半导体早参丨华为即将发布自研AI SSD，沪深两市成交额突破3万亿！

Market Performance - The Shanghai Composite Index rose by 1.51% to close at 3883.56 points, while the Shenzhen Component Index increased by 2.26% to 12441.07 points, and the ChiNext Index gained 3.00% to 2762.99 points [1] - The total trading volume of the Shanghai and Shenzhen markets exceeded 3 trillion yuan, marking a significant increase and setting a new record for the year [3] Company News - Huawei is set to launch a new AI SSD on August 27, targeting the AI storage market, aiming to overcome the capacity limitations of traditional HBM through technological innovation [1] - Chipone Technology (688521.SH) announced a preliminary transfer price of 105.21 yuan per share based on the inquiry subscription situation, with 37 institutional investors participating and a total of 26.2857 million shares to be transferred [1] - Chipone Technology's chairman stated that the company's orders have significantly increased due to demand from AI cloud and edge applications, which will support revenue growth in the future [2] Financial Performance - Tuojing Technology reported a revenue of 1.954 billion yuan for the first half of 2025, representing a year-on-year increase of 54.25%, while the net profit attributable to shareholders decreased by 26.96% to 94 million yuan [2] - The net profit excluding non-recurring items for Tuojing Technology increased by 91.35% to 38 million yuan, indicating strong growth in its business driven by enhanced product competitiveness and successful customer certifications [2] Industry Insights - The semiconductor materials ETF and its related funds focus on semiconductor equipment and materials, which are crucial for domestic substitution and are expected to benefit from the expansion of semiconductor demand driven by the AI revolution [4] - The DeepSeek-V3.1 version, released by Deepseek, is designed for the next generation of domestic chip design, indicating significant advancements in domestic software and hardware collaboration [3]