Group 1 - The core point of the article is that SaiJing Technology (00580) has seen its stock price increase by over 7% in early trading, currently at 2.02 HKD with a trading volume of 2.8446 million HKD [1] - SaiJing Technology announced that its subsidiary has signed an agreement with Nanjing Nari Technology Co., Ltd. for the procurement of power electronic devices worth 143 million RMB, with deliveries scheduled in batches during the first half of 2026 [1] - The power electronic devices will be utilized in offshore wind power projects, indicating a strategic move towards renewable energy applications [1] Group 2 - According to Zhongtai International, during the 14th Five-Year Plan period, the ultra-high voltage projects will focus on flexible transmission technology, positioning SaiJing as a leading supplier of domestic power distribution components with a robust order backlog [1] - The increase in the localization rate of power distribution components is expected to support the gross profit margin, while the rise in domestic power semiconductor penetration is anticipated to lead to explosive growth in the company's self-developed IGBT chip business [1]
港股异动 赛晶科技(00580)早盘涨超7% 签订1.43亿元海上风电项目电力电子器件协议