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【太平洋科技-每日观点&资讯】(2025-03-05)
远峰电子·2025-03-04 11:41

Market Performance - The main board led the gains with notable stocks such as Daysea Intelligent (+10.03%), Zhejiang University Network New (+10.02%), and Dongni Electronics (+10.02) [1] - The ChiNext board saw significant increases with Yitong Technology (+20.02%), Saiwei Intelligent (+20.00%), and Langke Technology (+19.98%) [1] - The Sci-Tech Innovation board was led by Chip Origin (+20.01%), Anlu Technology (+20.00%), and Guoxin Technology (+15.50%) [1] - Active sub-industries included SW Other Communication Equipment (+5.83%) and SW Analog Chip Design (+4.80%) [1] Domestic News - A new holographic waveguide N30G was showcased by Nika Optical, featuring high luminous efficiency of 600 nits/lm and a transmittance greater than 90% [1] - Shanghai has included AR/AI glasses in its digital product subsidy program, offering up to 15% direct price subsidies for consumers purchasing brands like Rokid and Meizu [1] - A major project in Jiangdu District aims to produce 3 million automotive-grade SiC modules annually, generating sales revenue of 1 billion yuan and tax revenue of 50 million yuan [1] - TSMC plans to invest an additional $100 billion in advanced semiconductor manufacturing projects in the U.S., including the construction of three new wafer fabs [1] Company Announcements - Weir Shares announced a pledge and release of part of its controlling shareholder's shares, with 48.78 million shares pledged, accounting for 11.94% of total shares [2] - Yuntian Lihui reported a share buyback progress, having repurchased 1,432,621 shares, representing 0.4034% of total shares [2] - Dongtu Technology disclosed receiving government subsidies totaling 21,844,452.91 yuan from October 25, 2024, to the announcement date [2] - Zhongke Xingtou's 2024 annual report indicated revenue of 3.257 billion yuan, a year-on-year increase of 29.49%, and a net profit of 352 million yuan, up 2.67% year-on-year [2] Overseas News - The NAND Flash industry is expected to see a revenue decline of up to 20% in Q1, but is anticipated to rebound in the second half of the year [2] - Marvell showcased its first 2nm silicon IP for next-generation AI and cloud infrastructure, produced using TSMC's 2nm process [2] - Qualcomm released the X85 5G modem, featuring a dedicated AI processor that improves AI inference speed by 30% compared to the previous generation [2] - Intel announced a five-year delay in the production of its $28 billion advanced chip manufacturing facility in Ohio, raising concerns about the reliance on government funding to revitalize the U.S. chip industry [2]