Market Overview - The main board saw significant gains with stocks like Changshan Beiming (+10.02%), Dongshan Precision (+10.00%), and others reaching the maximum increase of 10.00% [1] - The ChiNext board led with Mankun Technology (+20.01%) and Jinxi Modern (+20.00%) showing strong performance [1] - The Sci-Tech Innovation board also performed well, with Shengyi Electronics (+13.86%) and Suochen Technology (+12.70%) among the top gainers [1] - Active sub-industries included SW Printed Circuit Boards (+7.56%) and SW Communication Network Equipment and Devices (+4.57%) [1] Domestic News - Coray, a brand under Chengdu Guangyu High Dimension, launched its flagship product, Coray Air2 smart AR glasses, featuring a full-color silicon carbide etched waveguide supplied exclusively by Guangna Siwei [1] - TSMC announced a consolidated revenue of NT$933.79 billion and a net profit of NT$398.27 billion for Q2 2025, driven by the ramp-up of 3nm processes and explosive growth in HPC demand [1] - Zhiyuan Robotics received strategic investment from Charoen Pokphand Group, marking a new phase in promoting the globalization of domestic robotics [1] - Jiangxi Zhaochi Integrated, a subsidiary of Zhaochi Co., held a ceremony for its optical laser epitaxy and chip product line, aiming for mass production of 25G DFB laser chips and planning to launch 50G DFB and 100G VCSEL chips by 2026 [1] Company Announcements - State Grid Information Communication announced that its subsidiary, Jiyuan Software, won a major contract for the State Grid's 2025 procurement, totaling approximately CNY 966.01 million [3] - Tuojing Technology projected Q2 2025 revenue between CNY 1.21 billion and CNY 1.26 billion, representing a year-on-year growth of 52% to 58%, with net profit expected to grow by 101% to 108% [3] - Yunsai Zhili announced a cash dividend of CNY 0.045 per share for A-shares and USD 0.006275 for B-shares, totaling CNY 61.55 million [3] - Dianguang Media revealed a profit distribution plan for 2024, proposing a total cash distribution of CNY 28.35 million [3] International News - Lumus, a manufacturer of reflective waveguide technology for AR glasses, expanded its partnership with Quanta Computer to enhance its supply chain infrastructure [2] - Marvell announced plans to collaborate with TSMC on advanced processes below 3nm, further solidifying TSMC's dominance in the chip foundry market [2] - ASML announced the shipment of the world's first second-generation High NA EUV lithography machine, which offers higher wafer throughput compared to its predecessor [2] - Counterpoint Research reported a 2% year-on-year increase in global smartphone shipments for Q2 2025, driven by strong performance in North America, Japan, and Europe [2]