远峰电子·2026-01-13 12:53Market Overview - Major indices showed declines: Shanghai Composite Index (-0.64%), Shenzhen Component Index (-1.37%), ChiNext Index (-1.96%), North Star 50 (-2.50%), and Sci-Tech Innovation 50 (-2.80%) [1] - TMT sector led the gains with SW Portal (+6.79%), SW Marketing Agency (+2.49%), and SW Gaming III (+0.40%) [1] - TMT sector faced losses with SW Military Electronics III (-5.41%), SW Communication Terminals and Accessories (-5.34%), and SW Communication Cables and Accessories (-5.20%) [1] Domestic News - XREAL announced a strategic partnership with ASUS ROG to launch the ROG XREAL R1 AR glasses, featuring micro OLED technology with a resolution of 1920 x 1080 and a virtual screen equivalent to 171 inches at 4 meters [2] - Jiangbolong reported that its self-developed UFS4.1 product outperforms market counterparts in process, read/write speed, and stability, gaining recognition from major clients [2] - Yongxi Electronics plans to invest 2.1 billion yuan in a packaging base in Malaysia, focusing on system-level packaging products for AIoT and power modules [2] - Sanan Optoelectronics disclosed that its SiC MOSFET products have begun bulk supply to leading global power manufacturers, targeting data centers and AI servers [2] Overseas News - SK Hynix is investing in its advanced packaging plant P&T7 to meet global AI storage demand, with the plant expected to play a crucial role in commercializing DRAM as HBM [3] - A collaboration between the University of Cambridge and a German research team has led to the successful development of stable and high-performance cubic InGaN materials for red Micro-LED devices [3] - Counterpoint Research forecasts a 2% year-on-year growth in global smartphone shipments in 2025, driven by high-end demand and emerging market growth, with Apple leading the market at a 20% share [3] - The Indian Space Research Organization (ISRO) faced a setback with the PSLV-C62 rocket losing all 16 satellites during its third phase of flight [3] AI News - Apple and Google have announced a multi-year partnership to develop the next generation of Apple Foundation Models based on Google's Gemini model and cloud technology [4] - Zhipu AI and Didi Chuxing have formed a strategic partnership focusing on the development of intelligent agents for transportation scenarios [4] - Tencent Research Institute and Midjourney have launched the Niji v7 anime-specific model, enhancing details and stability for anime-style creations [4] - Nvidia and Eli Lilly are investing $1 billion to establish an AI lab aimed at accelerating drug discovery and personalized treatment [4] Industry Tracking - The FCC has approved SpaceX to launch an additional 7,500 second-generation Starlink satellites, bringing the total approved to 15,000 [5] - The Eighth Research Institute of China Shipbuilding Group has developed a low-vibration helium re-liquefaction system for high-precision instruments [5] - The National Medical Products Administration of China plans to establish standards for medical devices using brain-computer interface technology [5] - LimX Dynamics has released a new embodied intelligent system that allows for dynamic task adjustments during operation [5] Storage Market - The average price of DDR5 16G (2G×8) 4800/5600 DRAM is reported at $33.563, with a 3.27% increase [6] - The average price of DDR4 16Gb (2G×8) 3200 DRAM is reported at $73.500, with a 2.80% increase [6] Semiconductor Material Prices - The average price for 4N zinc oxide powder is reported at 1,465 yuan/kg, with a daily change of 20 yuan [7] - The average price for 5N high-purity zinc is reported at 6,300 yuan/kg, with no daily change [7]