Core Insights - The report highlights the increasing issuance of domestic game licenses, leading to a steady growth in overseas revenue, positioning the sector to lead the global market [8] - The launch of the Green Power Service Upgrade Action aims to establish a new benchmark for the green electricity business environment, with relevant stocks identified [8] - The publication of the "Government Data Sharing Regulations" is set to promote the comprehensive construction of a digital government, with associated stocks mentioned [8] Industry Latest Developments - The Ministry of Industry and Information Technology and the National Development and Reform Commission are organizing the 2025 New Energy Vehicle Rural Promotion Campaign [6] - The second "Belt and Road" Science and Technology Exchange Conference will be held from June 10 to 12 in Chengdu, Sichuan [6] - TSMC is expected to commence production of its 2nm process technology soon [6] Company Focus - Siwei Technology (002405) has signed a strategic cooperation framework agreement with Alibaba Cloud Computing [10] - Dadi Ocean (301068) plans to acquire 100% equity of Zhejiang Huge Waste Management Co., Ltd. for 135 million yuan [10] - Delong Co., Ltd. (300473) intends to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects [10] - Yada Co., Ltd. (002284) has received a notification for a new energy vehicle project, with total sales amounting to approximately 200 million yuan for an integrated brake control module [10] Market Review and Outlook - On June 4, the total trading volume of the two markets reached 1,153 billion yuan, with 3,784 stocks rising and 1,157 stocks falling, indicating an increase of 11.6 billion yuan compared to the previous day [12] - The three major indices opened slightly higher and showed a small upward trend, with the small and medium-sized stocks leading the gains [12] - Market hotspots included beauty care, beer concepts, and copper cable high-speed connections, while logistics and military equipment sectors saw declines [12] - The report notes that the Shanghai Composite Index is approaching the 3,390-point resistance level, with a warning of potential pullbacks unless significant volume increases are observed [12]

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 英伟达市值重回全球第一 "本源悟空"完成超50万个全球量子计算任务 6月3日记者从安徽省量子计算工程研究中心获悉，中国第三代自主超导量子计算机"本源悟空"自2024年 1月6日上线运行以来，已为143个国家和地区的用户完成超50万个量子计算任务，全球访问量突破2900 万次，刷新中国自主量子算力服务规模纪录。 (中新社) 截至当地时间6月3日收盘，英伟达市值超过微软，再次成为全球市值最高的上市公司。当日英伟达以 2.8%涨幅收盘至141.22美元/股，总市值3.45万亿美元。微软当日股价微涨0.22%，收盘时市值为3.44万 亿美元。自去年6月以来，英伟达与苹果、微软一直在市值排名榜首交替领先。 华为官宣定档6月11日 6月3日，华为终端官宣，华为Pura 80系列及全场景新品发布会将于6月11日14:30举办，届时将正式发布 华为Pura 80系列新机。Pura系列是华为旗下影像能力最强的旗舰手机，预热海报配文还称："鸿蒙5大有 不同。" 雷 ...

美股芯片股集体大涨。 当地时间6月3日（周二），美国股市三大股指全线收涨，其中道琼斯工业指数录得四连涨。 美股芯片股集体大涨，费城半导体指数涨2.72%。其中，龙头股英伟达涨近3%，市值超过微软，达到3.45万亿美元，重新成为全球市值最高 公司。 美股道指录得四连涨 当地时间6月3日，美国股市三大股指全线收涨，其中道琼斯工业指数报42519.64点，涨0.51%，录得四连涨；标准普尔500指数报5970.37 点，涨0.58%；纳斯达克综合指数报19398.96点，涨0.81%。 美股大型科技股涨跌互现，具体来看，英伟达涨2.8%，苹果涨0.78%，特斯拉涨0.46%，微软涨0.22%；谷歌A跌逾1%，Meta跌0.6%，亚马 逊跌0.45%。 美股银行股多数上涨，其中美国银行、富国银行均涨逾1%，花旗集团涨近1%，高盛集团涨0.86%，摩根大通涨0.63%，摩根士丹利涨 0.21%。 能源股全线上涨，西方石油涨逾3%，斯伦贝谢涨超2%，雪佛龙、康菲石油均涨逾1%，埃克森美孚涨0.73%。 航空股涨跌互现，美国航空涨0.79%，达美航空涨0.68%，西南航空跌超1%，美联航跌0.18%。 中概股整体上涨，纳斯 ...

