有投资者向时代电气提问, 公司2024年已形成年产2.5万片6英寸碳化硅的产能,并计划2025年批量推广。当前碳化硅市场需求旺盛,但国际巨头(如wolfspeed、罗姆)加速扩产,国内厂商面临价格竞争压力。 目前碳化硅产线的良率与客户验证进度如何?是否已与头部新能源车企或光伏逆变器厂商签订长期供货协议?公司回答表示,尊敬的投资者您好!新能源车用SiC主驱产品尚未批量供货。
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