6月30日，时代电气（03898）盘中上涨3.92%，报38.36港元/股，成交额2766.37万港元。此前股价自6月22日高点41.12港元连续回落逾8%，本日延续反弹走势。
消息面上，全球近20家模拟及功率半导体企业已官宣7月1日起新一轮涨价，AI服务器及数据中心专用电源芯片涨幅15%至25%，工业及储能类涨幅10%至15%。上周末央视财经连续报道，功率半导体行业正进行年内二次全面调价，部分产品涨幅达20%-30%，交期拉长至30-50周以上。时代电气作为中车系高压IGBT龙头，覆盖轨交、特高压及新能源车三大赛道，为大功率工业场景稀缺标的。此外，公司6月26日股东大会通过新一轮H股回购授权，拟回购不超过已发行H股10%，5月以来已累计回购逾1937万股H股并拟全部注销，持续向市场释放信心。
（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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