688234 天岳先进
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每周股票复盘:天岳先进(688234)股东询价转让581万股占总股本1.20%
证券之星 · 01:34
每周股票复盘:天岳先进(688234)股东询价转让581万股占总股本1.20%
疯狂涨价!AI风口下的“黄金材料”
格隆汇 · 04-25 17:51
疯狂涨价!AI风口下的“黄金材料”
港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮(附概念股)
智通财经 · 04-23 07:39
港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮(附概念股)
碳化硅概念震荡走强 天岳先进涨超10%
每日经济新闻 · 04-22
碳化硅概念震荡走强 天岳先进涨超10%
天岳先进:国材股权投资基金(济南)合伙企业(有限合伙)持股比例已降至4.81%
南方财经网 · 04-21
天岳先进:国材股权投资基金(济南)合伙企业(有限合伙)持股比例已降至4.81%
每周股票复盘:天岳先进(688234)股东拟询价转让1.20%股份
证券之星 · 04-19
每周股票复盘:天岳先进(688234)股东拟询价转让1.20%股份
天岳先进:公司认为碳化硅衬底的长期降本不依赖单纯价格竞争
证券日报 · 04-17
天岳先进:公司认为碳化硅衬底的长期降本不依赖单纯价格竞争
天岳先进:股东询价转让初步定价为82.32元/股
每日经济新闻 · 04-16
天岳先进:股东询价转让初步定价为82.32元/股
港股异动 | 天岳先进(02631)午后涨超5% 台积电一季度业绩超预期 SIC有望进入产业放量期
智通财经网 · 04-16
港股异动 | 天岳先进(02631)午后涨超5% 台积电一季度业绩超预期 SIC有望进入产业放量期
“芯”引擎加速跑 科创板半导体板块年报出炉
央广财经 · 04-10
“芯”引擎加速跑 科创板半导体板块年报出炉
天岳先进:公司始终高度重视与投资者的沟通交流
证券日报 · 04-10
天岳先进:公司始终高度重视与投资者的沟通交流
港股异动 | 天岳先进(02631)涨超9% 碳化硅衬底市场出现明确复苏信号 公司市占率达27.6%登顶
智通财经 · 04-10
港股异动 | 天岳先进(02631)涨超9% 碳化硅衬底市场出现明确复苏信号 公司市占率达27.6%登顶
天岳先进(02631)涨超13% 机构指其长期盈利能力有望逐步修复
金吾财讯 · 04-08
天岳先进(02631)涨超13% 机构指其长期盈利能力有望逐步修复
港股异动 | 天岳先进(02631)早盘涨超14% 碳化硅衬底价格反弹 行业有望迎来复苏拐点
智通财经 · 04-08
港股异动 | 天岳先进(02631)早盘涨超14% 碳化硅衬底价格反弹 行业有望迎来复苏拐点
每周股票复盘:天岳先进(688234)H股A股注册资本无变动
证券之星 · 04-05
每周股票复盘:天岳先进(688234)H股A股注册资本无变动
港股异动 | 天岳先进(02631)盘中涨超6% 25年实现总收入约14.65亿元 公司产品规模优势持续兑现
智通财经 · 04-01
港股异动 | 天岳先进(02631)盘中涨超6% 25年实现总收入约14.65亿元 公司产品规模优势持续兑现
股市必读:天岳先进年报 - 第四季度单季净利润同比下降681.89%
证券之星 · 03-30
股市必读:天岳先进年报 - 第四季度单季净利润同比下降681.89%
天岳先进(688234)2月28日股东户数2.2万户,较上期增加8.85%
证券之星 · 03-28
天岳先进(688234)2月28日股东户数2.2万户,较上期增加8.85%
图解天岳先进年报:第四季度单季净利润同比下降681.89%
证券之星 · 03-28
图解天岳先进年报:第四季度单季净利润同比下降681.89%
天岳先进(02631)2025年实现总收入约14.65亿元 研发开支持续加码 逆势巩固行业领先地位
智通财经 · 03-28
天岳先进(02631)2025年实现总收入约14.65亿元 研发开支持续加码 逆势巩固行业领先地位
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公司概况
公司名称:
山东天岳先进科技股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2022-01-12
主营业务:
山东天岳先进科技股份有限公司的主营业务是高品质碳化硅衬底的研发与产业化。公司的主要产品是碳化硅半导体材料。公司凭借在衬底技术突破与量产应用上的显著成果,斩获多项高含金量奖项,其中核心荣誉实现重大突破:公司导电型碳化硅衬底获评“国家制造业单项冠军”,继半绝缘型碳化硅衬底已获此项殊荣后再添佳绩,成功成为行业首个“双料单项冠军”,充分彰显公司在碳化硅衬底核心领域的绝对领先地位;凭借“高品质碳化硅单晶衬底产业化制备关键技术及应用”相关成果,荣获山东省科技进步特等奖,该奖项作为山东省科技领域最高荣誉之一,充分肯定了公司在碳化硅技术产业化落地、推动区域半导体产业高质量发展中的突出贡献;荣获国家知识产权局颁发的“中国专利奖(银奖)”,该奖项是中国知识产权领域的最高政府奖项,竞争极为激烈,充分彰显公司雄厚的技术研发实力与高价值专利培育能力;凭借“全系列12英寸碳化硅衬底全球首发”成果,入选“2025年度中国第三代半导体技术十大进展”,彰显公司在大尺寸衬底领域的全球引领地位;荣获中国电子材料行业协会半导体材料分会颁发的“半导体材料行业突出贡献奖”,肯定了公司在技术研发、国产化替代方面的突破性贡献;凭借“高品质碳化硅单晶衬底产业化制备关键技术及应用”项目,荣获“国际发明展览会银奖”,体现公司技术创新的国际影响力;同时,公司获评“山东省先进级(省级)智能工厂”,彰显智能制造领域的标杆水平,以及“山东省新材料领军培育企业”“济南市服务产业链发展优质链主企业”,凸显在区域产业发展中的核心引领作用。
发行价格:
82.79
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芯片行业或掀起新一轮涨价潮(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2629743180","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629743180?lang=zh_cn&edition=full","pubTime":"2026-04-23 07:39","pubTimestamp":1776901187,"startTime":"0","endTime":"0","summary":"在AI算力需求持续爆发之际,CPU行业或掀起新一轮涨价潮。英特尔、AMD将在第二、第三季度发起新一轮涨价。AMD被传针对服务器CPU产品线,预计将在第二、第三季度各有一次涨价动作,累计涨幅或达16%至17%。这轮涨势再次体现芯片股领涨大盘。黑芝麻智能正由硬件供应商向端侧AI算力平台升级,旗舰A2000芯片核心指标处于第一梯队,其高性价比精准贴合比亚迪、吉利汽车等龙头主机厂降本诉求,渗透率有望提升。","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/1432384.