong Technology Co.,Ltd.）：国内储能系统集成龙头的出海二次腾飞
$30.0
This Chinese report is about 688411.SH
圆通速递-600233.SH（ YTO Express Group Co.,Ltd.）：事缓则圆，管理进阶的快递企业价值重估
$30.0
This Chinese report is about 600233.SH
海博思创-688411.SH（ Beijing HyperStrong Technology Co.,Ltd.）：储能集成“小巨人”，国内外业务进展可期
$40.0
This Chinese report is about 688411.SH
万东医疗-600055.SH（Beijing Wandong Medical Technology Co.,Ltd.）：美的赋能老牌影像设备国企再崛起，AI赋能智慧诊断加速度
$40.0
This Chinese report is about 600055.SH
华能国际-600011.SH（ HUANENG POWER INTERNATIONAL, INC.）：看好煤价下跌支撑度电盈利
$30.0
This Chinese report is about 600011.SH
潞安环能-601699.SH（Shanxi Lu’an Environmental EnergyDev. Co.,Ltd）：高弹性的喷吹煤龙头，静待煤价反弹
$20.0
This Chinese report is about 601699.SH
西麦食品-002956.SZ（GUILIN SEAMILD FOODS CO., LTD）：燕麦为基，健康为翼，燕麦龙头开启增长新纪元
$30.0
This Chinese report is about 002956.SZ
一汽解放-000800.SZ（FAW Jiefang Group Co., Ltd）：新周期下民族龙头品牌有望续写发展新篇章
$40.0
This Chinese report is about 000800.SZ
三孚新科-688359.SH（Guangzhou Sanfu New Materials Technology Co.,Ltd）：聚焦电子化学品，复合铜箔设备布局加速
$40.0
This Chinese report is about 688359.SH
海螺水泥-600585.SH（Anhui Conch Cement Company Limited.）：水泥产业链龙头，成本优势领跑行业
$40.0
This Chinese report is about 600585.SH
天秦装备-300922.SZ（Qinhuangdao Tianqin Equipment Manufacturing Co.,Ltd.）：包装箱龙头受益于弹药放量，品类扩张打开成长空间
$30.0
This Chinese report is about 300922.SZ
驰诚股份-834407.BJ（ HENAN CHICHENG ELECTRIC CO.,LTD）：设备升级助力业绩稳健增长，气体环境安全监测领域“小巨人”企业
$30.0
This Chinese report is about 834407.BJ
赣锋锂业-002460.SZ（Ganfeng Lithium Group Co., Ltd.）：锂一体化龙头，资源端放量穿越下行周期
$30.0
This Chinese report is about 002460.SZ
豪鹏科技-001283.SZ（Shenzhen Highpower Technology Co., Ltd.）：深耕消费电池多年，AI端侧新产品赋能公司长期发展
$30.0
This Chinese report is about 001283.SZ
皖新传媒-601801.SH（Anhui Xinhua Media Co.,Ltd）：安徽省内出版发行龙头，出版产业链布局+数字化创新双轮驱动发展
$30.0
This Chinese report is about 601801.SH
银龙股份-603969.SH（Silvery Dragon Prestressed Materials Co.,LTD Tianjin）：老牌预应力钢材龙头，迈入快速成长新阶段
$30.0
This Chinese report is about 603969.SH
隆基绿能-601012.SH（ LONGi Green Energy Technology Co.,Ltd.）：上游价格降幅更大或推动EBITDA触底回升，BC组件
$20.0
This Chinese report is about 601012.SH
健民集团-600976.SH（Jianmin Pharmaceutical Group Co.,Ltd.）：立足儿科优势品牌，营销改革焕新颜
$30.0
This Chinese report is about 600976.SH
宝立食品-603170.SH（Shanghai Bolex Food Technology Co., Ltd.）：B端定制化龙头与C端品牌双轮驱动，开启食品供应链新篇章
$30.0
This Chinese report is about 603170.SH
贝斯特-300580.SZ（Wuxi Best Precision Machinery Co., Ltd.）：三梯次布局，机器人+工业母机蓄势待发
$50.0
This Chinese report is about 300580.SZ
华能国际-600011.SH（ HUANENG POWER INTERNATIONAL, INC.）：看好煤价下跌支撑度电盈利
$40.0
This Chinese report is about 600011.SH
迈富时-2556.HK（Marketingforce Management Ltd）：Agent驱动定制化能力提升，适配中国市场的营销与销售平台
$30.0
This Chinese report is about 2556.HK
泡泡玛特-9992.HK（Pop Mart International Group Ltd）：IP体系成熟的潮玩龙头，海外开拓新增长空间
$40.0
This Chinese report is about 9992.HK
映恩生物-9606.HK（Duality Biotherapeutics Inc）：创新驱动，ADC新秀迈向全球舞台
$50.0
This Chinese report is about 9606.HK
华辰装备-300809.SZ（Hiecise Precision Equipment Co.,Ltd.）：丝杠磨床受益于机器人浪潮，合作长光所切入光刻机赛道
$50.0
This Chinese report is about 300809.SZ
佰维存储-688525.SH（Biwin Storage Technology Co., Ltd.）：研封一体构建领先格局，先进封测勇立AI潮头
$50.0
This Chinese report is about 688525.SH
大金重工-002487.SZ（Dajin Heavy Industry Co., Ltd.）：管桩出海厚积薄发，未来成长性确定
$40.0
This Chinese report is about 002487.SZ
新东方学校-9901.HK（New Oriental Education & Technology Group Inc）：非学科领航，多元转型拓新篇
$30.0
This Chinese report is about 9901.HK
金帝股份-603270.SH（Shandong Golden Empire Precision Machinery Technology Co., Ltd.）：轴承保持架+汽零板块双线发展，精冲技术延展打开成长空间
$30.0
This Chinese report is about 603270.SH
福莱特-601865.SH（Flat Glass Group CO.,LTD.）：光伏玻璃龙头有望长远受益于格局优化
$30.0
This Chinese report is about 601865.SH
浙江交科-002061.SZ（Zhejiang Communications Technology Co.,Ltd.）：浙江交通基建龙头，省内投资持续高景气
$30.0
This Chinese report is about 002061.SZ
中国宏桥-1378.HK（ China Hongqiao Group Limited）：高景气+一体化+高分红，电解铝龙头静待价值重估
$30.0
This Chinese report is about 1378.HK
中航高科-600862.SH（ Avic Aviation High-Technology Co., Ltd.）：国内航空复材龙头，军民多领域景气共振业绩有望加速释放
$30.0
This Chinese report is about 600862.SH
航发科技-600391.SH（Aecc Aero Science And Technology Co.,Ltd.）：军民国产航发进展有望加速，外贸布局非美出海
$40.0
This Chinese report is about 600391.SH
瑞芯微-603893.SH（Rockchip Electronics Co., Ltd.）：SoC龙头，端侧+机器人中军
$40.0
This Chinese report is about 603893.SH
若羽臣-003010.SZ（ Guangzhou Ruoyuchen Technology Co.,Ltd）：自有品牌持续放量，打造新消费孵化平台
$40.0
This Chinese report is about 003010.SZ
中芯国际-688981.SH（ SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION）：晶圆制造龙头，领航国产芯片新征程
$30.0
This Chinese report is about 688981.SH
健康元-600380.SH（Joincare Pharmaceutical Group Industry Co.,Ltd.）：吸入制剂龙头，开启创新驱动新周期
$40.0
This Chinese report is about 600380.SH
卫龙美味-9985.HK（Weilong Delicious Global Holdings Ltd）：全能选手，乘风而起
$30.0
This Chinese report is about 9985.HK
华润万象生活-1209.HK（China Resources Mixc Lifestyle Services Ltd）：二十载传承万物生，融汇商业新气象
$60.0
This Chinese report is about 1209.HK
翱捷科技-688220.SH（ASR Microelectronics Co., Ltd.）：经营趋势向好，看好定制业务卡位
$40.0
This Chinese report is about 688220.SH
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
$30.0
This Chinese report is about 300476.SZ
德业股份-605117.SH（Ningbo Deye Technology Co., Ltd.）：新兴市场出海龙头，多途径打造高毛利壁垒
$30.0
This Chinese report is about 605117.SH
欧圣电气-301187.SZ（Suzhou Alton Electrical & Mechanical Industry Co.,Ltd.）：核心品类表现亮眼，多项新品快速放量
$30.0
This Chinese report is about 301187.SZ
万源通-920060.BJ（ Kunshan WanYuanTong Electronics Technology Co.,Ltd.）：深耕消费＆汽车电子PCB业务，乘势服务器、光模块赛道发展东风
$40.0
This Chinese report is about 920060.BJ
禾望电气-603063.SH（Shenzhen Hopewind Electric Co., Ltd.）：多领域延伸筑大功率先发优势，乘AI东风外拓、有望后发制人
$40.0
This Chinese report is about 603063.SH
莱斯信息-688631.SH（NANJING LES INFORMATION TECHNOLOGY CO., LTD）：民航空管龙头，三大优势看公司能否成就低空经济数字化领域的“一超”
$40.0
This Chinese report is about 688631.SH
隆利科技-300752.SZ（ SHENZHEN LONGLI TECHNOLOGY CO.,LTD）：传统业务修复性增长，OLED新业务开启第二成长曲线
$30.0
This Chinese report is about 300752.SZ
莲花控股-600186.SH（Lotus Holdings Co.,Ltd.）：从调味品到算力，莲花向“星”别样红
$30.0
This Chinese report is about 600186.SH
鸿腾精密-6088.HK（Foxconn Interconnect Technology Ltd）：铜光交响，“3+3”并进
$30.0
This Chinese report is about 6088.HK
维亚生物-1873.HK（VIVA Biotech Holdings）：AI驱动药物研发革命，开启全球一体化CRDMO业务新增长篇章
$50.0
This Chinese report is about 1873.HK
卡游-1888.HK（Kingboard Laminates Holdings Ltd）：中国集换式卡牌龙头，打造“研产供销”全产业链
$30.0
This Chinese report is about 1888.HK
华润饮料-2460.HK（China Resources Beverage (Holdings) Co Ltd）：规模与效率并进，利润潜力逐步释放
$30.0
This Chinese report is about 2460.HK
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
$30.0
This Chinese report is about 300432.SZ
奥浦迈-688293.SH（Shanghai OPM Biosciences Co., Ltd.）：国产培养基龙头，自主可控下持续增长
$30.0
This Chinese report is about 688293.SH
海通发展-603162.SH（Fujian Highton Development Co., Ltd.）：民营干散龙头稳健扩张，价值与成长性凸显
$30.0
This Chinese report is about 603162.SH
恒玄科技-688608.SH（ Bestechnic (Shanghai) Co., Ltd.）：开拓第三成长曲线，有望成为AI眼镜SoC赢家
$30.0
This Chinese report is about 688608.SH
南京银行-601009.SH（Bank Of Nanjing Co.,Ltd.）：对公贷款表现亮眼，中收业务企稳回升
$30.0
This Chinese report is about 601009.SH
江阴银行-002807.SZ（Jiangsu Jiangyin Rural Commercial Bank Co.,Ltd.）：营收净利双正增，资产质量环比改善
$30.0
This Chinese report is about 002807.SZ
中国中冶-601618.SH（Metallurgical Corporation Of China Ltd.）：冶金工程领域龙头，矿产价值有望重估
$30.0
This Chinese report is about 601618.SH
中瓷电子-003031.SZ（HEBEI SINOPACK ELECTRONIC TECHNOLOGY CO.,LTD.）：电子陶瓷+三代半导体，自主可控核心标的
$30.0
This Chinese report is about 003031.SZ
常熟银行-601128.SH（ Jiangsu Changshu Rural Commercial Bank Co., Ltd.）：小微特色鲜明护城河深厚，风险随周期小幅波动ROE稳步提升
$30.0
This Chinese report is about 601128.SH
鹏鼎控股-002938.SZ（Avary Holding (Shenzhen) Co., Limited）：AI振鹏翼腾飞，车和服务器启新程
$50.0
This Chinese report is about 002938.SZ
光庭信息-301221.SZ（Wuhan Kotei Informatics Co.,Ltd.）：专注软件开发的汽车解决方案供应商，AI赋能打开全新增长空间
$30.0
This Chinese report is about 301221.SZ
万润新能-688275.SH（ Hubei Wanrun New Energy Technology Co.,Ltd.）：磷酸铁锂头部企业，一体化布局助力盈利提升
$30.0
