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04-10

这是瞄准数据中心行业需求在增产？看来未来的前景还是不错，可以长期关注

@赛晶科技:加码核心自研，布局AI赛道！赛晶科技集团增资项目花落嘉善经开区

03-20

营收+40%，特高压柔性很重要，尤其是中国的新能源发电更多，赛晶未来应该还好，就是等什么时候能把股价顶起来？

@赛晶科技:一图看懂 | 赛晶科技2025全年业绩

03-20

可是你得跟得上啊

@仓都嘉满:$智谱(02513)$ 智谱昨天涨，今天跌，多空都给了赚钱的机会，这样也好，不用相互打架

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如果说布局金属化蒸镀膜项目是“固本”，那么新租赁厂房布局AI直流配电系统固态直流断路器、半导体设备脉冲电源、可控核聚变脉冲电源等领域，则是赛晶科技“拓新”的关键一步。 近年来，在AI数据中心赛道，随着算力持续爆发，用电需求不断激增。在这其中，固态直流断路器是AI数据中心800伏直流供电的关键部件，可以实现微秒级分断，是保证数据中心安全运行的关键技术。对此，赛晶科技集团抢抓这一风口，提前布局AI赛道，重点开展AI直流配电系统固态断路器的研发、生产和销售，加强用于数据中心的固态直流断路器和SiC MOSFET的技术研发和业务推广，进一步满足AI数据中心各级电源的需求。 值得一提的是，增资项目将与赛晶科技现有业务形成紧密协同。金属化蒸镀膜自产，将保障柔直用直流支撑电容器的稳定生产。而AI直流配电系统固态直流断路器、半导体设备脉冲电源、可控核聚变脉冲电源等新业务，则与集团特高压、IGBT业务形成技术互补。从特高压输电到","images":[{"img":"https://static.tigerbbs.com/c6a96b046bd40a1298f71fddd2310531"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551655069853080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544476539830896,"gmtCreate":1773978623212,"gmtModify":1773980411285,"author":{"id":"4231572507887060","authorId":"4231572507887060","name":"ZongShiFeng","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4231572507887060","authorIdStr":"4231572507887060"},"themes":[],"title":"","htmlText":"营收+40%，特高压柔性很重要，尤其是中国的新能源发电更多，赛晶未来应该还好，就是等什么时候能把股价顶起来？","listText":"营收+40%，特高压柔性很重要，尤其是中国的新能源发电更多，赛晶未来应该还好，就是等什么时候能把股价顶起来？","text":"营收+40%，特高压柔性很重要，尤其是中国的新能源发电更多，赛晶未来应该还好，就是等什么时候能把股价顶起来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544476539830896","repostId":"544398686806136","repostType":1,"repost":{"id":544398686806136,"gmtCreate":1773932220000,"gmtModify":1773934505163,"author":{"id":"4090643442997990","authorId":"4090643442997990","name":"赛晶科技","avatar":"https://static.tigerbbs.com/c653366291f5e74ad5f6882b9cf2d8da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090643442997990","authorIdStr":"4090643442997990"},"themes":[],"title":"一图看懂 | 赛晶科技2025全年业绩","htmlText":"","listText":"","text":"","images":[{"img":"https://static.tigerbbs.com/bf6b4c0be5614d85ac60ade83f211032"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544398686806136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544574492960488,"gmtCreate":1773978260336,"gmtModify":1773980411373,"author":{"id":"4231572507887060","authorId":"4231572507887060","name":"ZongShiFeng","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4231572507887060","authorIdStr":"4231572507887060"},"themes":[],"title":"","htmlText":"可是你得跟得上啊","listText":"可是你得跟得上啊","text":"可是你得跟得上啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544574492960488","repostId":"544276655421408","repostType":1,"repost":{"id":544276655421408,"gmtCreate":1773905608594,"gmtModify":1773905610766,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 智谱昨天涨，今天跌，多空都给了赚钱的机会，这样也好，不用相互打架","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 智谱昨天涨，今天跌，多空都给了赚钱的机会，这样也好，不用相互打架","text":"$智谱(02513)$ 智谱昨天涨，今天跌，多空都给了赚钱的机会，这样也好，不用相互打架","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544276655421408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":552005466497384,"gmtCreate":1775801525887,"gmtModify":1775802434440,"author":{"id":"4231572507887060","authorId":"4231572507887060","name":"ZongShiFeng","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231572507887060","idStr":"4231572507887060"},"themes":[],"title":"","htmlText":"这是瞄准数据中心行业需求在增产？