港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求行业集中度持续提升

智通财经05-20

智通财经APP获悉，天岳先进(02631)涨超6%，截至发稿，涨6.15%，报110.5港元，成交额12.1亿港元。消息面上，英伟达推动数据中心电源架构向800V高压直流升级，显著拉动SiC价值量与渗透率。此外，Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。据开源证券援引Citrini Research测算，每1MWAI机柜电源转换BOM成本中，SiC、GaN等宽禁带器件占新增...

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爱存钱的小海豹
05-20
爱存钱的小海豹
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新闻才出来 服了","listText":"果然要回调了 新闻才出来 服了","text":"果然要回调了 新闻才出来 服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566260053656776","repostId":2636813771,"repostType":2,"repost":{"id":"2636813771","kind":"news","pubTimestamp":1779257497,"share":"https://www.laohunote.com/m/news/2636813771?lang=zh_CN&edition=full","pubTime":"2026-05-20 14:11","market":"fut","language":"zh","title":"港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2636813771","media":"智通财经","summary":"智通财经APP获悉，天岳先进涨超6%，截至发稿，涨6.15%，报110.5港元，成交额12.1亿港元。此外，Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。预计2024-2030年SiC市场规模由35亿美元增至124亿美元，AI基础设施将贡献近半数需求。碳化硅材料亦是AI产业增长与创新的必然选择，在数据中心、电力基础设施与终端应用上均具有巨大潜力。开源证券指出，2025年天岳先进、Wolfspeed在碳化硅衬底市场的份额分别为27.6%、24.9%，行业集中度持续提升。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/688234\">天岳先进</a>(02631)涨超6%，截至发稿，涨6.15%，报110.5港元，成交额12.1亿港元。</p><p>消息面上，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>推动数据中心电源架构向800V高压直流升级，显著拉动SiC价值量与渗透率。此外，Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。据开源证券援引Citrini Research测算，每1MWAI机柜电源转换BOM成本中，SiC、GaN等宽禁带器件占新增成本64%。预计2024-2030年SiC市场规模由35亿美元增至124亿美元，AI基础设施将贡献近半数需求。</p><p>国投证券表示，随着全球新能源产业的持续扩张，市场对碳化硅材料的需求正呈现爆发式增长。碳化硅材料亦是AI产业增长与创新的必然选择，在数据中心、电力基础设施与终端应用上均具有巨大潜力。开源证券指出，2025年<a href=\"https://laohu8.com/S/02631\">天岳先进</a>、<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>在碳化硅衬底市场的份额分别为27.6%、24.9%，行业集中度持续提升。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-20 14:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1443857.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，天岳先进(02631)涨超6%，截至发稿，涨6.15%，报110.5港元，成交额12.1亿港元。消息面上，英伟达推动数据中心电源架构向800V高压直流升级，显著拉动SiC价值量与渗透率。此外，Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。据开源证券援引Citrini Research测算，每1MWAI机柜电源转换BOM成本中，SiC、GaN等宽禁带器件占新增...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1443857.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688234":"天岳先进","BK0214":"IT设备","BK4585":"ETF&股票定投概念","ARTY":"ISHARES FUTURE AI & TECH ETF","BK1169":"半导体设备","AIPO":"Defiance AI and Power Infrastructure ETF","AGIX":"通用人工智能 ETF-AGIX","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VXUS":"国际股票ETF-Vanguard","BK4588":"碎股","02631":"天岳先进"},"source_url":"http://www.zhitongcaijing.com/content/detail/1443857.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636813771","content_text":"智通财经APP获悉，天岳先进(02631)涨超6%，截至发稿，涨6.15%，报110.5港元，成交额12.1亿港元。消息面上，英伟达推动数据中心电源架构向800V高压直流升级，显著拉动SiC价值量与渗透率。此外，Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。据开源证券援引Citrini Research测算，每1MWAI机柜电源转换BOM成本中，SiC、GaN等宽禁带器件占新增成本64%。预计2024-2030年SiC市场规模由35亿美元增至124亿美元，AI基础设施将贡献近半数需求。国投证券表示，随着全球新能源产业的持续扩张，市场对碳化硅材料的需求正呈现爆发式增长。碳化硅材料亦是AI产业增长与创新的必然选择，在数据中心、电力基础设施与终端应用上均具有巨大潜力。开源证券指出，2025年天岳先进、Wolfspeed在碳化硅衬底市场的份额分别为27.6%、24.9%，行业集中度持续提升。","news_type":1,"symbols_score_info":{"688234":1.5,"VXUS":1.5,"AIPO":1.5,"02631":1.5,"CHAT":1.5,"AGIX":1.5,"ARTY":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升

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港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求行业集中度持续提升