【太平洋科技-每日观点&资讯】（2025-04-15）

Market Performance - The main board led the gains with notable stocks such as Xinhua Du (+10.09%), Taihao Technology (+10.02%), and Shiyi Da (+10.01%) [1] - The ChiNext board saw significant increases with stocks like Zhi De Mai (+13.62%) and Huijin Technology (+12.70%) [1] - The Sci-Tech Innovation board was also strong, highlighted by Huafeng Technology (+10.00%) [1] - Active sub-industries included SW Portal Websites (+3.11%) and SW Other Electronics III (+2.93%) [1] Domestic News - Jibang Compound Semiconductor announced advancements in 12-inch silicon carbide crystal growth technology, achieving precise control of surface micro-bulge within 2.4mm [1] - Luotu Technology reported that the brand's overall shipment volume in China's TV market reached 8.84 million units in Q1 2025, a 4.7% increase compared to the same period in 2024 [1] - Guozhao Optoelectronics launched a new 0.3-inch ultra-bright, low-power full-color silicon-based OLED product [1] - OmniVision Technologies introduced a 50MP CMOS image sensor for flagship smartphones, achieving approximately 110 dB single-exposure HDR, the highest in the mobile sector [1] Company Announcements - Xiehe Electronics reported a revenue of 887 million yuan for 2024, a year-on-year increase of 20.89%, driven by market expansion in automotive electronics and high-frequency communications [2] - Longqi Technology disclosed a change in shareholding, with major shareholders reducing their combined stake from 15.08% to 15.00% [2] - Electric Science Digital announced a total revenue of 10.706 billion yuan for 2024, a 7.05% increase, with a net profit of 551 million yuan, up 10.77% [2] - Rijiu Optoelectronics reported a revenue of 583 million yuan for 2024, a 22% increase, and a net profit of 67 million yuan, reflecting a significant growth of 506.9% [2] Industry Trends - The European Commission unveiled its AI Continental Action Plan, aiming to establish a framework to enhance AI computing infrastructure, including five AI data centers, each equipped with approximately 100,000 AI chips [3] - ICEA indicated that under the Trump administration's exemption policy, India's exports of iPhones and other devices to the U.S. will see a 20% cost reduction compared to similar products shipped from China [3] - Sunic Systems signed a contract worth 59.62 billion KRW (approximately 29.99 million yuan) with DuPont for OLED display research equipment [3] - SK Hynix announced a 30% increase in its planned capital expenditure for high bandwidth memory, raising its budget from 22 trillion KRW to 29 trillion KRW [3]