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天岳先进涨超5% 公司获纳入港股通 碳化硅有望迎新增量市场
Zhi Tong Cai Jing·2025-09-16 03:00

Core Viewpoint - Tianyue Advanced (02631) has seen a stock price increase of over 5%, attributed to its inclusion in the Hong Kong Stock Connect list and advancements in silicon carbide substrate applications [1] Group 1: Stock Performance - Tianyue Advanced's stock rose by 5.17%, reaching HKD 62, with a trading volume of HKD 270 million [1] Group 2: Market Announcements - The Shanghai and Shenzhen Stock Exchanges announced that Tianyue Advanced will be added to the Hong Kong Stock Connect list effective September 15, following the end of its price stabilization period in the Hong Kong market and after 10 trading days of A-share listing [1] Group 3: Technological Developments - NVIDIA plans to replace silicon with silicon carbide in the advanced packaging process of its next-generation Rubin processors, which is expected to enhance performance [1] - According to Dongfang Securities, silicon carbide's excellent thermal conductivity presents application potential in high-heat environments, benefiting related manufacturers like Tianyue Advanced [1] Group 4: Product Applications - Tianyue Advanced's silicon carbide substrates are applicable in power semiconductor devices, RF semiconductor devices, optical waveguides, TF-SAW filters, and thermal components [1] - Key industries for these applications include 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 utilized by clients to manufacture power electronic devices, which are then used in end products across various sectors, including electric vehicles, AI data centers, and photovoltaic systems [1]