【太平洋科技-每日观点&资讯】（2025-04-24）

Market Overview - The main board saw significant gains with stocks like Zhuhai Intelligent (+10.06%), Hezhong Sijuan (+10.05%), and Chaoyang Technology (+10.02%) leading the rise [1] - The ChiNext board also performed well, with Li'an Technology (+20.01%) and Xincheng Technology (+19.99%) showing notable increases [1] - The Sci-Tech Innovation board was led by Fuxin Technology (+7.89%) and Weide Information (+7.59%) [1] - Active sub-industries included SW Other Communication Equipment (+4.40%) and SW Communication Network Equipment and Devices (+3.79%) [1] Domestic News - China Unicom launched the "Unicom Satellite" service, allowing users to access emergency communication via Tiantong satellites in areas with unstable or no ground network coverage [1] - Jiangsu Luxin Semiconductor's mask project is set to deliver samples for 90-100nm process nodes in the first half of 2025, with trial production for 40nm nodes expected in the second half of 2025 [1] - IDC reported that China's smartphone market is projected to grow by 3.3% year-on-year in Q1 2025, reaching 71.6 million units, driven by national subsidies and the Spring Festival sales season [1] - Huawei introduced its QianKun ADS 4 high-speed L3 commercial solution and unveiled its future autonomous driving technology architecture at the QianKun Intelligent Technology Conference [1] Company Announcements - Shenzhen South Circuit released its Q1 2025 report, showing total revenue of 4.783 billion yuan, a year-on-year increase of 20.75%, and a net profit of 491 million yuan, up 29.47% [3] - Unisoc reported a total revenue of 5.511 billion yuan for 2024, a decrease of 27.26%, with a net profit of 1.179 billion yuan, down 53.43% [3] - Dingxin Communications announced a total revenue of 3.086 billion yuan for 2024, a decrease of 15.04%, with a net loss of 258 million yuan [3] - Zhaoxun Media reported a revenue of 670 million yuan for 2024, an increase of 12.26%, primarily due to investments in digital outdoor media [3] International News - Intel announced its second-generation AI-enhanced software-defined vehicle SoC and established partnerships with companies like Black Sesame Intelligence to tackle technological challenges in automotive intelligence [4] - Japan's Electric Glass Company plans to develop larger high-performance glass substrates for semiconductor equipment, aiming to meet the growing demand for advanced materials in AI chip manufacturing [4] - SK Hynix successfully completed customer validation for its CMM-DDR5 96GB product, based on the CXL 2.0 standard [4] - Intel's 1.8nm process details revealed that the Intel 18A offers significant performance improvements, achieving a 25% speed increase and a 36% reduction in power consumption at 1.1V [4]