【太平洋科技-每日观点&资讯】（2025-07-07）

Market Performance - The main board led the gains with notable increases in stocks such as Xinyada (+10.03%), Desheng Technology (+10.02%), and Jingbeifang (+10.01%) [1] - The ChiNext board saw significant growth, particularly with Longyang Electronics (+20.00%) and Nanling Technology (+19.98%) [1] - The Sci-Tech Innovation board was led by TuoJing Technology (+5.78%) and JinChengZi (+5.51%) [1] - Active sub-industries included SW Games III (+2.80%) and SW Printed Circuit Boards (+2.03%) [1] Domestic News - Xiamen Silan Microelectronics has commenced the first equipment installation for its 8-inch silicon carbide power device chip manufacturing line, with a total investment of 12 billion yuan and an annual production capacity of 720,000 chips [1] - The foundation for the high-precision photomask project by Lu Wei Optoelectronics has been laid, with a planned investment of 2 billion yuan, focusing on high-end photomasks for AMOLED and LTPO/LTPS [1] - China Mobile Zhejiang announced the procurement results for its 2025 FTTR products, with Huawei and ZTE winning all bids for a total of 99,750 units [1] - Nanya Technology reported a strong revenue growth in June, reaching 4.074 billion New Taiwan dollars, marking a 22.2% month-on-month increase and a 21.1% year-on-year increase, the highest monthly revenue in three years [1] Company Announcements - Mulin Sen plans to acquire an 18.7722% stake in Puri Optoelectronics for approximately 256 million yuan, which will not significantly impact the company's financials [3] - China Software reported a change in equity, with China Electronics increasing its stake to 13.00% following a stock issuance [3] - New Yichang announced a cash dividend of 2.00 yuan per 10 shares for the 2024 fiscal year [3] - Shenzhou Taiyue declared a cash dividend of 1 yuan per 10 shares based on a total share capital of 1,962,564,954 shares [3] Overseas News - Hanmi Semiconductor has begun production of its latest chip packaging equipment, TC Bonder 4, designed for the sixth-generation high bandwidth memory (HBM4) [4] - Codasip, a European RISC-V processor IP supplier, has initiated a sales acceleration program for its core processor design tools [4] - Counterpoint Research reported a 2% year-on-year decline in global smartwatch shipments for Q1 2025, marking the fifth consecutive quarter of decline [4] - BMW announced that its automatic charging robot has passed the trial period and will be deployed based on future market conditions [4]