【太平洋科技-每日观点&资讯】（2025-12-25）

Market Overview - The main board saw significant gains with Beijing Culture up by 10.11%, Nanjing Panda up by 10.05%, and Tiantong Co. up by 10.04% [1] - The ChiNext board led with Ying Tang Zhi Kong increasing by 20.00%, Xin Wei Communication by 17.96%, and Yi Tian Co. by 11.85% [1] - The Sci-Tech Innovation board was led by Pinming Technology up by 13.10%, Huahai Chengke by 12.88%, and SIRUI by 10.10% [1] - Active sub-industries included SW Passive Components up by 4.83% and SW Other Electronics III up by 4.62% [1] Domestic News - The Semiconductor Investment Alliance announced that Hantian Technology has globally launched a 12-inch silicon carbide epitaxial wafer, achieving a uniformity control of epitaxial layer thickness within 3% and a doping concentration uniformity of ≤8%, with a yield rate greater than 96% for 2mm×2mm chips [1] - Taiwan authorities are considering new export regulations to prevent TSMC's entry into the U.S. market from undermining Taiwan's semiconductor leadership, potentially restricting TSMC to export processes that are 2-4 years behind its most advanced technology [1] - SEMI reported that American semiconductor company has officially launched an 8-inch MEMS inkjet printing chip production line with a total investment of approximately 250 million yuan, achieving a domestic equipment localization rate of 90% [1] - Display industry news indicated that Lite-On Optoelectronics plans to develop high-end electronic materials through its subsidiary, focusing on the research, production, and sales of quartz fiber electronic cloth [1] Company Announcements - Pioneer Precision announced the addition of Mr. Liu Guohui as a core technology personnel based on his professional background and contributions to future R&D projects [3] - Jiuzhiyang disclosed expected daily related transactions for 2026, estimating a total amount not exceeding 156.185 million yuan due to normal business operations [3] - Mulinsen announced expected daily related transactions for 2026 with its associate company, estimating a total amount not exceeding 138 million yuan [3] - Ingechip announced expected daily related transactions for 2026, estimating a total of 32.5 million yuan, including sales of raw materials and purchase of products from related parties [3] Overseas News - Aibang ARAI reported that AMS Osram has released a new generation of infrared LEDs, achieving a 50% increase in infrared light intensity and a 33% improvement in energy efficiency [1] - Toray announced the development of a negative photosensitive polyimide film that can facilitate micro-processing in semiconductor manufacturing, helping to shorten processes and reduce costs [1] - Cadence announced successful tape-out of its third-generation UCIe IP solution using TSMC's N3P advanced process, optimized for AI and HPC applications with a channel bandwidth of 64Gbps [1] - Counterpoint Consulting predicts that global smartwatch shipments will grow by 7% year-on-year by the end of 2025, driven by new hardware and software features and increasing consumer demand for mid-to-high-end smartwatches [1]