异动解读｜时代电气盘中上涨3.16%，回购计划及功率半导体涨价周期提振市场信心

行情直击06-03

6月3日，时代电气（03898.HK）盘中上涨3.16%，报42.02港元，成交额4060.52万港元。

消息面上，公司6月1日斥资约4948.83万港元回购125.55万股H股，并披露拟回购不超过已发行H股10%的一般性授权方案，同时宣布派发末期股息每股0.68元，多重股东回报举措提振市场信心。行业层面，全球功率半导体龙头英飞凌宣布7月起二次提价，行业供需紧张格局延续，AI数据中心需求爆发叠加8英寸产能持续偏紧，涨价周期预计持续6至12个月。不过公司此前明确表示功率器件暂无涨价计划，一季度半导体板块收入同比下滑3.95%，短期盈利弹性仍存分歧。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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