Core Viewpoint - Sijian Technology (00580) has signed an agreement with Nanjing Nari Technology Co., Ltd. for the procurement of power electronic devices worth RMB 143 million, which will be delivered in batches in the first half of 2026 for offshore wind power projects [5]. Group 1: Company Developments - Sijian Technology's stock price increased by 3.59% to HKD 2.02, with a trading volume of HKD 6.5997 million [5]. - The agreement with Nanjing Nari is part of the company's strategy to strengthen its position in the power electronics market, particularly in offshore wind energy applications [5]. Group 2: Industry Insights - According to Zhongtai International, during the 14th Five-Year Plan period, the focus on flexible transmission technology in ultra-high voltage projects will benefit Sijian Technology as a leading supplier of domestic power distribution components [5]. - The increase in the localization rate of power distribution components is expected to support profit margins, while the penetration of domestic power semiconductors is anticipated to lead to explosive growth in the company's self-developed IGBT chip business [5].
赛晶科技盘中涨超7% 签订1.43亿元海上风电项目电力电子器件协议