远峰电子·2025-10-26 12:23Market Performance - The main board saw significant gains with notable stocks such as Dahua Intelligent (+10.12%), Fangzheng Technology (+10.05%), and Huanxu Electronics (+10.02%) [1] - The ChiNext board led the gains with Kexiang Co. (+20.00%) and Xiangnong Chip (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Purang Co. (+20.00%) and Shengyi Electronics (+19.99%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+7.49%) and SW Printed Circuit Boards (+7.06%) [1] Domestic News - Aibang ARAI glasses announced that Lipai Optics completed a new round of financing to enhance the industrialization of AR geometric waveguides [1] - Maxke Electronics signed a strategic cooperation agreement in Zhengzhou for a large silicon wafer project with a total investment of approximately 7 billion yuan [1] - Xiaomi's president responded to pricing issues for the new Redmi K90 series, citing significant increases in memory chip prices affecting manufacturing costs [1] - Lian Micro announced that its 6-inch silicon carbide-based gallium nitride products have passed customer validation and are expected to ship in Q4 2025 [1] Company Announcements - Hand Information reported a revenue of 2.439 billion yuan for the first three quarters of 2025, a year-on-year increase of 3.67%, with a net profit of 145 million yuan, up 6.96% [3] - Hanbo High-tech reported a revenue of 870 million yuan for Q3 2025, a year-on-year increase of 33.34%, with a net profit of 17.66 million yuan, up 153.33% [3] - Kelik reported a revenue of 4.105 billion yuan for the first three quarters of 2025, a year-on-year increase of 24.86%, with a net profit of 232 million yuan, up 52.51% [3] - Jiechuang Intelligent reported a revenue of 599 million yuan for the first three quarters of 2025, a year-on-year increase of 30.73%, with a net profit of 22.77 million yuan, turning from loss to profit [3] International News - Elon Musk announced that Samsung Electronics will participate in the production of Tesla's AI chip "AI5," indicating a shift in production dynamics [2] - TSMC's Japanese subsidiary JASM signed a contract for a new factory in Kumamoto, expected to start operations by the end of 2027, focusing on 6nm process semiconductors [2] - ASML delivered its first lithography machine designed for advanced packaging applications, aimed at addressing the complexities of chip packaging [2] - Google announced a deal with Anthropic to supply up to 1 million AI chips and additional cloud services, valued at several billion dollars [2]