Market Performance - The main board led the gains with notable increases in stocks such as Hengdian Film (+10.03%), Hainengda (+10.03%), and Lianang Micro (+10.02%) [1] - The ChiNext board saw significant rises, particularly in Hengfeng Information (+20.03%) and Beishidake (+19.98%) [1] - The Sci-Tech Innovation board was led by Shijia Photon (+20.00%) and Jinchengzi (+14.26%) [1] - Active sub-industries included SW Film and Animation Production (+5.09%) and SW Optical Components (+3.41%) [1] Domestic News - Yangwang Auto announced its cumulative sales surpassed 10,000 units, setting a new record for China's million-level vehicles [1] - Tencent Cloud signed a strategic cooperation agreement with Chongqing Storage Technology Innovation Center to promote green and intelligent transformation in the energy industry [1] - Following the ban on NVIDIA H20 in China, Huawei announced the next-generation Ascend 920 AI chip, expected to be mass-produced in the second half of 2025 [1] - Meta introduced a new XR visual data upsampling technology based on eye-tracking to optimize perspective display performance [1] Company Announcements - Shiyida reported a total operating income of 141 million yuan for Q1 2025, a year-on-year decrease of 10.51%, with a net profit of 13 million yuan, an increase of 19.21% [2] - GoerTek achieved an operating income of 16.305 billion yuan in Q1 2025, down 15.57%, but net profit rose by 23.53% to 469 million yuan [2] - Zhejiang Shuju Culture reported a total operating income of 706 million yuan, a year-on-year increase of 4.16%, with a net profit growth of 44.86% to 144 million yuan [2] - Bichu Electronics posted an operating income of 496 million yuan, up 30.12%, with a net profit increase of 31.99% to 255 million yuan [2] Overseas News - Canalys reported that India's smartphone shipments fell by 8% year-on-year in Q1 2025, totaling 32.4 million units due to weak demand and high inventory levels [2] - Western Digital announced a collaboration with Microsoft and others to initiate a rare earth recycling pilot program in the U.S. [2] - C&C released a report indicating that the optical communication industry is expected to see its highest growth in decades in 2024, driven by AI applications, with a projected 52% increase in optical transceiver module demand [2] - The EU announced new regulations requiring all smartphones and tablets sold in the EU to include energy efficiency labels starting June 20, 2025 [2]

Market Performance - The main board saw significant gains with notable stocks such as Dawei Technology (+10.05%), Guanshi Technology (+10.01%), and Shanghai Film (+10.00%) [1] - The ChiNext board led with impressive increases, including Guomai Culture (+20.00%) and Hanbo High-tech (+16.77%) [1] - The Sci-Tech Innovation board also experienced growth, with Bangyan Technology (+4.42%) and Hongquan IoT (+4.18%) [1] - Active sub-industries included SW Film and Animation Production (+1.80%) and SW General Publishing (+1.58%) [1] Domestic News - Aibang VR industry news reported that Sanji Light successfully received orders for AR professional-grade 10K-level holographic waveguides, with strong order continuity expected [1] - Xihu University incubated a company that achieved 12-inch silicon carbide substrate laser stripping, significantly reducing material loss and enhancing processing speed [1] - Weishi Electronics officially launched its high-end backlight display module and smart decorative display panel project, with an expected annual output value exceeding 3 billion yuan [1] - Zhuhai Weilan New Energy Technology announced the production of the world's first 314Ah large-capacity semi-solid battery, marking a significant milestone in the industry [1] Company Announcements - Shengyi Technology reported a total operating income of 20.388 billion yuan for 2024, a year-on-year increase of 22.92%, with a net profit of 1.739 billion yuan, up 49.37% [2] - Inspur Information announced a total operating income of 114.767 billion yuan for 2024, reflecting a year-on-year growth of 74.24%, with a net profit of 2.292 billion yuan, up 28.55% [2] - Guangke Technology reported a total operating income of 999 million yuan for 2024, a year-on-year increase of 40.71%, with a net profit of 67 million yuan, up 12.32% [2] - Baoding Technology announced a total operating income of 2.894 billion yuan for 2024, a year-on-year decrease of 4.85%, but a net profit of 248 million yuan, up 33.7% [2] Overseas News - SK Hynix completed the acquisition of Intel's NAND flash memory division, integrating these assets into its U.S. subsidiary Solidigm to enhance SSD R&D collaboration [3] - Ajinomoto plans to invest at least 25 billion yen by 2030 to increase semiconductor material production capacity by 50% [3] - NVIDIA is in advanced negotiations to acquire GPU distributor Lepton AI for several hundred million dollars, aiming to expand its cloud and software business [3] - The Indian federal cabinet approved a subsidy of 229.2 billion rupees for the production of electronic components, covering parts used in displays and camera modules [3]