Important news: The China Association for Market Regulation conducted a survey on top quantitative private equity firms, involving homogeneous transactions and other related content. 2. Shanghai: Tackle technologies such as end-to-end AI chips and develop lightweight and stylish AI smartphones AIPC、 Smart speakers and other terminals, as well as wearable products such as smart glasses and smart headphones. Individual stock news 1. Polyfluoride: Currently, there is no production line for tungsten hexafluoride and no substantial products. 2. BYD Co., Ltd.: In June, the sales of new energy vehicles reached 403500 units, a year-on-year increase of 5.46%. Has the MLCC of Xinwei Electric Technology been verified by Apple? Xinwei Communication: Relevant products are currently being validated. 4. Pioneer Electric received an inquiry letter from the Shanghai Stock Exchange, requesting clarification on whether there was any early leakage of insider information. 5. Digital China: The subsidiary is expected to win the bid for the domestic intelligent computing Token factory project, with a bid price of 717 million yuan. 6. The suspension of tailings supply by Luoyang Molybdenum Industry has led to the shutdown of Xiamen Tungsten Industry's subsidiary. The company responded that it is due to compliance control of tungsten mines. 7. Li Ang Microelectronics: Currently, the company has a strong order volume for 8-inch heavily doped epitaxial wafers and has achieved bulk supply of silicon wafers for 28nm logic chips. 8. Xingyun Technology: The holding subsidiary signed a computing power service contract worth 5.508 billion yuan. 9. Tianji Stock: There is a significant difference in the technical route between tungsten hexafluoride and the company's existing products, and there is currently no relevant production plan. 10. Yak Technology: In the short term, some market views have overinterpreted and overestimated the development of the company's electronic business. 11. Jinhong Gas: The company's high-purity carbon dioxide products are mainly supplied to domestic semiconductor enterprises and have no overseas exports. 12. Xingye Technology: The proposed acquisition of indium phosphide assets has not been profitable for the past three years and may not be profitable in the short term. 13.2 New Xunda: The semiconductor laser chip project of Xinxing Optoelectronics in the East China region is just starting construction, and it will take a long time to complete and put into operation. 14. Far East Corporation: The subsidiary won/signed contracts worth over 10 million yuan in June, with a total of 1.734 billion yuan in contract orders, including 26.93 million yuan in AIDC fiber optic orders. 15. Furui Co., Ltd.: The net profit for the first half of the year is expected to increase by 50% -70% year-on-year, and the selling price of VC products has significantly increased with the industry's price center. 16. Longtu photomask: Cooperation with advanced packaging customers such as Riyueguang and Tongfu Microelectronics is still in the small batch stage before mass production.