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功率半導體板塊拉昇 新潔能封板
格隆匯2月22日丨A股市場功率半導體板塊集體拉昇,新潔能封板,宏微科技、士蘭微、時代電氣、斯達半導、東微半導等跟漲。士蘭微公吿擬與大基金二期共同向士蘭集科(12寸線)增資8.85億。增資完成後,大基金對12寸線的持股比例為14.66%,士蘭微的持股比例從15%提高到18.72%。機構指出,大基金參與增資士蘭微產線,凸顯長期看好功率半導體賽道。當下功率半導體下游新能源汽車、光伏需求持續爆發,行業供不應求趨勢延續,且伴隨着國產替代加速推進,功率公司正迎來快速產品升級、客户升級的變革,看好功率半導體賽道長期投資機遇。
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