行业周报：均衡配置，兼顾业绩确定性和估值合理性-20250629

The provided content does not contain any quantitative models or factors, nor does it include any related construction processes, formulas, evaluations, or backtesting results. The documents primarily focus on industry analysis, company updates, and market trends across various sectors such as light manufacturing, exports, new tobacco products, home furnishings, and others. There is no mention of quantitative models or factors in the provided text.