宏微科技控股子公司与头部新能源车企签订采购合同 扩大SiC产品配套份额

Core Viewpoint - Hongwei Technology (宏微科技) has signed a procurement contract with a leading domestic electric vehicle manufacturer to supply SiC MOSFET devices, indicating recognition of its R&D capabilities and product quality, which is expected to positively impact its business performance [1] Group 1: Company Developments - Hongwei Technology's subsidiary, Changzhou Xindongneng Semiconductor Co., Ltd., has been confirmed as a supplier for SiC MOSFET devices after receiving a notice of designation from the electric vehicle manufacturer in August [1] - The procurement contract is a framework agreement and does not constitute a substantial order; specific transaction details will be defined in future orders [1] - The company focuses on the design, R&D, production, and sales of power semiconductor chips, modules, and devices, with applications in electric vehicles, renewable energy, industrial control, and consumer electronics [1] Group 2: Market Trends - The power semiconductor market is experiencing structural growth, with significant differentiation in demand across various application fields; the electric vehicle, photovoltaic, and energy storage sectors are driving industry growth [2] - There is an accelerated expansion of production capacity in the third-generation semiconductor sector, particularly for SiC and GaN, while some mid-to-low-end product areas are facing oversupply and increased competition [2] Group 3: Strategic Initiatives - Hongwei Technology adheres to a "one body, two wings" strategy, focusing on solidifying its silicon-based IGBT core business while expanding into SiC and GaN markets [2] - The company has achieved small-scale shipments of certain SiC products and is recognized by leading customers for its self-developed modules, with plans to accelerate product validation and delivery [2] - A five-year strategic cooperation memorandum has been signed with Huahong Hongli to deepen collaboration in IGBT and FRD core product areas, enhancing the competitiveness of its "light asset+" model [3]