Market Performance - The main board saw significant gains with notable stocks such as Sanwei Communication (+10.03%), Changjiang Communication (+10.02%), and Zhizhen Technology (+10.01%) [1] - The ChiNext board led with stocks like Zhongyi Technology (+13.52%) and XW Communication (+13.35%) [1] - The Sci-Tech Innovation board experienced substantial increases, highlighted by Gaohua Technology (+18.90%) and Zhenlei Technology (+16.90%) [1] - Active sub-industries included SW Robotics (+4.80%) and SW Other Communication Equipment (+3.44%) [1] Domestic News - Aibang's ARAI glasses have established a pilot production line in Ji'an, Jiangxi, with an annual capacity of 50,000 pieces and a current yield rate of approximately 60%, potentially reaching over 80% with secondary utilization [1] - Shanghai Micro Electronics Equipment Co., Ltd. won a bid for a stepper scanning lithography machine with a transaction amount of approximately 109.99 million yuan [1] - Taiwanese chip resistor manufacturer Guangjie announced a production cut of 10-20% due to the entry of mainland capital, which is expected to improve the supply-demand structure for chip resistors by 2026 [1] - Hezhima Intelligent's self-developed AI toolchain has received ISO 26262:2018 TCL3 certification, indicating compliance with the highest international automotive functional safety standards [1] Company Announcements - Parallel Technology announced a procurement contract for CPU computing servers with a total estimated amount not exceeding 28 million yuan [3] - Daway Co., Ltd. reported that its subsidiary obtained four utility model patents related to semiconductor testing and production [3] - Fuguang Co., Ltd. received a government subsidy of 4.5 million yuan, which accounts for 47.40% of the company's audited net profit attributable to shareholders for 2024 [3] - Yongxi Electronics reported an increase in loan principal balance to approximately 718.01 million yuan, up by 177.13 million yuan compared to the end of 2024 [3] International News - Groq announced a non-exclusive licensing agreement with Nvidia to use Groq's inference technology, reflecting a commitment to expand high-performance, low-cost inference technology applications [1] - Honda plans to acquire LG Energy Solution's joint battery plant facilities in Ohio for $2.9 billion, aiming to strengthen its North American EV supply chain [1] - Alphabet will acquire data center and energy infrastructure company Intersect for $4.75 billion in cash and debt, marking a strategic shift towards foundational energy and power infrastructure in the AI race [1] - Samsung Electronics is developing low-power LPDDR server memory modules specifically for AI data centers and has provided samples to clients like Nvidia [1]
【太平洋科技-每日观点&资讯】（2025-12-26）
远峰电子·2025-12-25 11:15