Market Performance - The main board led the gains with notable increases in stocks such as Jin Yi Film (+10.04%), Sega Technology (+10.01%), and Changfei Optical Fiber (+10.00) [1] - The ChiNext board saw significant growth with Hai Lian Xun (+20.03%) and Su Da Wei Ge (+11.00%) leading the charge [1] - The Sci-Tech Innovation board was also strong, with Chengdu Huamei (+14.97%) and Yuan Jie Technology (+13.01%) showing impressive performance [1] - Active sub-industries included SW Communication Network Equipment and Devices (+4.06%) and SW Gaming III (+2.02%) [1] Domestic News - AIBANG announced the successful development of the world's first gradient refractive index liquid crystal glasses, which can electronically adjust optical power and have potential applications in AR, VR, and AI machine vision [1] - Su Da Wei Ge plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., aiming to enhance its R&D capabilities in direct-write lithography and accelerate domestic substitution [1] - From January to July this year, the total usage of power batteries installed in electric vehicles reached approximately 590.7 GWh, a year-on-year increase of 35.3%, with Chinese battery manufacturers' market share rising to 68.8% [1] - Shengbang Microelectronics launched the SGM25733Q, a low static current automotive-grade ideal diode controller, applicable in automotive infotainment systems and industrial automation [1] Company Announcements - Keda Guokuan reported a share buyback progress, having repurchased 50,000 shares, accounting for 0.02% of total share capital [3] - Xingrui Technology also announced a share buyback of 50,000 shares, representing 0.02% of total share capital [3] - BOE Technology Group reported a buyback of 164,662,200 A-shares, which is 0.4401% of the company's total share capital [3] - Sanhuan Group disclosed a buyback of 5,133,800 A-shares, accounting for 0.2679% of total share capital [3] Overseas News - SK Hynix introduced the industry's first mass-produced high numerical aperture extreme ultraviolet lithography machine, enhancing optical performance by 40% compared to existing EUV equipment [1] - NVIDIA clarified that claims regarding limited supply of H100/H200 are false, stating they have sufficient stock to meet all orders [1] - Anke Technology confirmed plans to build a $2 billion advanced packaging and testing facility in Arizona, expected to commence production in early 2028 [1] - Samsung Electronics plans to extend DDR4 DRAM production into next year due to sustained prices amid supply tightness [1]
【太平洋科技-每日观点&资讯】（2025-09-04）
远峰电子·2025-09-03 11:27