【太平洋科技-每日观点&资讯】（2025-07-28）

Market Performance - The main board led the gains with notable stocks such as Yuanwanggu (+10.07%), Hubei Broadcasting (+10.04%), Hanwang Technology (+10.02%), and Zhongdian Xilong (+10.01%) [1] - The ChiNext board saw significant increases with stocks like Xiangying Technology (+20.01%), Yinsai Group (+19.99%), and Ashi Chuang (+19.99%) [1] - The Sci-Tech Innovation board was led by Xindao Technology (+13.33%), Saiwei Microelectronics (+12.22%), and Hanwujing-U (+12.17%) [1] - Active sub-industries included SW Digital Chip Design (+3.50%) and SW Horizontal General Software (+2.63%) [1] Domestic News - Alibaba announced the release of its first self-developed AI glasses, integrating various functionalities from its ecosystem, including navigation and payment features [1] - Zhongdian Optoelectronics and Zhanxin Electronics formed a strategic partnership to enhance the manufacturing yield of SiC power chips and promote domestic alternatives for core detection equipment [1] - Jiangbolong achieved compatibility certification for its enterprise-level DDR5 RDIMM with AMD's Threadripper PRO 9000WX series, marking a breakthrough in storage technology for high-performance computing [1] - Shanxi Tiancheng Semiconductor Materials successfully developed 12-inch N-type silicon carbide single crystal materials, focusing on R&D and production of silicon carbide materials [1] Company Announcements - Purang Co. projected a revenue of approximately 905 million yuan for the first half of 2025, a year-on-year increase of about 1%, but a net profit decrease of approximately 70.58% [3] - Binhang Technology reported a total revenue of 458 million yuan for H1 2025, a year-on-year growth of 69.27%, with a net profit increase of 20.05% [3] - Dongshan Precision announced plans to invest up to 1 billion USD in a high-end PCB project to meet long-term demands in high-speed computing and AI [3] - OmniVision announced a total dividend distribution of 264 million yuan from its total share capital of 1.217 billion shares [3] Overseas News - STMicroelectronics agreed to acquire NXP's MEMS sensor business for up to 950 million USD, enhancing their product line in automotive, industrial, and consumer markets [3] - SK Hynix reported a Q2 operating profit of 9.21 trillion KRW, a year-on-year increase of 68.5%, driven by rising demand for AI-related memory products [3] - Hanmi Semiconductor announced a Q2 consolidated revenue of 180 billion KRW, with a year-on-year growth of 45.8% and an operating profit margin of 47.9% [3] - LG Display expects its annual shipment of large-sized OLED panels to reach around 6 million units, with an increasing share from gaming monitors [3]