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【太平洋科技-每日观点&资讯】(2025-09-18)
远峰电子· 2025-09-17 10:22
Market Performance - The main board led the gains with notable increases from companies such as Beiwai Technology (+10.02%), Fuzheng Technology (+10.00%), Yongxin Optics (+10.00%), and others [1] - The ChiNext board saw significant growth, particularly from Boshang Optoelectronics (+20.01%) and Huijin Co., Ltd. (+19.82%) [1] - The Sci-Tech Innovation board was also strong, with Liyang Chip (+20.01%) and Fengcai Technology (+20.00%) leading the way [1] - Active sub-industries included SW Semiconductor Equipment (+4.27%) and SW Passive Components (+3.56%) [1] Domestic News - Aibang announced the launch of a new AR glasses model aimed at outdoor athletes, featuring a single green Micro LED display engine with over 10 hours of battery life and brightness exceeding 4000 nits [1] - MediaTek announced the successful design tape-out of its first flagship SoC using TSMC's 2nm process, becoming one of the first companies to adopt this technology, with mass production expected by the end of next year [1] - Qiusui Semiconductor introduced the "Leyi AR" glasses, set for small-scale production in early October, utilizing Micro LED technology with a pixel size of 3.75μm [1] - Tongfu Microelectronics reported breakthroughs in Co-Packaged Optics (CPO) technology, with related products passing initial reliability tests [1] Company Announcements - Visual China announced a cash dividend of 0.11 RMB per 10 shares based on a total of 699,578,636 shares [3] - Dali Cap announced a cash dividend of 0.3 RMB per 10 shares, totaling 12 million RMB [3] - Daotong Technology declared a cash dividend of 5.8 RMB per 10 shares [3] - Juguang Technology reported share reductions by major shareholders, with specific holdings detailed [3] International News - The U.S. President indicated that semiconductors and pharmaceuticals, which have higher profits than automobiles, may face tariffs exceeding 25%, similar to those imposed on automobiles [1] - AMD launched the EPYC Embedded 4005 series processors, which include six SKUs with various core configurations [1] - Adani Group is in discussions with Sharp and Panasonic to establish India's first LCD panel factory [1] - Texas Instruments introduced a highly sensitive in-plane Hall effect switch for various applications [1]