【太平洋科技-每日观点&资讯】（2025-11-07）

Market Overview - The main board led the gains with notable increases in stocks such as Grinda (+10.02%), Demingli (+10.00%), Dongshan Precision (+10.00%), Kechuan Technology (+10.00%), and Chunzong Technology (+10.00) [1] - The ChiNext board saw significant rises with Dongtianwei (+14.00%), Saiwei Electronics (+13.14%), and Hongfuhan (+10.70%) [1] - The Sci-Tech Innovation board was led by Changguang Huaxin (+20.00%), Yuanjie Technology (+16.44%), and Zhongrun Optics (+14.54%) [1] - Active sub-industries included SW Digital Chip Design (+4.77%) and SW Semiconductor Equipment (+3.87%) [1] Domestic News - Foxconn's chairman announced plans to deploy humanoid robot production for AI servers in Texas, marking a key expansion in the U.S. [1] - Huabang Electronics noted a significant structural change in the memory market due to conflicts between DRAM technology standards and advanced processes, predicting shortages of DDR5 and DDR4/DDR3 until 2027 [1] - Guokexiangguang launched the first domestic desktop instrument for extreme ultraviolet absorption spectroscopy, aiding semiconductor and new material industries [1] - GlobalWafers announced breakthroughs in core technology, successfully developing square silicon carbide (SiC) wafers and entering the customer sampling phase [1] Company Announcements - Jingfeng Mingyuan received a government subsidy of RMB 4.1 million [2] - Pengding Holdings reported a 3.08% decrease in October 2025 consolidated revenue, totaling RMB 422.87 million [2] - Huahong's Q3 report showed a 19.8% increase in revenue to RMB 12.58 billion, but a 56.5% decline in net profit to RMB 251 million [2] - Fuchuang Precision announced that its major shareholder's share buyback plan has passed the halfway mark, but the amount has not reached 50% of the lower limit due to various factors [2] Overseas News - DK Alliance plans to establish a semiconductor glass substrate production base in Gyeonggi Province, with equipment orders expected this year [2] - ASML has begun assembling a dedicated EUV team for Samsung's next-generation wafer foundry in Taylor, Texas, with production expected to start next year [2] - Counterpoint data indicates that by 2025, advanced process nodes (5/4/3/2nm) will account for 51% of smartphone SoC shipments, up from 43% in 2024 [2] - SEMI reported a 0.4% quarterly decrease but a 3.1% annual increase in global semiconductor silicon wafer shipment area, indicating a weak market recovery [2]