1. Shenglong shares (603178).
Core themes: Huawei automobiles, automotive thermal management, BYD concept.
Now: 4384 Total Market Cap: 1036.4 billion.
Company Highlights: Focus on engine oil pumps, transmission oil pumps, camshafts and other powertrain components.
2. ZhejiangWen Film (601599).
Core themes: short drama games, cultural media, state-owned enterprise reform.
Now: 506 Market Cap: 587.2 billion.
Company Highlights: Enterprises with diversified development in textile, clothing, hotel, film and television industries.
3. Wanxin Media (
Core themes: cultural media, online games, education.
Now: 833 Total Market Cap: 1657 billion.
Company Highlights: The company's main publications, stationery and sports supplies, business scope concentrated in Anhui Province.
4. Shenzhen Keda (688328).
Core themes: e-paper, MR (mixed reality), advanced packaging.
Now: 4053 Total Market Cap: 328.5 billion.
Company Highlights: The company is one of the enterprises in the industry with the R&D and manufacturing capabilities of automatic assembly and testing equipment for flat panel display modules.
5. Guomai Culture (600640).
Core themes: cultural media, AIGC concept, cloud gaming.
Now: 1374 Total Market Cap: 1093.3 billion.
Company Highlights: China Telecom's unified Internet entertainment business platform.
, Linhai shares (600099).
Core themes: rural revitalization, two-wheeled vehicles, agricultural machinery.
Now: 1091 Total Market Cap: 239.1 billion.
Company Highlights: The industry's largest motorcycle engine designated manufacturer, motorcycle engine manufacturer and operator.
7. Shandong Publishing (601019).
Core themes: culture and media, state-owned enterprise reform, S&P Dow Jones A-shares.
Now: 1007 Market Cap: 2101.5 billion.
Company Highlights: The main business is mainly publishing, distribution, printing, printing materials, etc.
8. JAC (600418).
Core themes: Huawei automobiles, unmanned driving, new energy vehicles.
Now: 1791 Total Market Cap: 3911.6 billion.
Company Highlights: A comprehensive automaker integrating commercial vehicles, passenger cars and powertrains, and a major OEM of NIO.
9. Guangqi Technology (002625).
Core themes: new material concept, MSCI concept, S&P Dow Jones A shares.
Now: 1482 Total Market Cap: 3193.1 billion.
Company Highlights: The only company in the industry that has formed metamaterial technology into products and applied it on a large scale in the field of cutting-edge equipment.
10. Julun Intelligence (002031).
Core themes: reducer, industrial machine tool, robot concept.
Now: 389 Total Market Cap: 855.6 billion.
Company Highlights: The market share of hydraulic vulcanizer is the first in the industry, and the high-precision RV reducer developed by the company has reached the international advanced level.
(The above content is from the exchange of Xi for education only, does not constitute investment advice, and is not used as the basis for investment decisions）
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