{
  "profiles": [
    {
      "code": "001309",
      "name": "德明利",
      "market": "A股",
      "type": "自选",
      "sector": "半导体/存储",
      "business": "存储芯片(闪存主控/NAND/DRAM模组),嵌入式存储解决方案",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227428"
    },
    {
      "code": "002594",
      "name": "比亚迪",
      "market": "A股",
      "type": "自选",
      "sector": "新能源汽车",
      "business": "新能源整车(乘用车/商用车),动力电池(弗迪电池),半导体(比亚迪半导体)",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227382"
    },
    {
      "code": "00700",
      "name": "腾讯控股",
      "market": "港股",
      "type": "持仓",
      "sector": "互联网",
      "business": "社交(微信/QQ),游戏,云服务,AI,投资",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "00968",
      "name": "信义光能",
      "market": "港股",
      "type": "自选",
      "sector": "新能源/光伏",
      "business": "光伏玻璃全球龙头,太阳能发电站运营,EVA胶膜",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227402"
    },
    {
      "code": "01070",
      "name": "TCL电子",
      "market": "港股",
      "type": "自选",
      "sector": "消费电子/家电",
      "business": "电视机/显示器全球出货前列,光伏储能,智能家居",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227420"
    },
    {
      "code": "01088",
      "name": "中国神华",
      "market": "港股",
      "type": "自选",
      "sector": "煤炭/能源",
      "business": "煤炭开采(动力煤/焦煤),煤化工,铁路/港口运输",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227378"
    },
    {
      "code": "01211",
      "name": "比亚迪股份",
      "market": "港股",
      "type": "持仓",
      "sector": "新能源汽车",
      "business": "新能源整车(乘用车/商用车),动力电池,电机电控",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "01478",
      "name": "丘钛科技",
      "market": "港股",
      "type": "持仓",
      "sector": "消费电子",
      "business": "摄像头模组(CCM),指纹识别模组,车载摄像头",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "01888",
      "name": "建滔集团",
      "market": "港股",
      "type": "自选",
      "sector": "电子/覆铜板",
      "business": "覆铜板(CCL)全球龙头,印刷线路板(PCB),玻璃纤维布",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227373"
    },
    {
      "code": "02202",
      "name": "万科企业",
      "market": "港股",
      "type": "持仓",
      "sector": "房地产",
      "business": "住宅开发,物业服务(万物云),商业地产,长租",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "02318",
      "name": "中国平安",
      "market": "港股",
      "type": "自选",
      "sector": "金融/保险",
      "business": "综合金融(保险/银行/证券/信托),科技金融",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227408"
    },
    {
      "code": "02359",
      "name": "药明康德",
      "market": "港股",
      "type": "自选",
      "sector": "医药/CRO",
      "business": "小分子药物发现/临床前CRO,化学药/生物药CDMO",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227396"
    },
    {
      "code": "02388",
      "name": "中银香港",
      "market": "港股",
      "type": "持仓",
      "sector": "银行",
      "business": "香港发钞行之一,零售银行,财富管理,跨境业务",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "02628",
      "name": "中国人寿",
      "market": "港股",
      "type": "自选",
      "sector": "保险",
      "business": "人身保险(寿险/健康险/意外险),养老保险",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227399"
    },
    {
      "code": "06160",
      "name": "百济神州",
      "market": "港股",
      "type": "持仓",
      "sector": "生物医药",
      "business": "创新药(肿瘤/免疫),泽布替尼/替雷利珠单抗,全球化",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "06869",
      "name": "长飞光纤",
      "market": "港股",
      "type": "自选",
      "sector": "通信/光缆",
      "business": "光纤预制棒/光纤/光缆全球龙头,通信线缆,数据中心",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227405"
    },
    {
      "code": "09868",
      "name": "小鹏汽车-W",
      "market": "港股",
      "type": "自选",
      "sector": "新能源汽车",
      "business": "智能电动汽车(SUV/轿车),自动驾驶技术(XNGP),飞行汽车",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227386"
