002428 云南锗业
已收盘 04-29 15:00:00
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云南锗业最新公告：第一季度净利润同比下降10.71%
证券之星 · 04-29 20:38
云南锗业最新公告：第一季度净利润同比下降10.71%
云南锗业：截至2026年4月20日股东总数为141,245户
证券之星 · 04-24
云南锗业：截至2026年4月20日股东总数为141,245户
云南锗业：公司磷化铟相关产品为磷化铟单芯片（衬底）
证券之星 · 04-24
云南锗业：公司磷化铟相关产品为磷化铟单芯片（衬底）
云南锗业(002428.SZ)发布2025年度业绩，归母净利润2014.6万元，同比下降62.06%
智通财经 · 04-22
云南锗业(002428.SZ)发布2025年度业绩，归母净利润2014.6万元，同比下降62.06%
4天3板云南锗业：2025年度净利润同比下降62%
证券之星 · 04-22
4天3板云南锗业：2025年度净利润同比下降62%
云南锗业最新公告：拟投2.01亿元实施锗渣回收项目
证券之星 · 04-22
云南锗业最新公告：拟投2.01亿元实施锗渣回收项目
龙虎榜｜山东帮5971万猛攻云南锗业！章盟主大举出逃华升股份
格隆汇 · 04-22
龙虎榜｜山东帮5971万猛攻云南锗业！章盟主大举出逃华升股份
4月22日云南锗业（002428）涨停分析：磷化铟产业化、光纤与航天需求驱动
证券之星 · 04-22
4月22日云南锗业（002428）涨停分析：磷化铟产业化、光纤与航天需求驱动
4月20日云南锗业（002428）龙虎榜数据：机构净买入2.12亿元，北向资金净买入2.43亿元
中金财经 · 04-20
4月20日云南锗业（002428）龙虎榜数据：机构净买入2.12亿元，北向资金净买入2.43亿元
光纤暴涨650%！板块掀涨停潮，机构：缺口还会更大
格隆汇 · 04-20
光纤暴涨650%！板块掀涨停潮，机构：缺口还会更大
异动快报：云南锗业（002428）4月20日9点44分触及涨停板
证券之星 · 04-20
异动快报：云南锗业（002428）4月20日9点44分触及涨停板
4月17日云南锗业（002428）涨停分析：军品许可获批、新材料目录升级驱动
证券之星 · 04-17
4月17日云南锗业（002428）涨停分析：军品许可获批、新材料目录升级驱动
云南锗业：磷化铟芯片可用于光模块激光器、探测器芯片
证券之星 · 04-15
云南锗业：磷化铟芯片可用于光模块激光器、探测器芯片
云南锗业：截至2026年4月10日股东总数为144,517户
证券之星 · 04-15
云南锗业：截至2026年4月10日股东总数为144,517户
云南锗业：公司产品主要运用包括红外光电、太阳能电池、光纤通讯等领域
证券之星 · 04-15
云南锗业：公司产品主要运用包括红外光电、太阳能电池、光纤通讯等领域
云南锗业：目前公司并无上述规划
证券之星 · 04-09
云南锗业：目前公司并无上述规划
云南锗业（002428）披露高品质磷化铟单芯片建设项目公告，4月7日股价上涨2.03%
证券之星 · 04-07
云南锗业（002428）披露高品质磷化铟单芯片建设项目公告，4月7日股价上涨2.03%
云南锗业：目前公司市场营销工作正稳步推进，本年度开拓了部分新客户
证券日报网 · 04-06
云南锗业：目前公司市场营销工作正稳步推进，本年度开拓了部分新客户
云南锗业：目前公司磷化铟产品客户中有国外客户
证券日报网 · 04-06
云南锗业：目前公司磷化铟产品客户中有国外客户
一边业绩暴跌一边股价大涨，云南锗业加码扩产AI算力时代“硬通货”
澎湃新闻 · 04-05
一边业绩暴跌一边股价大涨，云南锗业加码扩产AI算力时代“硬通货”
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公司概况
公司名称：
云南临沧鑫圆锗业股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
2010-06-08
主营业务：
云南临沧鑫圆锗业股份有限公司的主营业务是锗矿开采、火法富集、湿法提纯、区熔精炼、精深加工及研究开发。公司的主要产品是材料级锗产品、红外级锗产品、光伏级锗产品、光纤级锗产品、化合物半导体材料。公司是国家工信部认定的第六批制造业单项冠军示范企业。
发行价格：
30.00
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20:38","pubTimestamp":1777466306,"startTime":"0","endTime":"0","summary":"云南锗业公告称，2026年第一季度实现营业收入2.89亿元，同比增长20.31%；归属于上市公司股东的净利润为910.71万元，同比下降10.71%。由于本期下游高速光模块需求增加，使得化合物半导体销量同比增加；材料级锗产品本期按合同约定交付上年末待履约产品使得销量同比增加；本期光伏级锗产品、光纤级锗产品、红外级锗产品受上游原材料价格波动的影响，公司基于成本传导需求调整了定价策略，部分新订单尚处于商务谈判过程中，导致销量同比下降。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900062138.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629289679","title":"云南锗业：截至2026年4月20日股东总数为141,245户","url":"https://stock-news.laohu8.com/highlight/detail?id=2629289679","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629289679?lang=zh_cn&edition=full","pubTime":"2026-04-24 11:34","pubTimestamp":1777001652,"startTime":"0","endTime":"0","summary":"证券之星消息，云南锗业(002428)04月24日在投资者关系平台上答复投资者关心的问题。投资者提问：请问截止4月20日公司股东人数是多少？谢谢！云南锗业回复：您好，截至2026年4月20日，公司合并普通账户和融资融券信用账户股东总数为141,245户。 感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042400035030.