Core Viewpoint - Greenway Technology (301322.SZ) plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. to facilitate its industrial transformation into the semiconductor sector [2][4][8] Group 1: Acquisition Details - The acquisition will be executed through cash payment, with a framework agreement already signed between Greenway Technology and the stakeholders of Damo Semiconductor [4] - The final valuation of Damo Semiconductor will be determined by an assessment report and the formal acquisition agreement [4] - Damo Semiconductor specializes in integrated circuits and semiconductor wafer detection, collaborating closely with major companies like TSMC and SMIC [2][10] Group 2: Financial Performance - Greenway Technology has faced operational challenges in 2023, with revenue and net profit declining significantly compared to previous years [5][6] - From 2020 to 2022, the company's revenue grew from 558 million to 1.471 billion, and net profit increased from 52 million to 312 million, marking growth rates of 163.62% and 500% respectively [5] - However, in 2023 and 2024, the company reported revenues of 1.081 billion and 831 million, reflecting year-on-year declines of 26.48% and 23.15% [6][7] Group 3: Strategic Rationale - The acquisition is seen as a strategic move for Greenway Technology to diversify its business and create new profit growth points by entering the semiconductor industry [11] - Damo Semiconductor's projected net profit for 2024 is approximately 65.11 million, with a commitment to achieve net profits ranging from 75 million to 110 million from 2025 to 2027 [11]

Group 1: Electric Vehicles - The Chinese Ministry of Industry and Information Technology has released a directory of electric vehicles for rural areas by 2025, including Tesla's Model 3 and Model Y [2] - NIO reported Q1 2025 revenue of 12.035 billion yuan, up from 9.91 billion yuan in the same period last year, but incurred a net loss of 6.89 billion yuan compared to a loss of 5.258 billion yuan a year earlier; the company expects Q2 deliveries to be between 72,000 and 75,000 units [2] Group 2: Technology and Manufacturing - TSMC's CEO expressed concerns about high tariffs increasing production costs in the U.S. and noted ongoing communication with the U.S. Department of Commerce regarding tariff issues [2] - Credo Technology reported Q4 revenue for fiscal year 2025 at $170.3 million, exceeding market expectations [2] - Meta Platforms plans to enable brands to create and launch advertisements entirely through artificial intelligence by the end of next year [3] Group 3: Mergers and Acquisitions - Merck's over $3 billion acquisition offer was rejected, leading to a 20% surge in MoonLake's stock after-hours [3] - Robinhood completed a $200 million acquisition of Bitstamp to enhance its cryptocurrency business transformation [3] Group 4: Strategic Partnerships - Microsoft and CrowdStrike are collaborating to share information on cyber attackers [3] - Uber appointed its first COO in six years to assist in advancing its autonomous driving strategy [3] Group 5: Market Developments - Circle has increased its IPO size, aiming to raise $880 million [3] - Boeing is set to launch its first 737 MAX aircraft with a production capacity of 38 units per month [3]