    },
    {
      "code": "09988",
      "name": "阿里巴巴-W",
      "market": "港股",
      "type": "持仓",
      "sector": "互联网",
      "business": "电商(淘宝/天猫),云计算(阿里云),本地生活(饿了么/高德)",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "300035",
      "name": "中科电气",
      "market": "A股",
      "type": "持仓",
      "sector": "新能源材料",
      "business": "锂电负极材料(石墨化/硅碳),电磁屏蔽设备",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "300124",
      "name": "汇川技术",
      "market": "A股",
      "type": "自选",
      "sector": "工控自动化",
      "business": "工业自动化(伺服系统/PLC/变频器),新能源汽车电驱系统",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227417"
    },
    {
      "code": "300548",
      "name": "博创科技",
      "market": "A股",
      "type": "自选",
      "sector": "光通信/光器件",
      "business": "光无源器件(分路器/波分复用),光有源器件,数据中心光互联",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227414"
    },
    {
      "code": "300690",
      "name": "双一科技",
      "market": "A股",
      "type": "持仓",
      "sector": "复合材料",
      "business": "风电叶片模具/机舱罩,车辆轻量化复合材料",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "300750",
      "name": "宁德时代",
      "market": "A股",
      "type": "持仓",
      "sector": "新能源汽车",
      "business": "动力电池(全球第一),储能电池,电池回收",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "518880",
      "name": "黄金ETF华安",
      "market": "A股",
      "type": "持仓",
      "sector": "商品/贵金属",
      "business": "黄金ETF,跟踪国内黄金现货价格",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "600036",
      "name": "招商银行",
      "market": "A股",
      "type": "持仓",
      "sector": "银行",
      "business": "零售银行标杆,财富管理,信用卡,私人银行",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "600110",
      "name": "诺德股份",
      "market": "A股",
      "type": "持仓",
      "sector": "锂电池材料",
      "business": "锂电铜箔(国内前三),覆铜板",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "600563",
      "name": "法拉电子",
      "market": "A股",
      "type": "持仓",
      "sector": "电子元器件",
      "business": "薄膜电容器(全球前三),新能源车/风光/工控用电容",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "600739",
      "name": "辽宁成大",
      "market": "A股",
      "type": "持仓",
      "sector": "医药流通/供应链",
      "business": "医药流通,供应链服务,生物制品",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "601899",
      "name": "紫金矿业",
      "market": "A股",
      "type": "持仓",
      "sector": "有色金属",
      "business": "铜矿/金矿/锌矿开采冶炼,全球布局(刚果金/塞尔维亚)",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "688411",
      "name": "海博思创",
      "market": "A股",
      "type": "持仓",
      "sector": "储能/电力系统",
      "business": "电化学储能系统集成,电力辅助服务,新能源配储",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-02T23:07:38.208048"
    },
    {
      "code": "688639",
      "name": "华恒生物",
      "market": "A股",
      "type": "持仓",
      "sector": "化工/生物制造",
      "business": "生物法丙氨酸/缬氨酸等氨基酸产品,合成生物学平台技术",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227354"
    },
    {
      "code": "688795",
      "name": "摩尔线程-U",
      "market": "A股",
      "type": "自选",
      "sector": "半导体/GPU",
      "business": "国产GPU芯片设计,AI训练/推理芯片,图形渲染芯片",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227389"
    },
    {
      "code": "688802",
      "name": "沐曦股份-U",
      "market": "A股",
      "type": "自选",
      "sector": "半导体/GPU",
      "business": "国产GPU芯片设计,图形渲染/通用计算芯片",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227392"
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "market": "A股",
      "type": "自选",
      "sector": "半导体/晶圆代工",
      "business": "集成电路晶圆代工,先进制程(14nm/28nm及以上),成熟制程",
      "logic": "",
      "key_notes": [],
      "last_updated": "2026-06-18T22:35:04.227423"
    }
  ],
  "updated_at": "2026-06-02T23:07:38.208048"
}