上证早知道｜两公司宣布重要事项，今起复牌；今年全球半导体销售额将超1万亿美元

Company News - Yongtai Technology plans to acquire 25% equity of Yongtai High-tech held by CATL through share issuance and raise supporting funds, with CATL becoming a shareholder post-transaction [17] - Ruili Kemi is planning to issue shares to acquire 16% equity of its subsidiary Wuhan Kedes from Cheng Yi, making Wuhan Kedes a wholly-owned subsidiary after the transaction [17] - Shanshan Group signed a restructuring investment agreement, which will change the control of the company to Anhui Guozhi if successful [17] - Jinghe Integration intends to invest 2 billion yuan in Jingyi Integration to acquire 100% equity, supporting the construction of a 12-inch wafer manufacturing line with a total investment of 35.5 billion yuan [17] - Hengrui Medicine's HRS-4642 injection has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, targeting advanced or metastatic pancreatic cancer [17] - Lin Yang Energy plans to repurchase shares with an amount between 150 million yuan and 300 million yuan, funded by its own resources [17] - China Merchants Shekou's board has approved a valuation enhancement plan, committing to a cash dividend of no less than 40% of net profit for the years 2026 to 2028 [17] - Tiancheng Automation's subsidiary has received a notification to supply passenger car seats to a leading domestic automotive enterprise, with a project lifecycle value of 2.3 billion yuan [19] Industry Insights - The Semiconductor Industry Association (SIA) forecasts global semiconductor sales to exceed $1 trillion this year, with a 25.6% increase from $791.7 billion in 2025 [14] - The demand for semiconductors is improving, driven by growth in PCs, smartphones, and rapid expansion in AI servers and new energy vehicles [14] - The global power demand is expected to grow at an annual rate of over 3.5% until 2030, with renewable energy and nuclear power expected to account for 50% of the global power structure by then [5] - The Ministry of Industry and Information Technology is accelerating the construction of national computing power interconnection nodes to enhance the efficiency and service level of public computing resources [8] - A report indicates that the ratio of social logistics costs to GDP fell to 13.9% in 2025, marking a record low and a decrease of 0.8 percentage points from the end of the 13th Five-Year Plan [4]