全球视野下第三代半导体企业竞争力对决:A股+港股企业崛起,美股承压

爱集微
Sep 23

在全球能源变革与人工智能技术融合的浪潮下,第三代半导体以碳化硅(SiC)、氮化镓(GaN)为核心,成为支撑新能源汽车、光伏储能、AI数据中心等战略性新兴产业发展的关键材料。本文选取12家A股+港股(A股:天岳先进、华润微、扬杰科技等,港股:英诺赛科)及5家美股(Wolfspeed、安森美半导体等)第三代半导体上市公司,基于2024年H1-2025年H1中报核心数据,从盈利能力与成长能力两大维度展开...

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