步步惊心
Rajinikanth Marks Seventy-Five With A Wave Of Wishes From Icons Across India_我的网站

A | 在业内看来,功率半导体行业正迎来“量价双升、供需缺口持续扩大”的黄金窗口期。 Rajinikanth turned 75 on December 12, and the mood across social media felt like a festival built around one man. His milestone birthday arrived in a year that already held enormous significance. He completed fifty years in cinema, a span that shaped mass entertainment and inspired several generations. The celebration brought together artists, politicians and fans who wanted to mark both the man and the moment.A Birthday Wrapped In Five Decades Of StardomAmong the first to send wishes was Kamal Haasan, a friend and colleague whose journey has run parallel to Rajinikanth for decades. He posted a photo of the two together and wrote, “Seventy five years of a remarkable life. Fifty years of legendary cinema,” followed by a warm greeting that acknowledged how rare it is to witness such longevity with grace. The image and message carried the comfort of a friendship that has weathered eras in Tamil cinema.
75 years of a remarkable life.50 years of legendary cinema.Happy birthday, my friend @rajinikanth. pic.twitter.com/4Lx5m7zfFw
— Kamal Haasan (@ikamalhaasan) December 12, 2025
Mohanlal shared his admiration with equal warmth. His message read, “Warmest birthday wishes to dear Rajinikanth Sir. As you celebrate fifty remarkable years in cinema, thank you for inspiring generations with your values, strength, and extraordinary spirit. May God bless you always with peace, good health, and boundless joy.” His note summed up what many consider the core of Rajinikanth’s appeal. Stardom wrapped in humility, and power expressed through quiet conviction.The celebration reached the national stage when Prime Minister Narendra Modi posted his wishes in Tamil. He wrote, “Greetings to Thiru Rajinikanth Ji on the special occasion of his seventy fifth birthday. His performances have captivated generations… This year has been notable because he completed fifty years in the world of films. Praying for his long and healthy life.” The greeting highlighted the cultural reach of Rajinikanth’s legacy, which stretches far beyond Tamil Nadu.
Warmest birthday wishes to dear Rajinikanth Sir.As you celebrate 50 remarkable years in cinema, thank you for inspiring generations with your values, strength, and extraordinary spirit.May God bless you always with peace, good health, and boundless joy.@rajinikanth
— Mohanlal (@Mohanlal) December 12, 2025
Warm Wishes From The Film FraternityTamil Nadu Chief Minister MK Stalin shared one of the most expressive tributes. His note in Tamil praised Rajinikanth’s charisma, his direct nature and his hold across age groups. He wrote, “Rajinikanth equals Charisma that Conquers Age. Eloquence that delights everyone when he ascends the stage. A heart free of deceit and pretense, speaking one thing inwardly and another outwardly. From six to sixty, captivating for half a century. My friend Superstar Rajinikanth, heartfelt birthday wishes. May he continue to deliver many more victorious creations upon me, and may his victory flag keep flying with the love and support of the people.” It read like a salute from one powerful figure to another, shaped by personal affection and public admiration.From within the film industry, colleagues added their own sincere notes. Actor Simran reflected on the broad impact of his work. “From redefining mass cinema to inspiring generations. Thank you Rajinikanth sir for everything. Wishing you a very happy birthday.” Her words echoed what countless fans have repeated over the years. Rajinikanth’s rise changed the tone and scale of commercial cinema and set a template many still try to follow.
திரு ரஜினிகாந்த் அவர்களின் 75-வது பிறந்தநாள் எனும் சிறப்பான தருணத்தில் அவருக்கு வாழ்த்துகள். அவரது நடிப்பாற்றல் பல தலைமுறைகளைக் கவர்ந்துள்ளது; பரவலான பாராட்டைப் பெற்றுள்ளது. அவரது திரையுலகப் படைப்புகள் பல்வேறு பாத்திரங்கள் மற்றும் பாணிகளில் பரவி, தொடர்ச்சியான முத்திரைகளைப்…
— Narendra Modi (@narendramodi) December 12, 2025
Raghava Lawrence shared a photo of an embrace that spoke more than words. He wrote, “Happy Birthday Thalaiva Rajinikanth. I pray to Ragavendra Swamy for your good health. May you live a long life. Guruve Saranam.” The simplicity and devotion in the note reflected the reverence he holds for Rajinikanth, whom he often credits as a guiding force.Yogi Babu kept it light and affectionate with a still from a film set and the message, “Wish you happy birthday, superstar Rajinikanth sir.” Director Lingusamy added his respect with, “Wishing our superstar Rajinikanth sir a happy seventy fifth birthday. Wish you have great health and keep inspiring us sir as always.”
ரஜினிகாந்த் = வயதை வென்ற வசீகரம்!மேடையில் ஏறினால் அனைவரையும் மகிழ்விக்கும் சொல்வன்மை!உள்ளொன்று வைத்துப் புறமொன்று பேசாத கள்ளம் கபடமற்ற நெஞ்சம்!ஆறிலிருந்து அறுபதுவரைக்கும் அரைநூற்றாண்டாகக் கவர்ந்திழுக்கும் என் நண்பர் #SuperStar @rajinikanth அவர்களுக்கு உளம் நிறைந்த பிறந்தநாள்… pic.twitter.com/txEn7pHwKE
— M.K.Stalin - தமிழ்நாட்டை தலைகுனிய விடமாட்டேன் (@mkstalin) December 12, 2025
Together, these tributes created a portrait of a man whose influence spans craft, culture and personal connection. Rajinikanth remains a rare figure who is celebrated not only for his iconic screen presence but also for the values that shape the person behind the star. His seventy fifth birthday became more than an occasion. It became a collective expression of gratitude for fifty years of cinema that continues to shape Indian popular culture.Also Read: New Padayappa Trailer Drops As Superstar Rajinikanth’s Silver Jubilee Celebration Nears。
8月21日,A股功率半导体板块多只个股走势强劲。截至收盘,功率半导体龙头士兰微(600460)强势涨停,扬杰科技涨7.01%,华润微、宏微科技涨幅均超过4.5%。
需求及成本双重影响 功率半导体公司再次酝酿价格调整 整体来看,截至8月21日收盘,A股功率半导体概念股平均涨幅接近2%,大幅跑赢上证指数,板块内仅少数个股收跌。

