300394 天孚通信
已收盘 01-09 15:00:00
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1月8日天孚通信现1笔大宗交易 机构净买入234.3万元
证券之星 · 01-08
1月8日天孚通信现1笔大宗交易 机构净买入234.3万元
每周股票复盘：天孚通信（300394）股东户数增至12.71万增3.17%
中金财经 · 01-04
每周股票复盘：天孚通信（300394）股东户数增至12.71万增3.17%
天孚通信：产品暂不适用于卫星导航或商业航天领域
证券之星 · 01-03
天孚通信：产品暂不适用于卫星导航或商业航天领域
天孚通信：截至2025年12月31日股东人数为127138
证券之星 · 01-03
天孚通信：截至2025年12月31日股东人数为127138
天孚通信：定位光器件整体解决方案提供商
证券之星 · 2025-12-30
天孚通信：定位光器件整体解决方案提供商
谷歌AI链引爆市场，“易中天”与英维克乘势而上，未来走势如何？
ITBEAR科技资讯 · 2025-12-24
谷歌AI链引爆市场，“易中天”与英维克乘势而上，未来走势如何？
天孚通信：截至2025年12月19日股东人数为123231
证券之星 · 2025-12-23
天孚通信：截至2025年12月19日股东人数为123231
AI硬件设备龙头“易中天”全天成交额居前！港股AI应用为何迟迟不动？
每日经济新闻 · 2025-12-22
AI硬件设备龙头“易中天”全天成交额居前！港股AI应用为何迟迟不动？
甬兴证券2026年度通信策略：光互联 + 端侧 AI 双轮驱动
格隆汇 · 2025-12-18
甬兴证券2026年度通信策略：光互联 + 端侧 AI 双轮驱动
12月16日天孚通信现1笔大宗交易 机构净买入498.25万元
证券之星 · 2025-12-16
12月16日天孚通信现1笔大宗交易 机构净买入498.25万元
天孚通信五连跌，创业板人工智能ETF（159363）失守10日线，机构看好2026年中国光模块企业机遇
新浪基金 · 2025-12-16
天孚通信五连跌，创业板人工智能ETF（159363）失守10日线，机构看好2026年中国光模块企业机遇
天孚通信：公司产品中包括光隔离器
证券之星 · 2025-12-12
天孚通信：公司产品中包括光隔离器
天孚通信：截至2025年12月10日股东人数为102831
证券之星 · 2025-12-12
天孚通信：截至2025年12月10日股东人数为102831
和讯投顾冯江浩：谨防明日美联储议息会议黑天鹅
和讯网 · 2025-12-10
和讯投顾冯江浩：谨防明日美联储议息会议黑天鹅
天孚通信就UnUsUaL股价波动回应称不存在未披露重大信息
美股速递 · 2025-12-08
天孚通信就UnUsUaL股价波动回应称不存在未披露重大信息
天孚通信最新公告：目前正在筹划在香港联交所发行H股上市事项
证券之星 · 2025-12-08
天孚通信最新公告：目前正在筹划在香港联交所发行H股上市事项
12月8日天孚通信（300394）龙虎榜数据：机构净买入3033.43万元（3日），北向资金净买入25.75亿元（3日）
证券之星 · 2025-12-08
12月8日天孚通信（300394）龙虎榜数据：机构净买入3033.43万元（3日），北向资金净买入25.75亿元（3日）
天孚通信涨19.19%，山西证券二个月前给出“买入”评级
证券之星 · 2025-12-08
天孚通信涨19.19%，山西证券二个月前给出“买入”评级
异动快报：天孚通信（300394）12月8日11点12分触及涨停板
证券之星 · 2025-12-08
异动快报：天孚通信（300394）12月8日11点12分触及涨停板
12月5日天孚通信现1笔折价24.53%的大宗交易 合计成交202.5万元
证券之星 · 2025-12-05
12月5日天孚通信现1笔折价24.53%的大宗交易 合计成交202.5万元
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公司概况
公司名称：
苏州天孚光通信股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2015-02-17
主营业务：
苏州天孚光通信股份有限公司的主营业务是高速光器件的研发、规模量产和销售业务。公司的主要产品是BOX器件封装技术平台/高速光引擎产品解决方案、相干光学技术平台/FAU无源光器件产品解决方案、微光学技术平台与产品解决方案、并行光学技术平台/AOC系列无源光器件产品解决方案、并行光学技术平台/PSM/DR系列光器件无源产品解决方案、TO封装技术平台/高速同轴光器件产品解决方案、超精密模具设计与制造技术平台/SR＆OBO用塑料透镜与光纤阵列解决方案、波分复用器件与模块解决方案、光纤连接器解决方案、WDM(AWG)耦合技术平台/MUX＆De-MUX产品解决方案、激光雷达领域应用方案、生物光子学领域应用方案。
发行价格：
21.41
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08:28","pubTimestamp":1767486497,"startTime":"0","endTime":"0","summary":"h2,h3,h4{padding: 10px 0;font-size: 16px;line-height: 30px;color:#262626;font-weight: 600;}h2{border-bottom: 1px solid #d8dee4; padding-bottom: 0.3em}.article_content ul{padding-left:22px;}截至2025年12月31日收盘，天孚通信报收于203.03元，较上周的213.31元下跌4.82%。本周，天孚通信12月30日盘中最高价报217.4元。12月31日盘中最低价报201.5元。天孚通信当前最新总市值1578.39亿元，在通信设备板块市值排名4/85，在两市A股市值排名105/5181。股本股东变化：截至2025年12月31日股东户数为12.71万户，较前期增加3907.0户，增幅3.17%。股本股东变化：户均持股数量由6309.0股降至6115.0股，户均持股市值为124.15万元。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202601/04/20260104323795.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202601/04/20260104323795.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260104/31912253.