688234 天岳先进
已收盘 05-11 15:00:00
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天岳先进涨超20%创新高!公司毛利率环比改善,8英寸Sic衬底有望快速放量
老虎资讯综合 · 05-11 11:17
天岳先进涨超20%创新高!公司毛利率环比改善,8英寸Sic衬底有望快速放量
港股异动 | 天岳先进(02631)涨超20%创新高 公司毛利率环比改善 8英寸Sic衬底有望快速放量
智通财经 · 05-11 10:53
港股异动 | 天岳先进(02631)涨超20%创新高 公司毛利率环比改善 8英寸Sic衬底有望快速放量
每周股票复盘:天岳先进(688234)将召开2025年年度股东会
证券之星 · 05-10 01:48
每周股票复盘:天岳先进(688234)将召开2025年年度股东会
天岳先进(688234)披露召开2025年年度股东会的通知,5月7日股价上涨1.33%
证券之星 · 05-07
天岳先进(688234)披露召开2025年年度股东会的通知,5月7日股价上涨1.33%
A股异动 | 天岳先进(688234.SH)盘中涨超9% AI打开碳化硅需求 公司市占率行业领先
智通财经 · 05-06
A股异动 | 天岳先进(688234.SH)盘中涨超9% AI打开碳化硅需求 公司市占率行业领先
天岳先进(02631)扬升13.83% 机构料碳化硅行业格局逐步明朗 看好其龙头地位
金吾财讯 · 05-04
天岳先进(02631)扬升13.83% 机构料碳化硅行业格局逐步明朗 看好其龙头地位
每周股票复盘:天岳先进(688234)一季度净利降810.36%
证券之星 · 05-02
每周股票复盘:天岳先进(688234)一季度净利降810.36%
天岳先进:多位股东计划减持公司股份
南方财经网 · 04-30
天岳先进:多位股东计划减持公司股份
天岳先进(688234)2026年一季报简析:净利润同比下降810.36%,三费占比上升明显
证券之星 · 04-30
天岳先进(688234)2026年一季报简析:净利润同比下降810.36%,三费占比上升明显
摩根大通增持天岳先进H股 持股比例由4.81%升至5.40%
美股速递 · 04-29
摩根大通增持天岳先进H股 持股比例由4.81%升至5.40%
摩根大通做空天岳先进H股比例增至5.56% 较4月23日4.89%显著攀升
美股速递 · 04-29
摩根大通做空天岳先进H股比例增至5.56% 较4月23日4.89%显著攀升
天岳先进(02631)第一季度营业收入3.66亿元
智通财经 · 04-28
天岳先进(02631)第一季度营业收入3.66亿元
天岳先进:董事方伟辞职
南方财经网 · 04-28
天岳先进:董事方伟辞职
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 · 04-26
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
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
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
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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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11:17","pubTimestamp":1778469439,"startTime":"0","endTime":"0","summary":"5月11日,$天岳先进$一度涨超20%创新高!消息面上,近日,天岳先进披露2026年首季度业绩,$华源$证券指出,公司26Q1实现营业收入3.66亿元;毛利率19.12%,环比增长25.01%。根据日本富士经济于2026年3月发布的报告测算,2025年全球导电型碳化硅衬底材料市场中公示天岳先进市场份额为27.6%,位居全球第一,其中8英寸市场份额为51.3%。该行认为,8英寸的稳定量产及12英寸的前瞻布局有望让公司在下一个时代的竞争中掌握先机。","market":"hk","thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["688234","02631","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634233475","title":"港股异动 | 天岳先进(02631)涨超20%创新高 公司毛利率环比改善 8英寸Sic衬底有望快速放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2634233475","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634233475?lang=zh_cn&edition=full","pubTime":"2026-05-11 10:53","pubTimestamp":1778468020,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进涨超20%,盘中高见85.45港元创新高。截至发稿,涨19.36%,报54.15元,成交额7.32亿港元。消息面上,近日,天岳先进披露2026年首季度业绩,华源证券指出,公司26Q1实现营业收入3.66亿元;毛利率19.12%,环比增长25.01%。华源证券续指,当前6英寸SiC衬底价格底部逐渐回暖、8英寸衬底则作为新的增长引擎开始放量。","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/1440033.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02631","BK1169","BK4585","VXUS","BK0214","688234","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634446411","title":"每周股票复盘:天岳先进(688234)将召开2025年年度股东会","url":"https://stock-news.laohu8.com/highlight/detail?id=2634446411","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634446411?lang=zh_cn&edition=full","pubTime":"2026-05-10 01:48","pubTimestamp":1778348890,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘,天岳先进报收于108.66元,较上周的101.0元上涨7.58%。本周关注点公司公告汇总:山东天岳先进科技股份有限公司将于2026年5月29日召开2025年年度股东会。关于召开2025年年度股东会的通知山东天岳先进科技股份有限公司将于2026年5月29日召开2025年年度股东会,会议采取现场投票与网络投票相结合的方式,股权登记日为2026年5月25日。","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/RB2026051000000431.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","02631","688234","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633256601","title":"天岳先进(688234)披露召开2025年年度股东会的通知,5月7日股价上涨1.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633256601","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633256601?lang=zh_cn&edition=full","pubTime":"2026-05-07 22:15","pubTimestamp":1778163322,"startTime":"0","endTime":"0","summary":"截至2026年5月7日收盘,天岳先进报收于111.12元,较前一交易日上涨1.33%,最新总市值为538.51亿元。