Market Performance - The main board led the gains with notable increases in stocks such as Helitai (+10.21%), Hengyin Technology (+10.04%), and Dazhihui (+10.03%) [1] - The ChiNext board saw significant rises, particularly in Huijin Co. (+20.02%), Tianli Technology (+20.01%), and Taiji Co. (+20.00%) [1] - The Sci-Tech Innovation board was also strong, with Tai Lingwei (+20.01%), Caifu Trend (+17.84%), and Luopute (+10.39%) leading the way [1] - Active sub-industries included SW Vertical Application Software (+4.92%) and SW Military Electronics III (+3.02%) [1] Domestic News - Zhejiang Province's investment project online approval platform announced the registration of a project by Jingrui Electronics for an annual production capacity of 600,000 pieces of 8-inch silicon carbide substrates [1] - Rokid and Lens Technology launched the AI+AR glasses, Rokid Glasses, with Lens Technology as the exclusive supplier for core components and assembly [1] - Changchuan Technology plans to raise no more than 3.132 billion yuan through a private placement, with part of the funds allocated for semiconductor equipment R&D [1] - Zhihui Xilian Microelectronics, a leading provider of passive IoT chips, completed strategic financing to support the R&D and market expansion of 5G-A passive IoT chips [1] Company Announcements - Aerospace Information announced a donation of 2.1 million yuan to support rural revitalization efforts in Kunming, Yunnan [3] - North China Huachuang declared a cash dividend of 10.60 yuan per 10 shares (including tax) and a bonus issue of 3.5 shares, totaling 566.59 million yuan in cash dividends [3] - Jiahe Meikang reported a change in shareholding by a major shareholder, with a reduction of 1,375,856 shares between June 9 and June 24, 2025 [3] - Dingtong Technology completed the deregistration of its subsidiary, with the cancellation process finalized by the local market supervision authority [3] Overseas News - Counterpoint Research projected that the global foundry market revenue will reach 72 billion dollars in Q1 2025, a 13% increase year-on-year, driven by strong demand for AI and HPC chips [4] - LG Innotek announced the successful development and mass production of a high-value semiconductor substrate technology, "Cu-Post," for mobile applications [4] - Nordic Semiconductor acquired cloud platform provider Memfault to enhance the development and maintenance of connected products [4] - Micron's advanced factory project in Sanand, Gujarat, India, has progressed to the cleanroom verification stage, with plans for a 500,000 square foot cleanroom for assembly, testing, marking, and packaging [4]
【太平洋科技-每日观点&资讯】(2025-06-26)
远峰电子·2025-06-25 11:35