【太平洋科技-每日观点&资讯】（2025-04-07）

Market Performance - The main board led the gains with notable increases from Reader Media (+5.69%), Hengdian Film (+4.60%), Shenzhen Huaqiang (+3.99%), and Zhenhua Technology (+3.93%) [1] - The ChiNext board saw significant growth with Sifang Precision (+6.84%) and Guomai Culture (+5.93%) [1] - The Sci-Tech Innovation board was led by Zhimingda (+4.44%) and Naxinwei (+3.68%) [1] - Active sub-industries included SW Education Publishing (+1.69%) and SW Semiconductor Equipment (+1.01%) [1] Domestic News - The State Administration for Market Regulation of China has initiated an investigation into DuPont China Group for suspected violations of the Anti-Monopoly Law, with DuPont's semiconductor-related businesses contributing $1.9 billion in revenue for the fiscal year 2023 [1] - Hon Hai Precision Industry (Foxconn) reported a projected sales revenue of NT$552.1 billion for March 2025, a 23% year-on-year increase, and expects growth in the second quarter [1] - Luxshare Precision is planning to go public in Hong Kong in 2025, aiming to raise $2 billion to $3 billion (approximately RMB 14.5 billion to RMB 21.8 billion) [1] - A team from Fudan University announced the successful development of the world's first 32-bit RISC-V architecture microprocessor based on two-dimensional semiconductor materials, integrating 5,900 transistors [1] Company Announcements - Zhongke Feimeasure reported a revenue of RMB 1.38 billion for 2024, a year-on-year increase of 54.94%, with over 300 wafer defect detection devices delivered to more than 100 customers [3] - Juguang Technology announced it has received formal project confirmation from a well-known European automotive Tier 1 customer for two micro-lens array projects, with total demand expected to exceed 3.3 million sets [3] - Guanghong Technology is in the process of a major asset restructuring, with auditing and evaluation work ongoing [3] - Gallen Electronics is progressing with plans to issue shares and pay cash for asset purchases, with stock suspension expected to last no more than five trading days [3] Overseas News - Intel and TSMC have reached a preliminary agreement to jointly operate Intel's wafer fabrication facility in the United States [4] - Global display equipment spending forecast for 2020-2027 has been raised by 2% to $77 billion, driven by OLED investment growth and a slight recovery in the LCD market [4] - If Apple passes on tariff costs to consumers, the price of the iPhone 16 Pro Max in the U.S. could rise from $1,599 to $2,300 (approximately RMB 16,750) [4] - Global semiconductor sales are projected to reach $54.9 billion in February 2025, a 17.1% increase from February 2024 [4]