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0233","002428","BK0028","BK0182","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629896782","title":"云南锗业：公司磷化铟相关产品为磷化铟单芯片（衬底）","url":"https://stock-news.laohu8.com/highlight/detail?id=2629896782","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629896782?lang=zh_cn&edition=full","pubTime":"2026-04-24 11:34","pubTimestamp":1777001650,"startTime":"0","endTime":"0","summary":"此次调试的50台设备均为企业与设备供应商合作研发的国产化装备，成本远低于进口产品，工艺稳定性、成晶率与产品质量达到国际一流水准，产能规模居国内首位，产品可满足市场个性化诉求请问董秘上述公司磷化铟产量是否会影响公司业绩，公司是否有优势谢谢云南锗业回复：您好，公司磷化铟相关产品为磷化铟单芯片（衬底），上述磷化铟多晶系生长磷化铟单晶的原材料。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042400035026.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","002428","BK0028","BK0182","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629042678","title":"云南锗业(002428.SZ)发布2025年度业绩，归母净利润2014.6万元，同比下降62.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629042678","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629042678?lang=zh_cn&edition=full","pubTime":"2026-04-22 21:36","pubTimestamp":1776864989,"startTime":"0","endTime":"0","summary":"智通财经APP讯，云南锗业 发布2025年年度报告，报告期内，公司实现营业收入10.66亿元，同比增长38.89%。实现归属于上市公司股东的净利润2014.6万元，同比下降62.06%。归属于上市公司股东的扣除非经常性损益的净亏损680.67万元。光伏级锗产品在空间卫星电池应用领域保持较高国内市场份额，全年用量实现较快增长。光纤级四氯化锗销量同比增长。半导体材料方面，磷化铟芯片销售额实现大幅增长，客户数量持续增加。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1432207.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":"云南锗业(002428.SZ)发布2025年度业绩，归母净利润2014.6万元，同比下降62.06%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629046960","title":"4天3板云南锗业：2025年度净利润同比下降62%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629046960","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629046960?lang=zh_cn&edition=full","pubTime":"2026-04-22 20:11","pubTimestamp":1776859863,"startTime":"0","endTime":"0","summary":"云南锗业发布2025年年度报告，实现营业收入10.66亿元，同比增长38.89%；归属于上市公司股东的净利润为2014.60万元，同比下降62.06%。但新兴领域的需求增量难以抵消供应增长以及材料替代带来的压力，导致2025年国内锗价整体震荡回落。2025年行业海外矿山新增产能逐步少量释放，但海外供应依然紧张，海外现货价格维持在高位。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200049569.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629046995","title":"云南锗业最新公告：拟投2.01亿元实施锗渣回收项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2629046995","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629046995?lang=zh_cn&edition=full","pubTime":"2026-04-22 20:10","pubTimestamp":1776859827,"startTime":"0","endTime":"0","summary":"云南锗业公告称，公司第九届董事会第三次会议审议通过《关于实施“锗渣中稀有金属高效绿色综合回收项目”的议案》，同意实施该项目。项目计划总投资2.01亿元，新建一条年处理15万吨含锗废渣的全智能化综合回收生产线，建设期为19个月。本次投资旨在实现锗渣回收核心技术成果转化，提高锗资源综合利用率，完善产业链布局。该事项不构成关联交易及重大资产重组，无需提交股东会审议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200049567.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002428","BK0188","BK0182","BK0028","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629012796","title":"龙虎榜｜山东帮5971万猛攻云南锗业！