Group 1: Market Performance and Trends - Approximately 70% of companies surveyed this week achieved positive returns, with notable gains from companies like沃尔德, which rose by 46.5%, and天域生物, which increased by over 30% [1] - Popular companies under institutional research included晶盛机电, which received over 100 institutional inquiries, and联创光电, which was surveyed by 66 institutions [1] Group 2: Company Developments - 晶盛机电's silicon carbide substrate business has achieved significant progress, with 6-8 inch mass production and sales, and has broken through the 12-inch conductive silicon carbide single crystal growth technology [2] - 联创光电 announced a major investment in the commercial aerospace sector, establishing a joint venture to promote electromagnetic launch technology, aiming for a comprehensive commercial aerospace ecosystem [3] - 武商集团 reported a revenue of 3.181 billion yuan for the first half of 2025, a year-on-year decrease of 12.66%, but a net profit increase of 7.53% [4] - 沃特股份 plans to acquire Japan's华尔卡上海公司 for 25.71 million yuan to enhance its semiconductor component solutions and has developed new materials for robotics applications [5]

Group 1 - This week, 381 listed companies disclosed institutional research minutes, with approximately 70% of the researched stocks achieving positive returns, led by World with a 46.5% increase [2] - Notable stocks with significant gains include Kaipu Cloud and Tianyu Biology, both rising over 30%, while companies like Xizhuang Co., Cambridge Technology, Decai Co., and Jundingda saw increases exceeding 20% [2] - Popular research targets included Jing Sheng Ji Dian, which received over 115 institutional inquiries, and Lian Chuang Guang Dian, which was researched by 66 institutions [2] Group 2 - Jing Sheng Ji Dian's carbon silicon substrate material business has achieved significant progress, with 6-8 inch mass production and sales, and has broken through the 12-inch conductive silicon single crystal growth technology [3] - The company has over 3.7 billion yuan in unfulfilled contracts for integrated circuits and compound semiconductor equipment as of June 30, 2025 [3] - Jing Sheng Ji Dian's substrate materials include silicon carbide and sapphire, with leading technology and scale in 8-inch silicon carbide substrates [3] Group 3 - Lian Chuang Guang Dian announced a major layout in the commercial aerospace sector, planning to establish a joint venture in Ziyang, Sichuan, to promote the commercialization of electromagnetic launch technology [4] - The company aims to enhance launch capabilities and significantly reduce costs, targeting a comprehensive commercial aerospace industry ecosystem by 2028 [4] Group 4 - Wu Shang Group reported a revenue of 3.181 billion yuan for the first half of 2025, a year-on-year decrease of 12.66%, while net profit increased by 7.53% to 165 million yuan [5] - The company is optimistic about the retail market in Wuhan for the second half of the year, planning to launch promotional activities to capture market share [5] Group 5 - Wo Te Co. received attention for its acquisition of Japan's Huarka Shanghai Company for 25.71 million yuan, aimed at completing its specialty materials supply chain [6] - The acquisition will enhance Wo Te Co.'s semiconductor component solutions and support its full-chain layout for PEEK materials [6] - The company has developed high fluidity motor stator encapsulation materials, reducing thickness and weight while improving efficiency, with initial orders being delivered to clients in the robotics industry [6]

Group 1: Company Overview and Market Position - The company has established a leading position in the semiconductor substrate materials sector, particularly in silicon carbide (SiC) substrates, with 8-inch SiC substrate technology and scale being among the best in China [2][3] - The company has achieved a breakthrough in 12-inch conductive SiC single crystal growth technology, successfully producing 12-inch SiC crystals [3][4] Group 2: Product Applications and Market Potential - SiC is recognized as a core material for third-generation semiconductors, with significant application potential in high-power scenarios such as new energy vehicles, high-voltage charging facilities, and rail transportation [2][3] - The company is actively exploring the optical-grade SiC materials market, having mastered stable processes for 8-inch optical-grade SiC crystals and is working towards the industrialization of 12-inch optical-grade SiC substrates [3][4] Group 3: Production Capacity and Expansion Plans - The company is expanding its SiC production capacity with a project in Shangyu aiming for an annual output of 300,000 SiC substrates and another project in Penang, Malaysia for 8-inch SiC substrate industrialization [4][5] - A project in Yinchuan is set to produce 600,000 pieces of 8-inch SiC substrates annually, enhancing the company's technological and scale advantages in the SiC substrate field [4] Group 4: Industry Trends and Future Outlook - The transition to 8-inch SiC substrates is accelerating due to their efficiency, defect control, and cost reduction advantages, which are expected to expand the market space for SiC power devices [5][6] - The company is well-positioned to adapt to industry developments and explore new applications in consumer electronics, leveraging advancements in optical technology [3][4] Group 5: Semiconductor Equipment Sector - The company has achieved domestic production of 8-12 inch silicon wafer equipment and is extending its reach into chip manufacturing and advanced packaging [6] - The company has developed a comprehensive product system for SiC equipment, including crystal growth and processing equipment, to meet the demands of its substrate production [6]

证券之星消息，9月10日光伏设备板块较上一交易日下跌2.34%，上能电气领跌。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300316 晶盛机电 | | 1.39 Z | 8.12% | -1604.57万 | -0.94% | -1.23 Z | -7.18% | | 688598 会博股份 | | 7337.23万 | 17.05% | -437.74万 | -1.02% | -6899.48万 | -16.03% | | 603185 弘元绿能 | | 1790.07万 | 3.42% | -2235.24万 | -4.27% | 445.17万 | 0.85% | | 688516 | 圆特维 | 1772.59万 | 5.59% | -1167.91万 | -3.68% | ...

