Market Performance - The main board led the gains with notable increases in stocks such as Hu塑控股 (+10.13%), 徕木股份 (+10.04%), and 冠捷科技 (+10.04%) [1] - The ChiNext board saw significant growth with 长盈精密 (+20.01%) and 鸿富瀚 (+20.01%) leading the charge [1] - The Sci-Tech Innovation board was also strong, with 中科蓝讯 (+20.00%) and 芯原股份 (+17.34%) showing impressive performance [1] - Active sub-industries included SW Consumer Electronics Components and Assembly (+6.64%) and SW Digital Chip Design (+5.72%) [1] Domestic News - A new project for the ARAI glasses by 艾邦 was signed, with a total investment exceeding 300 million yuan and a target annual production capacity of 1 million sets [1] - Huawei announced two patents related to silicon carbide heat dissipation, aimed at improving the thermal management of electronic devices [1] - 联发科 launched the Dimensity 9500 flagship 5G AI chip, utilizing TSMC's 3nm process and achieving significant performance improvements over its predecessor [1] - KLA reported that TSMC has secured orders for its first-generation 2nm process from about 15 clients, indicating strong demand driven by AI applications [1] Company Announcements - 艾融软件 announced a cash dividend of 0.50 yuan per 10 shares, totaling 10,444,165 yuan [3] - 并行科技 plans to purchase AI computing servers and related equipment for a total contract amount not exceeding 113.39 million yuan [3] - 力鼎光电 declared a cash dividend of 0.30 yuan per share, amounting to 123,205,200 yuan [3] - 波长光电 announced a cash dividend of 0.5 yuan per 10 shares [3] Overseas News - Ericsson secured an 8-year contract worth 12.5 billion Swedish Krona (approximately 1.33 billion USD) to provide 5G communication equipment for Vodafone's UK network [1] - Ibiden plans to increase the production of integrated circuit packaging substrates for AI servers, expecting a 150% increase by 2027 compared to 2024 levels [1] - The U.S. House recently passed an amendment prohibiting the military from purchasing digital display technology from Chinese or Russian state-owned enterprises [1] - JK Materials announced its first order for OLED panel film materials, which are crucial for improving panel yield in smartphone production [1]