未知机构：中泰电子捷捷微电功率涨价弹性大股价低位建议关注涨价品-20260128

Company and Industry Summary Company: 中泰电子 (Zhongtai Electronics) / 捷捷微电 (Jiejie Microelectronics) Key Points - Price Increase Elasticity: The company has begun to increase prices for certain products, specifically MOSFETs and thyristors, starting in 2025 and early 2026 respectively. The high proportion of these products in the revenue structure indicates significant price increase elasticity [1][2][3]. - Revenue Structure: The revenue composition is as follows: - MOSFETs account for 51% - Thyristors account for 15% - Protection devices account for 33% [1][2][3]. - IDM Model and 8-inch Capacity: The company operates under an Integrated Device Manufacturer (IDM) model. With competitors like TSMC exiting the 8-inch capacity market, the company has a high utilization rate for its 8-inch capacity, which is currently at 130,000 wafers per month. The price for 8-inch wafers has also increased [1][2][3]. - Current Production Capacity: The company’s production capacity includes: - 8-inch capacity: 130,000 wafers per month - 6-inch capacity: 80,000 wafers per month [1][2][3]. - Risk Factors: There is a risk that the price increase may not meet expectations, which could impact revenue and profitability [1][2][3].