This Chinese report is about 688275.SH
汇川技术-300124.SZ（Shenzhen Inovance Technology Co., Ltd）：工控龙头，人形机器人业务打开空间
$39.0
This Chinese report is about 300124.SZ
豫园股份-600655.SH（SHANGHAI YUYUAN TOURIST MART (GROUP) CO.,LTD）：置顶东方美学IP，布局文化出海新赛道
$50.0
This Chinese report is about 600655.SH
环球新材国际-6616.HK（Global New Material International Holdings Ltd）：珠光材料领域专精特新企业，国际并购迈向全球化
$30.0
This Chinese report is about 6616.HK
科伦博泰生物-6990.HK（Sichuan Kelun-Biotech Biopharmaceutical Co Ltd）：朝向研发销售一体化转型，芦康沙妥珠单抗国内已获批两项适应症
$40.0
This Chinese report is about 6990.HK
上美股份-2145.HK（Shanghai Chicmax Cosmetic Co Ltd）：由大到强，执炬而行，破茧长歌
$30.0
This Chinese report is about 2145.HK
浙江沪杭甬-0576.HK（Zhejiang Expressway Co Ltd）：区域经济赋能车流量长期增长，改扩建重塑资产久期
$30.0
This Chinese report is about 0576.HK
华菱钢铁-000932.SZ（Hunan Valin Steel Co.,Ltd.）：蓄劲待时，华菱钢铁的“弹”与“韧”
$40.0
This Chinese report is about 000932.SZ
日联科技-688531.SH（Wuxi Unicomp Technology Co., Ltd.）：高端突破+进口替代，工业 X 射线检测龙头起航
$30.0
This Chinese report is about 688531.SH
恒玄科技-688608.SH（Bestechnic (Shanghai) Co., Ltd.）：低功耗计算SoC龙头，端侧新周期再出发
$30.0
This Chinese report is about 688608.SH
迈威生物-688062.SH（ Mabwell (Shanghai) Bioscience Co., Ltd.）：地舒单抗销售收入大增，创新管线有序推进
$40.0
This Chinese report is about 688062.SH
焦点科技-002315.SZ（Focus Technology Co., Ltd.）：AI电商核心标的，投资买入正当时
$20.0
This Chinese report is about 002315.SZ
华丰科技-688629.SH（Sichuan Huafeng Technology Co., LTD.）：连接器行业老兵，AI高速互联领军人
$30.0
This Chinese report is about 688629.SH
众信旅游-002707.SZ（UTour Group Co., Ltd.）：出入境旅游行业高需求与多维度政策带来上行动能，零售门店扩张预期下业绩有望实现快增
$30.0
This Chinese report is about 002707.SZ
新华都-002264.SZ（New Huadu Technology Co.,Ltd.）：白酒线上化乘东风起，定制品打造沐春雨新
$40.0
This Chinese report is about 002264.SZ
凯格精机-301338.SZ（GKG Precision Machine Co., Ltd.）：全球锡膏印刷设备龙头，新产品开拓第二增长曲线
$30.0
This Chinese report is about 301338.SZ
华勤技术-603296.SH（Huaqin Technology Co., Ltd.）：国内领先ODM厂商，打造全球智能产品平台
$40.0
This Chinese report is about 603296.SH
艾力斯-688578.SH（Shanghai Allist Pharmaceuticals Co., Ltd.）：肺癌领域深度布局，产品矩阵逐步成型
$40.0
This Chinese report is about 688578.SH
京东方A-000725.SZ（Boe Technology Group Co., Ltd.）：领跑全球半导体显示行业，多轮驱动构筑平台化龙头厂商
$30.0
This Chinese report is about 000725.SZ
健友股份-603707.SH（Nanjing King-Friend Biochemical Pharmaceutical Co., Ltd）：生物类似药进入放量元年，成功构筑第三引擎
$30.0
This Chinese report is about 603707.SH
浙江鼎力-603338.SH（ Zhejiang Dingli Machinery Co.,Ltd.）：收购CMEC推动收入大幅增长，费用率上升导致业绩短期承压
$60.0
This Chinese report is about 603338.SH
华峰测控-688200.SH（Beijing Huafeng Test & Control Technology Co.,Ltd.）：本土半导体测试设备龙头，8600有望突破新增量
$40.0
This Chinese report is about 688200.SH
圣农发展-002299.SZ（Fujian Sunner Development Co.,Ltd.）：全链领跑的白鸡龙头
$20.0
This Chinese report is about 002299.SZ
哈药股份-600664.SH（ Harbin Pharmaceutical Group Co.,Ltd.）：新班子，新气象，新作为
$40.0
This Chinese report is about 600664.SH
广大特材-688186.SH（ Zhangjiagang Guangda Special Material Co., Ltd.）：风电铸件迎来量价齐增，齿轮箱业务进入收获期
$30.0
This Chinese report is about 688186.SH
会通股份-688219.SH（Orinko Advanced Plastics Co.,LTD.）：会聚万象，通达未来
$30.0
This Chinese report is about 688219.SH
太龙药业-600222.SH（Henan Taloph Pharmaceutical Stock Co.,Ltd.）：大股东持续赋能，多业务齐头并进
$20.0
This Chinese report is about 600222.SH
海格通信-002465.SZ（Guangzhou Haige Communications Group Incorporated Company）：军工AI，成长凸显，价值重塑
$30.0
This Chinese report is about 002465.SZ
丰茂股份-301459.SZ（Zhejiang Fengmao Technology Co., Ltd.）：橡胶件隐形冠军，传动系统综合供应商
$40.0
This Chinese report is about 301459.SZ
沪农商行-601825.SH（Shanghai Rural Commercial Bank Co., Ltd.）：浮盈较厚，分红率大幅提升
$30.0
This Chinese report is about 601825.SH
紫金银行-601860.SH（ Jiangsu Zijin Rural Commercial Bank Co.,Ltd.）：中收逆势增长，非息收入高增
$30.0
This Chinese report is about 601860.SH
奥瑞金-002701.SZ（ORG Technology Co.,Ltd.）：并购与创新并举，业务版图稳健扩张
$30.0
This Chinese report is about 002701.SZ
美年健康-002044.SZ （Meinian Onehealth Healthcare Holdings Co., Ltd.）：深耕主业数智赋能驱动盈利提升，All in AI拥抱智能健康管理新时代
$60.0
This Chinese report is about 002044.SZ
天工股份-920068.BJ（Jiangsu Tiangong Technology Co., Ltd.）：钛合金“小巨人”崛起，消费电子、3D打印领域的深度融合
$30.0
This Chinese report is about 920068.BJ
中闽能源-600163.SH（ ZHONGMIN ENERGY CO., LTD.）：福建海风核心运营平台，集团资产注入，海风α彰显
$30.0
This Chinese report is about 600163.SH
联影医疗-688271.SH（Shanghai United Imaging Healthcare Co., Ltd.）：国产替代，“智”造出海—大国重器，冉冉升起
$50.0
This Chinese report is about 688271.SH
永兴材料-002756.SZ（Yongxing Special Materials Technology Co.,Ltd.）：低成本云母提锂龙头，锂电和特钢双轮驱动
$30.0
This Chinese report is about 002756.SZ
渝农商行-601077.SH（Chongqing Rural Commercial Bank Co., Ltd.）：规模扩张提速，息差逐季企稳
$30.0
This Chinese report is about 601077.SH
复宏汉霖-2696.HK（Shanghai Henlius Biotech Inc）：再启航，创新+国际化步入收获期
$50.0
This Chinese report is about 2696.HK
浙江自然-605080.SH（Zhejiang Natural Outdoor Goods Inc.）：户外代工龙头，新客户及新品类放量驱动成长
$30.0
This Chinese report is about 605080.SH
信达生物-1801.HK（Innovent Biologics Inc）：IO+ADC 全球创新领先，减重等慢病开花
$30.0
This Chinese report is about 1801.HK
零跑汽车-9863.HK（Zhejiang Leapmotor Technology Co Ltd）：厚积薄发盈利转正，出海有望带来高成长
$30.0
This Chinese report is about 9863.HK
卫龙美味-9985.HK（Weilong Delicious Global Holdings Ltd）：魔芋开启新纪元，辣味王者再启航
$30.0
This Chinese report is about 9985.HK
迈富时-2556.HK（Marketingforce Management Ltd）：积极拥抱AIAgent，迈向Marketingforce 2.0阶段
$30.0
This Chinese report is about 2556.HK
思摩尔国际-6969.HK（Smoore International Holdings Ltd）：雾化业务基本面改善，HNB如日初升
$40.0
This Chinese report is about 6969.HK
厦门钨业-600549.SH（Xiamen Tungsten Co.,Ltd.）：钨价走高增厚矿山利润，光伏钨丝快速放量
$30.0
This Chinese report is about 600549.SH
皖通高速-600012.SH（Anhui Expressway Company Limited）：公路上市公司市值管理典范，市值管理“三要素”
$40.0
This Chinese report is about 600012.SH
江南化工-002226.SZ（Anhui Jiangnan Chemical Industry Co.,Ltd.）：“内需+出海”双轮驱动，兵器工业集团民爆核心平台成长可期
$30.0
This Chinese report is about 002226.SZ
沃格光电-603773.SH（WG Tech (JiangXi) Group Co.,LTD.）：业绩短期承压，玻璃基板带来第二成长曲线
$30.0
This Chinese report is about 603773.SH
光大银行-601818.SH（CHINA EVERBRIGHT BANK COMPANY LIMITED）：规模扩张提速，中收增速转正
$30.0
This Chinese report is about 601818.SH
三祥新材-603663.SH（Sanxiang Advanced Materials Co., Ltd.）：核级锆项目投产，固态电池未来可期
$40.0
This Chinese report is about 603663.SH
蓝黛科技-002765.SZ（ Landai Technology Group Corp., Ltd.）：触控显示与动力传动领先厂商，人形机器人提供增长新动力
$30.0
This Chinese report is about 002765.SZ
泛微网络-603039.SH（WEAVER NETWORK TECHNOLOGY CO.,LTD）：OA强卡位，AI Agent新空间
$30.0
This Chinese report is about 603039.SH
海丰国际-1308.HK（SITC International Holdings Co Ltd）：专精稳健经营打造小型集装箱船市场龙头，再乘产业转移东风
$40.0
This Chinese report is about 1308.HK
华友钴业-603799.SH（ZHEJIANG HUAYOU COBALT CO., LTD）：蛰伏桐乡待春雷，金属破晓映全球
$30.0
This Chinese report is about 603799.SH
集智股份-300553.SZ（Hangzhou Jizhi Mechatronic Co., Ltd.）：深海科技基石+高端国产替代+机器人放量“吹哨人”
$30.0
This Chinese report is about 300553.SZ
邦德股份-838171.BJ（WEIHAI BANGDE COOLING SYSTEM CO.,LTD.）：定位冷凝器ODM供应商，产品覆盖全球畅销车型
$30.0
This Chinese report is about 838171.BJ
光云科技-688365.SH（Hangzhou Raycloud Technology Co.,Ltd）：电商SaaS龙头迎来经营拐点，加速布局AI应用有望打开空间
$30.0
This Chinese report is about 688365.SH
长沙银行-601577.SH（BANK OF CHANGSHA CO.,LTD.）：存贷同比高增，非息尚有潜力
$30.0
This Chinese report is about 601577.SH
鼎捷数智-300378.SZ（DIGIWIN CO.,LTD.）：工业互联网龙头厂商，打造国内首个制造业多智能体协同平台
$30.0
This Chinese report is about 300378.SZ
新莱福-301323.SZ（Guangzhou Newlife New Material CO., LTD）：打通“材料+器件+部件”产业链，携手，共创广阔未来
$30.0
This Chinese report is about 301323.SZ
芭田股份-002170.SZ（Shenzhen Batian Ecotypic Engineering Co.,Ltd.）：复合肥主业经营稳健，优质磷矿产能释放助力业绩高增
$30.0
This Chinese report is about 002170.SZ
中国儒意-0136.HK（China Ruyi Holdings Limited）：“内生+外延”驱动游戏增长，深耕影视产业持续强化优势
$30.0
This Chinese report is about 0136.HK
冠豪高新-600433.SH（Guangdong Guanhao High-Tech Co.,Ltd.）：纸浆投产增厚毛利，特种新材料打开成长空间
$40.0
This Chinese report is about 600433.SH
德业股份-605117.SH（Ningbo Deye Technology Co., Ltd.）：光储新兴市场崛起，渠道产品构筑护城河
$40.0
This Chinese report is about 605117.SH
健民集团-600976.SH（Jianmin Pharmaceutical Group Co.,Ltd.）：儿药龙头焕新机，品牌+创新打开成长空间
$30.0
This Chinese report is about 600976.SH
