异动解读|天岳先进盘中上涨5.11%,下游器件厂宣布三季度起涨价最高25%叠加公司新专利获授权

行情直击
Jul 15

7月15日,天岳先进盘中上涨5.11%,报76.1港元,成交额8862.45万港元。

消息面上,下游碳化硅器件厂商基本半导体7月13日公告,将自第三季度起对部分产品销售价格上调最高25%,称受AI、新能源汽车等新兴应用快速发展带动,碳化硅行业供需继续保持紧平衡。天岳先进作为全球碳化硅衬底市占率第一的上游核心供应商,产能利用率已超90%,下游器件涨价有望向上游衬底环节传导利润。此外,公司7月14日新获发明专利授权,进一步夯实技术壁垒。

(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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