1. Longxing Chemical (002442).
Core themes: coal chemical industry, Beijing-Tianjin-Hebei integration, intelligent manufacturing.
Now: 668 Total Market Cap: 327.9 billion.
Company Highlights: The company's carbon black single-line production technology is in the leading position in the industry.
2. Sanfu shares (603938).
Core themes: chip concept, silicone concept, Shanghai-Hong Kong Stock Connect.
Now: 1755 Total Market Cap: 671.5 billion.
Company Highlights: Trichlorosilane and potassium hydroxide production enterprises with large output and stable supply nationwide.
3. Sanxiang New Materials (603663).
Core themes: rare earth permanent magnets, new material concepts, solid-state batteries.
Now: 1069 Total Market Cap: 452.9 billion.
Company Highlights: Green and environmentally friendly cored wire manufacturer, fused zirconia, casting modified materials and other industry leaders.
4. TPV Technology (000727).
Core themes: automotive electronics, microLED concept, e-paper.
Now: 265 Total Market Cap: 1200.3 billion.
Company Highlights: The world's leading intelligent display manufacturing enterprise.
5. Unified shares (600506).
Core themes: new retail, carbon neutrality, land transfer.
Now: 1267 Total Market Cap: 262.5 billion.
Company Highlights: Shenzhen Jianxin Investment and Development, a lubricating grease manufacturer under the Ministry of Finance.
6. Double ChengPharmaceutical (002693).
Core themes: Alzheimer's concept, hepatitis concept, assisted reproduction.
Now: 744 Total Market Cap: 310 billion.
Company highlights: a leader in peptide generic drug preparations, and the market share of its leading product thymus fasin for injection (trade name "Jitai") ranks first in China.
7. Gravitational Media (603598).
Core themes: Pinduoduo concept, cultural media, AIGC concept.
Now: 2410 Total Market Cap: 645.5 billion.
Company Highlights: Integrated marketing communication group, established a good cooperative relationship with Toutiao.
8. Shenglong shares (603178).
Core themes: Huawei automobiles, automotive thermal management, reducers.
Now: 5180 Total Market Cap: 1224.6 billion.
Company Highlights: Focus on engine oil pumps, transmission oil pumps, camshafts and other powertrain components.
9. Evergrande High-tech (002591).
Core themes: ultra-supercritical power generation, venture capital, photovoltaic concept.
Now: 650 Total Market Cap: 195.1 billion.
Company Highlights: An enterprise that produces and provides technical services for anti-wear and anti-corrosion products of comprehensive industrial equipment.
10. Changshan Pharmaceutical (300255).
Core themes: ** medicine, innovative drugs, biomedicine.
Now: 1339 Total Market Cap: 1230.6 billion.
Company Highlights: A leading enterprise engaged in the R&D and production of heparin APIs and heparin preparations.
(The above content is for study and exchange only, does not constitute investment advice, and is not used as the basis for investment decisions）