海光芯正(01191)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01191 海光芯正

已收盘 10-05 16:08:03

132.000

+3.700

+2.88%

最高140.000	最低128.800	成交量35.31万
今开128.800	昨收128.300	日振幅8.73%
总市值120.85亿	流通市值120.85亿	总股本9,156万
成交额4,714万	换手率0.39%	流通股本9,156万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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PCB、高速光芯片等核心物料。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/20b5cec81dbc3ae87e2e982afc18fcf8","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/20b5cec81dbc3ae87e2e982afc18fcf8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://news.futunn.com/post/1000561344/most-hong-kong-listed-stocks-in-the-optical-communications-sector?chain_id=vEx2pBO3MUUFp1.1lc645m&futusource=news_headline_list&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D&report_id=1000561344&report_type=market&src=3&level=1&data_ticket=1789619415608725","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU2351347302.SGD","LU2211815571.USD","LU0557290698.USD","LU0359202008.SGD","LU2023251221.USD","LU2264538146.SGD","BK1537","LU2360107168.USD","LU2473716301.USD","KBWB","LU0053666078.USD","SGXZ51526630.SGD","SGXZ99366536.SGD","LU1989772923.USD","LU0320765646.SGD","BK4534","LU0106831901.USD","IE00B3S45H60.SGD","BK1501","BK4588","LU1171460220.USD","LU2272731600.USD","LU0259732245.USD","LU1668664300.SGD","LU1720051017.SGD","LU0267386448.USD","BK4585","LU0098860793.USD","BK1147","LU2089284900.SGD","LU2271345857.HKD","LU2357305700.SGD","LU0912757837.SGD","BK4148","LU1162221912.USD","BK4504","BK1170","BK1116","LU2272731782.SGD","LU2931357623.SGD","BK4581","LU1861220033.SGD","BK4516","KCAI","02342","LU2487616109.SGD","LU2322448957.HKD","LU1720051108.HKD","LU0158827781.USD","LU1064131342.USD","LU2133065610.SGD","IE00B66KJ199.SGD","LU0307460666.USD","IE00B775SV38.USD","LU1244550494.USD","IE00B19Z4B17.USD","LU0390134368.USD","LU1732799900.SGD","LU0274383776.USD","BK1240","SPRX","VXUS","LU0158827948.USD","LU2272731865.HKD","LU1791710582.SGD","LU0210528500.USD","LU0971096721.USD","BK1523","BK1529","IAI","LU0795875169.SGD","LU1023057109.AUD","LU0882574139.USD","LU0314104364.USD","IE0031619046.USD","BK1506","LU0006306889.USD","BK4157","LU2347655156.SGD","EGGY","AAOZ","LU1989772840.SGD","BK1516","LU0225283273.USD","SG9999006597.SGD","LU0234570918.USD","LU0266013472.USD","LU2929501877.USD","LU2111349929.HKD","BK1564","LU2089985449.USD","LU2322448791.USD","LU0359201885.HKD","LU2290526834.HKD","LU0359201612.USD","LYTE","LU1791710400.SGD","IE00BZ1G4Q59.USD","01191","LU1988902786.USD","LU2187417386.USD","LU1074936037.SGD","LUMA","SG9999002828.SGD","LU1244550221.USD","LU0528227936.USD","LU0106261372.USD","LU1548497426.USD","LU2028103732.USD","IE00BKVL7J92.USD","BK4127","LU1992135399.USD","LU1992135472.HKD","LU0588546209.SGD","SGXZ81514606.USD","LU1244550577.SGD","LU1861215975.USD","LU1363072403.SGD","LU1732800096.USD","SIXG","LU2279858448.HKD","FOTO","LU2089283258.USD","IE00B7SZL793.SGD","BK1149","LU0795875086.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2673748437","title":"港股异动 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机构看好1.6T光模块规模化交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2672796958","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2672796958?lang=zh_cn&edition=full","pubTime":"2026-10-02 10:35","pubTimestamp":1790908547,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信概念局部走强，截至发稿，剑桥科技（06166）涨3.79%，中际旭创（03308）涨3.58%，海光芯正（01191）涨3.53%，长飞光纤光缆（06869）涨3.03%。消息面上，中国银河证券表示，AI算力资本开支持续上行，光通信进入需求高增、供给受限、技术迭代、国产替代四重共振阶段。北美云厂商资本开支指引上调，AI集群扩张倒逼光互连架构升级，产业价值重心从模块组装向上游光引擎、硅光芯片转移。1.6T光模块进入规模化交付周期，NPO、CPO等下一代光电封装技术加速推进；上游高速光芯片国产替代迎来放量拐点，交付能力取代单纯拿订单，成为龙头核心竞争力。