证券代码：300316 证券简称：晶盛机电 浙江晶盛机电股份有限公司投资者关系活动记录表 编号：2026-1 答：2025 年 9 月，公司首条 12 英寸碳化硅衬底加工中试线在 子公司浙江晶瑞 SuperSiC 正式通线，至此，子公司浙江晶瑞 SuperSiC 真正实现了从晶体生长、加工到检测环节的全线设备自主 研发，100%国产化，标志着晶盛在全球 SiC 衬底技术从并跑向领跑 迈进，迈入高效智造新阶段。今年 1 月份，依托自主搭建的 12 英寸 中试线，浙江晶瑞 SuperSiC 成功实现 12 英寸碳化硅衬底厚度均匀 | 性（TTV）≤1μm 的关键技术突破；这是继建成行业首条 12 英寸碳 | | --- | | 化硅中试线后，晶盛机电研发中心与浙江晶瑞 SuperSiC 联手取得的 | | 又一重大成果，充分彰显了晶盛机电"装备+材料"协同创新的核心 | | 优势。 | | 5、请问公司碳化硅衬底材料的产能布局？ | | 答：公司积极布局碳化硅产能，在上虞布局年产 30 万片碳化硅 | | 衬底项目；并基于全球碳化硅产业的良好发展前景和广阔市场，在 | | 马来西亚槟城投建 英寸碳化硅衬底产业化项 ...

（文章来源：证券日报） 证券日报网讯 2月24日，天岳先进在互动平台回答投资者提问时表示，2024年11月，公司向客户成功交 付高质量低阻P型碳化硅衬底，标志着向以智能电网为代表的更高电压领域迈进了一步。高质量低阻P 型碳化硅衬底将极大加速高性能SiC-IGBT的发展进程，实现高端特高压功率器件国产化。天岳先进持 续强化在大尺寸化生产技术、零缺陷技术、P型衬底技术、液相技术等领域的技术优势，带动材料性能 提升和产品更新换代，推动碳化硅衬底在多种新兴领域的应用。 ...

Summary of Key Points from the Conference Call Company and Industry Overview - The conference call discusses **Jingsheng Electromechanical** and its advancements in the **silicon carbide (SiC) substrate** industry, particularly focusing on the **12-inch SiC substrate** technology and its applications in various sectors including **power devices** and **AR glasses** [2][3][5]. Core Insights and Arguments - **12-inch SiC Substrate Development**: Jingsheng has successfully completed the trial production line for 12-inch SiC substrates, achieving 100% domestic equipment development, which significantly reduces downstream application costs and enhances production efficiency by approximately **125 times** compared to 8-inch substrates [2][5]. - **Market Positioning**: The company is actively validating its SiC substrates with global customers and has secured bulk orders from international clients, indicating strong market demand and positioning [2][5]. - **Production Capacity**: The company has a domestic capacity of **900,000 pieces** for power devices, with plans to ramp up production of 8-inch substrates significantly by the end of **2026 to early 2027** [2][6]. - **Strategic Partnerships**: Jingsheng has signed strategic agreements with companies like **Xreal** to provide semi-insulating SiC substrates for AR glasses, with positive progress in product validation [2][6]. - **Pricing Dynamics**: Current prices for 6-inch SiC substrates are around **1,500 RMB**, while 8-inch substrates are priced at approximately **4,000 RMB**. The company plans to increase 8-inch production while maintaining the current scale for 6-inch substrates [2][13]. Additional Important Insights - **Technological Leadership**: Jingsheng's integration of **alkaline nitrogen technology** with existing large-size silicon wafer processes positions it competitively in the market, allowing rapid response to market demands [2][9]. - **Chinese Manufacturers' Dominance**: Chinese manufacturers, including Jingsheng, hold a dominant position in the SiC substrate market, surpassing foreign competitors in both technology and cost [10][21]. - **Future Capacity Expansion**: The company plans to achieve **300,000 pieces** of 8-inch capacity in **Shangyu** by the end of **2025**, and **240,000 pieces** in **Malaysia** by **2027** [15][6]. - **Market Trends in Photovoltaics**: Despite the current downturn in the photovoltaic equipment sector, Jingsheng anticipates potential growth as new technologies are introduced and market conditions improve [17][18]. - **Cost Efficiency and Profitability**: The company is focused on improving efficiency and reducing costs in its photovoltaic equipment, with significant advancements in technologies that enhance battery performance [18][29]. Conclusion - Jingsheng Electromechanical is positioned for significant growth in the SiC substrate market, with strong technological capabilities, strategic partnerships, and a clear plan for capacity expansion. The company is also navigating challenges in the photovoltaic sector while maintaining a focus on innovation and cost efficiency.

Core Viewpoint - Tianyue Advanced has received approval from the China Securities Regulatory Commission for its plan to issue up to 87,206,050 overseas listed shares and list on the Hong Kong Stock Exchange, pending further regulatory approvals [1][3]. Group 1: Company Overview - Tianyue Advanced specializes in the research, production, and sales of silicon carbide semiconductor materials [3]. - The company is one of the few globally capable of mass-producing 8-inch silicon carbide substrates and has pioneered the commercialization of silicon carbide substrates from 2 inches to 8 inches, as well as being among the first to produce 12-inch silicon carbide substrates [3]. Group 2: Recent Achievements - Tianyue Advanced won the "Gold Award" in the semiconductor electronic materials category at the 31st Semiconductor of the Year 2025 awards, marking a historic breakthrough for Chinese companies in the critical foundational materials sector of semiconductors [4].