【研选行业+公司】设备更新+重大项目双轮驱动，3只龙头股成配置优选

Group 1 - The core viewpoint emphasizes the importance of timely and effective research reports to identify investment opportunities, particularly in the solid-state battery sector, which has seen a nearly 40% increase since June 18, with specific stocks like XianDao Intelligent rising over 190% [1] Group 2 - The industry is experiencing a dual drive from "equipment upgrades and major projects," indicating strong long-term growth potential, with three leading stocks identified as optimal investment choices [2] - A specific automotive thermal management leader is targeting a net profit of 331 million over three years, with a new six-dimensional force sensor for robots set to enhance its growth prospects [2]