中宠股份-002891.SZ（YANTAI CHINA PET FOODS CO., LTD.）：全球化生产布局抵御贸易摩擦，自主品牌业务驶入发展快车道
$30.0
This Chinese report is about 002891.SZ
宁波银行-002142.SZ（Bank Of Ningbo Co.,Ltd.）：关税扰动可控，等待复苏alpha
$30.0
This Chinese report is about 002142.SZ
杭州银行-600926.SH（Bank Of Hangzhou Co.,Ltd.）：拨备有效反哺，利润延续高增
$30.0
This Chinese report is about 600926.SH
瑞丰银行-601528.SH（Zhejiang Shaoxing RuiFeng Rural Commercial Bank Co.,Ltd）：存款增效，拨备夯实
$30.0
This Chinese report is about 601528.SH
易鑫集团-2858.HK（YIXIN GROUP LIMITED）：兼具高成长+高分红双属性的第三方汽车金融交易平台
$40.0
This Chinese report is about 2858.HK
迦南智能-300880.SZ（Ningbo Jianan Electronics Co.,Ltd）：智慧计量稳健增长，超快充和智能微电网有望打开成长空间
$50.0
This Chinese report is about 300880.SZ
键凯科技-688356.SH（JenKem Technology Co., Ltd.）：国产PEG龙头，医美+创新药打开新篇章
$40.0
This Chinese report is about 688356.SH
澜起科技-688008.SH（Montage Technology Co., Ltd.）：全球领先互连芯片解决方案厂商，产业趋势+新品突破，业绩放量正当时
$30.0
This Chinese report is about 688008.SH
工商银行-601398.SH（Industrial And Commercial Bank Of China Limited）：存贷同比多增，中收降幅收窄
$30.0
This Chinese report is about 601398.SH
雷迪克-300652.SZ（HANG ZHOU RADICAL ENERGY-SAVING TECHNOLOGY CO., LTD.）：精密制造基因赋能，人形机器人丝杠新锐
$30.0
This Chinese report is about 300652.SZ
首都在线-300846.SZ（CAPITALONLINE DATA SERVICE CO.,LTD）：坚定全球化布局，AI助力再次腾飞
$30.0
This Chinese report is about 300846.SZ
芭田股份-002170.SZ（ Shenzhen Batian Ecotypic Engineering Co.,Ltd.）：复合肥主业经营稳健，优质磷矿产能释放助力业绩高增
$30.0
This Chinese report is about 002170.SZ
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
$20.0
This Chinese report is about 600699.SH
世运电路-603920.SH（Olympic Circuit Technology Co.,Ltd.）：深耕优势领域，开发新兴板块
$30.0
This Chinese report is about 603920.SH
艾力斯-688578.SH（Shanghai Allist Pharmaceuticals Co., Ltd.）：肺癌治疗领域深度布局，产品矩阵逐步成型
$30.0
This Chinese report is about 688578.SH
迈威生物-688062.SH（Mabwell (Shanghai) Bioscience Co., Ltd.）：由仿及创渐入佳境，ADC深度布局引领潮流
$40.0
This Chinese report is about 688062.SH
德源药业-832735.BJ（Jiangsu Deyuan Pharmaceutical Co., Ltd.）：专注慢病药物研发，创新转型布局减重
$30.0
This Chinese report is about 832735.BJ
光明肉业-600073.SH（SHANGHAI BRIGHT MEAT GROUP CO., LTD.）：布局全球的优质牛肉标的，有望受益牛肉涨价利好催化
$40.0
This Chinese report is about 600073.SH
正帆科技-688596.SH（Shanghai Gentech Co., Ltd.）：以客户为中心，“三位一体”打造长期增长体系
$30.0
This Chinese report is about 688596.SH
精智达-688627.SH（Shenzhen SEICHI Technologies Co., Ltd.）：技术突破引领国产替代，双轮驱动打开成长空间
$40.0
This Chinese report is about 688627.SH
毕得医药-688073.SH（Bide Pharmatech Co., Ltd.）：多维度追求高质量发展，业绩拐点已至
$40.0
This Chinese report is about 688073.SH
绿源集团控股-2451.HK（Luyuan Group Holding (Cayman) Limited）：电动车老牌企业战略焕新，三箭齐发打开增长新篇章
$30.0
This Chinese report is about 2451.HK
浦发银行-600000.SH（Shanghai Pudong Development Bank Co.,Ltd.）：资产质量持续改善，其他非息增速转正
$30.0
This Chinese report is about 600000.SH
嘉化能源-600273.SH（Zhejiang Jiahua Energy Chemical Industry Co.,Ltd.）：循环经济铸核心优势，分红回购并举强化股东回报
$30.0
This Chinese report is about 600273.SH
一致魔芋-839273.BJ（Hubei Yizhi Konjac Biotechnology Co., Ltd.）：魔芋产业“全能选手”，原料端强把控，食品业务乘风起航
$30.0
This Chinese report is about 839273.BJ
广州发展-600098.SH（Guangzhou Development Group Incorporated）：用发展的眼光看“发展”
$30.0
This Chinese report is about 600098.SH
环球新材国际-6616.HK（Global New Material International Holdings Ltd）：珠光材料领域专精特新企业，国际并购迈向全球化
$30.0
This Chinese report is about 6616.HK
北京银行-601169.SH（Bank Of Beijing Co.,Ltd.）：中收增速转正，不良率继续回落
$30.0
This Chinese report is about 601169.SH
招商银行-600036.SH（China Merchants Bank Co., Ltd.）：重定价压力集中释放，业绩逐季改善可期
$30.0
This Chinese report is about 600036.SH
民士达-833394.BJ（YanTai Metastar Special Paper Co.,LTD）：国内芳纶纸行业领军者，国产替代进程加速
$40.0
This Chinese report is about 833394.BJ
安图生物-603658.SH（Autobio Diagnostics CO.,Ltd）：发光业务进入新一轮周期，流水线+分子诊断+微生物质谱打造多增长极
$30.0
This Chinese report is about 603658.SH
立讯精密-002475.SZ（Luxshare Precision Industry Co., Ltd.）：夯实消费电子基本盘，通讯+汽车双翼齐飞
$50.0
This Chinese report is about 002475.SZ
杰克股份-603337.SH（ JACK TECHNOLOGY CO.,LTD）：工业缝纫机龙头，智能化、自动化探索引领行业发展
$30.0
This Chinese report is about 603337.SH
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
$30.0
This Chinese report is about 002056.SZ
峰岹科技-688279.SH（Fortior Technology(Shenzhen) Co., Ltd.）：BLDC“驱控+传感”双核驱动
$40.0
This Chinese report is about 688279.SH
飞龙股份-002536.SZ（Feilong Auto Components Co.,Ltd.）：新能源热管理细分龙头，非车业务进入爆发期
$30.0
This Chinese report is about 002536.SZ
国网信通-600131.SH（STATE GRID INFORMATION&COMMUNICATION CO.,LTD.）：收购释放协同效应，政策利好布局深远
$30.0
This Chinese report is about 600131.SH
华勤技术-603296.SH（ Huaqin Technology Co., Ltd.）：全球领先的智能硬件ODM企业，多业务布局展现强劲增长
$20.0
This Chinese report is about 603296.SH
云天化-600096.SH（Yunnan Yuntianhua Co.,Ltd.）：一体化优势明显，具备高分红属性
$40.0
This Chinese report is about 600096.SH
招金矿业-1818.HK（Zhaojin Mining Industry Co Ltd）：紫金合璧引潮涌，量跃金山映长流
$30.0
This Chinese report is about 1818.HK
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
$30.0
This Chinese report is about 1929.HK
映恩生物_B-9606.HK（Duality Biotherapeutics Inc）：核心产品快速推进，FIC管线迈向全球
$40.0
This Chinese report is about 9606.HK
中国平安-601318.SH（Ping An Insurance (Group) Company of China, Ltd.）：产寿险领头公司，业务具有较强韧性
$30.0
This Chinese report is about 601318.SH
巨星科技-002444.SZ（ Hangzhou Great Star Industrial Co.,Ltd.）：工具出海龙头，品牌化+全球布局共铸成长
$30.0
This Chinese report is about 002444.SZ
芭田股份-002170.SZ（ Shenzhen Batian Ecotypic Engineering Co.,Ltd.）：优质磷矿产能快速扩张，复合肥巨头再腾飞
$60.0
This Chinese report is about 002170.SZ
新大陆-000997.SZ（Newland Digital Technology Co.,Ltd.）：移动支付出海打开增长空间，Agent产品提高生态变现能力
$40.0
This Chinese report is about 000997.SZ
合合信息-688615.SH（Intsig Information Co., Ltd.）：稀缺的C端生产力软件龙头，AI与海外双轴驱动
$40.0
This Chinese report is about 688615.SH
株冶集团-600961.SH（ZHUZHOU SMELTER GROUP CO.,LTD.）：依托五矿，具有黄金属性的铅锌冶炼龙头
$30.0
This Chinese report is about 600961.SH
纳微科技-688690.SH（SUZHOU NANOMICRO TECHNOLOGY CO., LTD.）：纳米微球龙头，国产替代加速成长
$30.0
This Chinese report is about 688690.SH
苏试试验-300416.SZ（ Suzhou Sushi Testing Group Co.,Ltd）：平台型第三方检测龙头，实验室网络有望全面步入收获期
$30.0
This Chinese report is about 300416.SZ
苏轴股份-430418.BJ（SUZHOU BEARING FACTORY CO., LTD.）：滚针轴承国产替代加速，布局机器人打造新增长曲线
$30.0
This Chinese report is about 430418.BJ
杭州银行-600926.SH（Bank Of Hangzhou Co.,Ltd.）：创金融深化布局，资产质量长期优异
$30.0
This Chinese report is about 600926.SH
福达股份-603166.SH（GUILIN FUDA Co.,Ltd.）：曲轴龙头，新能源+机器人打开全新增长曲线
$30.0
This Chinese report is about 603166.SH
英诺赛科-2577.HK（InnoScience Suzhou Technology Holding Co Ltd）：聚焦氮化镓的第三代半导体领军企业
$30.0
This Chinese report is about 2577.HK
海晨股份-300873.SZ（Hichain Logistics Co.,Ltd.）：业内稀缺跨领域物流方案提供商，AMHS业务构筑第二成长曲线
$30.0
This Chinese report is about 300873.SZ
古麒绒材-001390.SZ（Anhui Guqi Down & Feather Textile Incorporated）：投资价值分析报告
$60.0
This Chinese report is about 001390.SZ
伟测科技-688372.SH（Shanghai V-Test Semiconductor Tech. Co., LTD.）：伟业长兴，测名辨物
$60.0
This Chinese report is about 688372.SH
濮耐股份-002225.SZ（ Puyang Refractories Group Co.,Ltd.）：耐材主业出海领先，2025年盈利预期改善
$30.0
This Chinese report is about 002225.SZ
中科星图-688568.SH（Geovis Technology Co.,Ltd）：对标PLTR，AI+数据分析之王
$30.0
This Chinese report is about 688568.SH
保龄宝-002286.SZ（BAOLINGBAO BIOLOGY CO.,LTD.）：产品结构优化驱动盈利改善，功能糖龙头再谱新篇章
$50.0
This Chinese report is about 002286.SZ
英杰电气-300820.SZ（Sichuan Injet Electric Co., Ltd.）：工业电源龙头，半导体业务打开成长空间
$30.0
This Chinese report is about 300820.SZ
华润建材科技-1313.HK（China Resources Building Materials Technology Holdings Ltd）：华南水泥龙头，盈利拐点已现
$30.0
This Chinese report is about 1313.HK
雅迪控股-1585.HK（Yadea Group Holdings Ltd）：两轮龙头重整启航，中高端&出海共振前行
$30.0
This Chinese report is about 1585.HK
慕思股份-001323.SZ（DeRucci Healthy Sleep Co.,Ltd.）：行业大有可为，AI床垫驱动新成长
$30.0
This Chinese report is about 001323.SZ
金力永磁-300748.SZ（JL MAG RARE-EARTH CO., LTD.）：秉技术优势，乘行业东风，迎跨越发展
$40.0
This Chinese report is about 300748.SZ
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
$40.0
This Chinese report is about 603228.SH
重庆银行-601963.SH（BANK OF CHONGQING CO., LTD.）：江城新风貌，多重利好共振
$30.0
This Chinese report is about 601963.SH
