On June 4, SICC (Tianyu Advanced) rose 3.77% in regular trading, trading at 105.0 HKD/share, with trading volume of 137 million HKD. The rebound extends a recovery trend following recent sharp corrections.

On the news front, Morgan Stanley recently increased its long position in SICC by 942,700 shares at an average price of 123.77 HKD per share, involving approximately 117 million HKD, raising its stake from 4.69% to 6.40%. Separately, Huayuan Securities initiated coverage on SICC with a Buy rating, highlighting improving gross margins on a sequential basis and accelerating volume ramp of 8-inch SiC substrates. As the global leader in 8-inch silicon carbide substrates with 51.3% market share, SICC continues to benefit from the structural shift in AI data center power architecture toward 800V high-voltage DC systems. The stock had previously corrected significantly from its May 27 high due to semiconductor sector weakness and shareholder stake reductions, and the current rebound appears to reflect market repricing of fundamental improvement and long-term growth potential.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)