EDA concept stocks continued to rise, with Huada Jiutian approaching its 20% daily limit.
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Advanced packaging concept stocks were active in early trading, with Huada Jiutian rising over 10%.
According to Mars Finance, advanced packaging concept stocks were active in early trading, with Huada Jiutian rising over 10%, followed by Liandong Technology, Huatian Technology, MicroNano, JCET Group, and Tongfu Microelectronics. This surge is attributed to news that He Tingbo, head of Huawei's semiconductor division, released version 2 of "Time Miniaturization Theory for Multi-Level Electronic Systems" (also known in the industry as "Tao's Law") on July 3rd, clarifying five key technologies for implementation: LogicFolding unit-level 3D stacking, hybrid bonding, TSV, unified bus, and Hi-ONE optical engine. (Cailian Press)
Semiconductor silicon wafer concept stocks continued to strengthen, with GRINM Silicon hitting the 20% daily limit.
According to Mars Finance, the semiconductor silicon wafer concept stocks continued to strengthen, with GRINM Silicon hitting the 20cm daily limit, Shanghai Hejing rising nearly 10%, and Shanghai Silicon Industry, TCL Zhonghuan, Lianyong Microelectronics, and Zhongjing Technology following suit. In terms of news, a research report from Caitong Securities pointed out that in mid-May this year, global silicon wafer leaders Shin-Etsu Chemical, SUMCO, and GlobalWafers initiated their second round of price increases this year. The price of 12-inch conventional silicon wafers increased by 5% to 8%, while high-end special-purpose silicon wafers adapted for AI/HPC scenarios saw increases of 18% to 22%. The cumulative increase from the two rounds of price increases this year exceeds 15%. (Cailian Press)
The concept of computing power leasing continues to rise, with multiple stocks, including YunSai Zhilian, hitting the daily limit.
According to Mars Finance, the computing power leasing concept continues to rise, with YunSai Intelligent Link and DataPort hitting the daily limit. Previously, Wangsu Science & Technology, Hengwei Technology, Nanxing Shares, and 263 had also hit the daily limit, while Sangfor Technologies and Feilixin both rose by more than 14%. (Cailian Press)
AI PC concept stocks surged, with Hongxi Technology hitting the 30cm daily limit.
According to Mars Finance, stocks of AI server and switch computing hardware continued to be active, driving a surge in AI PC concept stocks. Hongxi Technology hit its 30% daily limit, Thunderobot Technology rose over 15%, and Huaqin Technology, Huwei Intelligent, Yidao Information, and Lianyun Technology followed suit. (Cailian Press)
Switch concept stocks remain active, with Feilingco rising nearly 15%.
Mars Finance reports that the switch concept stocks rebounded strongly in the afternoon, with Feilingkesi rising nearly 15%. Previously, Ruijie Networks had achieved four limit-up days in five trading days, with Ruijie Networks rising over 10%. Shengke Communication, Unisplendour Corporation, Hengwei Technology, and Gongjin Technology also followed suit. In terms of news, Ruijie Networks announced that it expects its Q2 net profit to increase by 632%-955% quarter-on-quarter. A research report from Shanxi Securities states that AI data center switches are entering a period of triple resonance: increased demand, speed upgrades, and domestic substitution. Major internet companies, operators, government and enterprise cloud providers, and intelligent computing centers continue to expand production, and the adoption rate of domestic switches, switching chips, and networking solutions is expected to rise. (Cailian Press)
Robotics concept stocks continue their strong performance; Leadsun Intelligent achieves three consecutive daily limit-up moves.
According to Mars Finance, the robotics concept stocks continued their strong performance from last week in early trading, with Leisai Intelligent achieving its third consecutive daily limit up, and Huayi Technology hitting the 20cm daily limit up. Fengyuzhu, Estun, Zhenghe Industrial, Wolong Electric Drive, and Dayang Motor also followed suit. In related news, on July 3rd, at the Beijing 2026 Global Digital Economy Conference, Tesla Vice President Tao Lin delivered a keynote speech, publicly confirming core plans: Tesla's Optimus humanoid robot will officially begin mass production by the end of 2026, with the Fremont factory's long-term designed annual production capacity target reaching 1 million units. (Cailian Press)