Group 1 - The core point of the article highlights the recent performance of Dawi Co., which saw a decline in stock price despite a strong overall semiconductor sector performance [1] - On August 8, Dawi Co. closed at 18.26 yuan, down 0.61 yuan or 3.23% from the previous trading day, with a trading volume of 538,525 hands and a transaction amount of 988 million yuan [1] - The semiconductor sector showed strong performance on August 7, with many stocks hitting the daily limit, and Dawi Co. was among those stocks [1] Group 2 - Dawi Co. operates in the semiconductor industry, primarily producing memory chips, and holds a significant position in the semiconductor supply chain in Guangdong [1] - According to the Ministry of Industry and Information Technology, the added value of China's electronic information manufacturing industry grew by 11.1% year-on-year in the first half of the year, indicating a positive industry development trend [1] - On August 8, the net outflow of main funds from Dawi Co. was 95.8852 million yuan, accounting for 2.55% of its circulating market value, while the cumulative net inflow over the past five trading days was 123.678 million yuan, representing 3.28% of its circulating market value [1]

阿石创、好上好封涨停，此前富满微、东芯股份、盈方微、大为股份、斯达半导涨停，新恒汇、国科 微、芯导科技、台基股份均涨超10%。 ...

Group 1 - The A-share market showed mixed performance on August 7, with the semiconductor sector standing out as a strong performer, with stocks like Dongxin Co., Fuman Microelectronics, and Ashi Chuang hitting a 20% limit up [1] - Notable gains were also seen in stocks such as Jinghua Microelectronics and Xinhenghui, which rose by 14.41% and 11.28% respectively, while several other stocks in the sector saw increases exceeding 5% [1] - Guosen Securities expressed optimism about the semiconductor industry's sustained high prosperity, particularly highlighting opportunities in analog and memory sectors [1] Group 2 - TSMC has raised its annual revenue growth forecast from approximately 25% to 30%, driven by strong AI demand and a moderate recovery in non-AI demand, indicating continued high prosperity in the industry [1] - The semiconductor sector is expected to experience a series of catalysts, including NVIDIA's CEO Jensen Huang's visit to China, upcoming earnings reports from SMIC and Hua Hong Semiconductor, and the initiation of new product preparations by Apple [1]

Market Overview - As of August 7, A-shares showed mixed performance with the Shanghai Composite Index standing at 3600 points, up 0.12%, while the Shenzhen Component Index fell by 0.23% and the ChiNext Index dropped by 0.69% [1] - The trading volume exceeded 1.6 trillion yuan, with over 3000 stocks declining across the Shanghai and Shenzhen markets [1] Index Performance - The Shanghai Composite Index closed at 3638.20, gaining 4.20 points (+0.12%) [2] - The Shenzhen Component Index was at 11151.81, down 25.97 points (-0.23%) [2] - The ChiNext Index recorded a decline of 16.30 points (-0.69%), closing at 2342.65 [2] - The total trading volume was 1.61 trillion yuan, with a predicted increase to 1.89 trillion yuan, an increase of 134.2 billion yuan [2] Sector Highlights - The Rare Earth Permanent Magnet Index surged over 4%, with significant gains in stocks such as Zhenghai Magnetic Materials, which hit the daily limit, and others like Longmag Technology and Ningbo Yunsheng, which rose over 8% [3] - Chip stocks experienced a notable increase, with companies like Astone and Haoshanghao hitting the daily limit, and others such as Fuman Micro and Dongxin Co. rising over 10% [4] Notable Stock Movements - Fuman Micro (300671) rose by 20% to 40.20 yuan, while Astone (300706) increased by 19.99% to 47.66 yuan [5] - Other significant gainers included Guokewi (300672) up 11.56% and Yingfangwei (000670) up 10.04% [5] - In the Hong Kong market, chip stocks also saw gains, with Huahong Semiconductor rising nearly 4% to 45.32 HKD [6] International News Impact - U.S. President Trump announced plans to impose approximately 100% tariffs on chips and semiconductors, excluding companies manufacturing in the U.S., which may influence market dynamics [6] - Semiconductor companies like SMIC and Huahong Semiconductor are set to release their Q2 financial reports, which could provide further insights into the sector's performance [7]

Core Viewpoint - The chip sector experienced significant gains on August 7, with multiple companies reaching their daily price limits, indicating strong market interest and potential bullish sentiment in the industry [1] Group 1: Stock Performance - Chip stocks saw an expanded upward trend in the afternoon, with notable companies such as Astone Technology and Haoshanghao hitting their daily price limits [1] - Other companies including Fuman Micro, Dongxin Co., Yingfang Micro, Dwei Co., and Sida Semiconductor also reached their daily price limits, showcasing a broad rally in the sector [1] - New Henghui, Guoke Micro, Chip Guide Technology, and Taiji Co. all experienced gains exceeding 10%, further highlighting the positive momentum in the chip industry [1]

富满微20cm涨停，东芯股份涨超15%，新恒汇、神工股份、盈方微、大为股份、南芯科技等涨超5%。 (本文来自第一财经) ...

