1. Leading shares (600630).
Core themes: Internet celebrity economy, cross-border e-commerce, Shanghai state-owned enterprise reform.
Now: 1393 Total Market Cap: 591.8 billion.
Company Highlights: Shanghai State-owned Assets Supervision and Administration Commission (SASAC) holding company, with a modern textile manufacturing base.
2. Holley shares (603038).
Core themes: big data, HarmonyOS concept, smart home.
Now: 1262 Total Market Cap: 260.8 billion.
Company Highlights: A leading enterprise in China's edge banding decoration materials business.
3. Huachen equipment (300809).
Core themes: industrial machine tools, new industrialization, high-end equipment.
Now: 2868 Total Market Cap: 723.2 billion.
Company Highlights: The world's leading solution service provider integrating R&D, manufacturing and technical support of roll grinders.
4. Alto Electronics (002587).
Core themes: MR (mixed reality), virtual reality, NVIDIA concept.
Now: 761 Total Market Cap: 495.8 billion.
Company Highlights: The world's leading provider of LED applications and financial technology integrated solutions.
5. Tianli Lithium Energy (301152).
Core themes: solid-state batteries, sodium-ion batteries, power batteries**.
Now: 3693 Total Market Cap: 450.5 billion.
Company Highlights: Small power lithium battery material leader, products are mainly used in the field of electric bicycles and power tools.
6. Fenghua shares (600615).
Core themes: Changan Automobile Concept, Huawei Automobile, BYD Concept.
Now: 1295 Total Market Cap: 243.5 billion.
Company Highlights: Mainly engaged in magnesium alloy and aluminum alloy products.
7. Nitsen Seiki (002520).
Core themes: industrial machine tools, large aircraft, reducers.
Now: 617 Total Market Cap: 493.8 billion.
Company Highlights: The company of R&D, production and sales of dense machinery, with a strong comprehensive service level.
8. SINBON Intelligent (301112).
Core themes: new industrialization, machine vision, intelligent manufacturing.
Now: 3004 Market Cap: 331.2 billion.
Company Highlights: A comprehensive service provider with industrial robots as the core.
9. Longxi shares (600592).
Core themes: robot concept, military-civilian integration, large aircraft.
Now: 1204 Market Cap: 481.1 billion.
Company Highlights: The largest supplier and exporter of spherical bearings.
10. Unified shares (600506).
Core themes: land transfer, liquid-cooled servers, high-voltage fast charging.
Now: 1565 Total Market Cap: 300.5 billion.
Company Highlights: Shenzhen Jianxin Investment and Development, a lubricating grease manufacturer under the Ministry of Finance.
(The above content is for study and exchange only, does not constitute investment advice, and is not used as the basis for investment decisions）