今世缘-603369.SH（Jiangsu King's Luck Brewery Joint-Stock Co., Ltd.）：苏酒强者，尽享升级与份额
$30.0
This Chinese report is about 603369.SH
瑞芯微-603893.SH（Rockchip Electronics Co., Ltd.）：AIoT SoC平台化布局，端侧AI弄潮儿
$40.0
This Chinese report is about 603893.SH
中国东方教育-0667.HK（China East Education Holdings Ltd）：职业技能培训龙头，战略转型成效初现
$30.0
This Chinese report is about 0667.HK
知行科技-1274.HK（iMotion Automotive Technology Suzhou Co Ltd）：软硬件全栈布局的智驾Tier1，出海&机器人加速拓展
$30.0
This Chinese report is about 1274.HK
脑动极光-6681.HK（BrainAurora Medical Technology Ltd）：AI赋能，全面布局认知障碍数字疗法
$30.0
This Chinese report is about 6681.HK
晶泰控股-2228.HK（XtalPi Holdings Ltd）：AI for Science稀缺标的，颠覆研发范式打开巨大市场空间
$40.0
This Chinese report is about 2228.HK
百济神州-688235.SH（BeiGene, Ltd.）：深入分析不断变化的CLL治疗方案中的BTK BCL2产品潜力；将巩固CLL领先地位；重申买入评级
$30.0
This Chinese report is about 688235.SH
科大智能-300222.SZ（Csg Smart Science&technology Co.,Ltd.）：战略聚焦数字能源，拓展智能机器人应用
$40.0
This Chinese report is about 300222.SZ
汉朔科技-301275.SZ（ Hanshow Technology Co., Ltd.）：电子价签行业领跑者，助力泛零售数字化升级
$30.0
This Chinese report is about 301275.SZ
水星家纺-603365.SH（Shanghai Shuixing Home Textile Co., Ltd.）：高性价比功能性品牌家纺龙头，差异化竞争策略赋能发展
$40.0
This Chinese report is about 603365.SH
联化科技-002250.SZ（LIANHE CHEMICAL TECHNOLOGY CO.,LTD.）：否极泰来，春归万象新—行业回暖有望推动公司困境反转
$60.0
This Chinese report is about 002250.SZ
博睿数据-688229.SH（Bonree Data Technology Co., Ltd.）：拥抱华为与字节，新产品或进放量周期
$30.0
This Chinese report is about 688229.SH
厦钨新能-688778.SH（XTC New Energy Materials( Xiamen) Co.,Ltd.）：NL正极推陈出新，硫化锂开拓先锋
$30.0
This Chinese report is about 688778.SH
欧康医药-833230.BJ（Chengdu Okay Pharmaceutical Co., Ltd.）：“槐米+枳实”双主线产品生态，国内纯植物提取原料药上市公司
$30.0
This Chinese report is about 833230.BJ
卧龙电驱-600580.SH（WOLONG ELECTRIC GROUP CO., LTD.）：卡位人形机器人“链主”，低空谋远局
$30.0
This Chinese report is about 600580.SH
同惠电子-833509.BJ（Changzhou Tonghui Electronic Co., Ltd.）：电子测量仪器领域“小巨人”，国产替代+消费电子复苏双击
$30.0
This Chinese report is about 833509.BJ
翔楼新材-301160.SZ（Suzhou Xianglou New Material Co.,Ltd.）：国内精密冲压材料龙头，大力推进谐波柔轮材料国产替代
$30.0
This Chinese report is about 301160.SZ
三维化学-002469.SZ（SHANDONG SUNWAY CHEMICAL GROUP CO.,LTD）：高弹性建筑化工小巨人，业绩增长潜力可期
$30.0
This Chinese report is about 002469.SZ
中国联通-0762.HK（China Unicom Hong Kong Ltd）：数字信息服务国家队，云业务打造第二增长曲线
$30.0
This Chinese report is about 0762.HK
宜明昂科-1541.HK（ImmuneOnco Biopharmaceuticals Shanghai Inc）：CD47融合蛋白安全性及疗效优秀，市场空间广阔
$30.0
This Chinese report is about 1541.HK
中国旺旺-0151.HK（Want Want China Holdings Ltd）：新品增收控本增效，海外市场提供新动能
$70.0
This Chinese report is about 0151.HK
上美股份-2145.HK（Shanghai Chicmax Cosmetic Co Ltd）：从韩束到多点开花，领先国货集团迈向新征程
$30.0
This Chinese report is about 2145.HK
北方国际-000065.SZ（NORINCO International Cooperation Ltd.）：投建营一体化发展，“一带一路”有望提升公司业绩
$50.0
This Chinese report is about 000065.SZ
腾景科技-688195.SH（Optowide Technologies Co., Ltd.）：精密光学元组件领军者，多应用领域布局开拓新增长极
$40.0
This Chinese report is about 688195.SH
视声智能-870976.BJ（GVS SMART CO.,LTD.）：KNX总线智能家居品牌，提供住宅与建筑智能化解决方案
$30.0
This Chinese report is about 870976.BJ
福田汽车-600166.SH（Beiqi Foton Motor Co.,Ltd.）：商用车产业链多线并举，新能源、重卡、出口加速领跑
$30.0
This Chinese report is about 600166.SH
奥海科技-002993.SZ（Dongguan Aohai Technology Co., Ltd.）：端侧AI带动手机充电器量价齐升，新能源汽车、服务器电源共筑长期增量
$30.0
This Chinese report is about 002993.SZ
中鼎股份-000887.SZ（Anhui Zhongding Sealing Parts Co.,Ltd.）：全球汽车零部件百强，布局机器人未来可期
$30.0
This Chinese report is about 000887.SZ
上海银行-601229.SH（Bank of Shanghai Co., Ltd.）：稳健+分红，业务发展稳健，分红率高
$40.0
This Chinese report is about 601229.SH
仕佳光子-688313.SH（Henan Shijia Photons Technology Co., Ltd.）：AI驱动光通信技术升级，AWG、MPO打开成长空间
$20.0
This Chinese report is about 688313.SH
国科微-300672.SZ（Hunan Goke Microelectronics Co.,Ltd.）：编解码芯片领军者，AI布局逐步完善
$40.0
This Chinese report is about 300672.SZ
海天瑞声-688787.SH（Beijing Haitian Ruisheng Science Technology Ltd.）：国内领军数据服务商，人工智能产业卖铲人
$40.0
This Chinese report is about 688787.SH
广东宏大 -002683.SZ（Guangdong Hongda Holdings Group Co., Ltd.）：民爆矿服创领一体化，转型军工擘画新宏图
$40.0
This Chinese report is about 002683.SZ
凯德石英-835179.BJ（ Beijing KaiDe Quartz Co., Ltd）：高端石英制品领域国内领先，下游需求+国产替代下产能加速释放
$30.0
This Chinese report is about 835179.BJ
恒铭达-002947.SZ（Suzhou Hengmingda Electronic Technology Co., Ltd.）：精密器件智能制造综合供应商
$30.0
This Chinese report is about 002947.SZ
爱玛科技-603529.SH（AIMA TECHNOLOGY GROUP CO.,LTD.）：电动两轮车龙头企业，高端化与全球化并举
$60.0
This Chinese report is about 603529.SH
奥赛康-002755.SZ（ BEIJING AOSAIKANG PHARMACEUTICAL CO.,LTD.）：创新转型成果初现，前药平台市场潜力可观
$40.0
This Chinese report is about 002755.SZ
地平线机器人-9660.HK（Horizon Robotics）：J6EM站稳中阶智驾市场，HSD首发奇瑞星途打响高阶智驾第一枪
$30.0
This Chinese report is about 9660.HK
九方智投控股-9636.HK（JF SmartInvest Holdings Ltd）：多流量变现的投教平台，AI赋能的弹性标的
$30.0
This Chinese report is about 9636.HK
黑芝麻智能-2533.HK（Black Sesame International Holding Ltd）：自动驾驶产品及解决方案龙头，自动驾驶&跨域计算双轮驱动成长
$30.0
This Chinese report is about 2533.HK
速腾聚创-2498.HK（RoboSense Technology Co Ltd）：激光雷达领军再一程，迈向机器人技术平台公司
$40.0
This Chinese report is about 2498.HK
九方智投控股-9636.HK（（JF SmartInvest Holdings Ltd））：卡位短视频流量入口，在线投教龙头
$30.0
This Chinese report is about 9636.HK
康比特-833429.BJ（Beijing Competitor Sports Science Technology Joint Stock Co.,Ltd.）：运动营养第一股，体育科技谋新篇
$30.0
This Chinese report is about 833429.BJ
科德教育-300192.SZ（SUZHOU KINGSWOOD EDUCATION TECHNOLOGY CO.,LTD.）：油墨龙头战略转型，AI+教育值得期待
$30.0
This Chinese report is about 300192.SZ
威胜信息-688100.SH（Willfar Information Technology Co., Ltd.）：电力物联网引领者，三重逻辑驱动成长
$30.0
This Chinese report is about 688100.SH
沃特股份-002886.SZ（Shenzhen WOTE Advanced Materials Co.,Ltd.）：特种高分子材料国产替代先锋，产能投放驱动成长
$40.0
This Chinese report is about 002886.SZ
应流股份-603308.SH（ANHUI YINGLIU ELECTROMECHANICAL CO.,LTD）：两机业务景气向上，高端铸造领域龙头平台化布局打开成长空间
$40.0
This Chinese report is about 603308.SH
濮耐股份-002225.SZ（ Puyang Refractories Group Co.,Ltd.）：湿法冶金用活性氧化镁第二曲线弹性可期
$30.0
This Chinese report is about 002225.SZ
中力股份-603194.SH（Zhejiang E-P Equipment Co., Ltd.）：电动叉车龙头，差异化定位打开发展空间
$30.0
This Chinese report is about 603194.SH
争光股份-301092.SZ（ZHEJIANG ZHENGGUANG INDUSTRIAL CO., LTD.）：离子交换树脂龙头企业，新产能投产在即，国产替代主力军
$30.0
This Chinese report is about 301092.SZ
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
$60.0
This Chinese report is about 605376.SH
恒工精密-301261.SZ（Hengong Precision Equipment Co., Ltd.）：球墨铸铁龙头，布局机器人减速器核心部件
$30.0
This Chinese report is about 301261.SZ
新特电气-301120.SZ（Newonder Special Electric Co.,Ltd.）：特种变压器龙头，AIDC新机遇拾级而上
$30.0
This Chinese report is about 301120.SZ
银轮股份-002126.SZ（ZHEJIANG YINLUN MACHINERY CO.,LTD.）：汽车热管理老牌龙头，液冷行业新星
$30.0
This Chinese report is about 002126.SZ
蜂助手-301382.SZ（ FENGZHUSHOU CO., LTD.）：从运营商虚拟商品代理，到云终端基座构建者
$30.0
This Chinese report is about 301382.SZ
欧克科技-001223.SZ（OK Science and Technology Co., Ltd.）：生活用纸设备国产替代正当时， 新设备、新材料、新赛道共成长
$50.0
This Chinese report is about 001223.SZ
深南电路-002916.SZ（Shennan Circuits Co., Ltd.）：国产算力PCB龙头，布局IC载板引领突破
$40.0
This Chinese report is about 002916.SZ
生益科技-600183.SH（ SHENGYI TECHNOLOGY CO.,LTD.）：产业链协同优势显著，乘AI东风加速成长
$40.0
This Chinese report is about 600183.SH
江南奕帆-301023.SZ（JIANGNAN YIFAN MOTOR CO.,LTD）：微特减速电机隐形冠军，持续拓展下游应用场景
$30.0
This Chinese report is about 301023.SZ
昆仑能源-0135.HK（Kunlun Energy Company Ltd）：依托中国石油平台优势，天然气终端业务高质量发展可期
$30.0
This Chinese report is about 0135.HK
华达科技-603358.SH（Huada Automotive Technology Corp.,Ltd）：合资时代冲压龙头，卡位新能源增厚业绩
$30.0
This Chinese report is about 603358.SH
鼎捷数智-300378.SZ（DIGIWIN CO.,LTD.）：企业级软件重要玩家，AI应用有望打开成长天花板
$40.0
This Chinese report is about 300378.SZ
蜂助手-301382.SZ（ FENGZHUSHOU CO., LTD.）：从运营商虚拟商品代理，到云终端基座构建者
$30.0
This Chinese report is about 301382.SZ
华鼎股份-601113.SH（Yiwu Huading Nylon Co.,Ltd.）：剥离电商轻装上阵，锦纶主业剑指辉煌
$30.0
This Chinese report is about 601113.SH
马应龙-600993.SH（Mayinglong Pharmaceutical Group Co., Ltd.）：深耕肛肠药品老字号，湿厕纸延伸带来新动力
$60.0
This Chinese report is about 600993.SH
瑞丰新材-300910.SZ（ Xinxiang Richful Lube Additive Co., Ltd）：厚积薄发，国产润滑油添加剂向海外进军
$40.0
