Market Overview - The main board saw significant gains with East Mountain Precision (+10.01%), Chuan Yi Technology (+10.01%), and Hao Li Technology (+10.00) leading the charge [1] - The ChiNext board also performed well, with Xuan Ji Information (+20.00%) and Lan Jian Electronics (+15.21%) showing strong increases [1] - The Sci-Tech Innovation board was led by Kai Wei Te (+19.99%) and Nai Ke Equipment (+6.49%) [1] - Active sub-industries included SW Printed Circuit Boards (+2.61%) and SW Electronic Chemicals III (+1.90%) [1] Domestic News - Moer Thread's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise approximately 8 billion RMB for AI chip development and working capital [1] - Lian De Equipment has been awarded a contract worth 157 million RMB for the 8.6-generation AMOLED production line project for BOE [1] - Ju Xin Technology completed a 300 million RMB Series B financing to expand production capacity and upgrade products [1] - CATL has initiated a $6 billion battery factory project in Indonesia, expected to have a total battery capacity of 15 GWh [1] Company Announcements - Fuzhijun Technology announced a cash dividend of 1.00 RMB per 10 shares, totaling 47.025 million RMB [3] - Guanglian Da reported a share buyback progress, having repurchased 8,732,100 shares, representing 0.53% of total shares [3] - Parallel Technology disclosed a reduction in shareholding by a major shareholder, decreasing from 5.8373% to 4.6178% [3] - Shengjing Micro announced the repurchase of 97,400 shares, accounting for 0.10% of total shares [3] International News - IDC reported that Arm-based servers are gaining traction, with an estimated 21.1% of global shipments this year attributed to this architecture [2] - SK Hynix anticipates a revenue of nearly 9 trillion KRW in Q2 2025, driven by strong growth in HBM products [2] - Micron announced the delivery of the world's first LPDDR5X memory product using 10nm-class 1γ process technology [2] - Counterpoint Research highlighted a shift in the global smartphone application processor market, with MediaTek, Qualcomm, and Apple remaining the top three players [2]
【太平洋科技-每日观点&资讯】(2025-07-02)
远峰电子·2025-07-01 11:43