智通财经APP获悉，天岳先进(02631)涨超7%，截至发稿，涨7.34%，报58.5港元，成交额6901.21万港元。
消息面上，据央视财经报道，记者在我国广东、江苏等地调研发现，大量变压器工厂已经处于满产的状态，其中部分面向数据中心的业务订单都排到了2027年。为应对新能源高比例接入的挑战，在河北，全碳化硅电力电子变压器技术正在进行探索应用，采用高压碳化硅器件，减少电能损耗，提升新能源利用效率。 国盛证券近期研报指出，SiC作为SST关键电子电力器件，SST有望为其贡献新增长动力。
浙商证券此前指出，天岳先进积极拓展碳化硅在新兴领域的应用，打开长期增长空间。AR眼镜：碳化硅材料因其高折射率和轻量化优势，有望成为下一代AR眼镜光波导镜片的理想材料，实现更优显示效果。AIDC：随着AI算力需求爆发，数据中心能耗问题凸显。碳化硅功率器件可显著提升服务器电源效率，在英伟达等巨头推动数据中心向800V高压架构演进的趋势下，碳化硅有望成为关键材料。
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