This Chinese report is about 300910.SZ
世名科技-300522.SZ（Suzhou Sunmun Technology Co., Ltd.）：着色剂领域专精特新，面板光刻胶色浆国产先锋
$40.0
This Chinese report is about 300522.SZ
杰瑞股份-002353.SZ（Yantai Jereh Oilfield Services Group Co., Ltd.）：油服设备龙头，国际化战略稳步推进
$30.0
This Chinese report is about 002353.SZ
创耀科技-688259.SH（Triductor Technology (Suzhou) Inc.）：机器人+星闪双轮驱动星辰大海，国产通信芯片领军者
$40.0
This Chinese report is about 688259.SH
广和通-300638.SZ（ Fibocom Wireless Inc.）：物联网先锋再创业，AI端侧+机器人双轮驱动
$60.0
This Chinese report is about 300638.SZ
百利天恒-688506.SH（Sichuan Biokin Pharmaceutical Co., Ltd.）：双抗ADC引领国际化征程，ADC+多抗龙头崛起
$40.0
This Chinese report is about 688506.SH
物产中大-600704.SH（Wuchan Zhongda Group Co.,Ltd.）：制造业务高增长，估值有望修复
$30.0
This Chinese report is about 600704.SH
禾丰股份-603609.SH（Wellhope Foods Co., Ltd.）：饲料、养殖、屠宰产业链一体化的优质企业
$50.0
This Chinese report is about 603609.SH
国盾量子-688027.SH（ QuantumCTek Co., Ltd.）：中国量子科技领军，“一体两翼”布局未来
$60.0
This Chinese report is about 688027.SH
四川成渝-601107.SH（ Sichuan Expressway Company Limited）：四维度解析四川成渝，市场仍存在较大预期差
$30.0
This Chinese report is about 601107.SH
海螺创业-0586.HK（China Conch Venture Holdings Ltd）：利润及现金流迎来拐点，分红提升可期
$30.0
This Chinese report is about 0586.HK
科伦博泰_B-6990.HK（Sichuan Kelun-Biotech Biopharmaceutical Co Ltd）：中国领先的ADC平台，管线价值集中兑现、关键拐点已至，首予买入
$40.0
This Chinese report is about 6990.HK
长城汽车-2333.HK（Great Wall Motor Co Ltd）：长城系列深度之硬派越野篇：稳居国内硬派越野市场第一，出海打开第二增长曲线
$40.0
This Chinese report is about 2333.HK
地平线机器人-9660.HK（Horizon Robotics）：智驾平权“最大公约数”，乘渗透率东风加速全域征程
$50.0
This Chinese report is about 9660.HK
华懋科技-603306.SH（HMT (XIAMEN) NEW TECHNICAL MATERIALS CO., LTD.）：汽车被动安全空间广阔，泛AI业务打造第二增长曲线
$40.0
This Chinese report is about 603306.SH
信捷电气-603416.SH（WuXi Xinje Electric Co.,Ltd.）：深耕PLC+驱动，新产品+机器人打开空间
$30.0
This Chinese report is about 603416.SH
中策橡胶-603049.SH（ Zhongce Rubber Group Co., Ltd.）：国内轮胎龙头，布局海外基地再启航
$60.0
This Chinese report is about 603049.SH
兴业银锡-000426.SZ（INNER MONGOLIA XINGYE SILVER&TIN MINING CO.,LTD）：立足资源禀赋，全球化布局开展新篇章
$40.0
This Chinese report is about 000426.SZ
片仔癀-600436.SH（ZHANGZHOU PIENTZEHUANG PHARMACEUTICAL CO., LTD.）：片仔癀做深做精，安宫牛黄丸开辟第二增长曲线
$30.0
This Chinese report is about 600436.SH
亚辉龙-688575.SH（Shenzhen YHLO Biotech Co., Ltd.）：发光业务高增长，积极布局AI检验+出海
$40.0
This Chinese report is about 688575.SH
中裕科技-871694.BJ（ZYfire Hose Corporation）：页岩油气压裂供水软管“小巨人”，进军中东油气集输市场及澳洲矿山领域
$40.0
This Chinese report is about 871694.BJ
三维化学-002469.SZ（SHANDONG SUNWAY CHEMICAL GROUP CO.,LTD）：受益于新疆煤化工建设提速，“工程+实业”携手并进
$40.0
This Chinese report is about 002469.SZ
快克智能-603203.SH（ QUICK INTELLIGENT EQUIPMENT CO.,LTD.）：精密焊接装联设备领先企业，积极拓展成长边界
$30.0
This Chinese report is about 603203.SH
乐鑫科技-688018.SH（Espressif Systems (Shanghai) Co., Ltd.）：产品矩阵不断拓展，软硬件协同生态构建护城河
$30.0
This Chinese report is about 688018.SH
汇纳科技-300609.SZ（Winner Technology Co., Inc.）：实控人拟变更，开启AI生态新布局
$30.0
This Chinese report is about 300609.SZ
日联科技-688531.SH（Wuxi Unicomp Technology Co., Ltd.）：从“卡脖子突围”到“全球智检”，国产替代与结构性增长双引擎
$30.0
This Chinese report is about 688531.SH
顺丰同城-9699.HK（Hangzhou Sf Intra-City Industrial Co Ltd）：京东入局开启即时消费市场“三国杀”，看好即时配送第三方龙头顺丰同城
$30.0
This Chinese report is about 9699.HK
浙江荣泰-603119.SH（Zhejiang Rongtai Electric Material Co.,Ltd.）：云母龙头守正创新，收购KGG布局机器人丝杆
$30.0
This Chinese report is about 603119.SH
中科海讯-300810.SZ（Beijing Zhongkehaixun Digital S&T Co.,Ltd.）：水声领域核心供应商，拓展水声大数据等多增长极
$40.0
This Chinese report is about 300810.SZ
华勤技术-603296.SH（ Huaqin Technology Co., Ltd.）：智能产品平台龙头，AI驱动数据中心+消费电子双重成长
$30.0
This Chinese report is about 603296.SH
慧博云通-301316.SZ（Hydsoft Technology Co., Ltd.）：拟收购宝德软硬结合，打造国产数字底座新贵
$30.0
This Chinese report is about 301316.SZ
华锐精密-688059.SH（Zhuzhou Huarui Precision Cutting Tools.Co.,Ltd）：数控刀具新龙头，“人形机器人+军工”有望带来戴维斯双击
$30.0
This Chinese report is about 688059.SH
石药集团-1093.HK（CSPC Pharmaceutical Group Ltd）：八大创新平台进入兑现期，重磅品种启动关键临床
$30.0
This Chinese report is about 1093.HK
地平线机器人_W-9660.HK（Horizon Robotics）：国内头部智驾解决方案供应商，软硬一体打造智驾生态标杆
$40.0
This Chinese report is about 9660.HK
地平线机器人_W-9660.HK（Horizon Robotics）：国产ADAS芯片龙头，成长为高阶智驾综合供应商
$40.0
This Chinese report is about 9660.HK
远大医药-0512.HK（Grand Pharmaceutical Group Ltd）：传统业务远航稳舵，核药布局大业新程
$40.0
This Chinese report is about 0512.HK
禾信仪器-688622.SH（Guangzhou Hexin Instrument Co.,LTD.）：龙头的下一站，量子计算
$40.0
This Chinese report is about 688622.SH
浙江荣泰-603119.SH（Zhejiang Rongtai Electric Material Co.,Ltd.）：立足云母优质赛道，展人形机器人新篇
$30.0
This Chinese report is about 603119.SH
汇川技术-300124.SZ（Shenzhen Inovance Technology Co., Ltd）：工控&电梯筑基、电车贡献弹性，机器人构建远期空间
$50.0
This Chinese report is about 300124.SZ
赛力斯-601127.SH（Seres Group Co.,Ltd.）：拥抱华为持续打造爆款，入股引望等贡献新增长点
$50.0
This Chinese report is about 601127.SH
时代电气-688187.SH（Zhuzhou CRRC Times Electric Co., Ltd.）：轨交牵引变流系统龙头，海工装备、新能源发电等新产业打开新增长极
$30.0
This Chinese report is about 688187.SH
雷赛智能-002979.SZ（China Leadshine Technology Co., Ltd.）：运控领军者，人形机器人打造新增长极
$30.0
This Chinese report is about 002979.SZ
中材科技-002080.SZ（ Sinoma Science & Technology Co.,Ltd.）：AI特种玻纤布的全球稀缺龙头
$40.0
This Chinese report is about 002080.SZ
千里科技-601777.SH（Lifan Technology(Group)Co.,Ltd.）：老树新花，千里马拥抱“AI+车”新启程
$40.0
This Chinese report is about 601777.SH
福耀玻璃-600660.SH（Fuyao Glass Industry Group Co., Ltd.）：汽车玻璃在智能化浪潮下的新机遇
$30.0
This Chinese report is about 600660.SH
龙迅股份-688486.SH（Lontium Semiconductor Corporation）：专注高速混合信号芯片，25年把握ARVR+智驾双重机遇
$30.0
This Chinese report is about 688486.SH
先导智能-300450.SZ（Wuxi Lead Intelligent Equipment CO.,LTD.）：海外业务快速增长、固态电池提升空间
$30.0
This Chinese report is about 300450.SZ
雷赛智能-002979.SZ（China Leadshine Technology Co., Ltd.）：运控平台化渐成型，助力人机“手眼脑”打开新空间
$30.0
This Chinese report is about 002979.SZ
广聚能源-000096.SZ（Shenzhen Guangju Energy Co.,Ltd.）：综合能源供应商，外延内生踏上新征途
$40.0
This Chinese report is about 000096.SZ
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
$50.0
This Chinese report is about 9660.HK
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
$50.0
This Chinese report is about 0119.HK
联邦制药-3933.HK（United Laboratories International Holdings Ltd）：UBT251已授权给诺和诺德，动保胰岛素稳健增长
$40.0
This Chinese report is about 3933.HK
福昕软件-688095.SH（Fujian Foxit Software Development Joint Stock Co., Ltd.）：国产PDF龙头，订阅、AI、收购三线并发
$30.0
This Chinese report is about 688095.SH
绿色动力-601330.SH（Dynagreen Environmental Protection Group Co., Ltd）：2025年迈入纯运营阶段，看好效率&分红提升潜力
$30.0
This Chinese report is about 601330.SH
虹软科技-688088.SH（ ArcSoft Corporation Limited）：视觉界的DeepSeek，技术红利到业绩爆发（智联汽车系列之44）
$40.0
This Chinese report is about 688088.SH
南极电商-002127.SZ（NanJi E-Commerce Co., LTD）：迎质价比消费浪潮，品牌重塑再出发
$30.0
This Chinese report is about 002127.SZ
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
$30.0
This Chinese report is about 300870.SZ
四川九洲-000801.SZ（SICHUAN JIUZHOU ELECTRIC CO.,LTD.）：空管龙头有望借低空与智能终端出海进入发展快车道
$30.0
This Chinese report is about 000801.SZ
晶丰明源-688368.SH（ Shanghai Bright Power Semiconductor Co., Ltd.）：AI时代的新机遇
$40.0
This Chinese report is about 688368.SH
隆鑫通用-603766.SH（Loncin Motor Co., Ltd.）：管理优化、出海景气，大排量摩托快速放量
$30.0
This Chinese report is about 603766.SH
中科环保-301175.SZ（ Beijing China Sciences Runyu Environmental Technology Co., Ltd.）：分红承诺保障稳健收益，产能增长体现成长价值
$30.0
This Chinese report is about 301175.SZ
申能股份-600642.SH（Shenergy Company Limited）：上海火电龙头，优质资产赋能高分红
$30.0
This Chinese report is about 600642.SH
中联重科-000157.SZ（Zoomlion Heavy Industry Science And Technology Co., Ltd.）：全球布局、品类创新注入长期成长动能，内销企稳有望迎来内外共振
$30.0
This Chinese report is about 000157.SZ
联邦制药-3933.HK（United Laboratories International Holdings Ltd）：老牌药企焕发新春，三靶点激动剂一鸣惊人
$20.0
This Chinese report is about 3933.HK
金蝶国际-0268.HK（Kingdee International Software Group Co Ltd）：云化“蝶变”之后，再看企业级Agent
$30.0
This Chinese report is about 0268.HK
毛戈平-1318.HK（Mao Geping Cosmetics Co Ltd）：高端美妆国货龙头，构建“品牌+产品+渠道”护城河
$40.0
This Chinese report is about 1318.HK
