300395 菲利华
交易中 08-13 11:25:03
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8月12日菲利华涨8.02%，财通新视野灵活配置混合A基金重仓该股
证券之星 · 08-12 16:35
8月12日菲利华涨8.02%，财通新视野灵活配置混合A基金重仓该股
菲利华涨5.48%，中银证券二个月前给出“买入”评级
证券之星 · 07-27
菲利华涨5.48%，中银证券二个月前给出“买入”评级
菲利华：2026年上半年石英电子布预计实现销售收入1.5亿元
证券之星 · 07-27
菲利华：2026年上半年石英电子布预计实现销售收入1.5亿元
菲利华：石英电子纱是石英电子布的主要原材料
证券之星 · 07-27
菲利华：石英电子纱是石英电子布的主要原材料
菲利华涨11.33%，中银证券二个月前给出“买入”评级
证券之星 · 07-21
菲利华涨11.33%，中银证券二个月前给出“买入”评级
7月20日菲利华跌10.95%，平安匠心优选混合A基金重仓该股
证券之星 · 07-20
7月20日菲利华跌10.95%，平安匠心优选混合A基金重仓该股
菲利华：预计2026年1-6月扣非后净利润盈利2.43亿元至2.83亿元
证券之星 · 07-19
菲利华：预计2026年1-6月扣非后净利润盈利2.43亿元至2.83亿元
菲利华最新公告：预计2026年半年度净利润同比增长21.78%-39.82%
证券之星 · 07-19
菲利华最新公告：预计2026年半年度净利润同比增长21.78%-39.82%
7月17日菲利华跌9.10%，平安匠心优选混合A基金重仓该股
证券之星 · 07-17
7月17日菲利华跌9.10%，平安匠心优选混合A基金重仓该股
菲利华：公司石英电子布产品仍处于小批量测试及终端客户的认证阶段
证券之星 · 07-15
菲利华：公司石英电子布产品仍处于小批量测试及终端客户的认证阶段
菲利华：合肥光微项目实现小批量出货
证券之星 · 07-15
菲利华：合肥光微项目实现小批量出货
公司问答丨菲利华：子公司合肥光微光掩膜基版精密加工项目产品工艺稳定性与市场适配性得到客户认可并实现小批量出货
格隆汇 · 07-08
公司问答丨菲利华：子公司合肥光微光掩膜基版精密加工项目产品工艺稳定性与市场适配性得到客户认可并实现小批量出货
公司问答丨菲利华：公司石英电子布项目仍处于客户端小批量测试及终端客户的认证阶段
格隆汇 · 07-08
公司问答丨菲利华：公司石英电子布项目仍处于客户端小批量测试及终端客户的认证阶段
菲利华：石英玻璃材料及制品广泛应用于半导体芯片制程中
证券之星 · 07-08
菲利华：石英玻璃材料及制品广泛应用于半导体芯片制程中
菲利华：在半导体领域面临良好发展机遇
证券之星 · 07-08
菲利华：在半导体领域面临良好发展机遇
菲利华：子公司合肥光微实现光掩膜基版小批量出货
证券之星 · 07-08
菲利华：子公司合肥光微实现光掩膜基版小批量出货
菲利华：公司石英电子布产品仍处于小批量测试及终端客户的认证阶段
证券之星 · 07-08
菲利华：公司石英电子布产品仍处于小批量测试及终端客户的认证阶段
菲利华（300395）披露将参加湖北辖区上市公司2026年投资者集体接待日活动暨2025年度业绩说明会，7月02日股价下跌7.11%
证券之星 · 07-02
菲利华（300395）披露将参加湖北辖区上市公司2026年投资者集体接待日活动暨2025年度业绩说明会，7月02日股价下跌7.11%
7月1日菲利华跌5.65%，华夏军工安全混合A基金重仓该股
证券之星 · 07-01
7月1日菲利华跌5.65%，华夏军工安全混合A基金重仓该股
菲利华：6月26日董事商春利减持股份合计12万股
证券之星 · 06-29
菲利华：6月26日董事商春利减持股份合计12万股
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公司概况
公司名称：
湖北菲利华石英玻璃股份有限公司
所属行业：
非金属矿物制品业
上市日期：
2014-09-10
主营业务：
湖北菲利华石英玻璃股份有限公司的主营业务是新材料产品及装备的技术开发、技术转让、技术咨询、技术服务；石英玻璃材料、石英玻璃制品、石英玻璃纤维材料、复合材料及制品的制造与销售。公司的主要产品是石英玻璃材料、石英玻璃制品、石英玻璃纤维材料、复合材料及制品。
发行价格：
19.13
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16:49","pubTimestamp":1785142170,"startTime":"0","endTime":"0","summary":"今日菲利华（300395）涨5.48%，收盘报82.06元。2026年4月29日，中银证券研究员苏凌瑶,茅珈恺发布了对菲利华的研报《石英电子布静待下半年需求释放，多元业务协同共进》，该研报对菲利华给出“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62.89%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国泰君安的杨宇。菲利华（300395）个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","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/RB2026072700021184.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":["601696","300395"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654097059","title":"菲利华：2026年上半年石英电子布预计实现销售收入1.5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2654097059","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654097059?lang=zh_cn&edition=full","pubTime":"2026-07-27 15:18","pubTimestamp":1785136698,"startTime":"0","endTime":"0","summary":"证券之星消息，菲利华07月27日在投资者关系平台上答复投资者关心的问题。公司已于2026年7月20日披露《2026年半年度业绩预告》。公司石英电子布产品仍处于客户端测试及终端客户的认证阶段，现已开拓了一批优质的全球覆铜板厂商客户，2026年上半年石英电子布预计实现销售收入1.5亿元。公司石英电子纱及石英电子布项目建设正有序推进中，公司将密切跟踪市场状况，合理规划、建设和投放产能，满足市场需求。","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/RB2026072700013628.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":["SGXZ49509284.SGD","BK0235","300395","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654097425","title":"菲利华：石英电子纱是石英电子布的主要原材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2654097425","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654097425?lang=zh_cn&edition=full","pubTime":"2026-07-27 15:12","pubTimestamp":1785136331,"startTime":"0","endTime":"0","summary":"证券之星消息，菲利华(300395)07月27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：您好请问公司的电子纱可以作为二代电子布（当前的M7M8）的原料吗？