龙虎榜复盘丨半导体全线大涨，碳化硅受资金关注

Group 1: Stock Market Activity - On the institutional leaderboard, 40 stocks were listed, with 25 experiencing net buying and 15 net selling [1] - The top three stocks with the highest net buying by institutions were: Xue Ren Group (234 million), Tongyu Communication (211 million), and Hongxiang Co., Ltd. (202 million) [1] Group 2: Semiconductor Industry - The semiconductor industry is experiencing a continuous increase in demand, with global semiconductor equipment sales expected to reach $133 billion by 2025, and China maintaining the top position [3] - Domestic wafer foundries are seizing recovery opportunities through counter-cyclical expansion, with SMIC's 8-inch wafer monthly production capacity reaching 1.023 million pieces, and a high capacity utilization rate of 95.8% expected by Q3 2025 [3] - Current domestic semiconductor equipment localization rates are low, with a projected increase from 25% in 2024 to 30% by 2026 [4] Group 3: Silicon Carbide (SiC) Market - Companies like Sanan Optoelectronics and Tianyue Advanced are leading in the silicon carbide semiconductor materials industry, with significant technological advantages [5] - The increasing power requirements of NVIDIA's GPU chips are driving the need for better thermal performance, which SiC materials can provide, indicating a growing application potential in high-performance computing chips [5]