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海光信息-688041.SH（Hygon Information Technology Co., Ltd.）：高端“CPU+GPU”双卡位，迎自主可控核心驱动

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凯德石英-835179.BJ（ Beijing KaiDe Quartz Co., Ltd）：高端石英制品领域国内领先，下游需求+国产替代下产能加速释放

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