未知机构：华泰电子看好功率高压器件升级SiC低压器件迎来复苏高压Si-20250313

Summary of Conference Call Notes Industry Overview - Industry: Power Semiconductor Devices - Key Focus: High Voltage and Low Voltage Power Devices High Voltage SiC Upgrade - Core Point: BYD is expected to significantly promote the application of SiC high-voltage ultra-fast charging platforms, with the 1000V high-voltage platform anticipated to expand from electric vehicles priced above 200,000 to those above 150,000, thereby driving demand in the SiC industry chain [1][2] Low Voltage Device Recovery - Core Point: The demand for automotive low-voltage power devices is projected to grow rapidly due to the increasing penetration of smart driving and smart cockpit technologies. Additionally, the domestic replacement demand is a contributing factor, as the localization rate of automotive low-voltage power devices is only about 15%. The domestic demand for low-voltage power devices in the automotive sector is expected to grow by over 30% this year [3] Related Companies - High Voltage Related Companies: - Jing Sheng Co., Ltd. - Tian Yue Advanced - Silan Microelectronics - Star Semiconductor [2] - Low Voltage Related Companies: - Yang Jie Technology - New Clean Energy - Jie Jie Microelectronics [4]