思看科技-688583.SH（ Scantech (HANGZHOU) Co., Ltd.）：3D视觉核心优势，物理AI第一步（“智”造TMT系列之三十二暨空间智能系列之二）
$30.0
This Chinese report is about 688583.SH
华纳药厂-688799.SH（ Huagong Tech Company Limited）：主业集采风险逐步落地，抗抑郁创新药濒危药材替代打开想象空间
$30.0
This Chinese report is about 688799.SH
盛和资源-600392.SH（ Shenghe Resources Holding Co.Ltd.）：拿下世界级稀土矿，资源全球化布局更进一步
$30.0
This Chinese report is about 600392.SH
水晶光电-002273.SZ（Zhejiang Crystal-Optech Co., Ltd.）：从跟跑到领跑，光学技术革新者
$40.0
This Chinese report is about 002273.SZ
智微智能-001339.SZ（JWIPC TECHNOLOGY CO., LTD.）：物联网数字化核心方案商，智算业务打开第二成长曲线
$40.0
This Chinese report is about 001339.SZ
司太立-603520.SH（Zhejiang Starry Pharmaceutical Co., Ltd.）：极具稀缺性的造影剂领军企业，有望开启新一轮高速成长周期
$30.0
This Chinese report is about 603520.SH
威高骨科-688161.SH（Shandong WeigaoOrthopaedic Device Co., Ltd.）：集采风险出清，基本面边际向好趋势明确
$30.0
This Chinese report is about 688161.SH
五新隧装-835174.BJ（Hunan Wuxin Tunnel Intelligent Equipment Co., Ltd.）：水利矿山营收翻倍+26亿并购打造基建全场景龙头，隧道设备隐形冠军开启双轮驱动
$30.0
This Chinese report is about 835174.BJ
黑芝麻智能-2533.HK（Black Sesame International Holding Ltd）：国产智能驾驶和机器人AI芯片先驱
$40.0
This Chinese report is about 2533.HK
均胜电子-600699.SH（NINGBO JOYSON ELECTRONIC CORP.）：全球汽车安全+电子头部Tier 1，人形机器人有望打开成长空间
$40.0
This Chinese report is about 600699.SH
光环新网-300383.SZ（Beijing Sinnet Technology Co., Ltd.）：老牌IDC厂商再启程
$30.0
This Chinese report is about 300383.SZ
盛达资源-000603.SZ（Shengda Resources Co.,Ltd.）：短中长期增长路线明晰，白银龙头布局黄金或迎量价齐升
$20.0
This Chinese report is about 000603.SZ
东方电热-300217.SZ（Zhenjiang Dongfang Electric Heating Technology Co., Ltd）：PTC电加热龙头，人形机器人领域打开成长空间
$30.0
This Chinese report is about 300217.SZ
盛弘股份-300693.SZ（Shenzhen Sinexcel Electric Co.,Ltd）：电力电子技术沉淀深厚，AIDC业务前景广阔
$70.0
This Chinese report is about 300693.SZ
博众精工-688097.SH（BOZHON PRECISION INDUSTRY TECHNOLOGY CO.,LTD.）：3C自动化设备领先企业，积极拓展新兴领域
$30.0
This Chinese report is about 688097.SH
纳芯微-688052.SH（Suzhou Novosense Microelectronics Co., Ltd.）：车规模拟芯片龙头，磁传感器加速成长
$30.0
This Chinese report is about 688052.SH
金帝股份-603270.SH（Shandong Golden Empire Precision Machinery Technology Co., Ltd.）：轴承保持架隐形冠军，积极布局人形机器人和低空经济产业
$20.0
This Chinese report is about 603270.SH
格瑞新材-874078.NQ（GuangDong NewMaterials Co.,Ltd）：改性塑料行业小巨人，积极拓展产业链开辟新业绩增长点
$30.0
This Chinese report is about 874078.NQ
中际旭创-300308.SZ（Zhongji Innolight Co.,Ltd.）：AI成长逻辑切换的光通信龙头（GenAI系列之58）
$40.0
This Chinese report is about 300308.SZ
海光信息-688041.SH（Hygon Information Technology Co., Ltd.）：算力领跑，国产之光
$40.0
This Chinese report is about 688041.SH
步步高-002251.SZ（Better Life Commercial Chain Share Co.,Ltd.）：东山再起，步步高升
$30.0
This Chinese report is about 002251.SZ
京北方-002987.SZ（NORTHKING INFORMATION TECHNOLOGY CO.,LTD）：金融AI新范式下的破局者
$40.0
This Chinese report is about 002987.SZ
中际联合-605305.SH（Ficont Industry (Beijing) Co., Ltd.）：全球风电装机爆发，公司业绩有望高增
$30.0
This Chinese report is about 605305.SH
佳合科技-872392.BJ（Kunshan SuperMix Printing Technology Co.,Ltd）：绿色包装一体化龙头，ESG+越南双轮驱动赋能国际品牌一站式解决方案
$40.0
This Chinese report is about 872392.BJ
生益科技-600183.SH（SHENGYI TECHNOLOGY CO.,LTD.）：覆铜板头部厂商，高端高速产品放量可期
$40.0
This Chinese report is about 600183.SH
中科曙光-603019.SH（Dawning Information Industry Co.,Ltd）：高端计算自主领军，“智算+AI应用”双引擎提速
$40.0
This Chinese report is about 603019.SH
科润智控-834062.BJ（KERUN INTELLIGENT CONTROL CO.,LTD.）：内生外延拓宽电网渠道，联袂海兴加速全球市场破局
$30.0
This Chinese report is about 834062.BJ
盐津铺子-002847.SZ（Yanker shop Food Co., Ltd）：修内功扩边界，解构破局者的成长之路
$40.0
This Chinese report is about 002847.SZ
淮北矿业-600985.SH（Huaibei Mining Holdings Co.,Ltd.）：华东焦煤龙头，项目增长可期
$40.0
This Chinese report is about 600985.SH
山东威达-002026.SZ（Shandong Weida Machinery Co.,Ltd.）：电动工具配件领先者，加速布局新能源与高端装备业务
$30.0
This Chinese report is about 002026.SZ
海阳科技-603382.SH（Haiyang Technology Co., Ltd.）：尼龙6系列产品领先企业
$60.0
This Chinese report is about 603382.SH
科达制造-600499.SH（Keda Industrial Group Co., Ltd.）：建材出海第一股，非洲南美乘风破浪
$30.0
This Chinese report is about 600499.SH
华康洁净-301235.SZ（Wuhan Huakang Century Clean Technology Co.,Ltd.）：头部医疗洁净厂商，高景气电子洁净第二曲线
$30.0
This Chinese report is about 301235.SZ
智能检测-874416.NQ（HUBEI JIAOTOU INTELLIGENT TESTING CO., LTD）：国资控股区域龙头技术筑基，数智化+低空经济双轮驱动增长新动能
$30.0
This Chinese report is about 874416.NQ
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
$30.0
This Chinese report is about 1675.HK
云顶新耀-1952.HK（Everest Medicines Ltd）：肾科大单品进入医保放量，多领域创新药进入收获期
$40.0
This Chinese report is about 1952.HK
迪威尔-688377.SH（Nanjing Develop Advanced Manufacturing Co., Ltd.）：油气设备专用件领先供应商，有望受益深海+非常规油气开采
$30.0
This Chinese report is about 688377.SH
小米集团_W-1810.HK（Xiaomi Corp）：玄戒O1开启硬核科技新起点，YU7激光雷达、超长续航全系标配
$20.0
This Chinese report is about 1810.HK
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
$40.0
This Chinese report is about 920027.BJ
中国燃气-0384.HK（China Gas Holdings Ltd）：城燃龙头焕新双轮驱动，高股息低估值价值优势明显
$30.0
This Chinese report is about 0384.HK
步科股份-688160.SH（Kinco Automation (Shanghai) Co.,Ltd）：无框力矩电机龙头，人形机器人打开空间
$30.0
This Chinese report is about 688160.SH
恒玄科技-688608.SH（Bestechnic (Shanghai) Co., Ltd.）：平台型SoC芯片龙头，AI眼镜再探可穿戴市场新机遇
$30.0
This Chinese report is about 688608.SH
环旭电子-601231.SH（Universal Scientific Industrial(Shanghai)Co., Ltd.）：AI眼镜助力SIP龙头企业再启航，ASIC进一步打开成长空间
$40.0
This Chinese report is about 601231.SH
格力电器-000651.SZ（ GREE ELECTRIC APPLIANCES,INC.OF ZHUHAI）：空调龙头，信心重塑
$30.0
This Chinese report is about 000651.SZ
海亮股份-002203.SZ（ ZHE JIANG HAI LIANG CO. LTD）：全球规模最大铜管龙头，强大保供能力辐射全球供应链体系
$30.0
This Chinese report is about 002203.SZ
安泰科技-000969.SZ（ Advanced Technology & Materials Co.,Ltd.）：钨钼磁材非晶三轮驱动，核聚变打开想象空间
$40.0
This Chinese report is about 000969.SZ
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
$30.0
This Chinese report is about 2268.HK
海亮股份-002203.SZ（ZHE JIANG HAI LIANG CO. LTD）：扩规模、提周转，全球铜加工龙头无惧周期
$30.0
This Chinese report is about 002203.SZ
海信视像-600060.SH（ Hisense Visual Technology Co.,Ltd.）：持续进击的黑电巨头
$30.0
This Chinese report is about 600060.SH
诺邦股份-603238.SH（HANGZHOU NBOND NOWOVENS CO.,LTD）：具备工匠精神的水刺无纺布头部企业
$30.0
This Chinese report is about 603238.SH
晨光股份-603899.SH（ SHANGHAI M&G STATIONERY INC.）：一体两翼平稳发展，积极布局谷子经济
$40.0
This Chinese report is about 603899.SH
四创电子-600990.SH（Sun Create Electronics Co., Ltd）：低空安全体系建设为切入点，立足安徽打造样板工程
$40.0
This Chinese report is about 600990.SH
万马科技-300698.SZ（Wanma Technology Co., Ltd.）：全面布局智驾及算力产业链，Robotaxi有望带动行业发展
$40.0
This Chinese report is about 300698.SZ
长青集团-002616.SZ（Guangdong Chant Group Inc.）：行稳致远的生物质发电龙头，携手中科系推动数字+智能转型
$30.0
This Chinese report is about 002616.SZ
颖泰生物-920819.BJ（Nutrichem Company Limited）：国内领先的全产业链农化龙头，行业筑底静待农药周期反转
$30.0
This Chinese report is about 920819.BJ
大禹节水-300021.SZ（Dayu Irrigation Group Co.,Ltd）：水利基建政策东风劲吹，领跑智慧水利新征程
$20.0
This Chinese report is about 300021.SZ
思看科技-688583.SH（Scantech (HANGZHOU) Co., Ltd.）：从平面到立体，商业级蓝海启航，工业级技术筑基
$30.0
This Chinese report is about 688583.SH
一脉阳光-2522.HK（Jiangxi Rimag Group Co Ltd）：国内医学影像服务龙头，AI赋能深挖影像数据价值
$30.0
This Chinese report is about 2522.HK
晶泰控股-2228.HK（XtalPi Holdings Ltd）：AI for Science全球领袖，万亿赛道启航
$50.0
This Chinese report is about 2228.HK
广钢气体-688548.SH（Guangzhou Guanggang Gases & Energy Co.,Ltd.）：电子大宗气体国产替代破局者，三重壁垒构筑核心优势
$30.0
This Chinese report is about 688548.SH
翔楼新材-301160.SZ（Suzhou Xianglou New Material Co.,Ltd.）：精冲材料龙头产能释放，卡位机器人关键上游材料
$20.0
This Chinese report is about 301160.SZ
诺思兰德-430047.BJ（Beijing Northland Biotech.Co.,Ltd.）：首款国产基因药NL003获批倒计时+滴眼液集采供血， “仿创协同”开启重估
$40.0
This Chinese report is about 430047.BJ
星宇股份-601799.SH（Changzhou Xingyu Automotive Lighting Systems Co., LTD.）：三问三答，看星宇新周期成长性
$50.0
This Chinese report is about 601799.SH
蓝思科技-300433.SZ（ Lens Technology Co., Ltd.）：平台型精密制造厂商，业务布局多点开花
$30.0
This Chinese report is about 300433.SZ
雪峰科技-603227.SH（Xinjiang Xuefeng Sci-Tech (Group) Co., Ltd）：民爆看新疆，强强联合落雪峰
$20.0
This Chinese report is about 603227.SH
国网英大-600517.SH（STATE GRID YINGDA CO.,LTD.）：“金融+制造”双主业驱动，有望受益电网投资加速
