【太平洋科技-每日观点&资讯】（2025-06-30）

Market Overview - The main board saw significant gains with notable stocks such as Huatiankej (+10.06%), Aohong Electronics (+10.02%), and Xinya Electronics (+10.02%) [1] - The ChiNext board led with Tailong Co. (+20.01%), Chuangyitong (+20.01%), and Zhongguang Fanglei (+20.00%) [1] - The Sci-Tech Innovation board was led by Longxin Zhongke (+13.56%), Fangbang Co. (+8.39%), and Canrui Technology (+8.11%) [1] - Active sub-industries included SW Integrated Circuit Packaging and Testing (+3.37%) and SW Communication Network Equipment and Devices (+3.33%) [1] Domestic News - LOHO and Guangli announced the launch of outdoor AR smart sports glasses, set to be released in October, featuring real-time display, navigation, and music functions [1] - Unisoc has completed its counseling filing and initiated an IPO, showcasing its capabilities in large-scale chip integration and various communication and control chips [1] - World Advanced's chairman noted a stabilization in uncertainties related to tariffs, with a positive customer demand outlook for the second half of the year, expecting moderate growth in revenue compared to last year [1] - HiSilicon Technology completed a multi-million B round financing aimed at advancing the market expansion of domestic Wi-Fi 6 chips and preparing for next-generation Wi-Fi 7 chips [1] Company Announcements - Keda Automation announced plans to acquire 51% of Haitong Technology for 209.1 million yuan, becoming its controlling shareholder [3] - MicroPort announced a delay in its smart transportation project, now expected to reach operational status by December 31, 2025 [3] - Jinfutech received an administrative penalty for accounting errors in 2021, resulting in inflated revenue reports, leading to a warning and a fine of 4 million yuan [3] - Juyuan Technology announced a change in core technical personnel, with Xuming Zhang retiring but continuing as a technical advisor [3] International News - The Canadian government has ordered Hikvision to cease operations in Canada for national security reasons [1] - Nordic Semiconductor announced the acquisition of Memfault for $120 million to enhance its IoT device monitoring platform [1] - Micron launched the Micron 2600 QLC SSD, featuring PCIe 4.0 interface and capacities ranging from 512GB to 2TB [1] - Elon Musk's Neuralink announced successful implantation of brain-machine interface devices in seven volunteers, showcasing capabilities to control games and robotic arms [1]