【太平洋科技-每日观点&资讯】（2025-05-19）

Market Performance - The main board saw significant gains with notable stocks such as Yaowang Technology (+10.03%), Maidi Technology (+10.02%), and Yongding Co. (+8.08%) leading the charge [1] - The ChiNext board also performed well, highlighted by Wanjitech (+8.59%) and Dongtu Technology (+7.58%) [1] - The Sci-Tech Innovation board was led by Weide Information (+8.39%) and Jingwei Hengrun-W (+6.42%) [1] - Active sub-industries included SW Other Communication Equipment (+2.46%) and SW Communication Network Equipment and Devices (+1.44%) [1] Domestic News - Gaorun Semiconductor signed a global strategic cooperation agreement with NextGO.Epi, focusing on the research and industrialization of gallium oxide, aiming to boost applications in new energy and power electronics [1] - Xiaomi's founder Lei Jun announced the upcoming release of Xiaomi's self-developed mobile SoC chip, which would make Xiaomi the fourth global brand to possess this capability, joining Apple, Samsung, and Huawei [1] - Global third-largest semiconductor silicon wafer supplier, GlobalWafers, announced the official opening of its 12-inch semiconductor silicon wafer manufacturing plant in Texas, with plans for additional investments totaling $4 billion [1] - At the SID exhibition, Woge Optoelectronics launched the world's first flagship 32" glass-based Mini LED product, marking a significant step towards the industrialization of glass-based technology by 2025 [1] Company Announcements - Wanma Technology announced the progress of a major shareholder's agreement to transfer company shares, with a commitment from the buyer not to reduce holdings within 12 months post-transfer [3] - Guoxing Optoelectronics completed the transfer of 49% equity in its subsidiary Haolai Te, receiving all transfer payments and no longer holding shares in the company [3] - Beilong Precision announced a cash dividend of 1.80 RMB per 10 shares (before tax) for the 2024 fiscal year [3] - Tailin Micro reported a reduction in shareholding by a major shareholder, with the National Big Fund's stake decreasing from 7.95% to 6.95% [3] Overseas News - Broadcom announced significant advancements in its Co-Packaged Optics (CPO) technology, launching a third-generation 200G/lane CPO product line, showcasing improvements in OSAT processes and overall yield [2] - Qualcomm introduced the fourth-generation Snapdragon 7 mobile platform, featuring a new CPU architecture and a 27% increase in CPU performance compared to its predecessor [2] - The Indian government announced plans to establish a new semiconductor factory in Uttar Pradesh with an investment of 37 billion rupees, focusing on display chips for smartphones, cars, and PCs [2] - GlobalFoundries reported a 93% capacity utilization rate at its Malta, New York facility, reflecting a 5 percentage point increase from the previous quarter, with a 9% year-on-year growth in 12-inch wafer shipments [2]