Group 1 - Tianyue Advanced (02631) shares increased by over 5%, reaching HKD 62 with a trading volume of HKD 270 million [1] - The Shanghai and Shenzhen Stock Exchanges announced the inclusion of Tianyue Advanced in the Hong Kong Stock Connect eligible securities list, effective from September 15, following the end of the price stabilization period in the Hong Kong market and the completion of 10 trading days since its A-share listing [1] - NVIDIA plans to replace silicon with silicon carbide in the intermediate substrate material of its next-generation Rubin processor to enhance performance, which may benefit related manufacturers, including Tianyue Advanced [1] Group 2 - Tianyue Advanced stated that its silicon carbide substrates can be widely applied in power semiconductor devices, RF semiconductor devices, optical waveguides, TF-SAW filters, and heat dissipation components, with key industries including electric vehicles, photovoltaics, energy storage systems, power grids, rail transportation, communications, AI glasses, smartphones, and semiconductor lasers [1] - The company's silicon carbide substrates are used by clients to produce power electronic devices, which are ultimately applied in various end products such as electric vehicles, AI data centers, and photovoltaic systems [1]