Cambricon(SH:688256) Sou Hu Cai Jing·2025-08-28 23:28Industry News - The Ministry of Commerce announced the final review ruling on anti-dumping measures for imported phenol from the US, EU, South Korea, Japan, and Thailand, continuing to impose anti-dumping duties starting from August 29, 2025, for a period of five years [2] - The 2025 China International Big Data Industry Expo opened in Guiyang, with 375 domestic and foreign enterprises participating. The National Development and Reform Commission predicts that by the end of this year, the added value of the digital economy is expected to reach approximately 49 trillion yuan, accounting for about 35% of GDP [2] - Some photovoltaic glass companies have begun to adjust their new single quotes for September, with the benchmark price for 2.0mm single-layer coated (panel) rising to 13 yuan per square meter, an increase of 2 yuan per square meter compared to July [2] - A recent report indicates that global semiconductor revenue is expected to nearly double from 2024 to 2030, exceeding 1 trillion dollars [3] - The Guizhou Provincial Party Secretary stated at the 2025 China International Big Data Industry Expo that the focus will be on strengthening the digital economy through computing power, data, applications, and industries [3] - The China Federation of Industry and Commerce released the "2025 China Top 500 Private Enterprises," with JD Group, Alibaba (China) Co., Ltd., and Hengli Group Co., Ltd. ranking in the top three [3] - The domestic cobalt price continues to rise slightly, with the European market also seeing a small increase, as overseas raw material prices are adjusted upward, supporting cost strength [3] Company News - Cambrian announced that it expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025, while indicating that there are no new product release plans [4] - SMIC reported a revenue of 32.348 billion yuan for the first half of the year, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8% year-on-year [5] - Dongxin shares announced that there is a risk of abnormal stock trading fluctuations and will suspend trading for verification [6] - Guolian Minsheng reported a net profit growth of 1185% year-on-year for the first half of the year and plans to establish a 1.22 billion yuan fund with Guolian Life Insurance to invest in new quality productivity and smart technology [7] - Huahong Semiconductor released its semi-annual report, showing a 72% year-on-year decline in net profit [11] - CITIC Securities reported a 29.8% year-on-year increase in net profit for the first half of the year [11] - Anta Sports announced that it is not a party to the potential acquisition transaction of Canada Goose Holdings [11] - XGIMI Technology reported a net profit growth of 2062% year-on-year for the first half of the year [11] - Wanchen Group reported a net profit growth of 50359% year-on-year for the first half of the year [11] - North China Innovation announced a net profit growth of 29.39% year-on-year for the first half of the year [11]