Tianyue's advanced announcement has exploded the "silicon carbide" market for many daily limit, and the leading position is prominent

Domestic silicon carbide (SIC) tracks have recently favored frequent circulation and eye -catching. On July 22, A -share "Silicon Carbide No. 1" Tianyue advanced with a long -term order contract of nearly 1.4 billion yuan, which quickly detonated the domestic silicon carbide market. Drive the concept of the third -generation semiconductor to heat up. As of the close of the day, it has detonated the daily limit of multiple shares in the field! Its market guidance and leading position can be seen.

Tianyue's advanced stock price daily limit, on the one hand, its own strength is displayed, on the other hand, it also reflects the continued high prosperity of the silicon carbide track, and the industrial development momentum is strong and the prospects are broad. In summary, Tianyue's advanced strength and industry prosperity superimposed resonance may be the inherent logic of this daily limit.

Signing a large order shows the strong product strength, the leading position of the "silicon carbide" track is highlighted

Silicon carbide is the core material of the third -generation semiconductor. Powerful and excellent product power is always the absolute chips and the best ways to win in the capital market. The acquisition of large orders is the most direct and clear proof of the company's product power.

It is quite eye -catching that this time Tianyue's advanced order is reported to be one of the largest orders of domestic companies on the 6 -inch conductive substrate.

For Tianyue's first come in, the order is obviously significant. Measured according to the scale of revenue, the announcement order was about 2.8 times that of Tianyue's advanced 2021 revenue, and exceeded the total revenue of the past four fiscal years. Tianyue's advanced development can be described as rapid. When it was listed at the beginning of the year, according to the company's prospectus, the company has not yet formed a large -scale conductive substrate sales, but this announcement indirectly shows the company's domestic dominant position in the field of conductive altering base.

Needless to say, the large long list of 6 -inch conductive silicon carbide substrates this time reflects the technology and market strength of Tianyue's advanced cultivation in the field of silicon carbide over the years! Judging from the impact and response of this market, Tianyue's advanced position on the A -share "silicon carbide" track is prominent.

The growth logic is clear, and the leading position shows long -term value

Since the listing of Tianyue, it seems stable and low -key since its listing, which may be related to the cautious style of focusing on research and development of this technology company. According to the previous company's reply to investors, the company has always adhered to the concept of steady business and continuously promoted the continuous breakthrough of products and technology.

With the application of silicon carbide devices in industries such as 5G communications, electric vehicles, photovoltaic new energy, rail transit, and smart grids, the demand for silicon carbide devices has increased rapidly, and the global silicon carbide industry shows insufficient production capacity supply.

In order to ensure the supply of the substrate and meet the future growth needs of electric vehicles, major manufacturers have begun to expand production. Undoubtedly, Tianyue's advanced results showed its staged progress with actual results. In addition, relevant market researchers said, "Whether it is new energy vehicles or 5G base stations, the industry growth is still very obvious, and the demand for silicon carbide power devices is also increasing. The demand for the third -generation semiconductor is also expected to continue to be released.

Pay attention to and continuously cultivating research and development is also a highlight of Tianyue's advanced. According to the research report of Galaxy Securities, the level of research and development has continued to increase R & D investment since 2018. In 2021, the company's research and development costs increased by 62.05%year -on -year. Tianyue Advanced has become one of the most registered patents in the domestic silicon carbide field.

Tianyue Advanced previously stated that the company's Shanghai Tianyue Silicon Carbide Semiconductor Material Project, located in Shanghai Lingang, has successfully capped, which marks the company's phased progress in the 6 -inch conductive silicon carbide (SIC) substrate production capacity construction. At present, the company has passed the authentication of the IATF16949 system and accelerated the customer certification work of the corresponding products. This order is a major progress after the company has passed the auto regulations. It can be seen that the company has achieved phased results in terms of technology, certification, production capacity, and market aspects to maintain leading advantages.

SIC has a broad application under the backstream, and the market demand is hot

This time, Tianyue's advanced huge orders detonate the silicon carbide base market, may be marked and indicated that the domestic silicon carbide industry is sailing into the fast lane!

In recent years, the strong support at the national policy level undoubtedly injected strong momentum into the development of the third -generation semiconductor industry. At present, my country's "Fourteenth Five -Year Plan" plan has incorporated silicon carbide semiconductors into key support areas. With the implementation of the national "new infrastructure" strategy, silicon carbide semiconductors will be constructed, UHV, intercity high -speed railway and urban rail transit will be constructed. , New energy vehicle charging piles, big data centers and other new infrastructure fields play an important role. Therefore, a wide -for -zone semiconductor represented by silicon carbide is a strategic industry for the economic main battlefield and the country's major needs of the country.

Specifically to the field of downstream applications, the fields of silicon carbide applications are rich and many scenes, which will undoubtedly bring growth opportunities to the enterprises in it and expand the width and breadth of the industry's development.

At this time, Tianyue's advanced 6 -inch conductive silicon carbide substrate has a long -term list. In addition to getting the market's immediate pursuit of the market, it has also been recognized and recommended by the mainstream research institutions of the market. Many securities companies recently issued an advanced rating report on Tianyue to recommend rating.

The Galaxy Securities Report stated that Tianyue's advanced is a domestic SIC -based leading enterprise, and cooperation with multiple downstream customers to highlight product capabilities.The company signed tens of thousands of purchasing framework agreements with some customers on the semi -insulated SIC substrate material to reach a stable and good strategic cooperation relationship with large customers; on the conductive SIC substrate, the company has successfully achieved 6 -inch products mass production.And complete verification with most customers to maintain future product sales needs.It is worth noting that there is news in the market that the current semiconductor valuation level is lower than the average historical valuation of the past five years, and it is close to the last round of the bottom of 2019. It can be seen that there is still a lot of room for the semiconductor sector.People in the industry also generally believe that the third -generation semiconductor is favored by the capital market, and the industry has entered a period of rapid growth. It is expected that the Chinese semiconductor industry will rise strongly in the next five years.

Facing the rising downstream market demand and broad market space, Tianyue's advanced silicon carbide leading status will be further prominent.

(This article is for reference only, investment needs to be cautious)

- END -