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["SGXZ49509284.SGD","300394","SGXZ81163826.USD","BK0214","BK0086","BK0167"],"gpt_icon":0},{"id":"2600158091","title":"天孚通信：产品暂不适用于卫星导航或商业航天领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2600158091","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600158091?lang=zh_cn&edition=full","pubTime":"2026-01-03 10:27","pubTimestamp":1767407229,"startTime":"0","endTime":"0","summary":"证券之星消息，天孚通信(300394)01月03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：董秘你好，请问贵公司的产品是否有应用于卫星导航、商业航天领域？贵公司的产品是否适配太空数据中心建设？贵公司是否有参与或计划参与太空数据中心建设？谢谢天孚通信回复：尊敬的投资者你好，公司定位光器件整体解决方案提供商和光电先进封装制造服务商，产品广泛应用于电信通信、数据中心、光纤连接和汽车辅助驾驶用激光雷达等领域，暂不适用于卫星导航或商业航天领域，谢谢关注。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/RB2026010300003226.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","SGXZ49509284.SGD","BK0167","SGXZ81163826.USD","BK0086","300394"],"gpt_icon":0},{"id":"2600209115","title":"天孚通信：截至2025年12月31日股东人数为127138","url":"https://stock-news.laohu8.com/highlight/detail?id=2600209115","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600209115?lang=zh_cn&edition=full","pubTime":"2026-01-03 10:27","pubTimestamp":1767407228,"startTime":"0","endTime":"0","summary":"证券之星消息，天孚通信(300394)01月03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：董秘，您好！请问公司截至12月31日的股东人数是多少？谢谢天孚通信回复：截至2025年12月31日收盘，公司股东人数为127138（合并信用账户）。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/RB2026010300003225.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":["BK0214","SGXZ49509284.SGD","300394","BK0167","BK0086","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2595767943","title":"天孚通信：定位光器件整体解决方案提供商","url":"https://stock-news.laohu8.com/highlight/detail?id=2595767943","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595767943?lang=zh_cn&edition=full","pubTime":"2025-12-30 16:06","pubTimestamp":1767081980,"startTime":"0","endTime":"0","summary":"证券之星消息，天孚通信(300394)12月30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：公司1.6T光模块市场占有量如何？天孚通信回复：尊敬的投资者你好，公司定位光器件整体解决方案提供商和光电先进封装制造服务商，光模块厂商是公司的客户，谢谢关注。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/RB2025123000022237.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":["BK0086","BK0167","SGXZ49509284.SGD","BK0214","300394","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2593414496","title":"谷歌AI链引爆市场，“易中天”与英维克乘势而上，未来走势如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2593414496","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593414496?lang=zh_cn&edition=full","pubTime":"2025-12-24 01:01","pubTimestamp":1766509308,"startTime":"0","endTime":"0","summary":"AI赛道持续火热，光模块与CPO领域再度成为市场焦点。当日三家公司包揽A股成交额前三名，东方财富CPO概念指数同步突破5000点整数关口。市场传闻显示，谷歌第七代TPU芯片单芯功耗突破600W，强制采用液冷方案，这为英维克等温控设备供应商创造新机遇。液冷领域竞争格局尚未完全固化，英维克虽占据先发优势，但高澜股份、申菱环境等企业正在加速追赶。投资者需密切跟踪谷歌AI战略落地情况，审慎评估技术路线变更带来的潜在影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224010653a46fbdfe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:09","pubTimestamp":1766390971,"startTime":"0","endTime":"0","summary":"12月22日，市场情绪回暖，A股硬件设备方向再度爆发，中际旭创、新易盛、天孚通信、工业富联、胜宏科技等AI硬件巨头全天成交额占据全市场TOP5。年初至今，中际旭创、新易盛股价累计涨幅超400%，胜宏科技累计涨幅超600%。相比之下，AI软件应用侧阿里巴巴-W、腾讯控股、百度集团-SW等港股互联网平台企业涨幅相对落后，近期流动性忧虑缓解后，股价为何仍然迟迟不动？