智通财经APP获悉，赛晶科技(00580)午后涨超14%，截至发稿，涨11.86%，报13.3港元，成交额8766.7万港元。
消息面上，瑞银最新报告显示，该行对中国电力市场需求更为乐观，料2028年至2030年中国电力需求将增长8%，为早前预测两倍，有利明年起电力设备及电网资本开支。中泰国际指出“十五五”期间的特高压项目以柔性输电技术为主，赛晶为国产输配电元器件龙头供应商，在手订单充足，相关收入稳步增长。
此外，十五五规划建议提出推动核聚变能等未来产业成为新的经济增长点。据悉，9月8日，赛晶科技瑞士子公司Astrol宣布与核聚变领域的一家创新企业展开合作，该企业将采用Astrol的功率开关解决方案，用于控制尖端核聚变系统中的电流。此次新增订单再次显示Astrol在核聚变电力电子领域的领先技术。
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