【太平洋科技-每日观点&资讯】（2025-06-11）

Market Performance - The main board led the gains with notable increases in stocks such as Guangdong Media (+10.04%), Zhongdian Xilong (+10.03%), and Zhongke Shuguang (+10.00%) [1] - The ChiNext board saw significant growth, particularly in Fuchun Co. (+19.97%) and Zhongwen Online (+13.19%) [1] - The Sci-Tech Innovation board was led by Huichan Co. (+12.53%) and Dekeli (+4.47%) [1] - Active sub-industries included SW Publishing (+3.83%) and SW Film and Animation Production (+0.84%) [1] Domestic News - Saifules released the T3 series 0.13-inch full-color MicroLED microdisplay, utilizing its proprietary NPQD® technology for high integration of RGB pixels [1] - A semiconductor packaging project by Siyan Semiconductor has settled in Ezhou, Hubei, with a total investment of 2.5 billion yuan, aiming for a monthly production capacity of 5 million units after the first phase [1] - Junlian Electronics completed nearly 100 million yuan in Series A financing to build a silicon carbide power module production line, showcasing its technological strength in the new energy power system sector [1] - BOE's second phase of the smart terminal project in Vietnam, with a total investment of 2.02 billion yuan, is expected to produce over 14 million TV terminals and more than 5 million electronic paper terminals annually [1] Company Announcements - Sanwang Communication announced a reduction in shareholding by a major shareholder, decreasing from 9.92% to 8.97% after selling 1,053,926 shares [2] - Aoshikang provided a guarantee for its subsidiary's loan application of 8.8 million USD (approximately 63.22 million yuan) [2] - Chip Microelectronics announced a cash dividend of 0.37 yuan per share, totaling approximately 48.57 million yuan [2] - Shijia Photon plans to distribute a cash dividend of 0.6 yuan for every 10 shares, equating to 0.06 yuan per share [2] Industry Insights - AMD's high-end processor solutions are being adopted by ASE Technology for AI data centers, with potential future evaluations for AMD's Instinct MI300 series GPUs [3] - NXP plans to close several 8-inch wafer fabs to shift towards more efficient 12-inch manufacturing, aiming to enhance production efficiency and reduce costs [3] - GlobalFoundries is investing 1.1 billion euros to double the output of its Dresden chip factory, alongside additional investments in its New York and Vermont facilities [3] - Counterpoint Research indicates a 4% year-on-year growth in foldable smartphone sales in Europe for Q1 2025, although they still represent only 1.5% of total smartphone sales in the region [3]