Apple(US:AAPL) 远峰电子·2025-06-08 12:20Market Performance - The main board led the gains with notable stocks such as Zhongjia Bochuang (+10.09%), Erlingshi (+10.05%), Meiliyun (+10.04%), Chutianlong (+10.03%), and Huamai Technology (+10.02%) [1] - The ChiNext board saw significant increases with Nanning Technology (+19.99%), Yingfeite (+8.84%), and Taichengguang (+7.37%) [1] - The Sci-Tech Innovation board was led by Qingyun Technology-U (+15.31%), Shengyi Electronics (+8.00%), and Youkede-W (+7.49%) [1] - Active sub-industries included SW Communication Application Value-Added Services (+1.94%) and SW Communication Cables and Accessories (+1.59%) [1] Domestic News - OPPO announced a global patent licensing agreement with Volkswagen Group, including essential patents for 5G and VOOC flash charging technology adopted by over 60 automotive companies, with more than 10 million vehicles equipped [1] - Apple is expected to support the next-generation Qi 2.2 wireless charging standard, based on regulatory documents from Taiwan's NCC certification website [1] - Yibei Technology delivered its self-developed substrate and epitaxial defect detection equipment α-INSPEC U1000 to leading customers in the optoelectronic industry, marking a significant expansion in the compound semiconductor front-end detection field [1] - Ideal Automotive successfully reduced the aging failure rate of silicon carbide modules by nearly an order of magnitude by integrating UIS testing into KGD testing, based on data from 300,000 self-developed SiC chips [1] Company Announcements - Neusoft Group announced receiving a government subsidy of 9 million yuan, accounting for 14.27% of the audited net profit attributable to the parent company for 2024 [3] - Fuchuang Precision reported that its major shareholder, Shenyang Advanced, increased its stake by 76,600 shares, approximately 0.03% of the total share capital, with plans for further increases [3] - Vision Intelligence obtained a patent certificate for a method and system for firmware upgrades of home devices based on security certification, enhancing its R&D and innovation capabilities [3] - SMIC announced the sale of a 94.366% stake in its subsidiary to Guokewi, with the transaction price based on evaluation results [3] Overseas News - Apple revealed a patent for eye-tracking technology in AR glasses, utilizing a scanning light source and photodiodes to analyze eye movement without relying on cameras [2] - JPR reported that global PC GPU shipments in Q1 2025 are expected to reach 68.8 million units, a year-on-year decline of 1.6% and a quarter-on-quarter decline of 12% [2] - Samsung's 1c DRAM has achieved a yield of approximately 50% in cold testing and 60-70% in hot testing, significantly improving from below 30% earlier in 2024 [2] - WSTS forecasts that the global semiconductor market will reach $700.9 billion in 2025, an 11.2% increase from the record $626.9 billion in 2024, driven by demand in AI, cloud computing, and high-end consumer electronics [2]