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华勤技术（603296.SH）涨超5%。东方证券表示，内销方面，国补拉动效应虽边际放缓，但“两新”政策优化、延续，有望激活家电更大消费潜能，白电龙头公司的一级能效产品占比更高，以旧换新内控管理流程更成熟，受益更明显；出海仍为长期主线，多元化产能布局公司占优，看好家电龙头的稳健经营能力。短期关注CES 2026以及AI大模型对于智能消费硬件的催化。方正证券指出，人民币走强对出口企业报表端存在毛利率及

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