5月13日，时代电气涨超15%！功率半导体供需失衡加，公司功率半导体业务进入投产期。
消息面上，功率半导体供需失衡加剧。部分IDM大厂的部分功率半导体产品交期已长达30周。MOSFET、IGBT等主流品类均出现不同程度的供应紧张。时代电气功率半导体业务进入投产期。据悉，宜兴三期项目已投产，株洲三期碳化硅项目也于2026年部分投产，功率半导体产能迅速增长。
平安证券指出，公司作为我国轨道交通行业具有领导地位的牵引变流系统供应商，现有牵引变流系统产品覆盖机车、动车、城轨领域多种车型，打破国际垄断，实现了列车核心系统的国产替代，并领跑国内市场。此外，公司新兴装备业务乘势突破，纷纷挤入行业前列，打造新的增长点。持续看好公司“器件+系统+整机”的产业链结构及后续发展。
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