内容概要：受益于新能源汽车市场的爆发式增长，近年来我国碳化硅功率模块的市场需求进入高速扩容 阶段，800V高压平台车型的快速渗透，直接带动主驱逆变器、车载充电机等核心部件对碳化硅模块的 大规模采用，成为需求增长的核心引擎，与此同时，光伏储能、新型电网、轨道交通等工业领域，也因 对"高效率、高功率密度、高可靠性"的技术升级诉求，持续扩大碳化硅功率模块的应用比例，多场景需 求共振推动我国碳化硅功率模块市场规模持续扩大，据统计，2024年我国碳化硅功率模块行业市场规模 统计达50亿元，同比增长31.6%，占全球碳化硅功率模块行业整体规模的28.4%。 相关上市企业：华润微（688396）、三安光电（600703）、时代电气（688187）、士兰微（600460）、 斯达半导（603290）、扬杰科技（300373） 相关企业：意法半导体（中国）投资有限公司、安森美半导体（深圳）有限公司、英飞凌科技（中国） 有限公司、派恩杰半导体（浙江）有限公司、深圳基本半导体股份有限公司、泰科天润半导体科技（北 京）有限公司、比亚迪半导体股份有限公司、广东芯聚能半导体有限公司 关键词：碳化硅功率模块行业发展历程、碳化硅功率模块市场 ...

新华稳健回报灵活配置混合发起（001004）基金经理为俞佳莹。 截至发稿，俞佳莹累计任职时间1年229天，现任基金资产总规模6233.89万元，任职期间最佳基金回报 29.11%， 任职期间最差基金回报-0.05%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月6日，艾罗能源涨5.09%，截至发稿，报66.89元/股，成交8168.87万元，换手率1.25%，总市值107.02 亿元。 资料显示，浙江艾罗网络能源技术股份有限公司位于浙江省杭州市桐庐县城南街道石珠路278号，成立 日期2012年3月2日，上市日期2024年1月3日，公司主营业务涉及主要面向海外客户提供光伏储能逆变 器、储能电池以及并网逆变器,应用于分布式光伏储能及并网领域。主营业务收入构成为：户用储能系 统及产品60.42%，并网逆变器20.74%，工商业储能系统13.63%，配件及其他5.21%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓艾罗能源。新华稳健回报灵活配置混合发起（00 ...

证券日报网讯12月31日，飞荣达（300602）在互动平台回答投资者提问时表示，关于部分重要客户的合 作细节，因涉及商业保密协议，不便于对外披露。公司产品广泛应用于消费电子、网络通信、数据中 心、服务器、新能源汽车、人工智能、光伏储能、医疗及家用电器等领域，可以为相关客户提供电磁屏 蔽方案及相关产品和散热解决方案及产品。关于公司生产经营、技术成果及业务开展等情况，请关注公 司后续披露的定期报告。 ...

格隆汇12月31日丨飞荣达(300602.SZ)在投资者互动平台表示，谷歌是公司的合作客户。公司产品广泛 应用于消费电子、网络通信、数据中心、服务器、新能源汽车、人工智能、光伏储能、医疗及家用电器 等领域，可以为相关客户提供电磁屏蔽方案及相关产品和散热解决方案及产品。 ...

投资者关系活动记录表（2025） 证券代码：002334 证券简称：英威腾 | 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 线上调研 | | 参与单位名称及 | 嘉实基金、国金证券 | | 人员姓名 | | | 时间 2025 | 年 月 日 12 15 15:00 | | 2025 | 年 月 日 12 16 10:00 | | 地点 | 英威腾光明科技大厦 | | 上市公司接待人 | 董事会秘书：左桃林 | | 员姓名 | 证券事务代表：刘玲芳 | | | 1、公司整体情况介绍 | | | 公司聚焦工业自动化和能源电力两大领域，业务包括工业自 | | | 动化、网络能源、新能源动力、光伏储能四大板块。工业自动化 | | | 等核心部件及一体化 业务能提供变频器、伺服系统、PLC＆HMI | | | 解决方案；网络能源业务能提供微模块数据中心、供配电产品、 | | 投资者关系活动 | 智能温控产品、智能监控产品及一体化解决方案；新能源动力业 | | ...

