【太平洋科技-每日观点&资讯】（2025-07-14）

Market Overview - The main board saw significant gains with notable stocks such as China Merchants Industry (+10.03%), Jinzheng Co. (+10.02%), and Jida Zhengyuan (+10.00%) [1] - The ChiNext board led the gains with stocks like Guoao Technology (+20.04%) and Shanghai Steel Union (+19.99%) [1] - The Sci-Tech Innovation board also performed well, with stocks like Borui Data (+19.99%) and Shijia Photon (+14.85%) [1] - Active sub-industries included SW Vertical Application Software (+3.28%) and SW Robotics (+2.37%) [1] Domestic News - Puxi Guangjing, a provider of silicon carbide special chips and system solutions, completed over 100 million yuan in Series B and pre-B financing, focusing on R&D and production of silicon carbide chips and power systems [1] - Zhongke Chuangda launched its TurboX AI glasses globally, which significantly reduce power consumption by 30% during Bluetooth high-frequency use and 75% in standby mode [1] - Luxshare Precision successfully completed the acquisition of Leoni AG and its subsidiary Leoni Kabel GmbH, enhancing its automotive cable and harness business [1] - Acer reported June revenue of 28.685 billion New Taiwan dollars, a 49.7% increase month-on-month and a 1.8% increase year-on-year, with total revenue for the first half of the year at 127.87 billion New Taiwan dollars, up 1.5% year-on-year [1] Company Announcements - Haoshanghao projected a net profit of 28 million to 35 million yuan for the first half of 2025, representing a growth of 42.49% to 78.11% compared to the previous year [2] - Yongding Co. expects a net profit of 260 million to 320 million yuan for the first half of 2025, an increase of 228.7 million to 288.7 million yuan, with a growth rate of 731% to 922% [2] - Tianyu Digital Science forecasted a net profit of 18 million to 26 million yuan for the first half of 2025, a significant increase from a loss of 6.6786 million yuan in the previous year, representing a growth of 369.52% to 489.30% [2] - Guanghe Technology anticipates a net profit growth of 51.85% to 58.12% for the first half of 2025, with an expected profit range of 485 million to 505 million yuan [2] Industry Trends - Nanotronics is developing modular wafer fabs named Cubefabs, aiming to reshape global semiconductor manufacturing with small-scale, flexible, and AI-automated facilities, with the first fab expected to be operational in 18 months at a cost of approximately 30 to 40 million USD [3] - Meta invested 3.5 billion USD in EssilorLuxottica, acquiring less than 3% of the company, with potential plans to increase its stake to 5% [3] - MediaTek and NVIDIA are collaborating on the GB10 super chip, which will be the core component of the first personal AI supercomputer, set to launch this month [3] - S&S Tech's EUV blank masks are nearing approval for use by Samsung, which aims to procure these masks domestically by the end of the year [3]