章盟主大举出逃华升股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2629012796","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629012796?lang=zh_cn&edition=full","pubTime":"2026-04-22 18:20","pubTimestamp":1776853207,"startTime":"0","endTime":"0","summary":"单日净买入额前三为协创数据、九安医疗、翔丰华","market":"fut","thumbnail":"https://img3.gelonghui.com/45dda-abd8bfa9-18e6-4c90-8de4-173a6881a4ac.jpg?guru_height=718&guru_width=1280&guru_size=120618","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/45dda-abd8bfa9-18e6-4c90-8de4-173a6881a4ac.jpg?guru_height=718&guru_width=1280&guru_size=120618"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4512165","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["002428","BK0233","BK0188","BK0247","BK0028","BK0182","600156"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629018624","title":"4月22日云南锗业（002428）涨停分析：磷化铟产业化、光纤与航天需求驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2629018624","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629018624?lang=zh_cn&edition=full","pubTime":"2026-04-22 15:39","pubTimestamp":1776843597,"startTime":"0","endTime":"0","summary":"证券之星消息，云南锗业4月22日涨停收盘，收盘价75.24元。今日云南锗业涨停的可能因素有：磷化铟产业化加速落地，4月3日公告启动高品质磷化铟单芯片建设项目，6英寸良率超90%，已通过英伟达、中际旭创认证；光纤级四氯化锗产能60吨/年稳定供应国内主流厂商，受益G.657.A2光纤价格暴涨650%；光伏级锗芯片2025年末达产125万片，2026年满产250万片，直供低轨卫星太阳能电池；锗价年内涨超80%，供给刚性叠加AI算力、商业航天、红外光学多维需求爆发。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200031367.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","002428","BK0182","BK0188","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628469237","title":"4月20日云南锗业（002428）龙虎榜数据：机构净买入2.12亿元，北向资金净买入2.43亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2628469237","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628469237?lang=zh_cn&edition=full","pubTime":"2026-04-20 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感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041500018844.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0233","002428","159813","BK0182","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627726704","title":"云南锗业：截至2026年4月10日股东总数为144,517户","url":"https://stock-news.laohu8.com/highlight/detail?id=2627726704","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627726704?lang=zh_cn&edition=full","pubTime":"2026-04-15 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感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041500018843.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002428","BK0188","BK0182","BK0028","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627472549","title":"云南锗业：公司产品主要运用包括红外光电、太阳能电池、光纤通讯等领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2627472549","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627472549?lang=zh_cn&edition=full","pubTime":"2026-04-15 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感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040900006301.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0028","002428","BK0233","BK0182"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625936342","title":"云南锗业（002428）披露高品质磷化铟单芯片建设项目公告，4月7日股价上涨2.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625936342","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625936342?lang=zh_cn&edition=full","pubTime":"2026-04-07 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