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【太平洋科技-每日观点&资讯】(2025-08-07)
远峰电子· 2025-08-06 11:09
Market Performance - The main board led the gains with notable increases in stocks such as Zhong An Ke (+10.16%), Da Heng Technology (+10.04%), and Bei Wei Technology (+10.04%) [1] - The ChiNext board saw significant growth with Dongfang Guoxin (+20.02%) and Jiayuan Technology (+19.99%) leading the charge [1] - The Sci-Tech Innovation board was also strong, highlighted by achievements from Dahong Technology (+20.00%) and Hongwei Technology (+19.98%) [1] - Active sub-industries included SW Robotics (+6.23%) and SW Brand Consumer Electronics (+2.59%) [1] Domestic News - A collaboration between Dubridge Kangbo and Hangzhou Yixian Technology is set to launch a children's AI glasses product with features like posture correction and blue light filtering [1] - Ruian New Materials indicated that the verification cycle for photoresist materials is lengthy due to strict requirements on metal ion content and impurities [1] - GlobalFoundries announced a partnership with a local wafer foundry in China to enhance supply reliability for its customers in the region [1] - Global Crystal reported a consolidated revenue of NT$160.1 billion for Q2, marking a 2.7% quarter-on-quarter increase and a record for the same period [1] Company Announcements - Liyuan Information reported a total operating income of CNY 4.034 billion for H1 2025, a year-on-year increase of 17.46%, with a net profit of CNY 96 million, up 65.79% [3] - Pengding Holdings announced a revenue of CNY 3.0024 billion for July 2025, reflecting a 12.28% year-on-year growth [3] - Nanji Guang received a patent for a flexible ultra-thin Mini-LED backlight source, which will be gradually applied in related businesses [3] - Siwei Liekong reported a total operating income of CNY 689 million for H1 2025, a year-on-year increase of 23.35%, with a net profit of CNY 304 million, up 59.76% [3] Overseas News - Texas Instruments initiated a significant price increase affecting over 60,000 part numbers, marking a nearly 20-fold increase from 3,300 part numbers in June [1] - AMD's Q2 revenue reached $7.69 billion, a 32% year-on-year increase, with its data center segment generating $3.2 billion, up 14% [1] - JDI announced the closure of its Mobara factory and the sale of LCD and OLED production equipment, shifting focus to automotive panels and sensors [1] - Apple's brain-controlled device, developed by Synchron, was showcased, allowing a patient to control an iPad using thoughts [1]