$30.0
This Chinese report is about 600517.SH
厦门象屿-600057.SH（ Xiamen Xiangyu Co.,Ltd.）：大宗供应链巨头，产业链延伸恢复稳增长
$30.0
This Chinese report is about 600057.SH
中国宏桥-1378.HK（China Hongqiao Group Ltd）：全球电解铝龙头，一体化打造盈利护城河，高分红属性明显
$30.0
This Chinese report is about 1378.HK
珀莱雅-603605.SH（Proya Cosmetics Co., Ltd.）：国货化妆品龙头，突破百亿营收大关
$30.0
This Chinese report is about 603605.SH
东莞控股-000828.SZ（Dongguan Development (Holdings) Co.,Ltd.）：高速主业优势夯实，高分红承诺稳定股东收益
$20.0
This Chinese report is about 000828.SZ
波长光电-301421.SZ（Nanjing Wavelength Opto-Electronic Science and Technology Co.,Ltd）：深耕精密光学赛道，多维驱动业务成长
$40.0
This Chinese report is about 301421.SZ
兆易创新-603986.SH（GigaDevice Semiconductor Inc.）：国产存储龙头与MCU领军者，业务稳健成长
$30.0
This Chinese report is about 603986.SH
古麒绒材-001390.SZ（Anhui Guqi Down & Feather Textile Incorporated）：高规格羽绒材料龙头供应商，产能有望翻倍提升
$30.0
This Chinese report is about 001390.SZ
海油发展-600968.SH（CNOOC Energy Technology & Services Limited）：深耕海洋能源服务，前瞻布局深海科技
$30.0
This Chinese report is about 600968.SH
骏鼎达-301538.SZ（ Shenzhen Jdd Tech New Material Co., Ltd）：功能性保护套管领军者，“单丝自供+研发创新”打造护城河
$40.0
This Chinese report is about 301538.SZ
中国石化-600028.SH（ China Petroleum & Chemical Corporation）：构建“一基两翼三新”产业格局，石化航母行稳致远
$60.0
This Chinese report is about 600028.SH
毛戈平-1318.HK（Mao Geping Cosmetics Co Ltd）：国货高端美妆标杆，体验渠道护肤共筑成长
$40.0
This Chinese report is about 1318.HK
乐自天成-2155.HK（Morimatsu International Holdings Co Ltd）：自有+授权打造中国领先的IP玩具公司
$30.0
This Chinese report is about 2155.HK
君圣泰医药_B-2511.HK（HighTide Therapeutics Inc）：HTD1801发力代谢疾病市场
$30.0
This Chinese report is about 2511.HK
理想汽车-2015.HK（Li Auto Inc）：如何看理想汽车高端新能源市场的竞争力和销量弹性？—基于20万元以上新能源车总量趋势和结构变化的详细分析
$30.0
This Chinese report is about 2015.HK
亚信科技-1675.HK（AsiaInfo Technologies Ltd）：三十载筑基数智化转型，AI大模型交付定义行业新范式
$30.0
This Chinese report is about 1675.HK
小米集团-1810.HK（Xiaomi Corp）：AIoT电动汽车业务及中国市场强劲销售推动1Q25业绩超预期；关注未来1个月多个重要事件；上调目标价重申买入（摘要）
$30.0
This Chinese report is about 1810.HK
迈富时-2556.HK（Marketingforce Management Ltd）：专精CRM软件，软件Agentic时代领军
$40.0
This Chinese report is about 2556.HK
中国软件国际-0354.HK（Chinasoft International Ltd）：华为新阶段，鸿蒙+AI双驱动
$30.0
This Chinese report is about 0354.HK
皖通高速-600012.SH（Anhui Expressway Company Limited）：核心公路红利标的，外延内生提高盈利
$30.0
This Chinese report is about 600012.SH
澜起科技-688008.SH（Montage Technology Co., Ltd.）：聚焦高速互连芯片，运力芯片成为增长新引擎
$40.0
This Chinese report is about 688008.SH
东航物流-601156.SH（Eastern Air Logistics Co., Ltd.）：从航空货运到综合物流，迎行业发展良机
$30.0
This Chinese report is about 601156.SH
扬杰科技-300373.SZ（ Yangzhou Yangjie Electronic Technology Co.,Ltd.）：内生外延丰富产品矩阵，周期复苏驱动业绩成长
$40.0
This Chinese report is about 300373.SZ
亿帆医药-002019.SZ（YIFAN PHARMACEUTICAL CO.,LTD.）：管线价值陆续兑现，公司迈入创新国际化新征程
$30.0
This Chinese report is about 002019.SZ
生益科技-600183.SH（SHENGYI TECHNOLOGY CO.,LTD.）：全球领先覆铜板厂商，高端产品加速成长
$30.0
This Chinese report is about 600183.SH
英诺激光-301021.SZ（INNO LASER TECHNOLOGY CO., LTD.）：受益WLG光学创新与先进封装，激光领军企业打开长足发展空间
$40.0
This Chinese report is about 301021.SZ
盐湖股份-000792.SZ（ Qinghai Salt Lake Industry Co., Ltd.）：钾锂双轮驱动，打造世界级盐湖产业基地
$30.0
This Chinese report is about 000792.SZ
海螺创业-0586.HK（China Conch Venture Holdings Ltd）：联营公司业绩见底叠加主业现金流改善，公司派息有望持续增长
$30.0
This Chinese report is about 0586.HK
雪峰科技-603227.SH（Xinjiang Xuefeng Sci-Tech (Group) Co., Ltd）：民爆与能化双轮驱动，掘金西部黄金赛道
$30.0
This Chinese report is about 603227.SH
国网英大-600517.SH（ STATE GRID YINGDA CO.,LTD.）：“金融+制造”双主业驱动，有望受益电网投资加速
$30.0
This Chinese report is about 600517.SH
南亚新材-688519.SH（NANYA NEW MATERIAL TECHNOLOGY CO., LTD）：高端覆铜板领跑行业复苏，南亚新材成长加速度
$20.0
This Chinese report is about 688519.SH
思特威-688213.SH（Smartsens Technology (Shanghai) Co., Ltd.）：“安防+手机+汽车”三足鼎立，技术创新推动产品发展
$30.0
This Chinese report is about 688213.SH
国茂股份-603915.SH（ JIANGSU GUOMAO REDUCER CO., LTD.）：国内通用减速机龙头：并购赋能高端化，国产替代正当时
$30.0
This Chinese report is about 603915.SH
利民股份-002734.SZ（ Limin Group Co., Ltd.）：AI+合成生物先行者，杀菌剂及杀虫剂景气上行
$40.0
This Chinese report is about 002734.SZ
康龙化成-300759.SZ（Pharmaron Beijing Co., Ltd.）：新业务布局全面的一体化CRDMO领军者
$30.0
This Chinese report is about 300759.SZ
毕得医药-688073.SH（ Bide Pharmatech Co., Ltd.）：分子砌块专家，赋能新药研发
$30.0
This Chinese report is about 688073.SH
小商品城-600415.SH（Zhejiang China Commodities City Group Co.,Ltd.）：出口突围提升全球竞争力，进口升级重构贸易新格局
$30.0
This Chinese report is about 600415.SH
奥普特-688686.SH（ OPT Machine Vision Tech Co., Ltd.）：机器视觉领域领先企业，拓展人工智能视觉算法软件
$30.0
This Chinese report is about 688686.SH
新恒汇-301678.SZ（HENGHUI Technology Corporation Limited）：深耕半导体引线框架及封测领域，蚀刻引线框架业务拉动新增长
$60.0
This Chinese report is about 301678.SZ
华之杰-603400.SH（Suzhou Huazhijie Telecom Co., Ltd.）：深耕智能控制行业，以电动工具下游为基石打开成长空间
$70.0
This Chinese report is about 603400.SH
三友医疗-688085.SH（Shanghai Sanyou Medical Co., Ltd.）：脊柱集采出清，全球化布局脊柱机器人+超声骨刀
$30.0
This Chinese report is about 688085.SH
黄山旅游-600054.SH（ Huangshan Tourism Development Co.,Ltd.）：稀缺资源禀赋，中长期成长路径清晰
$40.0
This Chinese report is about 600054.SH
绿源集团控股-2451.HK（Luyuan Group Holding Cayman Ltd）：电动两轮车行业元老品牌，全场景轻出行方案引领者
$30.0
This Chinese report is about 2451.HK
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
$40.0
This Chinese report is about 2577.HK
新天绿色能源-0956.HK（China Suntien Green Energy Corp Ltd）：河北海风龙头，看好公司增长弹性——海风巡礼系列4之河北篇
$30.0
This Chinese report is about 0956.HK
军信股份-301109.SZ（HUNAN JUNXIN ENVIRONMENTAL PROTECTIONCO., LTD.）：长沙固废一体化龙头，先发布局垃圾焚烧+IDC
$30.0
This Chinese report is about 301109.SZ
中烟香港-6055.HK（China Tobacco International (HK) Co Ltd）：“内生”铸就业务基石，“外延”拓展成长空间
$50.0
This Chinese report is about 6055.HK
中国海防-600764.SH（China Marine Information Electronics Company Limited）：水下听风，智领深蓝
$40.0
This Chinese report is about 600764.SH
科达利-002850.SZ（Shenzhen Kedali Industry Co.,Ltd.）：结构件龙头护城河深厚，赋能机器人崛起正当时
$40.0
This Chinese report is about 002850.SZ
捷昌驱动-603583.SH（Zhejiang Jiecang Linear Motion Technology Co., Ltd.）：线性驱动领军企业，携手灵巧智能进军机器人赛道
$40.0
This Chinese report is about 603583.SH
舒泰神-300204.SZ（ Staidson(Beijing) BioPharmaceuticals Co., Ltd.）：FXa波米泰酶α为FIC、1002领先C5a大靶点
$30.0
This Chinese report is about 300204.SZ
捷邦科技-301326.SZ（J.Pond Precision Technology Co., Ltd.）：精密制造夯实基础，多元布局驱动成长
$30.0
This Chinese report is about 301326.SZ
爱博医疗-688050.SH（Eyebright Medical Technology(Beijing) Co., Ltd.）：眼科器械领域创新先驱，“医疗+消费”双驱动
$40.0
This Chinese report is about 688050.SH
佰奥智能-300836.SZ（Kunshan TopA Intelligent Equipment Co.,Ltd.）：火工智能制造先驱，防爆机器人筑牢高危行业安全防线
$30.0
This Chinese report is about 300836.SZ
医脉通-2192.HK（Medlive Technology Co Ltd）：医疗信息综合服务平台先锋，AI赋能开启智能化发展新阶段
$30.0
This Chinese report is about 2192.HK
厦钨新能-688778.SH（XTC New Energy Materials( Xiamen) Co.,Ltd.）：主业稳健向上，新品打开成长空间
$30.0
This Chinese report is about 688778.SH
百润股份-002568.SZ（SHANGHAI BAIRUN INVESTMENT HOLDING GROUP CO., LTD.）：二次增长曲线已至，如何看待百润空间
$50.0
This Chinese report is about 002568.SZ
旭光电子-600353.SH（Chengdu Xuguang Electronics Co.,Ltd.）：三大业务协同推进，布局可控核聚变、光刻机等新领域，彰显发展潜力
$30.0
This Chinese report is about 600353.SH
锅圈-2517.HK（GUOQUAN FOOD (SHANGHAI) CO., LTD.）：在家餐食龙头经营创新，万店社区央厨重回扩张
$40.0
This Chinese report is about 2517.HK
小菜园-0999.HK（XIAOCAIYUAN INTERNATIONAL HOLDING LTD.）：好吃不贵，烟火传徽
$40.0
This Chinese report is about 0999.HK
西菱动力-300733.SZ（ Chengdu Xiling Power Science & Technology Incorporated Company）：国产替代、混动化驱动主业高增，机器人打开成长空间
$30.0
This Chinese report is about 300733.SZ
杭州银行-600926.SH（Bank Of Hangzhou Co.,Ltd.）：高成长、高ROE的稀缺性标的，转股落地增长空间进一步打开
$30.0
This Chinese report is about 600926.SH
华电国际-600027.SH（Huadian Power International Corporation Limited）：北方火电系列研究之一，华电国际—山东火电领航者，资产整合释放成长潜能
$30.0
This Chinese report is about 600027.SH
大唐发电-601991.SH（Datang International Power Generation Co., Ltd.）：北方火电系列研究二，京津唐电力龙头，区位优势构筑高弹性护城河
$30.0
This Chinese report is about 601991.SH
中原传媒-000719.SZ（ Central china land media CO.,LTD）：河南省文化产业领军企业，“数字中原”赋能主业成长，研学业务打造新增长点
$30.0
This Chinese report is about 000719.SZ
