异动解读|时代电气盘中下跌3.3%,功率器件未涨价叠加前期涨幅技术回吐

行情直击
May 26

5月26日,时代电气(03898.HK)盘中下跌3.3%,报41.02港元,成交额5884.22万港元。本次下跌延续了自5月13日单日大涨超15%后的多日技术性回调走势。

消息面上,公司近日在互动平台明确表示功率器件目前没有涨价,而一季度半导体板块收入11.14亿元,同比下滑3.95%,IGBT产品收入略降主要受电网用高压器件交付下滑及低压器件价格竞争压力影响。在行业整体掀起涨价潮背景下,公司未跟进提价,市场对其短期盈利弹性预期或有所调整。此外,公司于5月25日披露董事会换届选举公告,管理层变动信息亦增加短期不确定性。

(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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