摘要 晶盛机电 20250909 英伟达等厂商 GPU 功率提升对封装散热提出挑战，传统硅中介层面临瓶 颈。碳化硅因其优异的导热性能（热导率是硅的三倍）和适配湿法刻蚀 工艺的特性，成为解决散热问题的潜在方案，尤其是在高深宽比通孔设 计方面优势显著。 台积电 CoWoS 产能持续扩张，英伟达占据重要份额。预计 2027 年英 伟达 Ruby 系列大规模出货，若 80%采用碳化硅中介层，则 12 寸碳化 硅衬底需求量将达 50 多万片/年，市场空间可达 70-80 亿人民币。 碳化硅中介层技术路线以 4H 型为主，因其高温稳定性更佳，广泛应用 于功率半导体和先进封装。国内厂商如晶盛、天岳、天科等已具备 12 英寸单晶碳化硅生长能力，有望实现国产大规模量产。 碳化硅应用领域广泛，包括中介层材料、新能源汽车（替代 IGBT）、光 伏发电、射频设备及 AR 眼镜。AR 眼镜对碳化硅需求增长迅速，预计 2027 年 12 英寸碳化硅晶圆在 AR 眼镜上逐步放量，经济效益显著。 预计到 2026 年，全球导电型碳化硅衬底市场空间将达 200-300 亿人民 币，半绝缘型衬底市场规模约为 100-200 亿人民币。AR 眼镜 ...

9月8日，浙江晶盛机电股份有限公司在杭州接待了包括Shanghai Eureka Investment Partner Co.,Ltd.等超 百家机构的特定对象调研，公司投资者关系负责人林婷婷参与接待。此次调研围绕公司碳化硅衬底材 料、半导体装备等业务展开，透露了诸多关键信息。 碳化硅衬底材料业务进展显著 晶盛机电碳化硅衬底材料业务已实现6 - 8英寸规模化量产与销售，核心参数指标达行业一流水平，并突 破12英寸导电型碳化硅单晶生长技术。公司凭借设备和工艺的高度融合，在技术、产能及成本控制上具 备竞争优势。在客户验证方面，送样范围扩大，产品验证顺利，还获得部分国际客户批量订单。 在产能布局上，公司在上虞布局年产30万片碳化硅衬底项目，在马来西亚槟城建设8英寸碳化硅衬底产 业化项目，在银川投建8英寸碳化硅衬底片配套业务，强化全球供应能力。 碳化硅作为第三代半导体材料核心，导电型适用于新能源汽车、储能等高压大功率场景，半绝缘型用于 5G/6G基站射频前端及AR眼镜等领域。8英寸碳化硅衬底因利用效率、缺陷控制及降本优势，正推动产 业链向其切换，未来市场空间广阔。 在碳化硅设备领域，公司开发了长晶及加工等系列设备，满 ...

格隆汇9月9日丨晶盛机电(300316.SZ)于近期投资者关系活动表示，受益于半导体行业持续发展及国产 化进程加快，公司半导体业务持续发展，截至2025年6月30日，公司未完成集成电路及化合物半导体装 备合同超37亿元(含税)。 ...

格隆汇9月9日丨晶盛机电(300316.SZ)于近期投资者关系活动表示，公司碳化硅衬底材料业务已实现6-8 英寸碳化硅衬底规模化量产与销售，量产的碳化硅衬底核心参数指标达到行业一流水平，并实现12英寸 导电型碳化硅单晶生长技术突破，成功长出12英寸碳化硅晶体。 ...

人民财讯9月9日电，晶盛机电（300316）9月8日在机构调研时表示，公司碳化硅衬底材料业务已实现6 —8英寸碳化硅衬底规模化量产与销售，量产的碳化硅衬底核心参数指标达到行业一流水平，并实现12 英寸导电型碳化硅单晶生长技术突破，成功长出12英寸碳化硅晶体。同时，公司积极推进碳化硅衬底在 全球的客户验证，送样客户范围大幅提升，产品验证进展顺利，并成功获取部分国际客户批量订单。 ...

每经AI快讯，9月9日，晶盛机电（300316）(300316.SZ)发布投资者关系活动记录表公告称，公司碳化 硅衬底材料业务已实现6-8英寸碳化硅衬底规模化量产与销售，量产的碳化硅衬底核心参数指标达到行 业一流水平，并实现12英寸导电型碳化硅单晶生长技术突破，成功长出12英寸碳化硅晶体。同时，公司 积极推进碳化硅衬底在全球的客户验证，送样客户范围大幅提升，产品验证进展顺利，并成功获取部分 国际客户批量订单。 ...