【太平洋科技-每日观点&资讯】（2025-09-09）

Market Performance - The main board led the gains with notable stocks such as Sanwei Communication (+10.05%), 37 Interactive Entertainment (+10.02%), and China Film (+9.99%) [1] - The ChiNext board saw significant increases with stocks like Xiangnong Chip (+17.31%) and Kexiang Technology (+9.72%) [1] - The Sci-Tech Innovation board was led by Aolaide (+11.69%) and Tonglian Precision (+10.80%) [1] - Active sub-industries included SW Robotics (+6.63%) and SW Gaming III (+3.42%) [1] Domestic News - Semiconductor industry news highlighted Shengmei Shanghai's launch of its first KrF process photoresist coating and developing equipment, which features 12 spin coating and developing chambers and is set to be delivered to a leading logic wafer foundry in China by September 2025 [1] - Zhenqu Technology announced the completion of a multi-billion E-round financing, totaling over 600 million RMB, aimed at accelerating the mass production of next-generation power modules and expanding its global market presence [1] - Changchun Third Phase Integrated Circuit Co., Ltd. was established with a registered capital of 20.72 billion RMB, focusing on integrated circuit manufacturing and sales [1] - Lexin Technology announced that its ESP32-C61 has entered mass production, designed for high connectivity and low power consumption in next-generation smart devices [1] Company Announcements - Zhongwang Software reported receiving a government subsidy of 19.096 million RMB [2] - Xinghuan Technology announced a share reduction plan by a major shareholder, Linzhi Lichuang, intending to reduce up to 3,633,885 shares [2] - Chunxing Precision announced it provided guarantees totaling 784.3686 million RMB for its subsidiaries, with an actual guarantee balance of 540.8609 million RMB [2] - Aisen Co., Ltd. reported a reduction of 906,900 shares by a major shareholder, accounting for 1.03% of the total share capital [2] International News - VITURE, a developer of XR glasses and immersive technology ecosystems, successfully completed two rounds of B financing totaling 100 million USD to expand global retail channels and accelerate enterprise-level applications [2] - Cadence announced a 2.7 billion Euro acquisition of Hexagon AB's design and engineering business to enhance its system design and analysis product offerings [2] - The U.S. Senate has mandated that domestic AI processor developers prioritize fulfilling domestic orders before supplying overseas, with a proposal to ban the export of high-end AI GPUs [2] - According to Counterpoint Research, smartphone shipments in India increased by 15% year-on-year in Q2 2025, driven by a 32% surge in exports and an 8% increase in domestic shipments [2]