Power semiconductor manufacturers collectively adjust prices, and institutions are optimistic about the profit growth of power semiconductor concept stocks.

According to Data Bao, in the morning session today, the A-share power semiconductor sector rose, with the average increase in concept stocks at 2.54%. Xin Peng Micro rose by 9.93%, Rich Full Micro rose by 8.36%, and both Times Electric and Galaxy Microelectronics rose by over 7%. On the news front, several power semiconductor manufacturers will adjust their product prices on July 1st. Global power semiconductor leader Infineon recently issued a price increase letter, planning to adjust the prices of some of its products, which will take effect on July 1, 2026. This is also Infineon's second price adjustment letter this year. Domestic leading company Yangjie Technology also issued a price adjustment notice, announcing that starting from July 1, 2026, prices for all series of products will increase by 10% to 15%. Other companies such as Silan Micro, Hwawei Microelectronics, and Huaren Micro have already started or are about to start the second round of price adjustments this year. This round of price increases for power semiconductors is the result of the combined effects of demand and cost. On the demand side, the explosive growth brought by AI data center construction has significantly driven the demand for core power devices such as high-voltage MOSFETs, power management MOSFETs, IGBTs, and high-voltage BCD processes. At the same time, the prices of upstream precious metals, electronic chemicals, wafer foundries, and packaging testing have been continuously increasing, coupled with consecutive price adjustments in wafer foundries and packaging testing, the power semiconductor industry chain is facing escalating cost pressures, jointly driving the current round of price increases. According to Data Bao statistics, there are a total of 29 power semiconductor concept stocks in the A-share market. In terms of the number of rating agency evaluations, most concept stocks are highly focused on by institutions, with 12 stocks researched by five or more institutions, accounting for over 40% of the total. According to institutional consensus forecasts, the aforementioned 12 stocks are expected to achieve year-on-year profit growth or reduced losses in 2026, with Huahong Microelectric, Huaren Micro, and Standhal Semiconductor expected to have the highest growth rates at 175.77%, 77.69%, and 44.6% respectively.