【太平洋科技-每日观点&资讯】（2025-05-30）

Market Overview - The main board saw significant gains with notable stocks such as Derun Electronics (+10.09%), Hengbao Co. (+10.05%), and Times Publishing (+10.04%) leading the charge [1] - The ChiNext board also performed well, with Guangliwei (+20.01%) and Xiongdi Technology (+20.00%) among the top gainers [1] - The Sci-Tech Innovation board was led by Galun Electronics (+20.01%) and Xinan Century (+11.17%) [1] - Active sub-industries included SW Vertical Application Software (+4.77%) and SW Marketing Agency (+3.67%) [1] Domestic News - Aibang Semiconductor signed a contract for a 5 billion SiC-related project in Ezhou, which will be built in three phases, with the first phase aiming to produce 40,000 semiconductor etching process components annually [1] - JBD announced a breakthrough in MicroLED micro-display technology, reducing the number of defective pixels from ≤100 to ≤3 per screen, setting a new quality benchmark for the industry [1] - Shengbang Microelectronics launched a 60nA static current buck DC/DC converter SGM6040, suitable for IoT devices and battery-powered applications [1] - SEMI reported that China's semiconductor equipment spending is projected to reach $49.55 billion in 2024, a 35% increase year-on-year, making it the largest spender globally [1] Company Announcements - Guangting Information announced receipt of government subsidies amounting to 13.5878 million yuan, representing 45.55% of the company's latest audited net profit attributable to shareholders [2] - Zhizhen Technology declared a cash dividend of 0.6487 yuan per 10 shares based on a total share capital of 101,820,000 shares after excluding repurchased shares [2] - Hengsheng Electronics announced a cash dividend of 0.1 yuan per share, with a total payout of 189 million yuan, based on a participating share capital of 1.889 billion shares [2] - Wavelength Optoelectronics provided a guarantee for its wholly-owned subsidiary Jiangsu Wavelength for a fixed asset loan of 78 million yuan from China Merchants Bank [2] Semiconductor Industry Insights - HP plans to increase prices on certain products and accelerate the relocation of production lines from China due to rising tariff pressures, leading to a downward revision of its fiscal year performance expectations [3] - The Japanese government is set to provide subsidies to domestic companies purchasing American chips from Nvidia, with potential imports reaching 1 trillion yen, aimed at reducing a trade deficit with the U.S. [3] - EdgeCortix secured a contract with the U.S. Department of Defense and received approximately $21 million in subsidies from the Japanese government to develop energy-efficient AI chips, targeting commercial production by 2027 [3] - The FTC is requiring Synopsys and Ansys to divest certain assets to facilitate a $34 billion acquisition of Ansys by Synopsys, with plans for New Thinking Technology to sell optical and photonic software tools to Keysight [3]