公司的Q布一旦认证量产，1000吨的电子纱产能是否可以满足设计需求？菲利华回复：尊敬的投资者，您好！石英电子纱是石英电子布的主要原材料。公司石英电子布产品仍处于客户端测试及终端客户的认证阶段，公司将密切跟踪市场状况，合理规划、建设和投放产能，满足市场需求。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","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/RB2026072700013554.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":["300395","SGXZ81163826.USD","BK0235","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653220727","title":"菲利华涨11.33%，中银证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2653220727","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653220727?lang=zh_cn&edition=full","pubTime":"2026-07-21 16:53","pubTimestamp":1784624002,"startTime":"0","endTime":"0","summary":"今日菲利华（300395）涨11.33%，收盘报83.9元。2026年4月29日，中银证券研究员苏凌瑶,茅珈恺发布了对菲利华的研报《石英电子布静待下半年需求释放，多元业务协同共进》，该研报对菲利华给出“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62.89%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国泰君安的杨宇。菲利华（300395）个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","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/RB2026072100031010.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":["601696","300395"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652058296","title":"7月20日菲利华跌10.95%，平安匠心优选混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2652058296","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652058296?lang=zh_cn&edition=full","pubTime":"2026-07-20 16:46","pubTimestamp":1784537181,"startTime":"0","endTime":"0","summary":"证券之星消息，7月20日菲利华跌10.95%创60日新低，收盘报75.36元，换手率6.92%，成交量35.48万手，成交额27.96亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金为平安基金的平安匠心优选混合A。平安匠心优选混合A目前规模为21.05亿元，最新净值1.6385，较上一交易日下跌5.67%，近一年上涨32.05%。平安匠心优选混合A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026072000025075.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":["SGXZ49509284.SGD","300395","BK0235","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652749259","title":"菲利华：预计2026年1-6月扣非后净利润盈利2.43亿元至2.83亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2652749259","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652749259?lang=zh_cn&edition=full","pubTime":"2026-07-19 18:00","pubTimestamp":1784455250,"startTime":"0","endTime":"0","summary":"证券之星消息，菲利华发布业绩预告，预计2026年1-6月扣非后净利润盈利2.43亿元至2.83亿元。报告期内，公司预计非经常性损益对净利润影响金额约为2,700万元，主要为当期收到的政府补助和理财收益，去年同期为1,830.10万元。菲利华2026年一季报显示，一季度公司主营收入6.22亿元，同比上升53.04%；归母净利润1.44亿元，同比上升36.77%；扣非净利润1.34亿元，同比上升41.49%；负债率21.4%，投资收益161.62万元，财务费用572.75万元，毛利率50.74%。","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/RB2026071900009640.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":["300395"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652925937","title":"菲利华最新公告：预计2026年半年度净利润同比增长21.78%-39.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2652925937","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652925937?lang=zh_cn&edition=full","pubTime":"2026-07-19 16:20","pubTimestamp":1784449250,"startTime":"0","endTime":"0","summary":"菲利华(300395.SZ)公告称，预计2026年半年度归属于上市公司股东的净利润为2.70亿元-3.10亿元，同比增长21.78%-39.82%。业绩变动主要系全球半导体行业景气度提升，公司把握国产替代机遇，半导体板块营收稳步增长，同时石英电子布测试需求提升，报告期内实现销售收入1.5亿元。注：公司Q2净利润预计1.26亿-1.66亿，Q1净利润1.44亿，据此计算，Q2净利润预计环比变动-12%-15%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026071900005139.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":["300395"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652406497","title":"7月17日菲利华跌9.10%，平安匠心优选混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2652406497","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652406497?lang=zh_cn&edition=full","pubTime":"2026-07-17 16:52","pubTimestamp":1784278325,"startTime":"0","endTime":"0","summary":"证券之星消息，7月17日菲利华跌9.10%创60日新低，收盘报84.63元，换手率4.78%，成交量24.5万手，成交额21.49亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金为平安基金的平安匠心优选混合A。