智通财经APP获悉，赛晶科技(00580)早盘涨超13%，截至发稿，涨11.5%，报2.23港元，成交额3065.85万港元。
消息面上，据证券时报报道，从国家能源局了解到，截至9月底，我国新型储能装机规模超过1亿千瓦，与“十三五”末相比增长超30倍，装机规模占全球总装机比例超过40%，已跃居世界第一。银河证券发布研报称，储能行业景气度上行，有望带动功率半导体需求。
中泰国际指出，赛晶科技上半年自研半导体业务收入为5,300万元，同比增长227.4%，环比增长23.8%，受益于订单增长，特别是在储能及SVG领域的显著增长。该行指出，“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；输配电元器件国产化率提升有利于支撑毛利率；同时受益于国产功率半导体渗透提升，自研IGBT芯片业务收入爆发式增长。
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