太平洋电子日报：SK海力士完成对英特尔NAND业务收购

Investment Rating - The industry investment rating is optimistic, expecting overall returns to exceed the CSI 300 index by more than 5% in the next six months [10]. Core Insights - The report highlights that SK Hynix has completed the second phase of its acquisition of Intel's NAND flash memory and SSD business, marking the end of a nearly five-year transaction [6][8]. - The semiconductor industry is experiencing upward momentum driven by the AI boom, which is expected to positively impact the overall sector [6]. Market Overview - Today's market performance shows a decline in major indices: Shanghai Composite (-0.67%), Shenzhen Composite (-0.90%), ChiNext (-1.14%), and STAR Market 50 (-1.07%) [3]. - The SW Electronics sector also faced declines across various segments, including passive components (-1.09%), semiconductor equipment (-2.87%), and digital chip design (-1.18%) [3]. - Notable stock performances include Hanbo High-tech (+16.77%), Guanshi Technology (+10.01%), and Zhichun Technology (+10.00%) [3]. Company Performance - Shenghong Technology reported a revenue of 10.731 billion with a year-on-year increase of 35.31%, and a net profit of 1.154 billion, up 71.96% [3]. - Yidun Electronics achieved a revenue of 3.506 billion, a 10.36% increase, and a net profit of 437 million, up 23.20% [4]. - Zhongying Electronics reported a revenue of 1.343 billion, a 3.32% increase, but a net profit decline of 28.01% [4].