【太平洋科技-每日观点&资讯】（2025-04-08）

Market Overview - The main board led the market with China Software increasing by 1.50% [1] - The ChiNext board was led by Sifang Jingchuang with a rise of 6.40% and Anshuo Information up by 1.74% [1] - The Sci-Tech Innovation board saw Naxin Micro up by 1.41% and Dameng Data slightly increasing by 0.04% [1] - Active sub-industries included SW Semiconductor Equipment down by 5.42%, SW Education Publishing down by 6.06%, and SW Security Equipment down by 9.58% [1] Domestic News - Aiwai Electronics was recognized as a national enterprise technology center, marking its leading position in integrated circuit design [1] - Zhengfan Technology signed a project agreement for ALD advanced coating materials, expected to generate over 600 million yuan annually upon completion [1] - CXMT is considering raising DDR4 memory prices due to market changes, though the specific increase is not yet known [1] - IDC forecasts that China's total investment in artificial intelligence will exceed 100 billion USD by 2028, with a compound annual growth rate of 35.2% [1] Company Announcements - Pengding Holdings reported a March 2025 revenue of 2.921 billion yuan, a year-on-year increase of 29.73% [2] - Tiande Yu expects Q1 2025 revenue of 554 million yuan, up 60.52% year-on-year, with a net profit of 71 million yuan, increasing by 116.96% [2] - Cambridge Technology achieved 3.652 billion yuan in revenue for 2024, a year-on-year growth of 18.31%, with a net profit of 167 million yuan, up 75.42% [2] - Aojie Technology reported 3.386 billion yuan in revenue for 2024, reflecting a year-on-year increase of 30.23% [2] Industry Dynamics - Samsung Electronics is negotiating a 3% to 5% price increase for DRAM and NAND flash products with major global clients [3] - TrendForce predicts stable prices for TV panels, with potential increases for monitor panels and stable prices for laptop panels [3] - Samsung Display has received approval to supply 13-inch iPad Pro models and is preparing for mass production starting in May [3] - Apple plans to launch a foldable iPhone model and a new Pro model with significant glass material usage to mark the iPhone's 20th anniversary [3]