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":["BK1565","04335","BK4585","BK1607","688234","LU0320764599.SGD","LU0370786039.SGD","03986","02701","SG9999006597.SGD","BK4588","IE0032431581.USD","LU2279858448.HKD","BK1526","NVDA","BK4535","IE0034224299.USD","06809","09903","688008","SFDMY","01385","300077","00522","06082","AMD","BK1614","LU0048580855.USD","01347","603986","00981","BK1116","688347","688187","ASMVY","02631","INTC","BK1610","00580","LU0708995583.HKD","02533","SOX","03898","BK1163","LU0052750758.USD","03625","00501","BK1589","688981","603501","LU1171460220.USD","BK1171","688385","02577"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629009820","title":"碳化硅概念震荡走强 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10:35","pubTimestamp":1776825313,"startTime":"0","endTime":"0","summary":"每经AI快讯,4月22日,碳化硅概念盘中震荡走强,天岳先进涨超10%,晶升股份、燕东微、珂玛科技、天富能源、露笑科技等跟涨。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604223713738210.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604223713738210.html","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":"stock_eastmoney","symbols":["688234","BK0214","BK1169","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629032990","title":"天岳先进:国材股权投资基金(济南)合伙企业(有限合伙)持股比例已降至4.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629032990","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629032990?lang=zh_cn&edition=full","pubTime":"2026-04-21 21:03","pubTimestamp":1776776580,"startTime":"0","endTime":"0","summary":"南财智讯4月21日电,天岳先进公告,国材股权投资基金(济南)合伙企业(有限合伙)于2025年9月27日至2025年11月20日通过大宗交易减持公司股份477.46万股,持股比例由7.00%减少至6.01%;2026年4月21日通过询价转让方式减持公司股份581.54万股,持股比例由6.01%减少至4.81%。","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":"http://finance.eastmoney.com/a/202604213712758718.html","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":"stock_eastmoney","symbols":["BK1169","688234","02631","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628756572","title":"每周股票复盘:天岳先进(688234)股东拟询价转让1.20%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2628756572","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628756572?lang=zh_cn&edition=full","pubTime":"2026-04-19 01:32","pubTimestamp":1776533529,"startTime":"0","endTime":"0","summary":"截至2026年4月17日收盘,天岳先进报收于95.2元,较上周的96.9元下跌1.75%。本周,天岳先进4月17日盘中最高价报101.69元。本周关注点公司公告汇总:股东国材基金拟询价转让公司1.20%股份,股份为首发前股份。股东询价转让计划书山东天岳先进科技股份有限公司股东国材股权投资基金(济南)合伙企业拟参与询价转让,转让股份5,815,423股,占公司总股本的1.20%。中金公司受托组织实施本次询价转让。初步确定受让方为16家机构投资者,拟受让股份总数为5,815,423股。","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/RB2026041900000466.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":["02631","688234","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628320808","title":"天岳先进:公司认为碳化硅衬底的长期降本不依赖单纯价格竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2628320808","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628320808?lang=zh_cn&edition=full","pubTime":"2026-04-17 18:56","pubTimestamp":1776423360,"startTime":"0","endTime":"0","summary":"证券日报网4月17日讯,天岳先进在接受调研者提问时表示,公司认为,碳化硅衬底的长期降本不依赖单纯价格竞争,而是以技术迭代与效率提升为核心底层逻辑,主要来自三个维度。大尺寸化结构性降本:通过8英寸、12英寸产品升级,单片衬底可切割的芯片数量成倍增长,从根本上降低单位芯片的衬底成本。","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":"http://finance.eastmoney.com/a/202604173709137312.