智通财经7月17日电，台积电仍预计2025年以美元计算的销售额将增长30%左右。 ...

Core Insights - The article discusses the salary trends of recent college graduates in China, highlighting that nearly 60% of the 2024 undergraduate graduates have starting salaries below 6,000 yuan, with only a small fraction earning over 10,000 yuan [1][2]. Salary Distribution - The average monthly salary for the 2024 cohort of undergraduate graduates is reported to be 6,199 yuan, showing a stable increase [1]. - The starting salary distribution indicates that 57.8% of graduates earn 6,000 yuan or less, while 23.2% earn between 6,000 and 8,000 yuan. Those earning between 8,000-10,000 yuan and above 10,000 yuan account for 9.3% and 9.7%, respectively [1]. High-Salary Professions - The top three high-salary professions for 2024 graduates are Integrated Circuit Engineering Technicians (8,459 yuan), Internet Developers (8,245 yuan), and Industrial Internet Engineering Technicians (8,030 yuan), all exceeding 8,000 yuan in monthly income [2]. - Other notable high-salary professions include Game Planners (7,799 yuan), Sales Engineers (7,675 yuan), and Software Quality Assurance Engineers (7,638 yuan) [2]. Industry and Technical Trends - The high-salary professions exhibit a clear trend of being technology-driven and industry-concentrated, with a significant demand for specialized knowledge in fields such as semiconductor manufacturing and information technology services [3]. - New professions such as Integrated Circuit Engineering Technicians and Industrial Internet Engineering Technicians are gaining prominence, reflecting the rapid development of emerging technologies like cloud computing and artificial intelligence [4]. Job Satisfaction and Professional Relevance - Job satisfaction and professional relevance are highlighted as important indicators of employment quality, with Integrated Circuit Engineering Technicians and Industrial Internet Engineering Technicians showing satisfaction rates of 85% and 86%, respectively, surpassing the average of 81% for all graduates [4].

Group 1 - Nearly 60% of 2024 undergraduate graduates have starting salaries below 6000 yuan, with less than 10% earning over 10,000 yuan monthly [1][2] - The average monthly salary for 2024 graduates six months after graduation is 6199 yuan, showing a stable increase [1] - The distribution of starting salaries for 2024 graduates shows 57.8% earning 6000 yuan or less, and 23.2% earning between 6000 and 8000 yuan [1] Group 2 - The top three high-paying professions for graduates are integrated circuit engineering technicians (8459 yuan), internet developers (8245 yuan), and industrial internet engineering technicians (8030 yuan), all exceeding 8000 yuan [2] - Other high-paying professions include game planners (7799 yuan), sales engineers (7675 yuan), and software quality assurance engineers (7638 yuan) [2] Group 3 - High-paying professions for 2024 graduates exhibit a clear technology-driven and industry-concentrated characteristic, with integrated circuit engineering technicians primarily hiring from electronics and automation fields [3] - New professions such as integrated circuit engineering technicians and industrial internet engineering technicians are among the top high-paying jobs, reflecting the demand for standardized technical talent in the information technology service sector [3][4] Group 4 - Employment satisfaction and job relevance are important indicators of job quality, with integrated circuit engineering technicians and industrial internet engineering technicians showing satisfaction rates of 85% and 86%, respectively, above the average of 81% for all graduates [4] - New professions are emerging alongside the rapid development of cloud computing, big data, and artificial intelligence, indicating strong employment advantages in technology-driven roles [4]

Group 1 - ASML Holding NV's shares are down 10.3% to $738.53 despite positive second-quarter results, as the company warns of potential no growth in 2026 due to macroeconomic and geopolitical concerns [1] - The stock has broken below the 40-day moving average, with support at the $737 level helping to limit further losses; year-to-date, the equity is up 6.2% [2] - Options trading activity has surged, with 24,000 calls and 25,000 puts exchanged, significantly higher than typical volume; the July 700 put and July 770 call are the most popular options [3]

Group 1 - The company, Suzhou Dongwei Semiconductor Co., Ltd., will hold its first extraordinary shareholders' meeting of 2025 on August 1, 2025, at 14:00 [1][2] - The voting method for the meeting will combine on-site voting and online voting through the Shanghai Stock Exchange's network voting system [1][2] - Shareholders must register for the meeting by July 31, 2025, and can appoint proxies to attend and vote on their behalf [4][5] Group 2 - The agenda for the meeting includes non-cumulative voting proposals that have been approved by the company's board and supervisory board [2][3] - Shareholders eligible to attend the meeting are those registered with the China Securities Depository and Clearing Corporation Limited as of the close of trading on July 29, 2025 [4] - The meeting is expected to last no more than half a day, and attendees will be responsible for their own travel and accommodation expenses [5][6]

Group 1 - The company has decided to abolish the supervisory board and adjust the number of board members from 9 to 8 to enhance operational efficiency and governance structure [2][3] - The supervisory board's powers will be transferred to the audit committee of the board, and related internal regulations will be abolished [2] - The company aims to revise its articles of association to align with the latest regulations and improve its governance structure [3] Group 2 - The company will amend specific clauses in its articles of association to better protect the rights of shareholders and creditors [3][4] - The registered capital of the company is reported to be RMB 12,253.1446 million [4] - The company will ensure that all shares issued have equal rights and obligations, adhering to principles of fairness and transparency [5][6]