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992911","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999006597.SGD","LUMA","LU1655091616.SGD","FOTO","BK1506","BK1523","AAOG","LYTE","SIXG","06166","BK1147","BK1122","BK1533","AAOZ","06869","LU0307460666.USD","BK0214","BK1170","LU0588546209.SGD","BK1149","BK1240","AAOX","603083","SGXZ49509284.SGD","01191","03308","BK1249","SGXZ81163826.USD","LU1255011170.USD","BK1537"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672679573","title":"港股异动 | 部分光通信概念股走高 大摩判断FCC限制并非“一刀切” 产业有望继续受益于AI算力扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2672679573","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2672679573?lang=zh_cn&edition=full","pubTime":"2026-10-02 10:05","pubTimestamp":1790906745,"startTime":"0","endTime":"0","summary":"消息面上，隔夜美股光通信概念股大涨，Coherent涨10.90%，lumentum涨7.67%。摩根士丹利于10月1日发布电信与网络设备行业研究报告，核心判断是，美国FCC对中国产光模块的限制最可能在3.2T代际落地，但存在\"美国含量豁免\"路径，整体格局对Lumentum和Coherent构成利好，而非对中国光模块厂商的全面封杀。中泰证券近期指出，展望后续，光通信产业有望继续受益于AI算力扩张、速率升级与网络架构演进三重驱动。","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":"http://www.zhitongcaijing.com/content/detail/1503213.html","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":"stock_zhitongcaijing","symbols":["SG9999006597.SGD","LU1791710582.SGD","LUMA","LU2271345857.HKD","LU1548497426.USD","IAI","BK4504","FOTO","LU2111349929.HKD","BK4127","BK1523","LU0795875169.SGD","LYTE","SIXG","LU0267386448.USD","LU0006306889.USD","06166","LU0106261372.USD","AIO","BK1147","LU0158827781.USD","LU1732799900.SGD","LU1791710400.SGD","BK4585","LU1244550577.SGD","KCAI","06869","LU0795875086.SGD","LU0882574139.USD","LU1720051017.SGD","LU2089283258.USD","LU0971096721.USD","LU0098860793.USD","BK1149","KBWB","01191","BK1249","03308","LU2028103732.USD","LU0557290698.USD","LU0314104364.USD","WDAI","WISE","LU0106831901.USD","LU1255011170.USD","VXUS","LU1244550494.USD","LU1989772840.SGD","IE00B3S45H60.SGD","BK1537"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104931585","title":"港股异动｜部分港股光通信股走强，剑桥科技涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104931585","media":"老虎快讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1104931585?lang=zh_cn&edition=full","pubTime":"2026-10-02 09:39","pubTimestamp":1790905167,"startTime":"0","endTime":"0","summary":"部分港股光通信股走强，剑桥科技涨超5%，海光芯正涨2.83%，中际创旭涨2.26%。","market":"sh","thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191","06166","03308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163002147","title":"异动解读｜海光芯正盘中下跌5.21%，获国盛证券首次覆盖给予买入评级仍未止跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1163002147","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1163002147?lang=zh_cn&edition=full","pubTime":"2026-09-30 15:54","pubTimestamp":1790754849,"startTime":"0","endTime":"0","summary":"9月30日，海光芯正盘中下跌5.21%，报129.2港元/股，成交额1.32亿港元，延续近期回调态势。消息面上，国盛证券9月29日首次覆盖海光芯正并给予\"买入\"评级，目标价220港元，预计公司2026至2028年收入约21.0/101.7/149.1亿元，看好其高速光模块放量及NPO/CPO赛道卡位带来的收入与毛利率共振。公司基本面方面，订单指引已排满2027年，下半年1.6T光模块开始出货供给海外头部AI算力客户，南向资金持股占比已升至4.19%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"海光芯正获买入评级，股价仍持续下探","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671211812","title":"光通信板块走强 剑桥科技（06166）涨超5% 机构指光模块温控迎来量价齐升","url":"https://stock-news.laohu8.com/highlight/detail?id=2671211812","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671211812?lang=zh_cn&edition=full","pubTime":"2026-09-30 10:02","pubTimestamp":1790733747,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块走强，截至发稿，剑桥科技 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13:19","pubTimestamp":1790659184,"startTime":"0","endTime":"0","summary":"9月29日，海光芯正盘中下跌5.99%，报133.5港元/股，成交额1.18亿港元。海光芯正所在的电子元件行业中，板块内个股表现分化，景旺电子涨7.11%，胜宏科技涨3.55%，建滔集团涨4.25%，建滔积层板涨3.53%，纳真科技跌2.45%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197781638","title":"异动解读｜海光芯正盘中下跌5.59%，报160.