天眼查商业履历信息显示，深圳市大为创新科技股份有限公司，成立于2000年，位于深圳市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本23715.5万人民币，实缴资本20600 万人民币。公司法定代表人为连宗敏。 通过天眼查大数据分析，深圳市大为创新科技股份有限公司共对外投资了9家企业，参与招投标项目3 次，知识产权方面有商标信息67条，专利信息74条，此外企业还拥有行政许可25个。 来源：金融界 金融界消息 截至2025年7月31日收盘，大为股份（002213）报收于17.27元，下跌3.36%，换手率 9.68%，成交量19.96万手，成交金额3.49亿元。 资金流向方面，今日主力资金净流出3821.30万元，占比成交额10.94%。其中，超大单净流出602.50万 元、占成交额1.72%，大单净流出3218.80万元、占成交额9.21%，中单净流出流出1165.08万元、占成交 额3.33%，小单净流入4986.37万元、占成交额14.27%。 大为股份最新一期业绩显示，截至2025一季报，公司营业总收入3.37亿元、同比增长5.11%，归属净利 润188.97万元，同比增长32. ...

Group 1 - The company has announced its performance forecast for the period from January 1, 2025, to June 30, 2025, indicating a focus on transparency and accuracy in financial disclosures [1] - The performance forecast has not been audited by registered accountants, but preliminary discussions have been held with the auditing firm, and no significant disagreements were reported [1][2] Group 2 - The company is actively advancing two main business areas: "New Energy + Automotive" and "Semiconductor Storage + Smart Terminals," which are expected to drive growth [2] - In the automotive parts sector, the company is responding to the national "Belt and Road" initiative by collaborating with high-quality global clients to promote business growth [2] - The global semiconductor storage market is currently in an upward cycle, and the company is seizing market opportunities to expand its customer base and enhance market share [2] - The company's lithium battery project in Chenzhou is in the construction investment phase, with management expenses and operating costs accounted for in the current period [2]

Performance Forecast - The company expects a loss of 10.8 million to 13.2 million yuan for the period from January 1, 2025, to June 30, 2025, compared to a loss of 10.2467 million yuan in the same period last year [1][2] - The net profit attributable to shareholders is projected to decline by 5.40% to 28.82% compared to the previous year, where the loss was between 6 million to 8.2 million yuan [1][2] - The basic earnings per share are estimated to be a loss of 0.0455 to 0.0556 yuan per share, compared to a loss of 0.0434 yuan per share in the previous year [2] Communication with Auditors - The performance forecast has not been reviewed by registered accountants, but the company has communicated with the auditing firm regarding the forecast, and there are no significant disagreements [2] Reasons for Performance Changes - The company is advancing its two main business areas: "New Energy + Automotive" and "Semiconductor Storage + Smart Terminals" [2] - In the automotive parts sector, the company is responding to the national "Belt and Road" initiative by collaborating with high-quality global clients to drive business growth [2] - In the semiconductor storage sector, the global market is in an upward cycle, and the company is seizing market opportunities to expand its client base and enhance market share [2] - The Chenzhou lithium battery project is in the construction investment phase, with management expenses and operating costs accounted for in the current period's profit and loss [2]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects a net loss attributable to shareholders of RMB 10.8-13.2 million for H1 2025, while the non-recurring net loss is expected to narrow Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Period | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 10.8 million – RMB 13.2 million | Loss: RMB 10.2467 million | | Year-over-Year Change | Decrease: 5.40% – 28.82% | - | | **Net Profit Excluding Non-Recurring Items** | Loss: RMB 6 million – RMB 8.2 million | Loss: RMB 11.0782 million | | Year-over-Year Change | Increase: 25.98% – 45.84% | - | | **Basic Earnings Per Share** | Loss: RMB 0.0455/share – RMB 0.0556/share | Loss: RMB 0.0434/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company pre-communicated its unaudited performance forecast with the annual audit accounting firm, confirming no significant disagreements - This performance forecast is **unaudited**, but the company has communicated with the accounting firm regarding related matters and found **no significant disagreements**[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Performance changes reflect progress in core automotive and semiconductor businesses, offset by costs and asset impairment from new project investments - The company continues to advance its two core businesses: "**New Energy + Automotive**" and "**Semiconductor Storage + Smart Terminals**"[4](index=4&type=chunk) - Automotive component business growth is driven by collaborations with **global premium clients**, while the semiconductor storage business benefits from an **industry upcycle**, **expanding its market share**[4](index=4&type=chunk)[5](index=5&type=chunk) - Key factors negatively impacting profit include the **Chenzhou lithium battery project** being in its **construction and investment phase**, with related expenses recognized in current period profit or loss, and the company's provision for **asset impairment**[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) This performance forecast is a preliminary, unaudited estimate; investors should refer to the final H1 2025 semi-annual report for accurate data and note investment risks - This performance forecast is a **preliminary, unaudited estimate** by the company's finance department, and investors should refer to the **final disclosed semi-annual report**[6](index=6&type=chunk)