Group 1 - The core viewpoint of the article highlights the significant growth in China's new energy storage capacity, which has exceeded 100 million kilowatts, marking an increase of over 30 times compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total, making China the world leader in this sector [1] - The semiconductor demand is expected to rise due to the increasing prosperity of the energy storage industry, as noted by Galaxy Securities [1] - The company, Sai Jing Technology, reported a revenue of 53 million yuan from its self-developed semiconductor business in the first half of the year, representing a year-on-year increase of 227.4% and a quarter-on-quarter increase of 23.8%, driven by a significant rise in orders, particularly in the energy storage and SVG sectors [1] Group 2 - The company is recognized as a leading supplier of domestic power transmission and distribution components, benefiting from a robust order backlog and steady revenue growth [1] - The increase in the localization rate of power transmission and distribution components is expected to support the company's gross margin [1] - The self-developed IGBT chip business has experienced explosive growth in revenue, aided by the rising penetration of domestic power semiconductors [1]
港股异动 | 赛晶科技(00580)早盘涨超13% 储能行业景气度上行 有望带动功率半导体需求