每经AI快讯，有投资者在投资者互动平台提问：公司在氢能领域研发多年，投入比较多，请问拥有哪 些比较领先的技术？ 欣锐科技（300745.SZ）12月19日在投资者互动平台表示，公司在氢能领域深耕多年，已是氢能与燃料 电池汽车高压"电控"DCF系列产品的主流配套商，我们与行业内的领先系统厂商及主机厂客户建立了合 作关系。产品主要技术优势包括：1、自主研发的DCF解决方案，应用碳化硅，单机覆盖60KW-400KW 功率范围，转换效率98%+达行业领先水平；2、产品具备轻量化、尺寸兼容、高可靠性等特性；3、汽 车级设计，兼容ASIL（汽车安全完整性等级）。公司将持续关注相关政策、技术标准和市场需求的演 进，为未来绿色能源解决方案的发展贡献力量。 （文章来源：每日经济新闻） ...

湖南大学电气与信息工程学院黎福海教授向《证券日报》记者表示："硬脆材料加工设备赛道是光伏、 半导体、消费电子等战略性新兴产业的核心支撑领域。当前碳化硅衬底正处于尺寸升级关键期，12寸硅 片加工设备需求逐步释放，行业成长空间广阔。" 黎福海进一步表示，光伏行业虽处调整期，但海外新兴市场需求增长和新技术迭代带来局部机会，叠加 半导体、高端消费电子领域的拓展，此时关键设备生产企业推出三年期股权激励，具备合理性和前瞻 性。 2022年及2023年，宇晶股份受益于光伏装机需求激增实现营收快速增长。2024年以来，光伏行业进入调 整期，该公司通过海外市场突破打开新空间。12月11日晚间，宇晶股份公告，与海外某光伏企业及国内 采购方签订三方合同，后续与采购方签署的《采购合同》金额达2859.68万美元(约合人民币2.02亿元)， 占2024年经审计营收的19.5%，将为业绩增长提供有力支撑。 在业务布局上，宇晶股份已构建多元增长引擎。公司研发的高精密多线切割机、研磨抛光机等产品，广 泛应用于消费电子玻璃、蓝宝石等硬脆材料加工，深度服务智能手机、穿戴设备等智能终端领域。在半 导体领域，宇晶股份对当前碳化硅加工赛道已有布局。该 ...

2025年12月4日，深圳基本半导体股份有限公司（下称"基本半导体"）在一周前其首份招股书失效后，迅速向港交所递交了更新至2025年6月30日的招股 书，为冲刺"港股碳化硅芯片第一股"奋力一搏。 这家由清华、剑桥博士团队创立，集结了博世创投、闻泰科技、广汽资本等明星股东的碳化硅IDM企业，深耕新能源汽车、储能等高增长赛道，深度契合 国产替代的产业趋势，营收持续保持增长态势，看似踩准了时代风口。 然而，光鲜的增长叙事背后，是持续扩大的亏损、紧绷至极限的现金流以及战略上难以突围的竞争困境。 营收高增难掩亏损 基本面造血能力缺失 翻开基本半导体的招股书，表面呈现出的是一张高速增长的业绩表。招股书显示，2022年至2024年，基本半导体营收分别为1.17亿元、2.21亿元、2.99亿 元，2025年上半年营收进一步增至1.04亿元，同比增长52.74%，营收规模持续扩张。 | | | | 截至12月31日止牛皮 | | | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022 ...

华鑫证券研报指出，宇晶股份是一家专注于高硬脆材料精密加工装备的企业。公司构建了以高精密数控 切、磨、抛设备为核心，配套金刚石线、热场系统等关键耗材，并延伸至硅片代工服务的"设备+耗材 +服务"一体化业务矩阵，深度覆盖光伏、消费电子、半导体、磁性材料四大核心赛道。消费电子景气 度回暖，高端化驱动设备需求；半导体硅片国产替代加速，切割设备精准卡位；AI浪潮打开SiC新蓝 海，全环节覆盖优势凸显。考虑到公司12寸大硅片以及碳化硅切割设备、以及消费电子切磨抛设备有望 加速批量出货，预计毛利率以及净利率有望提升，首次覆盖，给予"买入"投资评级。 ...

