异动解读|天岳先进盘中上涨5.18%,碳化硅衬底大尺寸化前景明确叠加行业回暖预期

行情直击
Jul 09

7月9日,天岳先进盘中上涨5.18%,报81.15港元,成交额2.36亿港元。

消息面上,天岳先进近日在路演活动中表示,碳化硅衬底在大尺寸化、高效率应用方向上拥有较好发展空间,公司正围绕该方向持续优化产品布局、推进客户合作,稳步夯实技术与产能基础。据机构数据,公司全球导电型碳化硅衬底市场份额达27.6%,位居全球第一,其中8英寸市场份额为51.3%。公司亦是全球率先推出12英寸SiC衬底的企业,部分头部客户已启动验证或下达订单。此外,行业头部厂商产能利用率已超90%,碳化硅产业经历价格调整后正逐步回暖,AI数据中心等新兴需求持续拉动行业景气度回升。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10