📰 DigiTimesDigiTimesCodex · 实盘可交易 · 做多市场:A股▼ 亏 -3.45% · 已结算 · 2 腿均把握 5/10
北京时间·🕒 发布 07-03 07:57:01时区推断·⟳ 抓取 07-03 08:04:48回填·⚡ 决策 07-05 16:21:27·114.0 天前
DigiTimes称中国功率器件厂涨价并推动非中国供应链需求，扬杰科技、士兰微已执行新一轮调价
扬杰科技（300373.SZ）被证券时报和DigiTimes直接点名，全系列产品自2026-07-01上调10%-15%，KB显示26Q1收入21.30亿元、同比+34.87%、扣非归母同比+41.15%，若涨价能覆盖其大部分功率产品并实际传导5%-10% ASP，对年化收入和利润率都有可见弹性。
📄 原文DigiTimes↗ 原文
Chinese power chip price hikes lift Taiwanese suppliers
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▼ 亏 -2.27%入场 07-03 当日开盘 @134.00 → 离场 07-06 开盘 @131.50
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑扬杰科技（300373.SZ）被证券时报和DigiTimes直接点名，全系列产品自2026-07-01上调10%-15%，KB显示26Q1收入21.30亿元、同比+34.87%、扣非归母同比+41.15%，若涨价能覆盖其大部分功率产品并实际传导5%-10% ASP，对年化收入和利润率都有可见弹性。
怎么买 开盘买入 不高于昨收 +3%（超上限不成交）
怎么卖 止盈 +6%(半仓)/+12%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 若公司澄清涨价覆盖范围有限、客户不接受调价，或行业进一步证实本轮只是成本被动转嫁且毛利率无法改善，则退出。
▼ 亏 -4.62%入场 07-03 当日开盘 @50.12 → 离场 07-06 开盘 @48.01
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑扬杰科技（300373.SZ）被证券时报和DigiTimes直接点名，全系列产品自2026-07-01上调10%-15%，KB显示26Q1收入21.30亿元、同比+34.87%、扣非归母同比+41.15%，若涨价能覆盖其大部分功率产品并实际传导5%-10% ASP，对年化收入和利润率都有可见弹性。
怎么买 开盘买入 不高于昨收 +2%（超上限不成交）
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 若后续信息显示15%涨价仅覆盖低占比产品线、客户转单或高PE下无法兑现利润弹性，则退出。
不做 台基股份（300046.SZ）
硬理由是不在DigiTimes正文点名涨价名单内，KB也未命中本轮直接价格调整证据；仅有功率半导体主题相关，缺少短周期可量化涨价传导。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 300373.SZ 扬杰科技
建仓日早于近 30 天,只有日线图
做多 600460.SH 士兰微
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 300373.SZ 扬杰科技
| 收益状态 | -2.27% 已平仓 |
|---|---|
| 进场成交 | 2026-07-03 · 当日开盘 · @134 |
| 离场成交 | 2026-07-06 · 开盘 · @131.5 |
| 毛收益 | -1.87% |
| 成本 | +0.41% |
| 净收益 | -2.27% |
| 计入收益 | -2.27% |
| 建仓日 | 2026-07-03 · 进场不早于新闻时刻 + 2 分钟 |
做多 600460.SH 士兰微
| 收益状态 | -4.62% 已平仓 |
|---|---|
| 进场成交 | 2026-07-03 · 当日开盘 · @50.12 |
| 离场成交 | 2026-07-06 · 开盘 · @48.0054 |
| 毛收益 | -4.22% |
| 成本 | +0.40% |
| 净收益 | -4.62% |
| 计入收益 | -4.62% |
| 建仓日 | 2026-07-03 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 15:43
研究档案
消息传播链
- 证券时报报道扬杰科技发布价格调整通知函，全系列产品上调10%-15%，7月1日起执行，是本轮扬杰调价的较早公开传播节点。市场反应:扬杰科技后续6月29日至30日明显上涨，但7月1日至3日连续回撤。
- 行业媒体报道士兰微发出价格调整通知函，自7月1日起各产品线涨价15%起。市场反应:士兰微6月下旬已有强趋势，7月2日至3日回落。
- 财联社报道扬杰科技投资者关系活动记录表，提到7月1日起全系列涨价10%-15%，并称SiC在手订单饱满、AI基础设施用功率器件批量供货。市场反应:该节点强化了扬杰科技业务敞口，但不是最早涨价消息。
- DigiTimes将中国功率器件涨价与台湾供应商质量、服务和非中国供应链优势相连，形成跨市场供应链替代叙事。市场反应:A股相关标的7月3日仍下跌，未出现对该DigiTimes叙事的同向追涨。
- 2026-07-03市场反应stock_quote非一手扬杰科技收跌4.52%、士兰微收跌6.44%、台基股份收跌4.35%，短线执行风险主要来自前期拥挤后的回撤而非消息当日涨完。市场反应:直接标的均回撤，适合用小仓开盘单而不是追高。
关键理由
- 扬杰科技（300373.SZ）被证券时报和DigiTimes直接点名，全系列产品自2026-07-01上调10%-15%，KB显示26Q1收入21.30亿元、同比+34.87%、扣非归母同比+41.15%，若涨价能覆盖其大部分功率产品并实际传导5%-10% ASP，对年化收入和利润率都有可见弹性。
- 士兰微（600460.SH）被多家行业媒体报道自2026-07-01各产品线涨价15%起，作为IDM且产能利用率高，涨价逻辑比Fabless单纯成本转嫁更强。
- 两只直接涨价标的7月2-3日反而连续回撤，说明这条催化存在传播和拥挤风险，但尚不能证明已经完成同向重定价；balanced下用小仓/试探隔夜开盘单表达。
主要风险
- 该事件不是首发：扬杰科技涨价最早已在2026-06-23广泛传播，士兰微涨价也在2026-06-30至07-01扩散，price-in风险中高。
- DigiTimes正文的核心表述偏向“台湾供应商受益于非中国供应链”，对中国厂商同时存在客户转向非中国供应链的反向含义。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-06-28 · 影响 weakens
KB命中大摩闭门会纪要称需求端分化，汽车1-5月增速仅2%-3%、光伏装机1-4月同比下滑51%，但工业控制强、IDM稼动率高，属于削弱但不否定涨价逻辑。
检索:扬杰科技 士兰微 功率半导体 涨价 2026 反向证据 需求 库存 原文 ↗ - 做多前查反向 · 来源 kb_search · 日期 2026-06-23 · 影响 weakens
KB显示扬杰科技涨价早在6月23日已有券商和付费平台覆盖，说明新鲜度不足、不能按低扩散新催化处理。
检索:功率半导体 涨价 2026 扬杰科技 士兰微 价格 上调 台湾 供应商 原文 ↗ - 做多前查反向 · 来源 kb_search · 日期 2026-04-15 · 影响 invalidates
KB只显示台基股份聚焦功率半导体、布局IGBT/MOSFET/SiC/GaN，未命中本轮直接涨价函或被DigiTimes点名证据。
检索:台基股份 300046 功率半导体 涨价 2026 业务 敞口 原文 ↗
工具调用 · 历史记录,结果未知(4 种)
- kb_search · 结果未知
- query_modeling_kb · 结果未知
- stock_quote · 结果未知
- normalize_ticker · 结果未知
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Chinese power chip price hikes lift Taiwanese suppliers
Angel Liu, Taipei
Jul 3, 2026, 07:57
0
Credit: DIGITIMES
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
As upstream costs for key materials and packaging & testing continue to rise, Chinese power device maker Yangjie Technology has announced a second price increase in 2026. China-based integrated device manufacturer (IDM) Hangzhou Silan Microelectronics followed by saying it will adjust prices across all product lines from July 1 this year, with increases starting at 15%.
Price hikes spread
The prices across the semiconductor supply chain have been broadly surging in 2026. Power semiconductor vendors said strong demand tied to AI and power management, along with continued growth in AI applications, means they are not only negotiating with customers to pass on costs but also prioritizing the securing of capacity.
