晶盛机电接受115家机构调研 重点聚焦碳化硅与半导体业务

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]