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【太平洋科技-每日观点&资讯】（2025-09-10）
远峰电子·2025-09-09 13:32

Market Performance - The main board led the gains with notable increases in stocks such as Huanrui Century (+10.04%), Chuan Yi Technology (+10.02%), and Wen Tou Holdings (+10.00%) [1] - The ChiNext board saw significant growth, particularly in Xingfu Blue Ocean (+20.00%) and Dian Sheng Co. (+10.91%) [1] - The Sci-Tech Innovation board was led by Transsion Holdings (+7.50%) and Changying Technology (+3.86%) [1] - Active sub-industries included SW Brand Consumer Electronics (+1.40%) and SW Gaming III (+0.73%) [1] Domestic News - A breakthrough in polarization holographic grating technology was achieved by Pingxing Vision, applied in the second-generation single-green AR glasses "Yunque 2.0" [1] - Changchuan Technology announced plans to acquire 34% and 15% stakes in Kewaiseng for 82.62 million yuan and 36.45 million yuan respectively, enhancing its AOI equipment R&D capabilities [1] - Star Key Semiconductor's Micro LED production line commenced operations, becoming the first 8-inch silicon-based GaN Micro LED chip pilot line in China [1] - Yihua Ben launched the X1 Air, a flagship three-in-one AI PC product, featuring a dual hard drive architecture for enhanced data transfer performance [1] Company Announcements - SIDA Semiconductor reported a 0.34% reduction in shares by a major shareholder during a specified period [3] - Wentai Technology announced the completion of asset transfers related to its subsidiaries in various locations, including India [3] - Longyang Electronics declared a cash dividend of 1.50 yuan per 10 shares based on its total share capital [3] - Yangjie Technology announced a cash dividend of 4.2 yuan per 10 shares based on its total share capital [3] Overseas News - TrendForce reported a 12.7% quarter-on-quarter increase in revenue for major brands in the enterprise SSD market, driven by the NVIDIA Blackwell platform [3] - SEMI reported a 24% year-on-year increase in global semiconductor equipment sales, reaching $33.07 billion in Q2 2025 [3] - The FCC initiated procedures to revoke certifications for seven testing labs in China due to national security concerns [3] - SiFive launched its second-generation Intelligence series RISC-V AI IP, enhancing processing capabilities [3]