平安匠心优选混合A目前规模为21.05亿元，最新净值1.7369，较上一交易日下跌2.97%，近一年上涨43.12%。平安匠心优选混合A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026071700030635.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":["BK0235","SGXZ49509284.SGD","300395","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651430917","title":"菲利华：公司石英电子布产品仍处于小批量测试及终端客户的认证阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2651430917","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651430917?lang=zh_cn&edition=full","pubTime":"2026-07-15 15:21","pubTimestamp":1784100071,"startTime":"0","endTime":"0","summary":"证券之星消息，菲利华(300395)07月15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：据了解，英伟达最近方案确认了用Q布了，请问贵公司是否已经通过验证？菲利华回复：尊敬的投资者，您好！公司石英电子布产品仍处于小批量测试及终端客户的认证阶段。敬请广大投资者理性甄别市场信息，审慎决策，注意防范投资风险。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","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/RB2026071500023690.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":["BK0235","300395","SGXZ81163826.USD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651430692","title":"菲利华：合肥光微项目实现小批量出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2651430692","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651430692?lang=zh_cn&edition=full","pubTime":"2026-07-15 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16:15","pubTimestamp":1783498513,"startTime":"0","endTime":"0","summary":"证券之星消息，菲利华(300395)07月08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，菲利华的产品在存储芯片制造中属于哪个环节的细分领域，耗材需求量大吗？现在公司订单如何，是否满产运作。菲利华回复：尊敬的投资者，您好！石英玻璃材料及制品广泛应用于半导体芯片制程中，是半导体蚀刻、扩散、氧化等工序所需的承载器件与腔体耗材。具体经营数据情况请关注公司发布的定期报告。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026070800028495.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":["300395","BK0235","SGXZ49509284.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649966061","title":"菲利华：在半导体领域面临良好发展机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2649966061","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2649966061?lang=zh_cn&edition=full","pubTime":"2026-07-08 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22:03","pubTimestamp":1783000997,"startTime":"0","endTime":"0","summary":"截至2026年7月2日收盘，菲利华报收于117.2元，较前一交易日下跌7.11%，最新总市值为616.15亿元。该股当日开盘120.0元，最高123.25元，最低116.61元，成交额达38.75亿元，换手率为6.31%。菲利华于2026年7月2日发布《关于参加湖北辖区上市公司2026年投资者集体接待日活动暨2025年度业绩说明会的公告》。","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/RB2026070200041705.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300395","SGXZ49509284.SGD","BK0235","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648516938","title":"7月1日菲利华跌5.65%，华夏军工安全混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2648516938","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648516938?lang=zh_cn&edition=full","pubTime":"2026-07-01 16:51","pubTimestamp":1782895917,"startTime":"0","endTime":"0","summary":"证券之星消息，7月1日菲利华跌5.65%，收盘报126.17元，换手率8.21%，成交量42.08万手，成交额54.86亿元。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共91家，其中持有数量最多的公募基金为华夏基金的华夏军工安全混合A。华夏军工安全混合A目前规模为48.39亿元，最新净值2.655，较上一交易日上涨3.71%，近一年上涨64.6%。华夏军工安全混合A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026070100031680.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":["SGXZ81163826.USD","BK0235","161024","SGXZ49509284.SGD","300395"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647374214","title":"菲利华：6月26日董事商春利减持股份合计12万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2647374214","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2647374214?lang=zh_cn&edition=full","pubTime":"2026-06-29 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