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【太平洋科技-每日观点&资讯】(2025-07-09)
远峰电子· 2025-07-08 11:31
Market Overview - The main board saw significant gains with companies like Deren Electronics (+10.03%), Dazhiwei (+10.03%), and Xinya Electronics (+10.02%) leading the charge [1] - The ChiNext board also performed well, with Yihua New Materials (+19.99%) and Yidong Electronics (+19.99%) showing remarkable increases [1] - The Sci-Tech Innovation board was led by Jin Chengzi (+8.58%) and Lexin Technology (+8.47%) [1] - Active sub-industries included SW Printed Circuit Boards (+6.64%) and SW Communication Network Equipment and Devices (+5.06%) [1] Domestic News - Aibang Semiconductor reported that Ruiwei Semiconductor completed its A-round financing of several hundred million RMB, focusing on core technology iteration and capacity expansion for high-end thin film deposition equipment [1] - Longxin Storage has initiated listing guidance, with a projected 50% year-on-year increase in DRAM shipments, raising its market share from 6% in Q1 to 8% in Q4 [1] - The Passenger Car Market Analysis Report indicated that retail sales of passenger cars reached 2.084 million units in June, a year-on-year increase of 18.1%, with cumulative sales of 10.901 million units for the year, up 10.8% [1] - Pengding Holdings reported a 36.43% year-on-year increase in consolidated revenue for June 2025, amounting to RMB 288.835 million [1] Company Announcements - Bayi Space announced a new business venture with China Broadcasting Network, signing a contract worth RMB 10.9197 million for edge computing equipment leasing and technical services [2] - Ruixin Micro projected a revenue of approximately RMB 204.5 million for the first half of 2025, representing a year-on-year growth of about 64%, with net profit expected to rise by 185% to 195% [2] - Zhichun Technology announced a cash dividend of RMB 0.0501 per share based on a total of 379,510,709 shares [2] - Shisheng Intelligent received a patent for a method and device for controlling home appliances based on scene control [2] Industry Insights - NXP's Greater China Automotive Electronics Market Director revealed plans to collaborate with a wafer factory in China to produce products entirely within the Chinese market [3] - Samsung Display has appealed against the ITC's decision not to grant an import ban on products from BOE and others, escalating a patent dispute [3] - Samsung Electronics is developing smart glasses with integrated speakers, featuring AR/VR display modules for audio interaction without headphones [3] - Samsung Electronics forecasted a 56% drop in operating profit for Q2 2025, down to approximately KRW 4.6 trillion (around USD 3.3 billion), significantly lower than KRW 10.44 trillion in the same period last year [3]