6月30日，时代电气涨超9%，截至发稿，涨9.27%，报40.8港元，成交额2.7亿港元。
消息面上，全球近20家模拟及功率半导体企业即将于7月1日启动新一轮涨价，年内已呈现多批次阶梯式调价特征。不少厂商称当前在手订单饱满，产能能见度显著提升。据国金证券，行业呈现分批次调价的节奏，核心原因是成本压力的分阶段显现——年初首轮调价主要受封装端金、铜等大宗金属价格上涨驱动，一季度末第二轮调价则来自晶圆制造端特种气体供给阶段性紧缺带来的成本上行。
兴业证券此前研报指出，2025年中车时代半导体公司收入从上年同期的43.65亿元增长至55.31亿元，主要得益于宜兴三期的投产，但是净利润从上年同期的11.93亿元下降至9.26亿元，主要因为政府补贴减少、新产能投放前期爬坡及低压产品价格竞争激烈。2026年公司株洲三期碳化硅项目投产部分产能，随着宜兴三期和株洲三期项目的投产，公司的功率半导体产能增长迅速。
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