Key News
1. The Asset Management Association of China (AMAC) is conducting a background check on leading quantitative private equity firms, involving issues such as homogeneous trading.
2. Shanghai: Focusing on developing edge AI chips and other technologies, and developing lightweight and stylish AI smartphones, AIPCs, smart speakers, and wearable products such as smart glasses and smart headphones.
Individual Stock News
1. Do-Fluoride Chemicals: Currently does not have a tungsten hexafluoride production line and has no substantial products.
2. BYD: June sales of new energy vehicles reached 403,500 units, a year-on-year increase of 5.46%.
3. Has Sunway Communication's MLCC passed Apple's verification? Sunway Communication: Related products are currently undergoing verification.
4. Leadcore Technology received an inquiry letter from the Shanghai Stock Exchange, requiring it to explain whether there was any premature disclosure of insider information.
5. Digital China: A subsidiary has been pre-selected as the winner of a bid for a domestic intelligent computing token factory project, with a bid price of 717 million yuan.
6. Luoyang Molybdenum's suspension of tailings supply led to the shutdown of Xiamen Tungsten's subsidiary; the company responded that it was due to compliance control of tungsten mines.
7. Lianyong Microelectronics: The company currently has a strong order backlog for 8-inch heavily doped epitaxial wafers and has achieved mass production of silicon wafers for 28nm logic chips.
8. Xingyun Technology: Its subsidiary signed a computing power service contract worth 5.508 billion yuan.
9. Tianji Shares: Tungsten hexafluoride differs significantly from the company's existing product technology, and there are currently no related production plans.
10. Yake Technology: Some market views in the short term have over-interpreted and over-expected the company's electronic business development.
11. Jinhong Gas: The company's high-purity carbon dioxide products are mainly supplied to domestic semiconductor companies, with no overseas exports.
12. Xingye Technology: The indium phosphide assets to be acquired have failed to generate profits in the past three years and may not be profitable in the short term.
13. Xinxunda (two consecutive daily limit-up): Xinxing Optoelectronics' semiconductor laser chip project in East China is just starting construction and will require a considerable amount of time to complete and put into production.
14. Far East Group: Subsidiaries won/signed contracts worth over 10 million yuan in June, totaling 1.734 billion yuan, including a 26.93 million yuan order for optical fiber for AIDC.
15. Fujian Suntech Power: Net profit for the first half of the year is expected to increase by 50%-70% year-on-year, with VC product prices rising significantly in line with the industry price average.
16. Longtu Photomask: Cooperation with advanced packaging customers such as ASE and Tongfu Microelectronics is still in the small-batch stage before large-scale production.
