证券代码：300656 证券简称：民德电子 深圳市民德电子科技股份有限公司投资者关系活动记录表 编号：2026-02 | | ☑ 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □路演活动 □新闻发布会 | | | □现场参观 其他：线上/电话会议 ☑ | | 参与单位名称 | 新华基金、民沣资管、聚众鑫创投、初华资本、中邮证券 | | 时间 | 2026 年 3 月 2 日-3 日 | | 地点 | 公司会议室，线上会议 | | 上市公司接待 | 董事会秘书：陈国兵 | | 人员姓名 | 证券事务代表：杨佳睿 | | | 年定增项目具体情况，以及时间安排？ 1、公司 2026 | | | 答：（1）公司 2026 年向特定对象发行股票募集资金总额不超过人民币 10 亿元， | | | 其中 亿元用 7 亿元拟投入特色高压功率半导体器件及功率集成电路晶圆代工项目，3 | | | 于补充流动资金。特色高压功率半导体器件及功率集成电路晶圆代工项目计划使用广 | | | 芯微现有厂房及附属设施并进行改造，拟通过购置生产设备、检测仪器及软 ...

Core Insights - SK Keyfoundry has established a dedicated organization to provide customized solutions based on silicon carbide (SiC) and plans to officially launch SiC-based compound power semiconductor foundry services in the first half of next year through collaboration with SK Powertech [2] - SK Powertech, acquired by SK in 2022, specializes in the design and manufacturing of SiC power semiconductors and has commercialized core process technologies [2] - The global SiC market is expected to grow at an annual rate of over 24% from this year until 2030, indicating significant growth potential in the sector [3] Company Developments - SK Keyfoundry plans to offer SiC MOSFET 1200V process technology by the end of this year, marking its entry into the SiC power semiconductor foundry market [2] - The acquisition of SK Powertech, which holds 98.59% of the company, is seen as a pivotal moment for SK Keyfoundry to establish its competitive edge in the compound semiconductor field [3] Market Outlook - The power semiconductor market is critical for electronic products, electric vehicles, hydrogen fuel cell vehicles, and 5G communication networks, serving as key components for controlling current direction and power conversion [2] - The collaboration between SK Keyfoundry and SK Powertech aims to leverage their combined R&D capabilities to launch efficient SiC power semiconductor technologies and products, establishing a differentiated technological leadership [3]