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_eastmoney","symbols":["BK1169","02631","688234","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627295899","title":"天岳先进:股东询价转让初步定价为82.32元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2627295899","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627295899?lang=zh_cn&edition=full","pubTime":"2026-04-16 17:04","pubTimestamp":1776330264,"startTime":"0","endTime":"0","summary":"每经AI快讯,4月16日,天岳先进公告称,公司披露股东询价转让定价情况。根据2026年4月16日询价申购情况,初步确定本次询价转让价格为82.32元/股。本次拟转让股份已获全额认购,初步确定受让方为16家机构投资者,拟受让股份总数为582万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604163707463438.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604163707463438.html","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":"stock_eastmoney","symbols":["02631","688234","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627426286","title":"港股异动 | 天岳先进(02631)午后涨超5% 台积电一季度业绩超预期 SIC有望进入产业放量期","url":"https://stock-news.laohu8.com/highlight/detail?id=2627426286","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627426286?lang=zh_cn&edition=full","pubTime":"2026-04-16 15:06","pubTimestamp":1776323165,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进午后涨超5%,截至发稿,涨4.6%,报58港元,成交额7768.32万港元。消息面上,4月16日,台积电公布2026年第一季度财报,净利润达5725亿元新台币,同比增长58%,较预估的5424亿元新台币高出约6%;营收为1.134万亿元新台币,同比增长35%,高于预估的1.12万亿元新台币。台积电宣布,第一季度资本支出为111亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3a8775a71a8c1215b00904c526b5cb9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1429302.html","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":"highlight_zhitongcaijin","symbols":["BK4526","LU2506951792.HKD","LU0541501648.USD","LU2237443382.USD","LU0082616367.USD","LU1508157978.USD","LU1989764664.SGD","BK0214","LU1934455277.USD","LU2491049909.HKD","LU0889566641.SGD","LU0345770308.USD","LU1868837565.USD","IE00B5TLWC47.USD","LU2360108059.USD","LU1917777945.USD","LU0792757196.USD","IE00BQXX3F31.USD","LU0359201885.HKD","LU2249611893.SGD","LU0878004406.USD","LU2063271972.USD","LU0238689110.USD","LU2860962120.EUR","LU0642271901.SGD","LU0965508806.USD","LU0316494557.USD","BK4527","LU0359201612.USD","BK4141","LU0359202008.SGD","LU1868837722.USD","SG9999004220.SGD","BK4602","LU1211504680.USD","LU2360032135.SGD","LU2471134952.CNY","BK4505","IE00BQXX3C00.GBP","TSMY","BK1169","LU2298321311.HKD","LU2458330243.SGD","LU0353189680.USD","LU1974910355.USD","LU0488056044.USD","02631","LU2360106780.USD","LU0384037296.USD","TSMU","LU0572940350.SGD","LU0965509283.SGD","LU1282649810.SGD","IE00BD6J9T35.USD","688234","BK4535","LU1323610961.USD","IE00BHPRN162.USD","BK4591","BK4532","LU2111349929.HKD","BK4585","LU2663582299.SGD","LU1623119135.USD","TSM","LU2471134879.HKD","LU1023057109.AUD","IE00BZ199S13.USD","LU0861579265.USD","LU2458330169.SGD","LU0264606111.USD","BK4533","LU1267930813.SGD","IE00BKPKM429.USD","LU2237443978.SGD","LU0289960550.SGD","LU1712237335.SGD","LU2250418816.HKD","BK4504","IE0004086264.USD","LU0353189763.USD","IE00BYQQ9H92.USD","LU1934455863.HKD","LU2023251221.USD","TSMG","LU0965509010.AUD","BK4550","LU1037948897.HKD","LU2125154778.USD","LU1868838027.USD","BK4512","LU2106854487.HKD","BK4605","LU1989772923.USD","SGXZ51526630.SGD","LU2023250504.SGD","LU0823414478.USD","BK4612","LU2054465674.USD","LU0878005551.USD","LU2543165