Core Viewpoint - Feirongda (300602.SZ) has confirmed that there is no business relationship with Nabichuan, emphasizing its focus on thermal management and electromagnetic shielding sectors [1] Group 1: Company Overview - The company has been deeply engaged in the thermal management and electromagnetic shielding fields for many years [1] - Its product matrix includes thermal conductive materials, heat dissipation devices, air-cooled/liquid-cooled solutions, and electromagnetic shielding materials and devices [1] - The company possesses a relatively complete industrial system, strong R&D capabilities, and rich application experience [1] Group 2: Product Applications - The products can be widely applied in various fields such as consumer electronics, network communication, data centers, servers, new energy vehicles, photovoltaic energy storage, artificial intelligence, medical devices, and household appliances [1] - The company provides electromagnetic shielding solutions and related products, as well as heat dissipation solutions and products for relevant customers [1]

Core Insights - The company is responding to increasing demand for brazing materials in emerging sectors such as electric vehicle thermal management and photovoltaic energy storage [1] Group 1 - The company has already laid out corresponding products for the electric vehicle thermal management and photovoltaic energy storage sectors and has begun to generate revenue from these areas [1] - Currently, the revenue contribution from these emerging sectors is still relatively small [1]

Core Viewpoint - Huaguang New Materials has begun to generate revenue from products related to thermal management in the electric vehicle sector and photovoltaic energy storage, although the revenue contribution is currently small [2] Group 1 - The company has made strategic investments in the fields of electric vehicle thermal management and photovoltaic energy storage [2] - Revenue from these new product lines is starting to materialize, indicating a positive development in the company's diversification efforts [2] - The current revenue contribution from these sectors remains relatively low, suggesting potential for future growth as these markets expand [2]

Group 1 - The core viewpoint of the article highlights the increasing demand for brazing materials in emerging fields such as thermal management for electric vehicles and photovoltaic energy storage, prompting the company to adjust its production capacity and R&D direction to seize market opportunities [2] - The company has already laid out corresponding products for the electric vehicle thermal management and photovoltaic energy storage sectors and has begun to generate revenue from these areas, although the current revenue contribution is still small [2]

Core Viewpoint - The report from Zheshang Securities highlights the rapid international expansion of Igor Transformers and AIDC products, driven by increasing demand in the photovoltaic energy storage and data center sectors, with significant growth in revenue and net profit projected from 2020 to 2024 [1] Group 1: Financial Performance - The company's operating revenue is expected to grow from 1.406 billion yuan to 4.639 billion yuan from 2020 to 2024, with a four-year CAGR of 35% [1] - The net profit attributable to the parent company is projected to increase from 51 million yuan to 293 million yuan during the same period, with a four-year CAGR of 54% [1] Group 2: Demand and Supply Dynamics - The demand side is driven by a surge in photovoltaic energy storage grid connection needs and significant growth in electricity consumption by data centers, leading to increased procurement of transformers by large developers, grid companies, and data center operators [1] - On the supply side, manufacturers are struggling to meet the surging demand due to labor and material shortages, resulting in existing production capacity being insufficient [1] Group 3: Competitive Position and Growth Opportunities - Domestic high-quality transformer manufacturers are expected to seize historic opportunities for international expansion due to their enhanced competitive capabilities [1] - The company's overseas business is experiencing rapid growth, with North America and Europe accounting for 70% of its international sales [1] - The company is strategically positioning itself in the data center sector, which is anticipated to open up additional growth avenues [1] Group 4: Product Focus and Market Strategy - The company focuses on the energy and information sectors, with a diverse product portfolio and significant advantages in overseas channels [1] - Products such as energy storage transformers, distribution transformers, and data center products are expected to drive accelerated performance growth for the company [1] - The report initiates coverage with a "Buy" rating for the company [1]