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揚傑科技(300373.SZ)漲停 華為入場 IGBT國產化進程加速
格隆匯 12-02 10:05
格隆匯12月2日丨A股市場IGBT概念股上漲,其中,揚傑科技(300373.SZ)漲停,士蘭微(600460.SH)漲近5%。有業內人士透露,華為開始研發IGBT,目前正在從某國內領先的IBGT廠商中挖人。據瞭解,憑藉強大的技術優勢,華為早已成為UPS電源的領軍企業,佔據全球數據中心領域第一的市場份額,而IGBT作為能源變換與傳輸的核心器件,也是華為UPS電源的核心器件。機構認為,中國是全球最大的IGBT市場,但是全球前十大IGBT供應商均為日本和歐美的半導體企業,目前國內IGBT產業相對薄弱,但處在快速發展階段,已經形成了相對完整的IGBT產業鏈,未來隨着國內新能源車的放量,中國IGBT企業將迎來快速發展及進口替代的良好機遇。
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