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Still looking into a few contacts of mine that are closer to the industry than I am. But since you seem to be very active here I'll give you what I have.

I would avoid FEED unless some new details come out to convince me otherwise.

I'd wait on SEED because there too many hands on the scales making it hard to get a good read out. You're right about the government assistance but China has been known to cut funding for one company if there seems to be trouble at the top in favor of another one.

I'll focus my efforts on SEED to give you a better picture.

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