【太平洋科技-每日观点&资讯】（2025-09-12）

Market Performance - The main board led the gains with notable stocks such as Tongding Interconnection (+10.05%), Shijia Technology (+10.03%), and Dongfang Communication (+10.02) [1] - The ChiNext board saw significant increases with Huihan Co., Ltd. (+20.00%), Xiangnong Chip Creation (+20.00%), and Sihui Fushi (+19.99%) [1] - The Sci-Tech Innovation board also experienced a surge with Tengjing Technology (+20.00%), Haiguang Information (+20.00%), and Xinxiangwei (+20.00%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+11.24%) and SW Printed Circuit Boards (+11.10%) [1] Domestic News - Aibang ARAI glasses showcased significant advancements in silicon carbide technology, achieving high color fidelity and light efficiency with a thickness of only 0.7mm and a weight of 3.7g [1] - Dongxu Group, a leading domestic electronic glass company, announced the successful development of its first batch of TGV (Through Glass Via) products, covering various wafer specifications and achieving international standards [1] - TSMC is repurposing its old 8-inch wafer fab in Hsinchu Science Park to produce extreme ultraviolet light protective films, aiming for lower unit costs and more predictable supply [1] - China Telecom announced readiness for eSIM services following Apple's launch of new iPhone models supporting eSIM technology, with services expected to be available soon [1] Company Announcements - Chipone Technology reported new orders totaling 1.205 billion yuan, a significant increase of 85.88% compared to the same period last year, with AI computing orders making up about 64% [2] - Huashi Technology announced the acquisition of patents for a ship point cloud completion method and a distributed fiber optic sound sensing system, both of which are self-developed [2] - Chutianlong disclosed a plan for a shareholder to reduce holdings by up to 13.83 million shares, representing 3.00% of the company's total equity [2] - Cambridge Technology announced a cash dividend of 0.0452 yuan per share, totaling approximately 12.11 million yuan [2] International News - Oracle's CEO announced the signing of multiple contracts worth billions with different clients, resulting in a total remaining performance obligation of $455 billion [2] - The South Korean government plans to prioritize the development of strategic materials and components, aiming to increase the self-sufficiency rate of SiC power semiconductors from 10% to 20% by 2030 [2] - NVIDIA unveiled a new GPU series designed for large-scale context inference, optimized for AI inference tasks with high performance and energy efficiency [2] - Wolfspeed announced the large-scale commercialization of its 200mm silicon carbide materials, achieving superior specifications and improved uniformity [2]