Dosilicon(SH:688110) Mei Ri Jing Ji Xin Wen·2025-07-31 01:55Market Performance - As of July 30, the Shanghai Composite Index rose by 0.17% to close at 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average down by 0.38%, the S&P 500 down by 0.12%, and the Nasdaq Composite up by 0.15% [1] - The Philadelphia Semiconductor Index increased by 0.83%, with Micron Technology rising by 2.48%, while ARM, NXP Semiconductors, and Microchip Technology saw declines of 0.09%, 2.56%, and 0.55% respectively [1] Industry Insights - The National Development and Reform Commission released draft guidelines for government investment funds, focusing on key areas such as modern industrial upgrades, core technology breakthroughs, and major cross-regional projects [2] - Local funds are encouraged to support regional industries, innovation capabilities, and small enterprises, with a collaborative mechanism for joint investments [2] - Dongxin Co., Ltd. announced a significant stock price fluctuation due to media reports on its investment in Lishan Technology, which is developing its first self-researched GPU chip and graphics card [3] - As of July 30, the number of terminals equipped with HarmonyOS 5 has exceeded 10 million [4] - Huaqin Technology plans to acquire a stake in domestic wafer foundry Jinhui Integrated Circuit for approximately 2.4 billion yuan, becoming its fourth-largest shareholder [4] - Chongqing High-tech Zone signed contracts for eight integrated circuit projects, aiming to strengthen the automotive-grade chip and power semiconductor sectors [4] Semiconductor Sector Outlook - Tianfeng Securities predicts continued optimistic growth in the global semiconductor market through 2025, with strong performance expected in the second quarter and a peak season in the third quarter [5] - The storage segment is anticipated to see significant price increases in contracts by the third quarter of 2025, driving quarterly performance growth for leading companies [5] - The semiconductor materials ETF and its related funds focus on upstream semiconductor sectors, benefiting from domestic substitution trends and advancements in technology [5]