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1197781638","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1197781638?lang=zh_cn&edition=full","pubTime":"2026-09-25 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NPO。此外，南向资金近期持续加仓，海光芯正已于今年9月7日起纳入港股通。截至目前，南向资金持有海光芯正384.44万股，占公司已发行普通股的4.19%。","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":"http://www.zhitongcaijing.com/content/detail/1500833.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1226288170.HKD","LU1152091754.HKD","LU1008478684.HKD","KCAI","01191","LU1206782309.USD","03692","03933","LU0173614495.USD","LU0287142896.SGD","IE00B543WZ88.USD","LU1226287875.USD","02628","LU1152091168.USD","SG9999012710.SGD","00659","KURE","LU0320764599.SGD","LU0140636845.USD","LU0326950275.SGD","VXUS","BK1170","FLHK","LU0708995583.HKD","LU1960683339.HKD","01093","BK1230","IE00B3M56506.USD","BK1521","BK1589","LU0211977185.USD","BK1537","IE00B5MMRT66.SGD","LU2097828714.EUR","IE00B031HY20.USD","LU0307460666.USD","LU0871576103.HKD","LU1226287529.USD","SG9999003461.SGD","IE0032431581.USD","01133","LU0067412154.USD","LU0315179316.USD","BK4550","LU1226287792.SGD","BK1205","BK1550","LU1046422090.SGD","FDN","LU2097828631.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669461403","title":"尾盘拉升！光通讯龙头，逆市大涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669461403","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669461403?lang=zh_cn&edition=full","pubTime":"2026-09-24 18:03","pubTimestamp":1790244180,"startTime":"0","endTime":"0","summary":"盘面上，大型科网股涨跌不一，腾讯、京东飘绿，小米逆市上涨。腾讯下跌，腾讯QClaw将停止运营9月24日，腾讯控股收跌0.59%。海光芯正尾盘大涨海光芯正尾盘拉升，截至收盘，涨9.43%，报168.2港元/股，成交额为3.66亿港元。此外，9月7日，海光芯正已被纳入港股通。花旗认为，此次新机发布进一步强化了小米在高端市场的布局与性价比定位。","market":"sg","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://finance.sina.com.cn/stock/marketresearch/2026-09-24/doc-inisxnuz5034360.shtml","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":"sina","symbols":["BK1170","BK1147","01191","BK1537"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669450308","title":"港股异动 | 海光芯正(01191.HK)一度涨超10% 下半年1.6T光模块开始出货 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涨6.39%，京信通信涨5.16%，海光芯正涨2.15%，中际旭创涨1.26%。消息面上，公开资料显示，野村在光通信电芯片专家电话会纪要中指出，2026年1.6TDSP需求预计超过2000万颗，但实际出货量仅为1600万至1700万颗，缺口约300万至400万颗。2027年供需矛盾进一步扩大——需求将攀升至6000万至7000万颗，而供给仅能达到4000万至5000万颗，缺口规模扩大至逾2000万颗。同时，专家明确指出，产能的显著释放要等到2027年下半年。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992388","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":null,"symbols":["02342","LU2580892862.HKD","FOTO","LU0348735423.USD","LU0417516902.SGD","SGXZ81163826.USD","BK1147","BK0076","BK1506","LU1720050803.USD","LU0359202008.SGD","BK0077","LU2177674079.SGD","LU0348827113.USD","LU0082770016.USD","LU1979443071.USD","600699","LU1934453819.USD","LU1303224171.USD","IE00B12V2V27.USD","LU2399975544.HKD","LU1820825898.SGD","LU1023057109.AUD","300308","LU1206782309.USD","01191","LU1808992512.USD","91530","LU0164939612.USD","LU0634319403.HKD","SIXG","LU2213484517.USD","BK0070","LU0572944931.SGD","LU0417516738.SGD","LU0456827905.SGD","00699","BK0061","BK1537","LYTE","LUMA","LU0052750758.USD","LU0164865239.USD","BK0214","LU2495084118.USD","03308","LU1064131003.USD","IE00BYQNZ168.SGD","LU0320764599.SGD","LU1997245094.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118187076","title":"异动解读｜海光芯正盘中上涨5.78%，光博会全栈硅光产品亮相叠加高盛上调光模块需求预测持续催化","url":"https://stock-news.laohu8.com/highlight/detail?id=1118187076","media":"行情直击","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1118187076?lang=zh_cn&edition=full","pubTime":"2026-09-22 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