Market Performance - The main board led the gains with notable increases in stocks such as Daheng Technology (+9.99%), Huasheng Tiancheng (+9.97%), and China Film (+7.31%) [1] - The ChiNext board saw significant growth with Happiness Blue Sea (+20.02%) and Huijin Co. (+15.18%) [1] - The Sci-Tech Innovation board was led by Tonglian Precision (+19.99%) and Sinan Navigation (+8.28%) [1] - Active sub-industries included SW Film and Animation Production (+2.35%) and SW Semiconductor Materials (+2.00%) [1] Domestic News - Zhanxin Electronics held a celebration for the second phase of its cleanroom expansion at its silicon carbide wafer factory in Yiwu, Zhejiang, which will double the cleanroom area and gradually increase monthly production to 10,000 six-inch wafers, with future capacity expandable to 300,000 wafers annually [1] - Turing Quantum, a leading domestic photonic quantum computing company, completed a strategic round of financing worth 100 million yuan, focusing on the R&D and industrialization of photonic chip products [1] - Counterpoint Research reported a 2.4% year-on-year decline in China's smartphone market shipments for Q2 2025, attributed to seasonal factors and a decrease in new product launches due to OEMs rushing to release products to capture market share [1] - TSMC has increased its 2nm process capacity at its Hsinchu Baoshan F20 plant to 30,000 wafers per month, while the Kaohsiung F22 plant has a capacity of 6,000 wafers [1] Company Announcements - Weirgo announced an expected revenue of 700 million to 720 million yuan for H1 2025, representing a year-on-year growth of 55.41% to 59.85%, with a net profit forecast of 43 million to 50 million yuan, up 12.55% to 30.87% year-on-year [2] - Source Technology announced a cash dividend of 1 yuan per 10 shares based on a total of 85,495,577 shares after share buybacks [2] - Huashu Media reported total revenue of 4.435 billion yuan for H1 2025, a year-on-year increase of 2.07%, with a net profit of 254 million yuan, up 4.63% year-on-year [2] - Saiwei Electronics provided an update on a major asset sale, with the transaction counterpart having paid 238.2245 million Swedish Krona, although the company has not yet received the funds due to the lengthy cross-border payment settlement process [2] International News - Gixel, an AR optics solution company, secured 5 million euros in seed funding to develop its innovative AR optical solutions [3] - Amazon's Industrial Innovation Fund and ITHCA Group invested in Lumotive, which aims to power laser radar sensors with its chip technology, reducing production costs and improving hardware reliability [3] - Elon Musk announced that his AI company xAI plans to achieve computing power equivalent to 50 million NVIDIA H100 Tensor Core GPUs within five years, focusing on energy efficiency [3] - LG Display reported a revenue of 11.652 trillion Korean Won (approximately 605.9 billion yuan) for H1 2025, a slight year-on-year decline of 3%, with a loss of 82.6 billion Korean Won (approximately 4.3 billion yuan), narrowing by 85% year-on-year [3]

Market Performance - The main board saw significant gains with stocks like Dongxin Heping (+10.03%), Shiyun Electric (+10.02%), and Xinjun Network (+10.02%) leading the charge [1] - The ChiNext board experienced a surge with Tianli Technology (+20.02%), Wanma Technology (+20.01%), and Bingchuan Network (+20.01%) [1] - The Sci-Tech Innovation board also performed well, highlighted by Lais Information (+13.58%) and Changyang Technology (+9.68%) [1] - Active sub-industries included SW Robotics (+5.00%) and SW Communication Application Value-Added Services (+4.11%) [1] Domestic News - A collaboration between the National Research Institute and Dingji Technology aims to develop laser grinding technology to address cost and efficiency issues in SiC wafer processing, with plans for technical validation with Onsemi in the Czech Republic [1] - Trade data indicates that since China's export restrictions in 2024, prices for drone components shipped to the U.S. have tripled in some cases, with new regulations requiring export licenses for dual-use products [1] - IDC reports that China's PC monitor market is expected to ship 7.07 million units in Q1 2025, a 14.0% year-on-year increase, driven by consumer market growth due to national subsidies [1] - GalaxyCore announced the successful delivery of its first AMOLED display driver chip, GC3A71, for smartwatches, praised for its high resolution and low power consumption [1] Company Announcements - Sanan Optoelectronics announced a cash dividend of 0.02 yuan per share, totaling approximately 94.12 million yuan, which represents 37.22% of its net profit [3] - Huaya Intelligent reported the completion of a share reduction plan by a major shareholder, reducing their stake from 5.00% to 4.81% [3] - Zhongjing Technology declared a cash dividend of 1.50 yuan per 10 shares, amounting to approximately 19.38 million yuan [3] - Weic Technology plans to invest up to 1 billion yuan in Chengdu for equipment acquisition and site development to enhance its strategic layout in the Southwest region [3] Overseas News - Samsung Electronics has postponed the construction of its 1.4nm test line, focusing resources on the upcoming 2nm process set for mass production by the end of the year [2] - Counterpoint's latest report predicts that leading nodes (3nm and 2nm) will account for about one-third of smartphone SoC shipments by 2026, with 3nm becoming the dominant node for new flagship SoCs by 2025 [2] - DDR4 chip prices have surged, with 16Gb DDR4 chips now priced about twice that of the more advanced DDR5, marking a historic pricing anomaly in the DRAM market [2] - TDK Corporation announced the acquisition of QEI's power business assets, enhancing its position in the semiconductor equipment market [2]