B | 功率半导体板块的爆发或与相关公司涨价有关。 消息面上,受人工智能(AI)服务器、新能源汽车、光储等领域需求爆发,叠加晶圆、封装产能紧张、原材料价格大幅上涨等成本因素影响,多家功率半导体厂商正酝酿新一轮价格调整,涨价幅度预计在10%—15%。

C | 此前,国内多家功率半导体企业已向客户下发价格调整通知。

D | 立昂微向客户发布产品价格调整通知函,自2026年6月15日起,公司功率芯片业务全系产品上调10%—15%。

E | 士兰微也发布《价格调整通知函》,宣布自2026年7月1日起对公司产品价格上调15%以上。 另外,扬杰科技表示,受行业大环境影响,近年来上游芯片晶圆、大宗金属、封装原材料全线持续涨价。步入下半年,原材料再度迎来大幅涨价周期,成本增幅超出预期。为保障产品品质稳定、确保供应链可持续交付,经审慎研究评估,公司决定对全系列产品价格进行调整,调整幅度为10%至15%,新价格自2026年7月1日起出货正式执行。

F |
中国功率半导体市场规模有望稳健增长 功率半导体,又称电力电子器件或功率电子器件,是电子产业链中最核心的器件之一,能够实现电能转换和电路控制,在电路中主要起着功率转换、功率放大、功率开关、线路保护等作用,相当于电力电子系统中的“电子开关”与“能量阀门”。 在业内看来,功率半导体行业正迎来“量价双升、供需缺口持续扩大”的黄金窗口期。