General Principles - The rules are established to regulate the behavior of Suzhou Dongwei Semiconductor Co., Ltd. and ensure shareholders can exercise their rights according to the Company Law and relevant regulations [1][2] - The company must strictly follow legal and regulatory requirements when convening shareholder meetings [1][2] Types of Shareholder Meetings - Shareholder meetings are categorized into annual and temporary meetings, with annual meetings held within six months after the end of the previous fiscal year [1] - Temporary meetings must be convened within two months under specific circumstances, such as insufficient board members or significant losses [1] Legal Opinions and Procedures - The company must hire a lawyer to provide legal opinions on the legality of the meeting's procedures, participant qualifications, and voting results [2] - The board of directors is responsible for convening meetings within the stipulated time frames [2][3] Rights of Shareholders - Shareholders holding 10% or more of the company's shares can request a temporary meeting, and the board must respond within ten days [3][4] - Independent directors can also propose temporary meetings, requiring a majority agreement from the independent directors [4] Notification and Proposals - Shareholder meeting notifications must be sent out 20 days prior for annual meetings and 15 days for temporary meetings, including all proposal details [6][7] - Proposals must be within the scope of the shareholder meeting's authority and comply with legal requirements [12] Voting and Decision-Making - Shareholders can vote in person or by proxy, and each share carries one vote [19] - Decisions require a simple majority for ordinary resolutions and a two-thirds majority for special resolutions [14][15] Meeting Records and Announcements - Meeting records must be maintained for at least ten years, detailing the meeting's proceedings, attendance, and voting results [41][42] - Resolutions must be announced promptly, including details of attendance and voting outcomes [39][40] Compliance and Legal Recourse - Shareholders can request the court to annul resolutions that violate laws or regulations within 60 days of the decision [18] - The company must comply with court rulings and fulfill disclosure obligations regarding any legal disputes [18]

台积电(TSM.N)：公司购买了价值1940万美元的固定收益证券。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 自由时报 。 半导体供应链传出，台积电的日本熊本二厂建厂时程延后，除了交通因素考量，最大原因是主要客户的市场需求下滑，今 年内即使动工兴建，恐怕建厂与量产时程也会依客户需求而定。 台积电日本熊本厂是日本重振半导体业地关键指标，合资厂商包括Sony、丰田汽车（Toyota）旗下的零组件大厂Denso。 熊本一厂去年底量产，采22/28及12/16纳米制程，最大月产能为5.5万片。 台积电董事长暨总裁魏哲家日前指出，熊本二厂因当地交通阻塞需待解决，以致动工时程延后；半导体供应链传出，除了 交通问题之外，台积电熊本厂为成熟制程，主要供应消费性产品的影像感测器、车用芯片，目前消费性与车用市况皆较疲 软，影像感测器尤其受到竞争冲击更加影响需求下滑，这也是熊本二厂建厂延后的主因之一。 根据日媒报导，台积电熊本二厂的动工时间原本是今年第1季，后来改为今年内，不过开始生产时间仍规画为2027年，并 预计采6纳米制程，此为日本最先进的制程。 半导体供应链厂商认为，台积电建置产能是以市场与客户需求为考量，今年内即使动工兴建，但恐怕建厂进度与量产时程 也会依客户需求而 ...

Core Insights - The Hong Kong stock market experienced a significant rebound in the first half of 2025, with the Hang Seng Index rising by 20%, leading among major global indices [1] - The primary driver of this rebound was the substantial inflow of mainland funds through the "Hong Kong Stock Connect" channel, coupled with a global reassessment of the value of "cheap Chinese assets" [1] - The net inflow of southbound funds reached over 730 billion HKD, marking a 414% increase year-on-year and setting a historical record for the same period [3][5] Market Dynamics - The total trading volume through the Hong Kong Stock Connect reached 4.8 trillion HKD, a 50% increase compared to the previous year, accounting for 19% of the total trading volume in the Hong Kong market [2][3] - Southbound funds have significantly reshaped the investor structure in the Hong Kong market, with their proportion of total trading volume rising from less than 10% in 2020 to nearly 20% [4] - The inflow of southbound funds has enhanced the correlation between the Hong Kong and A-share markets, while also increasing the independence of the Hong Kong market from global trends [4] Sector Preferences - The southbound funds showed a clear preference for high-dividend and innovative pharmaceutical sectors, with energy, telecommunications, and banking being the top three sectors for net buying [6][7] - The energy sector attracted a net buying of 620 million HKD, while telecommunications and banking received 410 million HKD and 380 million HKD, respectively [6][7] - The innovative pharmaceutical index saw significant gains, with some stocks experiencing over 60% increases, reflecting a strong recovery after a prolonged downturn [6][8] Investment Trends - The current market environment is characterized by a "barbell strategy," where investors are seeking both stable cash flow from high-dividend assets and growth potential from innovative sectors [10][16] - The anticipated interest rate cuts by the Federal Reserve are expected to further highlight the defensive value of high-dividend sectors, while the commercialization capabilities of innovative pharmaceutical companies will be crucial for growth stocks [16] - The semiconductor, innovative pharmaceuticals, and energy security sectors are expected to benefit from policy support and sustained inflows from mainland funds [17] Notable Stocks - The top-performing stocks in the Hong Kong Stock Connect included Lao Pu Gold, which saw a staggering increase of 330.18%, followed by Sangfor Technologies and Rongchang Biopharmaceuticals with increases of 288.98% and 278.12%, respectively [11][12] - The presence of diverse sectors among the top gainers indicates a broad market interest, with biotechnology leading the way [11][12] - Stocks like Rongchang Biopharmaceuticals have gained significant institutional recognition, with over 50% of holdings through the Hong Kong Stock Connect [13]