异动解读|时代电气盘中下跌3.26%,功率器件未涨价叠加前期涨幅技术回吐延续

行情直击
Yesterday

5月29日,时代电气(03898.HK)盘中下跌3.26%,报41.64港元,成交额1.05亿港元。本次下跌延续了自5月13日单日大涨超15%后的多日技术性回调走势。

消息面上,公司近日在互动平台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%,IGBT产品收入略降,主要受电网用高压器件交付下滑及低压器件价格竞争压力影响。在行业整体掀起涨价潮的背景下,公司未跟进提价,市场对其短期盈利弹性预期有所下修。此外,公司近期披露董事会换届选举公告,管理层变动亦增加短期不确定性。

(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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