5月22日，时代电气盘中上涨3.72%，报40.66港元，成交额1582.36万港元。公司此前因功率半导体供需失衡消息刺激，5月13日单日大涨超15%触及涨停，随后连续多个交易日回调，自高点累计回撤幅度明显，本次上涨或为超跌后的技术性反弹。
消息面上，功率半导体行业供需紧张态势持续，部分IDM大厂产品交期长达30周。公司宜兴三期项目已投产，株洲三期碳化硅产线正处于产能爬坡阶段，车规级SiC产品已有小批量交付。公司近日披露一季度半导体公司收入11.77亿元，同比增长0.4%，全年收入端有望保持增长。此外，摩根大通于5月13日增持公司约151.44万股，每股作价约42.9港元。
（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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