471.USD","LU1803068979.SGD","BK4548","TSMZ","SGXZ99366536.SGD","LU2089284900.SGD","TSMX","03145","LU2750360641.GBP","STSM","LU0158827948.USD","LU0109392836.USD","LU0198837287.USD","LU0175139822.USD","BK4503","LU0719512351.SGD","LU0965509101.SGD","LU2041044095.USD","IE00BQXX3D17.EUR","LU2471134796.USD","LU0094547139.USD","LU0572939691.SGD","LU0823421416.USD","LU0345770993.USD","IE0004091025.USD","LU0323591593.USD","BK4543","LU2237443622.USD","BK4534","LU2247934214.USD","LU0158827781.USD","LU2750360997.AUD","LU0823421333.USD","SGXZ81514606.USD","LU2491050154.USD","LU2237443549.SGD","LU2211815571.USD","LU2491050071.SGD","LU2087625088.SGD","LU0124676726.USD","SG9999000418.SGD","LU2357125470.USD","IE00BFXG0V08.USD","LU0889565833.HKD","BK4554","LU1852331112.SGD","IE00B3M56506.USD","LU2294711713.HKD","LU0348723411.USD","LU0541502299.USD","LU0056508442.USD","LU2125154935.USD","LU1989764748.USD","LU2092937221.SGD","BK4581","LU1282649067.USD","IE0004445239.USD","LU0823414551.USD","LU0143863784.USD","LU1989772840.SGD","LU1934455194.USD","LU2133065610.SGD","LU0882747503.HKD","LU1037948541.HKD","LU1316542783.SGD","LU2089283258.USD","LU2211814178.USD","BK4588","LU0143863198.USD","LU2271345857.HKD","LU2028103732.USD","LU2471134523.USD","LU0689626769.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626118780","title":"“芯”引擎加速跑 科创板半导体板块年报出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2626118780","media":"央广财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626118780?lang=zh_cn&edition=full","pubTime":"2026-04-10 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18:59","pubTimestamp":1775818740,"startTime":"0","endTime":"0","summary":"天岳先进:公司始终高度重视与投资者的沟通交流","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":"http://finance.eastmoney.com/a/202604103701366234.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_eastmoney","symbols":["02631","688234","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626163446","title":"港股异动 | 天岳先进(02631)涨超9% 碳化硅衬底市场出现明确复苏信号 公司市占率达27.6%登顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2626163446","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626163446?lang=zh_cn&edition=full","pubTime":"2026-04-10 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机构指其长期盈利能力有望逐步修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2625699769","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625699769?lang=zh_cn&edition=full","pubTime":"2026-04-08 13:59","pubTimestamp":1775627940,"startTime":"0","endTime":"0","summary":"金吾财讯 | 天岳先进 涨势强劲,截至发稿,涨幅13.62%,报每股56.7港元,成交额1.65亿港元。对应A股天岳先进升幅稍逊,暂报91.34元人民币,涨幅0.88%。长期来看,随着行业进入价格趋稳的阶段,叠加公司附加值较高的8英寸衬底持续渗透,以及技术升级带来的降本增效成果逐步体现,盈利能力有望逐步修复。在新兴应用场景的持续延伸和传统应用场景的加速渗透的双轮驱动下,预计到2030年,碳化硅衬底的市场规模将有望增长至人民币664亿元。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978381","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":null,"symbols":["688234","BK1169","BK0214","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625991336","title":"港股异动 | 天岳先进(02631)早盘涨超14% 碳化硅衬底价格反弹 行业有望迎来复苏拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2625991336","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625991336?lang=zh_cn&edition=full","pubTime":"2026-04-08 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