异动解读|时代电气盘中上涨4.09%,功率半导体连续回调后再现技术性反弹

行情直击
May 27

5月27日,时代电气盘中上涨4.09%,报42.26港元,成交额4547.53万港元。公司股价延续近期剧烈波动走势,此前5月26日因功率器件未涨价消息影响下跌逾3%,本次上涨或为超跌后的技术性反弹。

消息面上,公司近日披露三期株洲SiC产线已于去年底投产,目前正处于产能爬坡阶段,车规级SiC产品已有小批量交付。宜兴新工厂去年年中已达成3万片/月满产,收入实现高速增长。此外,公司新能源汽车电驱系统定子全年装机57.15万套,电控装机68.91万套,客户拓展至奇瑞、上汽等主流车企。不过公司此前明确表示功率器件目前没有涨价计划,一季度半导体板块收入同比下滑3.95%,短期盈利弹性预期仍存分歧。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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