看来未来的前景还是不错，可以长期关注","listText":"这是瞄准数据中心行业需求在增产？看来未来的前景还是不错，可以长期关注","text":"这是瞄准数据中心行业需求在增产？看来未来的前景还是不错，可以长期关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552005466497384","repostId":"551655069853080","repostType":1,"repost":{"id":551655069853080,"gmtCreate":1775703253024,"gmtModify":1775703273102,"author":{"id":"4090643442997990","authorId":"4090643442997990","name":"赛晶科技","avatar":"https://static.tigerbbs.com/c653366291f5e74ad5f6882b9cf2d8da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090643442997990","idStr":"4090643442997990"},"themes":[],"title":"加码核心自研，布局AI赛道！赛晶科技集团增资项目花落嘉善经开区","htmlText":"4月7日下午，赛晶科技集团增资项目签约仪式在嘉善经济技术开发区举行。作为国内领先的电力电子器件与系统集成商，赛晶科技集团此次增资2000万美元，将在现有厂区新建约1.3万平方米厂房，并计划新租赁2.3万平方米厂房，布局金属化蒸镀膜、AI直流配电系统固态直流断路器等前沿领域，达产后预计新增年产值超5亿元。 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“此次新建的1.3万平方米厂房，将用于金属化蒸镀膜生产，该材料是柔直用直流支撑电容器的核心上游原料。”赛晶科技集团董事会主席项颉介绍，过去，公司都是从外部采购这一原料，未来，将实现自产自用，在降低生产成本的同时形成自主可控的供应链。 如果说布局金属化蒸镀膜项目是“固本”，那么新租赁厂房布局AI直流配电系统固态直流断路器、半导体设备脉冲电源、可控核聚变脉冲电源等领域，则是赛晶科技“拓新”的关键一步。 近年来，在AI数据中心赛道，随着算力持续爆发，用电需求不断激增。在这其中，固态直流断路器是AI数据中心800伏直流供电的关键部件，可以实现微秒级分断，是保证数据中心安全运行的关键技术。对此，赛晶科技集团抢抓这一风口，提前布局AI赛道，重点开展AI直流配电系统固态断路器的研发、生产和销售，加强用于数据中心的固态直流断路器和SiC MOSFET的技术研发和业务推广，进一步满足AI数据中心各级电源的需求。 值得一提的是，增资项目将与赛晶科技现有业务形成紧密协同。金属化蒸镀膜自产，将保障柔直用直流支撑电容器的稳定生产。而AI直流配电系统固态直流断路器、半导体设备脉冲电源、可控核聚变脉冲电源等新业务，则与集团特高压、IGBT业务形成技术互补。从特高压输电到","text":"4月7日下午，赛晶科技集团增资项目签约仪式在嘉善经济技术开发区举行。作为国内领先的电力电子器件与系统集成商，赛晶科技集团此次增资2000万美元，将在现有厂区新建约1.3万平方米厂房，并计划新租赁2.3万平方米厂房，布局金属化蒸镀膜、AI直流配电系统固态直流断路器等前沿领域，达产后预计新增年产值超5亿元。 赛晶科技集团深耕电力电子领域多年，在嘉善经开区已布局华瑞赛晶、赛晶亚太半导体等多个子公司，形成覆盖特高压、新能源、轨道交通等领域的产业矩阵，其产品在不同应用场景都有着广泛应用。此次增资项目，是集团基于产业链协同与前沿技术布局的战略落子。 “此次新建的1.3万平方米厂房，将用于金属化蒸镀膜生产，该材料是柔直用直流支撑电容器的核心上游原料。”赛晶科技集团董事会主席项颉介绍，过去，公司都是从外部采购这一原料，未来，将实现自产自用，在降低生产成本的同时形成自主可控的供应链。 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赛晶科技2025全年业绩","htmlText":"","listText":"","text":"","images":[{"img":"https://static.tigerbbs.com/bf6b4c0be5614d85ac60ade83f211032"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544398686806136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544574492960488,"gmtCreate":1773978260336,"gmtModify":1773980411373,"author":{"id":"4231572507887060","authorId":"4231572507887060","name":"ZongShiFeng","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231572507887060","idStr":"4231572507887060"},"themes":[],"title":"","htmlText":"可是你得跟得上啊","listText":"可是你得跟得上啊","text":"可是你得跟得上啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544574492960488","repostId":"544276655421408","repostType":1,"repost":{"id":544276655421408,"gmtCreate":1773905608594,"gmtModify":1773905610766,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229664385867060","idStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a 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