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磷化铟概念，龙头 3 连板

Cailianshe flash: Indium phosphide concept stocks strengthened in early trading, with Bojie logging 3 consecutive limit-ups; NVIDIA predicts global indium phosphide wafer demand will surge 20-fold from 2026 to 2030, while substrate expansion cycles last 3 to 5 years, and the supply-demand mismatch is driving the sector higher. ![Image 7: 财联社财联社](https://www.bestblogs.dev/articles?sourceid=bc14973a "View More From This Source")Follow·

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AI Summary & Key Points

Summary

Indium phosphide concept stocks repeatedly strengthened in this morning's session, with Bojie logging 3 consecutive limit-ups, after Yunnan Germanium and Youyan New Materials each posted 2 consecutive limit-ups. Oulai New Materials, Xingye Technology, Suqian Liansheng, and Haite High-tech were among the top gainers. On the news front, NVIDIA predicts global demand for indium phosphide wafers will surge about 20-fold from 2026 to 2030. However, capacity expansion in the indium phosphide substrate industry is extremely difficult: a single production line requires over 1.2 billion yuan in investment and an expansion cycle of 3 to 5 years, so the release of new supply lags far behind demand growth, forming the core logic behind the sector's speculative rally.

Main Points

* 1. The indium phosphide concept sector strengthened again, with Bojie hitting 3 consecutive limit-ups.

Yunnan Germanium and Youyan New Materials posted 2 consecutive limit-ups, while Oulai New Materials, Xingye Technology, Suqian Liansheng, and Haite High-tech followed the gains, and thematic capital remained active.

* 2. Surging demand and difficult capacity expansion create a supply-demand mismatch.

NVIDIA forecasts global indium phosphide wafer demand will grow about 20-fold from 2026 to 2030, but a single substrate production line requires over 1.2 billion yuan in investment and an expansion cycle of 3 to 5 years, so new supply will clearly lag behind.

财联社 2026-08-06 10:15 上海

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今日早盘，磷化铟概念反复走强，博杰股份3连板，此前云南锗业、有研新材2连板，欧莱新材、兴业科技、宿迁联盛、海特高新等涨幅靠前。

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消息面上，英伟达预测2026年—2030年全球磷化铟晶圆整体需求将激增20倍左右，但磷化铟衬底行业扩产难度极大，单条产线投资超12亿元，扩产周期长达3年至5年，新增供给释放速度远远滞后于需求增速。 ![Image 11](https://www.cls.cn/download)