三安光电(600703.SH):低空飞行器领域,已完成与小鹏、亿航等客户的对接工作

中金财经
Nov 17, 2025

  格隆汇11月17日丨三安光电(600703.SH)在互动平台表示,湖南三安已完成650V/1200V/1400V/1700V/2000V、1A-100A的全电压电流的碳化硅二极管产品梯度建设,以及从650V到2000V、13mΩ到1000mΩ的全系列SiC MOSFET的产品布局。新能源汽车领域,车载充电机、空调压缩机用SiC MOSFET已在十余家Tier 1或整车厂客户处送样验证或实现小批量出货,主驱逆变器用SiC MOSFET持续推进在国内头部电动车企客户处的技术迭代,同步导入多家海外Tier 1客户验证;光伏储能领域,与阳光电源固德威、锦浪、古瑞瓦特、上能、爱士惟、德业等头部客户保持深度合作,碳化硅SBD及MOSFET持续稳定批量交付;在充电桩领域,已向英飞源、通合、永联、欧陆通英可瑞、致瞻等头部客户批量供货碳化硅SBD及MOSFET;在数据中心及AI服务器电源领域,已向长城、维谛技术、伟创力、台达、光宝等头部客户实现量产;白色家电领域,已向格力、美的、TCL小米实现批量供货,海信、海尔、奥克斯处于送样验证阶段;低空飞行器领域,已完成与小鹏、亿航等客户的对接工作,将启动评估送样工作。   

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