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【太平洋科技-每日观点&资讯】(2025-09-30)
远峰电子· 2025-09-29 11:56
Market Overview - The main board led the gains with notable increases in stocks such as Yingqu Technology (+10.03%), Nengke Technology (+10.01%), and Guanshi Technology (+10.00%) [1] - The ChiNext board saw significant rises, particularly in Huijin Co., Ltd. (+20.00%) and Chuling Information (+20.00%) [1] - The Sci-Tech Innovation board also experienced strong performance, with Pinming Technology (+20.01%) and Yunzhuang Technology (+15.25%) leading the way [1] - Active sub-industries included SW Semiconductor Equipment (+3.41%) and SW Printed Circuit Boards (+3.16%) [1] Domestic News - Chongqing Konka Optoelectronics made significant progress in AR micro-display technology, developing an active driving blue Micro LED display with a resolution of 640×480 and a pixel density of 6773 PPI [1] - Zhaoxin announced more specifications for its KHS-50000 series server processors, which can integrate up to 96 high-performance computing cores and provide up to 384MB of L3 cache [1] - The Arctic Xiongxin QM935-G1 IVI Chiplet was successfully tested, designed for smart cockpit applications, featuring a GPU core with a computing power of 1.3T FLOPS [1] - He Yi Guangxian achieved a milestone with cumulative deliveries of over 500,000 large-size OLED panels, supported by a total investment of 6 billion yuan to create the largest single OLED module factory in China [1] Company Announcements - Yongding Co., Ltd. announced a cash dividend of 0.035 yuan per share, totaling approximately 51.17 million yuan based on a total share capital of 1,461,994,802 shares [3] - Qingyi Optoelectronics reported its cash dividend distribution based on a total share capital of 314,800,000 shares, with 313,076,581 shares eligible for distribution after excluding repurchased shares [3] - O-film Technology disclosed that its subsidiary received a government subsidy of 16.58 million yuan, representing 28.39% of the latest audited net profit attributable to shareholders [3] - Dash Smart signed a contract for a smart hospital project worth 113 million yuan with China State Construction Engineering Corporation [3] International News - South Korean startup HyperAcce plans to launch an AI chip using Samsung's 4nm process in 2026, which offers significant price advantages over NVIDIA GPUs while maintaining 90% memory bandwidth [1] - U.S. Commerce Secretary reiterated plans for a major trade agreement with Taiwan, promoting a "50-50" semiconductor production model between the U.S. and Taiwan [1] - Diraq, a quantum technology startup, demonstrated that silicon-based quantum chips produced in semiconductor factories can achieve over 99% fidelity, comparable to those made in laboratory settings [1] - HanChem, a South Korean high-end materials company, completed the development of five new mass production materials in the first half of the year and aims for annual sales of 100 billion won (approximately 5 billion yuan) by 2030 [1]