Market Overview - The main board leads the market with notable gains from companies such as Dalu Technology (+10.06%), Hengbao Co. (+9.99%), and Yuyin Co. (+9.94%) [1] - The ChiNext board shows strong performance with Zangqu Technology (+14.54%) and Sifang Precision (+10.57%) [1] - The Sci-Tech Innovation board is led by Gallen Electronics (+9.81%) and Zhongjuxin-U (+8.05%) [1] - Active sub-industries include SW Games III (+2.50%) and Semiconductor Equipment (+2.08%) [1] Domestic News - The Semiconductor Investment Alliance reports that Xili Optoelectronics has completed a multi-million financing round, focusing on high-bandwidth, low-energy optical engine system integration chips [1] - TSMC announces the establishment of a new chip design center in Munich, Germany, aimed at developing high-performance, energy-efficient chips for automotive, industrial, and AI applications, expected to be operational in Q3 this year [1] - AVIC Optoelectronics launches a high-temperature and high-pressure fiber optic connector, enhancing performance in extreme conditions for the oil logging industry [1] - Hongwei Technology's self-developed SiC SBD chip has passed customer validation and is now in mass production, with a 1200V SiC module under development [1] Company Announcements - Daotong Technology announces progress on share repurchase, having repurchased 2,774,733 shares, accounting for 0.41% of total shares by May 31, 2025 [2] - Tailin Micro adjusts its 2024 profit distribution cash dividend total from 48,330,249.17 yuan to 48,482,674.05 yuan [2] - Taijing Technology reports share repurchase progress, with 2,610,880 shares repurchased, representing 0.67% of total shares by May 31, 2025 [2] - Juguang Technology announces share repurchase progress, having repurchased 503,820 shares, accounting for 0.5575% of total shares by May 31, 2025 [2] Semiconductor Industry Insights - SoftBank and Intel establish Saimemory to lead the development of low-power AI memory chips, targeting high-bandwidth memory alternatives [3] - Apple reveals research indicating future AirPods may monitor heart rate using built-in microphones and AI models, utilizing heart sound data [3] - Samsung is considering integrating AI services from US startup Perplexity AI into its Galaxy smartphone series, moving away from Google services [3] - TrendForce reports a 5.5% quarter-over-quarter decline in DRAM industry revenue to $27.01 billion in Q1 2025, driven by falling contract prices and inventory adjustments [3]

Core Viewpoints - TSMC's chairman, Wei Zhejia, refuted claims of the company being a "sweatshop," emphasizing that not all 90,000 employees are overworked and highlighting the company's commitment to employee well-being [1][4][11] - TSMC is cautious about AI chip supply and capacity planning, ensuring thorough communication with major clients and cloud service providers to avoid overcapacity issues [4][5][11] - The company anticipates strong growth in AI demand, with expectations for revenue growth of 24% to 26% this year, driven by advancements in AI applications across various sectors [12][11] Employee Treatment and Company Culture - Wei Zhejia stated that TSMC values integrity, innovation, and commitment from its employees, fostering a positive work environment [1][4] - The company recruits like-minded individuals, with approximately 9,000 new employees joining annually [1] AI and Market Position - TSMC is positioned as a leader in technology and manufacturing, with a strong outlook as long as AI remains integral to daily life [2][11] - The company is enhancing its production capabilities to meet the growing demand for AI, with advanced process sales expected to account for 69% of total wafer sales in 2024 [11][12] Financial Outlook - Despite economic uncertainties, TSMC expects to achieve record revenue and earnings this year, with a focus on maintaining high production capacity to meet AI demand [8][11] - The chairman humorously addressed shareholder suggestions for price increases, indicating the company's focus on value and technology leadership [8] Environmental and Regulatory Considerations - TSMC is investing in green energy and addressing ESG concerns, while also navigating regulatory frameworks in Taiwan regarding self-built power plants [9][11] Technology Protection - Wei Zhejia assured shareholders that TSMC's technology is secure, emphasizing the extensive effort and resources required to develop and produce their advanced technologies [14][15] - The company maintains a complex and integrated technology system that is difficult to replicate or steal, reinforcing confidence in its global operations [15][16]

台积电(TSM.N)CEO：电力远未出现短缺，但供应紧张。 ...

台积电(TSM.N)CEO：我们已向谷歌、微软、亚马逊和脸书询问了他们所需的芯片需求量；他们已与我 们分享了相关信息。 ...

台积电(TSM.N)CEO：告诉特朗普很难在五年内在美国完成1000亿美元的投资；这需要时间。 ...