Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and advancements in lithography technology, materials, and equipment, promoting collaboration among experts and industry representatives to enhance the domestic semiconductor industry's capabilities [36][35][34]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui [30][5]. - It will feature over 20 speakers from the lithography industry, covering advanced lithography technologies, photoresists, and wet electronic chemicals [27][26]. - The event aims to foster deep interaction between upstream and downstream sectors of the industry, providing a platform for resource integration and collaboration [29][35]. Group 2: Key Topics and Discussions - Discussions will include the latest research and application prospects of extreme ultraviolet lithography (EUV), electron beam lithography, and nanoimprint technologies [26]. - The conference will analyze the current state of domestic photoresist production, technical bottlenecks, and the need for innovation to improve self-sufficiency and quality [34][35]. - Key issues regarding the localization of lithography equipment and the challenges faced in the domestic semiconductor manufacturing process will be highlighted [34][35]. Group 3: Featured Speakers and Sessions - Wei Ran, head of the semiconductor product line at Hefei Chip Microelectronics Equipment Co., will present on the industrialization of laser direct-write lithography equipment [7][1]. - The agenda includes specialized forums on advanced lithography technology and the development trends of photoresists and wet electronic chemicals [14][11]. - A roundtable discussion will feature industry leaders discussing the integration of scientific data-driven innovations in new materials [17][26]. Group 4: Company and Industry Background - Hefei Chip Microelectronics Equipment Co., established in June 2015, specializes in the research and production of direct imaging equipment based on micro-nano direct-write lithography technology [7]. - The company has over 200 intellectual property rights and has received multiple awards, including the "National High-tech Enterprise" designation [7]. - The lithography technology is crucial for semiconductor manufacturing, directly impacting chip performance, integration, and production costs [34].

Group 1 - The National Committee of the Chinese People's Political Consultative Conference (CPPCC) will hold its third session from March 4 to March 10, focusing on promoting new productive forces and expanding foreign openness [2] - The new stock offering for Hongjing Optoelectronics is available today, with a total issuance of approximately 15.89 million shares at a price of 41.90 yuan and a price-to-earnings ratio of 23.3 [3] - The Chinese government is reportedly formulating countermeasures against potential U.S. tariffs, particularly concerning U.S. agricultural products [4] Group 2 - The State-owned Assets Supervision and Administration Commission (SASAC) has revised the "Operational Rules for State-owned Asset Transactions," enhancing the regulatory framework for state-owned enterprises [5] - Tencent's Yuanbao app has surpassed DeepSeek to become the top free app in the Chinese App Store [6] - Red Flag Chain announced that its robot vending system project will not have any direct impact on sales revenue at this stage, as it is still in the research and development phase [8][9] Group 3 - Baoxin Technology plans to acquire a 40% stake in Ying Su Integrated Circuit Equipment for 320 million yuan, which will enhance its position in the high-end microelectronics equipment sector [10] - TCL Technology intends to acquire a 21.5311% stake in Shenzhen Huaxing Semiconductor for 11.562 billion yuan, aiming to strengthen its core business and competitiveness in the semiconductor display industry [11] - Zhongke Xingtu plans to raise up to 2.5 billion yuan through a private placement to fund various cloud platform projects [12] Group 4 - Zhongjian Technology's major shareholder is transferring 5.09% of its shares to Sinopec Capital for 6.52 million yuan, which may enhance business cooperation opportunities [13] - Securities firms are focusing on the banking sector, noting potential benefits from rising interest rates and the impact of U.S. Treasury yields on Hong Kong market valuations [16]