港股异动 | 英诺赛科(02577)盘中涨超12% 公司氮化镓产品精准契合多领域核心需求

智通财经
Dec 30, 2025

智通财经APP获悉,英诺赛科(02577)盘中涨超12%,截至发稿,涨9.15%,报73.95港元,成交额4.66亿港元。

消息面上,据报道,随着人工智能军备竞赛进入新阶段,英伟达正引领全球数据中心进行一场史无前例的供电架构“革命”:将电压标准从传统的交流电转向800伏直流电。 英伟达已于近期宣布了包括 CoreWeave甲骨文在内的十余家合作伙伴,旨在为800伏直流电源架构和单机柜功率密度达到1兆瓦(MW)的超高密度计算环境做准备。据悉,英诺赛科此前与英伟达达成合作,联合支撑800 VDC电源架构落地,为新一代GPU路线图的持续演进提供关键技术支撑。

中邮证券指出,公司氮化镓产品精准契合多领域核心需求,在AI及数据中心领域,基于100V氮化镓的48V-12V应用已进入量产阶段;人形机器人量产元年,公司与多家头部机器人企业合作,在全球首次实现搭载氮化镓芯片的机器人关节电机和灵巧手驱动方案的量产出货,为人形机器人产业带来更高效、更紧凑的电源解决方案;新能源汽车电子领域,应用于激光雷达、车载充电机(OBC)等场景的产品保持高速增长;消费电子端巩固优势,同步拓展家电及家庭储能等市场,多赛道实现应用突破与规模拓展。

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