【太平洋科技-每日观点&资讯】（2025-05-07）

Market Overview - The main board saw significant gains with stocks like Yanshan Technology (+10.10%), Laibao High-Tech (+10.03%), and Putian Technology (+10.02%) leading the charge [1] - The ChiNext board also performed well, highlighted by Tianyuan Dike (+20.00%) and Dineike (+19.98%) [1] - The Sci-Tech Innovation board was led by Shengyi Electronics (+14.98%) and Changyang Technology (+12.32%) [1] - Active sub-industries included SW Printed Circuit Boards (+5.28%) and SW Communication Application Value-Added Services (+4.90%) [1] Domestic News - BYD announced a projected sales volume of 380,100 new energy vehicles for April 2025, reflecting a year-on-year growth of 21.33% [1] - Maosilicon expects to complete its silicon carbide production line by the end of June this year, adding a monthly capacity of 3,000 silicon carbide wafers [1] - Beijing will support private enterprises in building intelligent computing centers and provide financial assistance for the procurement of self-controlled GPU chips [1] - Pingxin Technology's N300 storage-computing integrated NPU enhances traditional MCU chips with AI capabilities, offering a revolutionary solution for edge devices [1] Company Announcements - Zhongwang Software reported a share buyback of 379,805 shares, representing 0.313% of its total share capital as of April 30, 2025 [2] - Yingfang Software received government subsidies totaling RMB 5.4 million related to its revenue [2] - Dongni Electronics announced a government subsidy of RMB 3.82 million, accounting for 33.17% of its audited net profit for 2024 [2] - Obsidian Light reported a share buyback of 362,884 shares, which is 0.09% of its total share capital as of April 30, 2025 [2] Semiconductor Industry Insights - German chip manufacturing equipment suppliers indicated that tariffs could disrupt the semiconductor supply chain, increasing costs and potentially leading to economic recession [3] - The Trump administration may announce details of semiconductor tariffs, with rates estimated between 25% and 100% [3] - Demand for TV panels is weakening, with brands requesting price concessions from panel manufacturers, leading to an expected adjustment in average industry utilization rates by 6%-7% [3] - Nvidia is accelerating the development of a new AI chip compliant with U.S. export regulations to maintain its market share in China following the ban on its H20 chip [3]