故我们将下游AI应用视为一种“看涨期权”，左侧进行积极布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222161114a4697967&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:42","pubTimestamp":1765878177,"startTime":"0","endTime":"0","summary":"证券之星消息，12月16日天孚通信发生大宗交易，交易数据如下：大宗交易成交价格199.3元，成交2.5万股，成交金额498.25万元，买方营业部为机构专用，卖方营业部为中信证券股份有限公司泉州温陵北路证券营业部。近三个月该股共发生8笔大宗交易，合计成交1431.0手，折价成交2笔。截至2025年12月16日收盘，天孚通信报收于199.3元，下跌4.92%，换手率3.65%，成交量28.31万手，成交额57.1亿元。","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/RB2025121600028981.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","SGXZ49509284.SGD","BK0086","300394","BK0167","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2591390674","title":"天孚通信五连跌，创业板人工智能ETF（159363）失守10日线，机构看好2026年中国光模块企业机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2591390674","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591390674?lang=zh_cn&edition=full","pubTime":"2025-12-16 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华泰证券表示，展望2026年，中国光模块企业或保持竞争优势，关注北美光模块市场新晋供应商机遇。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"199cc5aeed14b9507696bfd28109e649","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-12-16/doc-inhayftq0128142.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":["000905.SH","SGXZ81163826.USD","159967","000688.SH","515890","000300.SH","510300","399006","515980","512880","159982","512510","300394","SGXZ49509284.SGD","510880","399001","BK0214","BK0086","159363","BK0167","159915","000001.SH","399300"],"gpt_icon":0},{"id":"2590572394","title":"天孚通信：公司产品中包括光隔离器","url":"https://stock-news.laohu8.com/highlight/detail?id=2590572394","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590572394?lang=zh_cn&edition=full","pubTime":"2025-12-12 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15:37","pubTimestamp":1765179468,"startTime":"0","endTime":"0","summary":"今日天孚通信涨19.19%，收盘报236.9元。2025年9月19日，山西证券研究员高宇洋,张天发布了对天孚通信的研报《有源业务大幅增长，CPO项目持续推进》，该研报对天孚通信给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为94.98%。此外，开源证券研究员蒋颖，东吴证券研究员张良卫近期也对该股发布了研报，同样给出“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120800012808.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":"stockstar","symbols":["300394","002500"],"gpt_icon":0},{"id":"2589540383","title":"异动快报：天孚通信（300394）12月8日11点12分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2589540383","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589540383?lang=zh_cn&edition=full","pubTime":"2025-12-08 11:15","pubTimestamp":1765163725,"startTime":"0","endTime":"0","summary":"证券之星12月8日盘中消息，11点12分天孚通信触及涨停板。其所属行业通信设备目前上涨。该股为光电共封装CPO，光通信，激光雷达概念热股，当日光电共封装CPO概念上涨6.19%，光通信概念上涨5.11%，激光雷达概念上涨3.43%。12月5日的资金流向数据方面，主力资金净流入2.85亿元，占总成交额2.25%，游资资金净流出2.32亿元，占总成交额1.83%，散户资金净流出5292.64万元，占总成交额0.42%。","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/RB2025120800007609.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":"stockstar","symbols":["BK0214","SGXZ49509284.SGD","300394","BK0167","BK0086","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2589939338","title":"12月5日天孚通信现1笔折价24.53%的大宗交易 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