In the past, Chinese suppliers relied heavily on government subsidies to undercut rivals with extremely low pricing, and some European and US customers accepted those prices to save costs. But subsidy policies in China have recently been adjusted, with support for some companies gradually reduced or eliminated.
At the same time, rising raw-material costs are forcing Chinese suppliers to raise quotes and reflect actual production costs.
Taiwan gains ground
Industry sources said that this round of price hikes by Chinese power device makers has sharply highlighted the advantages of Taiwan-based suppliers in terms of quality, technology, and service flexibility. Beyond pricing, the US-China trade war and geopolitical competition are also benefiting Taiwanese firms.
European and US customers, seeking to build secure supply chains, are increasingly adopting non-China strategies and avoiding purchases from Chinese suppliers.
Compared with Chinese companies facing both domestic market competition and international geopolitical risk, Taiwan firms are not only maintaining large revenues from Chinese customers, but are also actively expanding into higher-margin markets in Europe, the US, Japan, and South Korea in order to avoid having their profitability eroded again by intense internal competition.
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Chinese power chip price hikes lift Taiwanese suppliers
Angel Liu, Taipei
Jul 3, 2026, 07:57
0
Credit: DIGITIMES
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
As upstream costs for key materials and packaging & testing continue to rise, Chinese power device maker Yangjie Technology has announced a second price increase in 2026. China-based integrated device manufacturer (IDM) Hangzhou Silan Microelectronics followed by saying it will adjust prices across all product lines from July 1 this year, with increases starting at 15%.
Price hikes spread
The prices across the semiconductor supply chain have been broadly surging in 2026. Power semiconductor vendors said strong demand tied to AI and power management, along with continued growth in AI applications, means they are not only negotiating with customers to pass on costs but also prioritizing the securing of capacity.
In the past, Chinese suppliers relied heavily on government subsidies to undercut rivals with extremely low pricing, and some European and US customers accepted those prices to save costs. But subsidy policies in China have recently been adjusted, with support for some companies gradually reduced or eliminated.
At the same time, rising raw-material costs are forcing Chinese suppliers to raise quotes and reflect actual production costs.
Taiwan gains ground
Industry sources said that this round of price hikes by Chinese power device makers has sharply highlighted the advantages of Taiwan-based suppliers in terms of quality, technology, and service flexibility. Beyond pricing, the US-China trade war and geopolitical competition are also benefiting Taiwanese firms.
European and US customers, seeking to build secure supply chains, are increasingly adopting non-China strategies and avoiding purchases from Chinese suppliers.
Compared with Chinese companies facing both domestic market competition and international geopolitical risk, Taiwan firms are not only maintaining large revenues from Chinese customers, but are also actively expanding into higher-margin markets in Europe, the US, Japan, and South Korea in order to avoid having their profitability eroded again by intense internal competition.
Article
translated by Lily Hess and edited by Jack Wu
AI Search
Related stories
China power chip makers raise prices, exposing AI server squeeze on mature-node supply
China power semiconductor makers raise prices as AI and vehicle demand grows
IC design firms race to secure packaging capacity
Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes
China's MCU sector trends from price cutting to margin repair
Show more
Categories
Chips + components IC design, distribution IC manufacturing Passive, PCB, other IC components
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2026 China competition Europe power IC price supply chain
Share this article
Other links
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Global supply chain: Key components
Global supply chain: Advanced economies
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