天岳先进- 管理层调研：碳化硅应用拓展 + 技术升级驱动盈利能力提升；买入评级

7 January 2026 | 12:13PM HKT Equity Research SICC (688234.SS): Mgmt. visit: SiC expanding application with enhancing technology to drive profitability; Buy We hosted SICC in our China Semis Tour in Shanghai on Jan 7. Management highlighted their strong technology, expanding SiC applications, pricing trend and their profitability in long term. We remain positive on SICC given their leading market position, strong technology, product mix upgrade and commitment in capacity expansion to capture the growing SiC ...