【太平洋科技-每日观点&资讯】（2025-07-03）

Market Performance - The main board led the gains with notable increases in stocks such as Yuyin Co. (+6.05%), Baoming Technology (+5.71%), and Dawi Technology (+5.56%) [1] - The ChiNext board also saw significant gains, highlighted by Weichang Communication (+4.77%) and Fabon Information (+4.67%) [1] - The Sci-Tech Innovation board was led by Anbotong (+5.42%) and Huichen Co. (+5.40%) [1] - The SW Education Publishing sector showed a slight increase of +0.36% [1] Domestic News - North Huachuang announced that its self-developed MOCVD equipment, Satur N800 and Satur V700, successfully passed acceptance tests and received bulk orders from leading industry clients [1] - Junpu Intelligent reported a sales framework contract for humanoid robots worth approximately 28.25 million RMB, to supply 50 units by June 30, 2025 [1] - Chipde Technology commenced construction on a 5.5 billion RMB AI advanced packaging base in Nanjing, expected to produce 18,000 wafer-level heterogeneous integration packages annually [1] - Coolpad Group and Yingmu Technology established a strategic partnership focusing on AI & AR smart glasses, aiming to innovate in key technologies [1] Overseas News - According to CFM reports, the NAND Flash market price index increased by 9.2% and the DRAM market price index surged by 47.7% from the beginning of 2025 to date [1] - The U.S. Senate passed a tax bill that will lower costs for semiconductor manufacturers building plants in the U.S., providing a 35% investment tax credit for companies like Intel and TSMC [1] - Navitas Semiconductor announced a strategic partnership with Powerchip to produce and develop 200mm silicon-based GaN technology after TSMC plans to terminate its GaN foundry business by 2027 [1] - Amazon reported reaching a milestone of 1 million deployed robots, alongside the launch of a new generative AI model named DeepFleet, which is expected to enhance operational efficiency by 10% [1]