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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

Format: PDF Pages: 39 Language: Chinese

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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

Format: PDF Pages: 25 Language: Chinese

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航发科技-600391.SH（Aecc Aero Science And Technology Co.,Ltd.）：军民国产航发进展有望加速，外贸布局非美出海

Format: PDF Pages: 31 Language: Chinese

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澜起科技-688008.SH（Montage Technology Co., Ltd.）：全球领先互连芯片解决方案厂商，产业趋势+新品突破，业绩放量正当时

Format: PDF Pages: 22 Language: Chinese

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创耀科技-688259.SH（Triductor Technology (Suzhou) Inc.）：机器人+星闪双轮驱动星辰大海，国产通信芯片领军者

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