G | 受益于需求的持续增长,全球功率半导体市场展现出强劲增长动能。中商产业研究院发布的《2025—2030年中国功率半导体产业市场研究及发展前景投资预测分析报告》(下称《报告》)显示,全球功率半导体市场规模从2021年的4753亿元增至2025年的约6101亿元,预计到2026年全球功率半导体市场规模将达到约6250亿元。

H | 作为全球最大的功率半导体消费市场,受益于国产替代加速,新能源产业链的完整布局、制造业转型升级的持续推进以及AI数据中心迅速发展等因素,中国功率半导体市场规模保持稳健增长。国际半导体产业咨询机构Yole Group发布的《2026年功率电子产业现状》显示,国产替代进程持续提速。全球功率半导体收入榜单中,五家中国制造商跻身榜单前二十,包括华润微电子、士兰微电子、比亚迪半导体和中国中车等。 上述《报告》还显示,2025年中国功率半导体市场规模约1871亿元,预计2026年将达到约2080亿元,据此测算,2026年中国功率半导体在全球市场份额将超过33%。
A股功率半导体板块迎来业绩上升期 开源证券表示,经历了前期的动荡时期后,电力电子行业正进入一个以整合、成本优化和竞争定位为重点的新阶段。 从业绩来看,上述21只功率半导体概念股2025年上半年净利润合计近260亿元,同比增长近24%。

I | 截至8月21日收盘,14只概念股披露2026年半年报(含业绩预告,取下限)。 整体来看,经历了2024年业绩下滑后,功率半导体公司业绩迎来持续的上升期。14只概念股2026年上半年实现净利润近80亿元,按可比口径计算,上半年净利润同比增长近23%,连续2年上半年保持增长趋势。其中,12只概念股今年上半年均实现盈利,TCL中环今年上半年亏损额收窄,*ST闻泰受子公司境外主体控制权受限影响,今年上半年业绩亏损,但亏损额相较于去年下半年已大幅收窄。 具体来看,6只个股今年上半年净利润超过1亿元,包括时代电气、扬杰科技、士兰微等。 时代电气今年上半年实现净利润17.12亿元,同比增长2.44%,净利润规模创2021年以来同期最高水平。

J | 在IGBT和碳化硅(SiC)领域,公司是国内少数具备650V—6500V产品及工程化能力的企业,拥有服务AI电源、高压直流输电(HVDC)的完整产品型谱。 扬杰科技今年上半年净利润下限超过7亿元,同比增幅下限达到20%。公司自成立以来,始终聚焦在功率半导体赛道深耕发展,目前主营产品主要分为三大板块,包括材料板块、晶圆板块及封装器件板块。

K | 士兰微今年上半年净利润下限超过5亿元,同比增幅下限超过95%。

L | 公司是国内功率半导体IDM龙头之一,产品线广度对标英飞凌,沿硅基的IGBT与MOSFET、第三代半导体(SiC与GaN)以及12英寸高端模拟集成电路芯片三条主线并进。 8股获融资客重点埋伏 从融资余额来看,上述21只功率半导体概念股中,有19只属于融资融券标的,其中12只个股年内均获得融资客加仓。截至8月20日,融资余额较去年末增幅超过20%的功率半导体概念股有8只,包括银河微电、富满微、国电南瑞等。

M | 银河微电获融资客加仓超过159%。公司深耕半导体分立器件,主营各类半导体元器件,包括小信号器件、功率器件等。

N | 富满微获融资客加仓超过93%。国电南瑞获融资客加仓近57%,公司功率半导体产业聚焦服务新型电力系统建设。 市场方面,上述8股今年以来平均涨幅超过25%,富满微今年以来累计涨幅超过86%,居首。

o |
(文章来源:数据宝)。
Current article:http://lhlm3m.choumaimuwogenkuzhainuan.bond/pb985/6guph.html
Published on:19:25:15




