【太平洋科技-每日观点&资讯】（2025-06-06）

Market Overview - The main board saw significant gains with notable stocks such as Zhongjia Bochuang (+10.10%), Tongding Hulin (+10.06%), and Zhongdian Xinlong (+10.05%) leading the charge [1] - The ChiNext board also performed well, highlighted by Hengshi Technology (+20.05%) and Huijin Co., Ltd. (+20.05%) [1] - The Sci-Tech Innovation Board was led by Shengyi Electronics (+20.01%) and Qingyun Technology-U (+20.00%) [1] - Active sub-industries included SW Printed Circuit Boards (+6.62%) and SW Communication Network Equipment and Devices (+3.85%) [1] Domestic News - Noctiluca is enhancing its business layout in Asia, recently signing a Material Transfer Agreement (MTA) with Huawei to test its self-developed OLED materials [1] - Kairun Co. announced the shipment of China's first 8.6-generation OLED De-mura equipment to a leading domestic panel manufacturer, marking a significant milestone in OLED panel manufacturing [1] - A fourth-generation diamond semiconductor project with a total investment of 265 million yuan is set to commence construction in Urumqi by September 2025, aiming for an annual sales revenue of 300 million yuan upon reaching full production [1] - Yongxi Electronics reported that its 2.5D packaging is expected to complete wiring by Q4 2024, with improving wafer-level packaging yield rates and gross margins anticipated to turn positive in the second half of the year [1] Company Announcements - Electric Science and Technology Chip announced a shareholder equity change, with Electric Investment increasing its stake from 40.60% to 41.00% [3] - Jiuyuan Yinhai declared a cash dividend of 1.50 yuan per 10 shares, totaling 61.23 million yuan [3] - Wantong Technology announced a cash dividend of 0.30 yuan per 10 shares [3] - Debang Technology reported a reduction in shareholding by the National Integrated Circuit Fund, decreasing from 17.98% to 16.83% [3] International News - GlobalFoundries plans to invest $16 billion in the U.S., with over $13 billion allocated for facility expansion and modernization in New York and Vermont [2] - The U.S. Trade Representative announced a three-month suspension of the 25% tariffs on certain Chinese imports, including components containing chips and semiconductors [2] - Broadcom has released a high-performance switching chip, claiming it to be the world's first 102.4Tbps switch, aimed at supporting large-scale AI networks [2]