What are the igbt concept stocks?

Keda shares (600986) Qianjiang Motorcycle (0009 13) Huawei Microelectronics (600360), Huawei Microelectronics (600360), Zhonghuan shares (002 129) and Taiji shares (300046).

IGBT (Insulated Gate Bipolar Transistor), an insulated gate bipolar transistor, is a composite fully controlled voltage driven power semiconductor device composed of BJT (bipolar transistor) and MOS (Insulated Gate Field Effect Transistor), which has the advantages of high input impedance of MOSFET and low on-voltage drop of GTR. The saturation voltage of GTR decreases, the current carrying density is high, but the driving current is large; The driving power of MOSFET is very small and the switching speed is fast, but the turn-on voltage drop is large and the current carrying density is small. IGBT combines the advantages of the above two devices, with low driving power and low saturation voltage. It is very suitable for converter systems with DC voltage of 600V and above, such as AC motors, frequency converters, switching power supplies, lighting circuits, traction drives and other fields.

At present, China is on the eve of industrial breakthrough. Because IGBT is widely used in high-speed rail, energy-saving frequency conversion, wind power, solar energy and other industries, the core technologies and industries of IGBT are mainly in the hands of relevant enterprises in developed countries. In recent years, the scale of China's investment in high-speed rail and other fields has been boosted, and the requirements for IGBT localization have increased rapidly. Fortunately, there has been a breakthrough. According to the data, an enterprise in Zhuzhou achieved mass production of 5-inch IGBT in 2009 and received an order of about 200 million yuan from the State Grid. This means that China has mastered the technological breakthrough of high-power IGBT products, and IGBT-related enterprises in China will gain a broad market space, which is the theme catalyst for various funds to speculate on IGBT concept stocks represented by Keda shares. Judging from the past experience, whether there is crazy speculation in a sector, compared with the hype of mobile payment and Internet of Things, the concept of power semiconductor has gradually attracted investors' attention. With the unfamiliar and in-depth analysis of "IGBT", the explosive prospect of new power semiconductor applications such as IGBT is in sharp contrast with the bleak status quo of IGBT localization due to lagging industrial strategy and weak related foundation. It can be said that at present, domestic enterprises, especially listed companies, are worth exploring in IGBT core technology products. Guessing IGBT is not just a guess, but its development trend and prospect.

The buzzwords in the low-carbon era are "new energy", "high-speed rail", "electric vehicle" and "smart grid", and these industries or products all rely on the application of power semiconductors without exception, and IGBT has become their indispensable power core at this stage. IGBT is the core electronic component in the field of energy saving and new energy, and its localization meets the development needs of national energy saving and new energy industry! Domestic high-power IGBT will promote the enthusiasm of home appliance enterprises to try domestic IGBT. The mature technology of IGBT enterprises in China and the improvement of product yield will also promote the localization process of IGBT in the field of household appliances. After all, domestic appliance enterprises in China urgently need IGBT localization! Therefore, this is the best time to invest in IGBT industry in China, but the import substitution of IGBT is waiting. In the field of high-speed rail and smart grid, it is expected to achieve a breakthrough in mass production in the second half of 20 10; The breakthrough of mass production in the field of energy saving of household appliances will be realized in 20 1 1. China is growing into the largest power semiconductor market in the world. It is estimated that the power semiconductor device market in China will exceed10 billion yuan in 20 10, and will continue to grow at the rate of 15%~20% in the next few years.

1. Wind power generation

In order to obtain stable power grid-connected generation, wind turbines must rely on corresponding frequency conversion and inverter systems, which requires IGBT devices that can automatically turn off the current. At present, the suppliers of high-power IGBT for megawatt wind power inverter mainly include Infineon, Fuji Electric and Mitsubishi. Emerson, ABB, Siemens, Alstom and other major wind power inverter suppliers all choose Infineon's scheme. With the promotion of wind power industry in China, IGBT, which stands at the top of the world, is undoubtedly not just a piece of cake.

2. Solar power generation

With the momentum of green power movement, the application of solar energy, such as photovoltaic power generation and solar cells, is in the ascendant. In order to effectively meet the needs of these products, power designers are converting solar energy into the required AC or DC voltage with the least number of devices, high reliability and durability. Therefore, solar inverter needs the correct combination of control, drive and output power devices. To achieve this goal, IGBT is an inevitable choice as a power switch.

3. High-speed rail and rail transit

IGBT modules are widely used in rail vehicles, constituting traction converter and constant voltage constant frequency (CVCF) inverter of auxiliary power supply system. Various IGBT devices are used in the auxiliary system of subway or light rail vehicles abroad.

In the EMU, the main converter adopts IGBT devices with withstand voltage as high as 6500 V/600 A, and the auxiliary converter adopts PWM technology with switching frequency of 1950Hz, which consists of three double igbts and related anti-parallel diodes, and each double IGBT constitutes one of the three phases. The vehicle of Shanghai Rail Transit Line 3 is its auxiliary system, and the 2-point inverter composed of IGBT with voltage class of 330 V directly inverts. The auxiliary system of Guangzhou Metro 1 Line adopts IGBT dual DC-DC converters and high-frequency transformers to realize electrical isolation. Six IGBT modules as traction inverters and two IGBT modules as brake choppers are used in the first phase project of Shenzhen Metro. The main circuit of Tianjin Binhai EMU adopts IGBT voltage type three-phase DC inverter, and the auxiliary power inverter adopts IGBT element inverter, with a switching capacity of 3300 V/800 A.

4. Electric cars

The most critical bottleneck of electric vehicle is motor drive control and charging and discharging, which are inseparable from the inverter bridge composed of IGBT. Beijing Institute of Technology, Tianjin University, Chinese Academy of Sciences and other institutions have adopted the IGBT power module of Infenion)HybdPACK) when studying the prototype and simulation of electric vehicles, which is suitable for mild hybrid vehicles, with a maximum battery voltage of 450V and a power of 20kW. This module is based on Infenion's leading IGBT trench gate field cutoff technology, which can realize low switching loss. HybdPACK 1 has been specially designed, with long-term working junction temperature 150℃, six-tube three-phase bridge structure and rated value of 400 A/600 V. ..

5. Smart grid

Broadly speaking, wind power and photovoltaic power generation are both important components of the power supply side of smart grid. Power semiconductors such as IGBT also have great demand in high-voltage DC transmission, FACTS flexible transmission technology, load-side motor frequency conversion control, smart home appliances, LED lighting drive and so on.

Major listed companies:

Keda (600986), Qianjiang Motorcycle (0009 13), Huawei Microelectronics (600360), Zhonghuan (002 129),

Changdian Technology (600584), Taiji (300046), etc.