天嶽先進(688234.SH):6英寸導電型碳化硅襯底的產能產量快速提升,自2022年一季度以來,公司連續四個季度實現了季度收入環比增長
格隆匯8月2日丨有投資者向天嶽先進(688234.SH)提問,“小鵬汽車作為公司的戰略股東,具體和公司有哪些方面的合作,小鵬g6的熱銷對公司是否有影響?”
天嶽先進回覆稱,碳化硅材料因為本身優異的物理性能,能夠超越硅材料的物理極限,已經在電動汽車領域獲得認可。隨着技術的發展,800V平台充電速度更快等有眾多優勢,包括小鵬汽車在內的車企正在800v平台車型上加大布局。在800V平台上,碳化硅材料和器件將發揮更大的優勢。碳化硅材料和器件擁有耐高壓和高導熱性的特點,而傳統方案無法滿足高電壓需求,碳化硅技術在800V平台上將成為行業首選方案。因此,碳化硅半導體材料和器件將隨着全球新能源汽車、新能源發電和儲能等終端市場需求的快速增長,行業對碳化硅襯底需求呈現出持續旺盛的趨勢。自2022年以來,得益於下游電動汽車、光伏新能源、儲能等領域的快速發展,特別是電動汽車領域對碳化硅強勁需求,公司6英寸導電型碳化硅襯底的產能產量快速提升,自2022年一季度以來,公司連續四個季度實現了季度收入環比增長;同時,公司上海臨港工廠2023年5月已經實現產品交付,目前處於產量的快速爬坡階段。在客户和市場方面,公司已與汽車電子領域的知名企業包括英飛凌、博世等國內外知名企業合作。公司與股東、客户等開展的合作,公司將按照簽署合作方商業信息保密要求和上市公司信息披露規則嚴格履行相應的信息披露。
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