1. Wenyi Technology (600520).
Core themes: advanced packaging, integrated circuit concept, chip concept.
Now: 2983 Total Market Cap: 472.6 billion.
Company Highlights: A veteran semiconductor packaging and testing professional equipment manufacturer, as well as chemical building materials extrusion molds and precision parts manufacturing business.
2. Guoxin Health (000503).
Core themes: DRG DIP, family doctor, smart healthcare.
Now: 1325 Total Market Cap: 1304 billion.
Company Highlights: A state-owned enterprise that provides health security services based on comprehensive medical insurance management services.
3. Jiahe Intelligent (300793).
Core themes: smart speakers, wireless headphones, smart wearables.
Now: 2136 Total Market Cap: 722.8 billion.
Company Highlights: A leading manufacturer of electroacoustic products in China.
4, Tian YuanzhiCan (603273).
Core themes: prefabricated buildings, new industrialization, hydrogen energy.
Now: 2525 Total Market Cap: 541.1 billion.
Company highlights: The domestic market share of autoclaved aerated concrete complete sets of equipment ranks first.
5. BIWIN storage (688525).
Core themes: memory chips, automotive chips, information innovation.
Now: 6154 Total Market Cap: 2648.2 billion.
Company Highlights: One of the few enterprises in China that has mastered the R&D, design, packaging and testing manufacturing of NAND Flash and DRAM memory at the same time.
6. UBI Electronics (603629).
Core themes: computing power leasing, eastern and western computing (computing power), NVIDIA concept.
Now: 2948 Total Market Cap: 763 billion.
Company Highlights: A leading manufacturer of precision metal structural parts in China.
7. Spring and Autumn Electronics (603890).
Core themes: consumer electronics concept, Foxconn concept, 5G
Now: 1084 Total Market Cap: 475.9 billion.
Company Highlights: The industry leader of precision structural parts of notebook computers in China.
8. Guanghong Technology (300735).
Core themes: EDR concept, Huawei automobile, consumer electronics concept.
Now: 2296 Total Market Cap: 1762.1 billion.
Company Highlights: A leading electronic manufacturing service (EMS) service provider in China.
9. Rijiu Optoelectronics (003015).
Core themes: consumer electronics concept, flexible screen, Xiaomi concept.
Now: 1107 Market Cap: 311.1 billion.
Company Highlights: Jiangsu Optical Conductive Film Engineering Technology Research Center.
10. Senyuan shares (300210).
Core themes: underground pipe network, 3D printing, Xiong'an New Area.
Now: 1044 Total Market Cap: 505.5 billion.
Company Highlights: Enterprises engaged in the technology development and manufacturing of new highway maintenance machinery.
(The above content is for study and exchange only, does not constitute investment advice, and is not used as the basis for investment decisions）