Market Performance - The main board led the gains with notable increases in stocks such as XinYa Electronics (+10.00%), Dongxin Peace (+9.99%), and Hengbao Co. (+6.25%) [1] - The ChiNext board saw significant rises with Tai Chen Guang (+11.20%) and Cheng Tian Wei Ye (+10.60%) [1] - The Sci-Tech Innovation board was led by Fu Xin Technology (+20.01%) [1] - Active sub-industries included SW Semiconductor Equipment (+0.89%) and SW Electronic Chemicals III (+0.54%) [1] Domestic News - A new glass substrate project in Sichuan aims to produce glass packaging substrates for high-performance computing systems, with a monthly capacity of 3,000 pieces [1] - The first AI smart glasses, Looktech, have been launched in Wenzhou, with an annual production capacity of 150,000 units and an order worth 9 million yuan to be shipped to North America [1] - MediaTek and NVIDIA's collaboration on the C-X1 cockpit chip has gained traction among Chinese luxury car manufacturers, utilizing a 3nm process technology [1] - Online retail sales of monitors in China reached 7.28 million units in the first half of 2025, a year-on-year increase of 53%, with sales revenue of 8.19 billion yuan [1] Company Announcements - Han Yi Co. announced plans to acquire a 39% stake in Pi Dong Culture for 102 million yuan, which holds exclusive rights to popular esports IPs [3] - Dingxin Communications plans to sell its wholly-owned subsidiary, Qingdao Haina Smart Media Technology Co., for 24 million yuan [3] - Fuguang Co. reported a 0.40% reduction in shares by a major shareholder, Fujian State-owned Assets Management Co. [3] - Ruima Precision has been designated as a supplier for an automotive air suspension system project, with an expected total sales of approximately 336 million yuan over seven years [3] Overseas News - SK Group's chairman indicated that the arrival of HBM4 will change the competitive landscape, ending SK Hynix's exclusive supply position for NVIDIA's HBM3E by 2026 [4] - SK Keyfoundry and LB Semicon have developed an 8-inch wafer-level Direct RDL technology that meets automotive-grade standards [4] - NXP Semiconductors reported Q2 revenue of $2.926 billion, a 6% year-on-year decrease, heavily reliant on the automotive sector [4] - Elon Musk's Robotaxi project has integrated key technological upgrades into the FSD (Full Self-Driving) version [4]

央行：二季度末金融机构人民币各项贷款余额268.56万亿元 央行发布2025年二季度金融机构贷款投向统计报告。2025年二季度末，金融机构人民币各项贷款余额 268.56万亿元，同比增长7.1%，上半年人民币贷款增加12.92万亿元。2025年二季度末，人民币房地产 贷款余额53.33万亿元，同比增长0.4%，增速比上年末高0.6个百分点，上半年增加4166亿元。2025年二 季度末，房地产开发贷款余额13.81万亿元，同比增长0.3%，上半年增加2926亿元。个人住房贷款余额 37.74万亿元，同比下降0.1%，增速比上年末高1.2个百分点，上半年增加510亿元。 Omdia：今年全球9英寸以上显示面板出货预计同比增长2.9%至8.76亿片 Omdia报告指出，今年全球9英寸以上大尺寸显示面板的出货量预计同比增长2.9%至9.1亿片。这一预估 好于同一机构上季度给出的2.6%增幅和9.08亿片总出货规模。（同花顺） 工信部：上半年电信业务收入累计完成9055亿元 同比增长1% 工信部发布2025年上半年通信业经济运行情况，上半年，通信业运行基本平稳。电信业务量收保持增 长，新型基础设施建设有序推进，5G、千 ...

瑞玛精密：子公司获得3.36亿元汽车空气悬架系统产品项目定点 智通财经7月22日电，瑞玛精密(002976.SZ)公告称，公司子公司普莱德汽车科技（苏州）有限公司收到 国内某车企的定点通知，成为其新能源车型平台项目空气弹簧总成产品的定点供应商。该项目生命周期 为7年，预计销售额约为3.36亿元。该项目对公司本年度经营业绩不会构成重大影响，但将有利于提高 公司未来业务收入，并对公司未来经营业绩产生积极影响。 ...