Tianyue Advanced rose by seven or eight points, Innoscience rose by four or five points — Tianyue's 8-inch SiC substrate capacity has already landed in 2025, briefly retraced after hitting a historical high on 5/11, and was bought back in the past two days; Innoscience's GaN penetration rate in new energy vehicle OBCs is increasing, complementing SiC.

Both stocks' bullish patterns today are above the medium- and long-term moving averages, MACD has a golden cross near the zero axis, the volume ratio is relatively high, and it looks like a continuation breakout in the short term.

I think the capex expectations for the silicon carbide line in Q2 are still accumulating, but Tianyue's current price has already priced in the "performance + world's first" story. It's best to wait for a pullback to confirm the 21-day moving average before entering, rather than chasing the high on the day of the breakout.