Core Insights - The stock of SaiJing Technology (00580) has increased by over 8%, reaching HKD 2.05 with a trading volume of HKD 25.81 million, driven by positive developments in the nuclear fusion sector [1] Group 1: Company Developments - The BEST (Compact Fusion Energy Experimental Device) project in Hefei, Anhui, has 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] - SaiJing Technology has established itself as a key technology supplier in the controlled nuclear fusion field, providing customized solutions for over 80 global projects, including several internationally recognized nuclear fusion research initiatives [1] Group 2: Industry Trends - The "14th Five-Year Plan" period focuses on ultra-high voltage projects primarily utilizing flexible transmission technology, with SaiJing positioned as a leading supplier of domestic power distribution components [2] - The increase in domestic power semiconductor penetration is expected to support the gross margin, alongside a significant growth in revenue from self-developed IGBT chip business [2] - A recent collaboration between SaiJing's Swiss subsidiary, Astrol Electronic AG, and an innovative company in the nuclear fusion sector aims to utilize Astrol's power switch solutions for controlling currents in advanced nuclear fusion systems [2]
港股异动 | 赛晶科技(00580)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