异动解读 | 时代电气盘中大涨5.08%,专利利好与业务进展提振股价

异动解读
May 27

时代电气(03898)今日盘中大涨5.08%,引发了市场关注。

消息面上,公司近期在技术创新与业务拓展方面取得积极进展。一方面,时代电气新获得一项名为“压力控制电磁阀的故障预警方法、装置、设备和存储介质”的发明专利授权,今年以来公司已新获专利授权52个,较去年同期大幅增加。公司2025年研发投入超30亿元,同比增长13.35%,持续加码技术创新。

另一方面,公司的业务基本面呈现积极信号。其位于株洲的碳化硅(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产品已实现小批量交付。同时,宜兴新工厂已达满产状态,收入实现高速增长。在新能源汽车领域,公司的电驱系统已成功拓展至奇瑞、上汽等主流车企客户。这些进展共同增强了市场对公司未来发展的信心。

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