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Chongqing Sokon Industry Group Stock (601127.SH): The Power BU Business of the company has obtained multiple external projects.
Chongqing Sokon Industry Group Stock (601127.SH) stated on the interactive platform on July 19th that the company's business unit for power has obtained multiple external projects, but the specific customer information cannot be disclosed by the company.
Guangfa Fund's Liu Gesong's fund products' Q2 report reveals appropriate low-level increase in investment in military industry and semiconductor equipment.
Liu Gesong stated that the allocation of military industry and semiconductor equipment industries has been appropriately increased at the low end, while maintaining the original allocation level for global comparative advantage assets such as the photovoltaic industry chain, lithium batteries, and electric vehicles.
Jinlu Electronic (301282.SZ) has not yet directly supplied PCBs to automotive companies such as Chongqing Sokon Industry Group Stock, BAIC Motor, Chery and JAC.
On July 18th, Glon Hui reported that Jinlu Electronics (301282.SZ) stated on the investor interaction platform that the company has not directly supplied PCBs to whole vehicle enterprises such as Chongqing Sokon Industry Group Stock, BAIC Group, Chery and JAC. The PCBs produced by the company have been eventually applied to WJ models. Since some customers in the company's "three-electricity" and smart driving fields have not fully disclosed the end-use models to the company, we do not know whether the company's PCB products will finally be used in ZJ, XJ and ZJ models at this moment.
GSP Automotive Group Wenzhou (605088.SH): The company supplies transmission axle assembly products for Huawei's Wanjie M5 model to Chongqing Sokon Industry Group Stock.
GSP Automotive Group Wenzhou (605088.SH) stated on the investor interaction platform on July 18 that the company supplied transmission shaft assembly products for Huawei's Wanjie M5 model to Chongqing Sokon Industry Group Stock.
Tianjin Pengling Group (300375.SZ): Hebei Xinou provides sealing related components products for Chongqing Sokon Industry Group Stock.
On July 16th, Gelonhui reported that an investor asked Tianjin Pengling Group (300375.SZ) on the investor interaction platform, "What are the parts provided by Hebei Xinou, a wholly-owned subsidiary of the company, for Huawei's Chongqing Sokon Industry Group Stock model?" The company replied that Hebei Xinou, a wholly-owned subsidiary of the company, provides sealing related component products for the Chongqing Sokon Industry Group Stock model.
Yu Chengdong reveals the transfer of the "Wenjie" platform for 2.5 billion.
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