（原标题：高新技术"佼佼者"！5只筹码高度集中的绩优潜力股出炉） 高新技术企业在催生和壮大新质生产力过程中发挥着不可替代的支撑作用。目前，A股市场中，高新技 术企业占比已超六成。证券时报·数据宝从技术实力和二级市场等维度进行盘点，梳理出高新技术企业 中的"佼佼者"。 据数据宝统计，近一年来，由中原证券、中信建投、招商证券等62家券商机构研报覆盖公司中，属于科 技类、高端制造业且标题含有"技术领先""技术突破""打破垄断"等关键字词的高新技术企业共有130家 （统称"技术领先公司"）。 根据券商研报的研究内容，上述130家公司中，有多家公司的核心技术有望打破垄断或聚焦关键产业， 据数据宝不完全梳理，这一类公司共有奕瑞科技、莱特光电、长阳科技等10家。 校对：吕久彪 从股东户数来看，这130家公司中，有11家最新股东户数较今年二季度末有所下降，4家公司下降幅度超 过10%，包括朗新集团、吉大正元、意华股份等。 结合机构一致预测数据来看，上述11家筹码集中公司中，股东户数下降幅度超过5%，且机构一致预测 2025年、2026年净利润增幅持续超过10%的公司仅有5家。 来源：人民财讯、数据宝 责编：万健祎 ...

Core Viewpoint - The article discusses the current market trends, focusing on the performance of various stock indices, particularly in the context of value and dividend strategies, as well as the recent developments in the Hong Kong stock market. Group 1: Market Performance - The market opened slightly lower but closed higher, with minor fluctuations, maintaining a 5-star rating close to 4.9 stars [1] - Large, medium, and small-cap stocks experienced slight increases with similar growth rates [2] - Recently strong sectors like dividend and value styles, as well as pharmaceuticals, have seen declines [3] Group 2: Hong Kong Stock Market - The Hong Kong stock market remains strong, outperforming A-shares by approximately 20% since the Chinese New Year [4] - The technology sector in Hong Kong has led the gains, with significant earnings growth driving index increases [4] - The Hang Seng Technology Index has returned to normal valuation levels, currently around 5200 points, compared to its previous range of 4800-4900 points [4] Group 3: Value and Dividend Strategies - Value styles often have a high allocation to the financial sector, with the CSI Dividend Index comprising about 25% financial stocks [6] - Not all value styles have high financial sector allocations; for instance, small-cap value indices have lower financial exposure [7] - New indices focusing on free cash flow have emerged, which do not consider financial stocks in their selection process [10][13] Group 4: Free Cash Flow Strategy - The effectiveness of free cash flow strategies is debated, with historical backtesting showing high returns, but concerns about over-optimization exist [14][15] - The free cash flow ratio is defined as free cash flow divided by enterprise value, similar to dividend yield metrics [16][18] - Current valuations for free cash flow indices are around 32%, indicating they are near undervalued territory [21] Group 5: Dividend Index Valuations - The article provides a summary of various dividend indices and their valuation metrics, including earnings yield, price-to-earnings ratio, and dividend yield [22][24] - Specific indices such as the Shanghai Dividend Index and the CSI Dividend Index are highlighted with their respective metrics [23][24] Group 6: Investment Opportunities - The article emphasizes the importance of identifying undervalued investment opportunities, particularly during market downturns [36] - It encourages a strategy of patience and discipline in pursuing low-valuation investments for potential future gains [36]