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

未开盘 10-02 16:08:07

128.300

+1.000

+0.79%

最高133.400	最低126.000	成交量10.88万
今开131.800	昨收127.300	日振幅5.81%
总市值117.47亿	流通市值117.47亿	总股本9,156万
成交额1,412万	换手率0.12%	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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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 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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 涨5.05%，蓝思科技涨3.33%，鸿腾精密涨2.34%，海光芯正涨1.91%，中际旭创涨1.23%。光模块温控形成芯片级精准控温、界面导热、模组级均热三层体系，单模块温控价值量随速率迭代系统性上移；叠加CPO/NPO架构下光引擎与交换芯片同域散热，行业迎来量价齐升。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992816","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FOTO","AAOG","LU0348766576.USD","BK1508","BK1170","BK0214","BK1149","06088","BK1240","SGXZ81163826.USD","03308","SIXG","AAOZ","06613","603083","LYTE","BK1537","SG9999001069.SGD","BK1147","LU0348767384.USD","LUMA","LU1255011170.USD","LU1655091616.SGD","BK1249","BK1533","SGXZ49509284.SGD","06166","BK1122","01191","AAOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671029577","title":"国盛证券：首予海光芯正(01191.HK)“买入”评级 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14:09","pubTimestamp":1790662167,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["BK1170","01191","BK1537","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125956121","title":"异动解读｜海光芯正盘中下跌5.99%，报133.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1125956121","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1125956121?lang=zh_cn&edition=full","pubTime":"2026-09-29 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":"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":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 09:37","pubTimestamp":1790300240,"startTime":"0","endTime":"0","summary":"9月25日，海光芯正盘中下跌5.59%，报160.6港元/股，成交额293.06万港元。海光芯正所在的电子元件行业中，板块整体承压，个股中，建滔积层板跌2.11%，建滔集团跌3.72%，舜宇光学科技跌2.91%，胜宏科技跌1.47%，立讯精密跌2.11%。（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":"2670352419","title":"智通港股早知道 | 监管明确险资投资港股通ETF口径 海光芯正(01191)南向持股占比升至4.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670352419","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670352419?lang=zh_cn&edition=full","pubTime":"2026-09-25 07:52","pubTimestamp":1790293960,"startTime":"0","endTime":"0","summary":"预计本公司将于2026年12月31日前与相关方订立合伙协议及附属协议。 海光芯正：下半年1.6T光模块开始出货 南向持股占比升至4.2%海光芯正在9月9日至11日举行的第27届中国国际光电博览会上，展出全栈自研硅光1.6T光模块和6.4T 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":"us","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":["00659","BK1170","BK4550","KURE","LU0173614495.USD","LU1226287529.USD","LU0326950275.SGD","03933","LU1046422090.SGD","LU1152091168.USD","LU2097828631.EUR","LU1008478684.HKD","BK1230","LU1226287875.USD","LU0320764599.SGD","LU1960683339.HKD","BK1589","LU0287142896.SGD","LU0871576103.HKD","LU1206782309.USD","02628","LU2097828714.EUR","BK1205","IE00B031HY20.USD","LU0140636845.USD","KCAI","BK1550","LU1152091754.HKD","01191","FDN","03692","LU0307460666.USD","LU0211977185.USD","IE00B543WZ88.USD","SG9999003461.SGD","01093","LU0067412154.USD","LU1226287792.SGD","IE00B3M56506.USD","LU0708995583.HKD","LU0315179316.USD","FLHK","IE0032431581.USD","01133","SG9999012710.SGD","BK1521","BK1537","LU1226288170.HKD","IE00B5MMRT66.SGD","VXUS"],"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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