Core Viewpoint - Tianyue Advanced (02631) has seen a stock price increase of over 7%, currently trading at 59.55 HKD with a transaction volume of 188 million HKD, highlighting strong market interest in the company [1] Company Summary - Tianyue Advanced is a leading enterprise in the silicon carbide (SiC) semiconductor materials industry, having achieved technological breakthroughs in the full series of 12-inch SiC substrates, marking the industry's transition to the 12-inch era [1] Industry Summary - Silicon carbide (SiC), as a third-generation wide bandgap semiconductor, is gaining traction across four major industries: renewable energy, AI, communications, and augmented reality (AR), due to its superior characteristics in breakdown electric field, bandgap width, thermal conductivity, electron saturation drift velocity, and refractive index [1] - According to Wukuang Securities, the demand side is experiencing a comprehensive explosion, leading to rapid industry expansion. By 2027, a tight balance between supply and demand for SiC substrates is expected, with potential supply shortages [1] - By 2030, the global demand for substrates is projected to reach 16.76 million pieces, with an estimated production capacity shortfall of about 12 million pieces compared to the supply in 2025. The three core growth points identified are AI intermediary layers, electric vehicles, and AR glasses, with expected demand shares of 37%, 26%, and 23% respectively by 2030 [1] - If SiC can be industrialized in the "substrate layer," "intermediate layer," and "heat sink" segments for advanced packaging thermal materials in AI chips, the global demand for SiC substrates could reach approximately 30 million pieces by 2030 [1]

Group 1 - Tianyue Advanced (02631) has seen a stock price increase of over 7%, currently trading at 59.55 HKD with a transaction volume of 1.88 billion HKD [1] - The company is a leader in the silicon carbide (SiC) semiconductor materials industry and has achieved technological breakthroughs in the full series of 12-inch SiC substrates, marking the entry of the SiC substrate industry into the 12-inch era [1] - According to Wenkang Securities, SiC, as a third-generation wide bandgap semiconductor, is penetrating four major industries: renewable energy, AI, communication, and AR, becoming a key support for technological upgrades and efficiency revolutions [1] Group 2 - The demand explosion is driving rapid industry expansion, with expectations of a balanced supply-demand situation for SiC substrates by 2027, and potential supply tightness [1] - By 2030, the global demand for substrates is projected to reach 16.76 million pieces, with an estimated production capacity shortfall of about 12 million pieces compared to the supply in 2025 [1] - The three core growth points identified are AI intermediary layers, electric vehicles, and AR glasses, with projected demand shares by 2030 of 37%, 26%, and 23% respectively [1] - If SiC can be industrialized in the "substrate layer," "intermediate layer," and "heat sink" for advanced packaging thermal materials in AI chips, the global demand for SiC substrates could reach approximately 30 million pieces by 2030 [1]

12月11日，Wolfspeed发文称，公司近日宣布与丰田公司(Toyota)达成合作，丰田公司将在其车载充电系统采用 Wolfspeed车规级MOSFET。 今年8月，Wolfspeed 推出第四代(Gen 4)1200V车规级碳化硅(SiC)裸芯片MOSFET系列，专为严苛的汽车环境设 计。Wolfspeed第四代高性能碳化硅 MOSFET，可在 185℃下持续工作，助力动力总成系统实现最大性能。 碳化硅作为高压车载功率系统行业标准半导体的广泛应用，支持着汽车行业向清洁能源车辆的快速转型。碳化硅 以其为快速、高效、高功率密度的电动汽车动力总成系统赋能而闻名，其在车载辅助功率系统（如车载充电器） 中的应用也提供了诸多优势，能在车辆的整个生命周期内提升电动汽车的整体拥有体验。通过提供更高功率、更 优效率的功率系统，碳化硅能够缩短车主的充电时间，并最大限度地减少车辆整体的能量损耗，从而提高续航里 程并降低每次充电的成本。 该系列产品采用无封装裸芯片设计，可灵活集成于各类定制模块中。凭借高阻断电压、低导通电阻、高速开关及 低电容等卓越特性，该器件成为汽车动力总成系统与电机驱动应用的理想解决方案。 ...

据交易所数据显示， 中瓷电子连续三个交易日涨停，晋级3连板。该股今日于9时48分封涨停，成交额 14.35亿元，换手率5.97%。金融界App AI线索挖掘：中瓷电子为碳化硅、 光通信、 国企改革概念热 股，近期相关概念板块受到市场关注，带动该股持续上行。 风险提示：连板股波动剧烈，注意追高风 险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

Core Viewpoint - The company, JieJie Microelectronics (300623), has provided updates on its patent holdings and product development in response to investor inquiries, indicating ongoing research in GaN and SiC technologies. Group 1: Patent Holdings - The company currently holds 5 invention patents and 5 utility model patents related to Gallium Nitride (GaN) and Silicon Carbide (SiC) [1] - Additionally, there are 7 invention patents and 2 utility model patents that are still under application [1] Group 2: Product Development - The company has a small quantity of SiC devices undergoing packaging and testing, with this product line still in the research and development phase and not yet in mass production [1] Group 3: Operational Status - The company's production, sales, and operations are reported to be normal, despite fluctuations in the secondary market stock prices [1]

证券日报网讯12月8日，三安光电（600703）在互动平台回答投资者提问时表示，湖南三安主驱逆变器 用SiCMOSFET已在国内头部电动车企客户处通过验证，成为其合格供应商，具体上车节奏将根据整车 厂的车型决定。 ...