Group 1 - The stock of Sai Jing Technology (00580) increased by over 8%, reaching a price of 2.05 HKD with a trading volume of 25.81 million HKD [1] - The compact fusion energy experimental device BEST in Hefei, Anhui, achieved a significant breakthrough with the successful development and delivery of the Dewar base, marking a new phase in the project's main engineering construction [1] - Minsheng Securities suggests paying attention to IGBT switches and highlights Sai Jing Technology's unique technological advantages in the pulsed power field, having provided customized solutions for over 80 global projects, including several internationally renowned fusion research projects [1] Group 2 - Zhongtai International notes that during the 14th Five-Year Plan period, the ultra-high voltage projects focus on flexible transmission technology, with Sai Jing being a leading supplier of domestic power distribution components, benefiting from a sufficient order backlog and steady revenue growth [2] - The increase in the localization rate of power distribution components supports the gross margin, while the self-developed IGBT chip business experiences explosive revenue growth [2] - On September 8, the Swiss subsidiary Astrol Electronic AG announced a collaboration with an innovative company in the fusion field, which will utilize Astrol's power switch solutions to control current in advanced fusion systems [2]
赛晶科技涨超8% 自研IGBT芯片业务收入高增 子公司此前获核聚变相关订单