远峰电子·2025-07-15 12:23Market Performance - The main board led the gains with notable stocks such as Yuanwanggu (+10.03%), Chutianlong (+10.01%), Pengding Holdings (+10.01%), and Shuifu Shares (+10.01%) [1] - The ChiNext board saw significant increases with Xinyi Sheng (+20.00%), Dingjie Zhizhi (+20.00%), and Zhongji Xuchuang (+16.68%) [1] - The Sci-Tech Innovation board was led by Shijia Guangzi (+13.55%), Zhiyuan Huli (+10.85%), and Haitiansheng (+8.87%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+9.61%) and SW Printed Circuit Boards (+6.77%) [1] Domestic News - Tianyue Advanced and Shunyu Aolai have formed a SiC cooperation, aiming to enhance the application of silicon carbide substrate materials in the optical field, opening a new market [1] - TSMC's Arizona project is set to begin construction in 2028, focusing on advanced packaging facilities that will introduce SoIC and CoPoS technologies, enhancing efficiency [1] - Yingmu Technology announced over 150 million yuan in Series B funding, aimed at developing next-generation products and expanding AI+AR terminal market [1] - Shenghui Integrated reported a record high order balance of 2.813 billion yuan as of June 30, 2025, a 69.24% increase year-on-year, with 40.35% from the IC semiconductor sector [1] Company Performance - Jiechuang Intelligent expects a net profit of 15 million to 20 million yuan for H1 2025, a significant turnaround from a loss of 33.0881 million yuan in the same period last year, marking a year-on-year increase of 152.62%-167.73% [2] - Neusoft Group received a government subsidy of 13.2 million yuan on July 14, 2025 [2] - Kema Technology anticipates H1 2025 revenue of 515 million to 525 million yuan, a year-on-year growth of 33.93%-36.53%, with net profit expected to be 165 million to 175 million yuan, up 18.59%-25.77% [2] - Haineng Industrial forecasts a net profit of 64 million to 74 million yuan for H1 2025, representing a year-on-year increase of 92%-122% [2] International News - NVIDIA announced the resumption of H20 GPU sales in China and the launch of a new GPU compatible with the Chinese market [2] - The U.S. government has begun an investigation into the import of polysilicon and UAS materials to assess their impact on national security [2] - Broadcom canceled its plan to invest 1 billion USD in an ATP factory in Spain, reflecting a trend of leading chip manufacturers scaling back European investment plans [2] - The South Korean Ministry of Trade, Industry and Energy plans to invest 484 billion KRW (approximately 2.512 billion yuan) by 2032 to develop inorganic LED display technology [2]