中科飞测-688361.SH（Skyverse Technology Co., Ltd.）：国内半导体量检测设备领军者，多元化产品布局成就未来
$20.0
This Chinese report is about 688361.SH
华东医药-000963.SZ（HUADONG MEDICINE CO., LTD）：创新转型再出发，多产品步入收获期
$30.0
This Chinese report is about 000963.SZ
兴业银锡-000426.SZ（INNER MONGOLIA XINGYE SILVER&TIN MINING CO.,LTD）：手握多座世界级矿山，银锡龙头未来可期
$40.0
This Chinese report is about 000426.SZ
中通客车-000957.SZ（ Zhongtong Bus Holding Co.,LTD）：客车产品竞争力强化，新能源出口未来可期
$40.0
This Chinese report is about 000957.SZ
航发科技-600391.SH（Aecc Aero Science And Technology Co.,Ltd.）：航发赛道新星初现，自主可控浩渺无际
$30.0
This Chinese report is about 600391.SH
新诺威-300765.SZ（CSPC Innovation Pharmaceutical Co.,Ltd.）：创新转型和研发驱动的龙头创新药企
$30.0
This Chinese report is about 300765.SZ
海博思创-688411.SH（Beijing HyperStrong Technology Co.,Ltd.）：把握新能源消纳大机遇，出海开启新成长
$40.0
This Chinese report is about 688411.SH
水星家纺-603365.SH（Shanghai Shuixing Home Textile Co., Ltd.）：家纺迎新机遇，看好龙头份额进一步提升
$20.0
This Chinese report is about 603365.SH
雪峰科技-603227.SH（Xinjiang Xuefeng Sci-Tech (Group) Co., Ltd）：拥稀缺资产，顺新疆大势，携强者同行
$30.0
This Chinese report is about 603227.SH
江淮汽车-600418.SH（Anhui Jianghuai Automobile Group Corp.,Ltd.）：尊界品牌蓄势待发，打破自主品牌天花板
$50.0
This Chinese report is about 600418.SH
先导智能-300450.SZ（Wuxi Lead Intelligent Equipment CO.,LTD.）：看好国内龙头扩产重启&海外整车厂入局，龙头设备商充分受益
$50.0
This Chinese report is about 300450.SZ
基康仪器-830879.BJ（CHINA GEOKON INSTRUMENTS CO.,LTD.）：国内智能安全监测领域领军者，对标海外龙头基恩士
$50.0
This Chinese report is about 830879.BJ
日盈电子-603286.SH（Jiangsu Riying Electronics Co., Ltd）：智能座舱传感器乘风而起，电子皮肤迈向星辰大海
$30.0
This Chinese report is about 603286.SH
华懋科技-603306.SH（HMT (XIAMEN) NEW TECHNICAL MATERIALS CO., LTD.）：夯实汽车安全业务，全面切入算力制造领域
$30.0
This Chinese report is about 603306.SH
民士达-833394.BJ（YanTai Metastar Special Paper Co.,LTD）：布局新产品打开增长第二曲线，芳纶纸国产替代有望加速
$30.0
This Chinese report is about 833394.BJ
奥士康-002913.SZ（Aoshikang Technology Co. , Ltd）：牵手日本名幸，下游汽车、AIPC、服务器三翼齐飞
$30.0
This Chinese report is about 002913.SZ
中国通信服务-0552.HK（ CHINA COMMUNICATIONS SERVICES CORPORATION LIMITED）：中国综合智慧服务龙头，AI大模型浪潮点燃增长新引擎
$30.0
This Chinese report is about 0552.HK
山高控股-0412.HK（Shandong Hi-Speed Holdings Group Limited）：电算一体化龙头，新质生产力典范
$50.0
This Chinese report is about 0412.HK
上美股份-2145.HK（ Shanghai Chicmax Cosmetic Co., Ltd.）：百尺竿头更进一步，从单品牌单平台向多品牌全渠道集团化蜕变
$30.0
This Chinese report is about 2145.HK
继峰股份-603997.SH（Ningbo Jifeng Auto Parts Co., Ltd.）：乘用车座椅放量+格拉默整合向上，公司2025年有望进入收获期
$40.0
This Chinese report is about 603997.SH
福瑞股份-300049.SZ（Inner Mongolia Furui Medical Science Co.,Ltd.）：MASH“卖水人”，高成长通道即将打开
$30.0
This Chinese report is about 300049.SZ
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
$30.0
This Chinese report is about 002364.SZ
中煤能源-601898.SH（China Coal Energy Company Limited）：能源央企，煤炭龙头
$30.0
This Chinese report is about 601898.SH
万华化学-600309.SH（Wanhua Chemical Group Co.,Ltd.）：主营业务保持稳健，减值&报废短期拖累
$30.0
This Chinese report is about 600309.SH
禾信仪器-688622.SH（ Guangzhou Hexin Instrument Co.,LTD.）：龙头的下一站，量子计算
$40.0
This Chinese report is about 688622.SH
诺邦股份-603238.SH（HANGZHOU NBOND NOWOVENS CO.,LTD）：个护家清行业机遇期，高端水刺无纺布打开成长空间
$30.0
This Chinese report is about 603238.SH
一拖股份-601038.SH（First Tractor Company Limited）：周期反转在即，产品升级势不可挡
$30.0
This Chinese report is about 601038.SH
腾讯音乐_SW-1698.HK（Tencent Music Entertainment Group）：音乐恒久远，腾讯音乐始终相伴
$30.0
This Chinese report is about 1698.HK
泡泡玛特-9992.HK（ POP MART INTERNATIONAL GROUP LIMITED）：打造新一代IP增长引擎
$30.0
This Chinese report is about 9992.HK
宁德时代-3750.HK（Contemporary Amperex Technology Co., Ltd.）： 宁德时代港股上市，双资本平台助力全球新能源龙头再攀高峰
$30.0
This Chinese report is about 3750.HK
H&H国际控股-1112.HK（Health and Happiness (H&H) International Holdings Limited）：全家庭营养健康龙头，三大业务驱动增长
$30.0
This Chinese report is about 1112.HK
永辉超市-601933.SH（Yonghui Superstores Co., Ltd.）：极致预期差下的龙头重估
$30.0
This Chinese report is about 601933.SH
海力风电-301155.SZ（Jiangsu Haili Wind Power Equipment Technology Co., Ltd.）：海风迎新一轮景气周期，深远海+出口贡献新动力
$20.0
This Chinese report is about 301155.SZ
应流股份-603308.SH（ANHUI YINGLIU ELECTROMECHANICAL CO.,LTD）：“两机”景气度上行，国产化加速推进
$50.0
This Chinese report is about 603308.SH
中国神华-601088.SH（ China Shenhua Energy Company Limited）：分红比例下限提升+资产注入，红利属性与业绩动能均强化
$50.0
This Chinese report is about 601088.SH
陕天然气-002267.SZ（ShaanXi Provincial Natural Gas Co.,Ltd.）：高股息长输管网龙头，资产注入+管网扩建驱动长期成长
$30.0
This Chinese report is about 002267.SZ
四方股份-601126.SH（BEIJING SIFANG AUTOMATION CO.,LTD.）：二次设备头部厂商，网外有望形成第二增长曲线
$30.0
This Chinese report is about 601126.SH
科隆新材-920098.BJ（ Shaanxi Kelong New Material Technology Co., Ltd.）：从密封件到矿山特车，双翼齐飞拓展军工高铁新赛道
$30.0
This Chinese report is about 920098.BJ
古茗-1364.HK（ Guming Holdings Limited）：全品类货架型品牌，“结硬寨”践行长期主义
$40.0
This Chinese report is about 1364.HK
德琪医药-6996.HK（Antengene Corporation Limited）：聚焦肿瘤领域的创新先锋，TCE 2.0蓄势待发
$50.0
This Chinese report is about 6996.HK
海丰国际-1308.HK（SITC International Holdings Company Limited）：亚洲内集运龙头，α鲜明可攻可守
$30.0
This Chinese report is about 1308.HK
豪能股份-603809.SH（CHENGDU HAONENG TECHNOLOGY CO., LTD.）：前瞻布局机器人减速器，驱动未来高成长
$30.0
This Chinese report is about 603809.SH
锦江航运-601083.SH（Shanghai Jinjiang Shipping(Group) Co.,Ltd.）：东北亚区域航线龙头企业，正向东南亚稳步扩张
$30.0
This Chinese report is about 601083.SH
当虹科技-688039.SH（Hangzhou Arcvideo Technology Co., Ltd.）：预研成果步入落地期，智能座舱、工业及卫星驱动新增长
$40.0
This Chinese report is about 688039.SH
麦迪科技-603990.SH（Suzhou MedicalSystem Technology Co., Ltd.）：稀缺的康养机器人方案商
$40.0
This Chinese report is about 603990.SH
海力风电-301155.SZ（Jiangsu Haili Wind Power Equipment Technology Co., Ltd.）：东风已至，海上塔筒&桩基龙头蓄势待飞
$30.0
This Chinese report is about 301155.SZ
北新建材-000786.SZ（Beijing New Building Materials Public Limited Company）：平台型建材，架构初长成
$30.0
This Chinese report is about 000786.SZ
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
$40.0
This Chinese report is about 600458.SH
军信股份-301109.SZ（HUNAN JUNXIN ENVIRONMENTAL PROTECTIONCO., LTD.）：手握长沙核心固废资产，有望成为IDC协同发展先行者
$20.0
This Chinese report is about 301109.SZ
青岛港-601298.SH（Qingdao Port International Co., Ltd.）：北方沿海枢纽港口，成长与红利兼具
$30.0
This Chinese report is about 601298.SH
纳微科技-688690.SH（SUZHOU NANOMICRO TECHNOLOGY CO., LTD.）：色谱填料主业把握两大机遇，全产业链布局打开成长天花板
$40.0
This Chinese report is about 688690.SH
翰森制药-3692.HK（Hansoh Pharmaceutical Group Company Limited）：创新能力持续兑现的制药企业，兼具业绩稳健与创新弹性
$70.0
This Chinese report is about 3692.HK
泰凌微-688591.SH（ Telink Semiconductor(Shanghai) Co.,Ltd.）：无线物联网SoC领航者，端侧AI布局赋能连接+计算双维成长
$30.0
This Chinese report is about 688591.SH
云顶新耀-1952.HK（Everest Medicines Limited）：商业化拐点，耐赋康销售峰值剑指50亿元
$30.0
This Chinese report is about 1952.HK
龙旗科技-603341.SH（ Shanghai Longcheer Technology Co.,Ltd.）：智能硬件ODM龙头，积极拥抱端侧AI浪潮
$30.0
This Chinese report is about 603341.SH
天立国际控股-1773.HK（Tianli International Holdings Limited）：K12民办教育领军者，多元化升学加速成长
$30.0
This Chinese report is about 1773.HK
林泰新材-920106.BJ（Jiangsu Lintex Advanced Materials Co.,Ltd.）：湿式摩擦片国产替代领军者，DHT等新项目与飞行汽车等场景拓展共驱腾飞
$40.0
This Chinese report is about 920106.BJ
海能技术-430476.BJ（Hanon Advanced Technology Group Co., Ltd.）：科学仪器“小巨人”，液相色谱蓄势待发
$40.0
This Chinese report is about 430476.BJ
安源煤业-600397.SH（Anyuan Coal Industry Group Co., Ltd.）：江钨入主驱动业务转型，稀缺小金属资源赋能价值重估
$30.0
This Chinese report is about 600397.SH
博实结-301608.SZ（Shenzhen Boshijie Technology Co., Ltd.）：依托核心技术，在AIoT万物智联时代持续成长
$30.0
This Chinese report is about 301608.SZ
中恒电气-002364.SZ（ HANGZHOU ZHONHEN ELECTRIC CO.,LTD.）：掘金HVDC百亿蓝海，御风AI基建全球化
$30.0
This Chinese report is about 002364.SZ
中国船舶租赁-3877.HK（CSSC (Hong Kong) Shipping Company Limited）：产业壁垒较高、商业模式优异的高股息标的
$30.0
This Chinese report is about 3877.HK
常熟银行-601128.SH（ Jiangsu Changshu Rural Commercial Bank Co., Ltd.）：做小做散，高质发展
$30.0
This Chinese report is about 601128.SH
华润万象生活-1209.HK（China Resources Mixc Lifestyle Services Limited）：商业运营龙头，资源壁垒与运营赋能共筑增长韧性
$40.0
This Chinese report is about 1209.HK