Market Overview - The main board saw significant gains with Tianyu Digital Science rising by 10.04%, Aerospace Changfeng by 10.03%, and Huasheng Tiancai by 10.00% [1] - The ChiNext board led with Dineike increasing by 20.02% and AVIC Chengfei by 17.05% [1] - The Sci-Tech Innovation board also performed well, with Weide Information and New Light Optoelectronics both increasing by over 20% [1] - Active sub-industries included SW Military Electronics III with a rise of 3.59% and SW Other Communication Equipment up by 1.94% [1] Domestic News - Beijing Zhijing Unknown Technology Co., Ltd. signed a strategic cooperation agreement with Xingchuang Shijie, launching a dual-brand product aimed at outdoor sports enthusiasts [1] - United Microelectronics Corporation reported progress on its N12 FinFET process technology platform in collaboration with Intel, expected to be completed by 2026 [1] - Hongshi Intelligent announced the successful production of a 120Wnits full-color MicroLED chip sample, with plans for mass production of 200Wnits chips by the second half of 2026 [1] - Hongmeng Zhixing reported a significant increase in pre-orders during the May Day holiday, achieving over 22,000 units compared to 11,000 units last year [1] Company Announcements - Megmeet Smart announced the repurchase of 568,500 shares, accounting for 0.22% of its total share capital [2] - Meixinsheng reported a total repurchase of 1,188,036 shares, representing 1.0652% of its total share capital [2] - Yuanjie Technology signed a significant sales order for high-power laser chips, valued at 61.8716 million RMB [2] - Longqi Technology has repurchased 5,607,208 shares, which is 1.21% of its total share capital [2] Semiconductor Industry Updates - A U.S. legislator plans to propose legislation to monitor the sale of AI chips by companies like NVIDIA, supported by bipartisan backing [3] - The Semiconductor Industry Association announced global semiconductor sales of $167.7 billion in Q1 2025, an 18.8% increase year-over-year [3] - Tata Electronics is negotiating with NXP Semiconductors to become a foundry supplier, with chip manufacturing expected to start in 2026 [3] - Japan's RIKEN announced plans to significantly enhance production capacity for phase difference film used in large LCD TVs [3]

Group 1 - Kexin Technology plans to repurchase shares worth between 30 million and 50 million yuan, with a maximum repurchase price of 80 yuan per share, for employee stock ownership plans or capital reduction [1] - Jiahua Technology's shareholder plans to reduce holdings by up to 1.5% of the company's total shares, amounting to a maximum of 116,000 shares, between May 28, 2025, and August 25, 2025 [1] - Beiqi Blue Valley's subsidiary reported cumulative sales of 38,041 vehicles this year, representing a year-on-year increase of 192.53% [2] Group 2 - AVIC Finance plans to transfer shares of AVIC Xi'an Aircraft Industry Group and AVIC Onboard Systems, totaling 4.067 billion yuan, to its controlling shareholder [2] - Haide shares' executives plan to increase their holdings by at least 20.73 million yuan within six months [3] - Dabeinong's subsidiary received planting approval for genetically modified soybeans in Brazil, marking significant progress in the South American market [4] Group 3 - Yongan Pharmaceutical's chairman is under investigation, but the company's operations remain normal [4] - Teruid's subsidiary is expected to win a 126 million yuan project from the State Grid, which will enhance the company's brand and industry influence [4][5] - Junxin shares plan to repurchase shares worth between 200 million and 300 million yuan, with a maximum price of 30.57 yuan per share [5] Group 4 - Meinian Health plans to reduce its holdings by up to 3% of the company's total shares, amounting to a maximum of 11.7 million shares, starting from May 27, 2025 [7] - Electric Power Investment is planning a major asset restructuring, leading to a temporary suspension of its stock [9] - Tongda shares are expected to win a 207 million yuan project from the State Grid, which will positively impact future operating performance [10] Group 5 - Xintian Technology's major shareholder plans to reduce holdings by up to 3% of the company's total shares, amounting to a maximum of 580,410 shares [11] - Huizhou Intelligent's controlling shareholder and some executives plan to increase their holdings by between 29.2 million and 58.4 million yuan [12] - Zhongdali De plans to sell a 50% stake in Shanghai Ketaike Transmission System Co., Ltd. for 9.2777 million yuan to optimize its asset structure [14] Group 6 - Jinlitai's stock will be suspended due to the inability to disclose periodic reports within the statutory deadline [15] - Chuhuan Technology's major shareholder plans to reduce holdings by up to 3% of the company's total shares, amounting to a maximum of 239,560 shares [15] - Guilin Sanjin's subsidiary received approval for clinical trials of a new indication for a monoclonal antibody injection [16] Group 7 - Plit plans to sign a strategic supply agreement for sodium-ion batteries, committing to supply at least 1 GWh over four years [17] - Dalian Electric Porcelain's subsidiary is expected to win a project worth approximately 71 million yuan from the State Grid [18]