近日,山东天岳先进科技股份有限公司发布《关于召开2025年年度股东会的通知》。公告显示,公司将于2026年5月29日召开2025年年度股东会,会议采取现场投票与网络投票相结合的方式,股权登记日为2026年5月25日。会议审议包括2025年度董事会工作报告、2026年度董事薪酬方案、2025年度利润分配方案、增发H股股份一般性授权、修订公司章程等11项议案。","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/RB2026050700041283.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":["02631","BK0214","688234","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633870977","title":"A股异动 | 天岳先进(688234.SH)盘中涨超9% AI打开碳化硅需求 公司市占率行业领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2633870977","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633870977?lang=zh_cn&edition=full","pubTime":"2026-05-06 11:18","pubTimestamp":1778037518,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进盘中涨超9%,截至发稿,涨6.54%,报107.61元,成交额10.29亿元。消息面上,随着全球新能源产业的持续扩张,市场对碳化硅材料的需求正呈现爆发式增长。碳化硅材料也是AI产业增长与创新的必然选择,在数据中心、电力基础设施与终端应用上均具有巨大潜力。2025年,天岳先进导电型碳化硅衬底的市占率达到了27.6%,超越Wolfspeed问鼎全球第一。其中,公司8英寸碳化硅衬底的市占率更是以51.3%的市场份额遥遥领先。","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://www.zhitongcaijing.com/content/detail/1438370.html","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":"stock_zhitongcaijing","symbols":["688234","BK0214","CHAT","BK1169","AIPO","02631","159982","ARTY","AGIX","399300"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632982225","title":"天岳先进(02631)扬升13.83% 机构料碳化硅行业格局逐步明朗 看好其龙头地位","url":"https://stock-news.laohu8.com/highlight/detail?id=2632982225","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632982225?lang=zh_cn&edition=full","pubTime":"2026-05-04 10:57","pubTimestamp":1777863453,"startTime":"0","endTime":"0","summary":"金吾财讯 | 天岳先进(02631)盘中扬升13.83%,截至发稿,报67.00港元,成交额6519.25万港元。国投证券研究指,预计公司2026年~2028年收入分别为19.57亿元、24.11亿元、30.57亿元,归母净利润分别为0.68亿元、2.24亿元、3.63亿元,考虑到行业短期仍可能面临盈利压力,但碳化硅行业格局逐步明朗,公司作为碳化硅衬底行业龙头,采用PS估值法,给予2026年30倍PS,对应六个月目标价121.3元,维持“买入-A”投资评级。","market":"fut","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980455","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":["02631","BK0214","688234","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632364959","title":"每周股票复盘:天岳先进(688234)一季度净利降810.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632364959","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632364959?lang=zh_cn&edition=full","pubTime":"2026-05-02 01:25","pubTimestamp":1777656313,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘,天岳先进报收于101.0元,较上周的105.55元下跌4.31%。本周,天岳先进4月27日盘中最高价报110.09元。本周关注点来自业绩披露要点:天岳先进2026年一季报显示,归母净利润-6050.97万元,同比下降810.36%。股本股东变化股东户数变动截至2026年3月31日,天岳先进股东户数为2.17万户,较2月28日减少232.0户,减幅1.06%。","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/RB2026050200000154.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["02631","BK1169","BK0214","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631052689","title":"天岳先进:多位股东计划减持公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2631052689","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631052689?lang=zh_cn&edition=full","pubTime":"2026-04-30 17:01","pubTimestamp":1777539660,"startTime":"0","endTime":"0","summary":"南财智讯4月30日电,天岳先进公告,股东辽宁中德产业股权投资基金合伙企业(有限合伙)、辽宁海通新能源低碳产业股权投资基金有限公司及海通创新证券投资有限公司拟合计减持公司股份不超过1066.16万股,即不超过公司总股本的2.20%。其中,通过集中竞价方式减持不超过484.62万股(不超过总股本1.00%),通过大宗交易方式减持不超过581.54万股(不超过总股本1.20%)。","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/202604303726519484.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":["688234","BK0214","BK1169","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631789645","title":"天岳先进(688234)2026年一季报简析:净利润同比下降810.36%,三费占比上升明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2631789645","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631789645?lang=zh_cn&edition=full","pubTime":"2026-04-30 06:53","pubTimestamp":1777503237,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理,近期天岳先进发布2026年一季报。截至本报告期末,公司营业总收入3.66亿元,同比下降10.41%,归母净利润-6050.97万元,同比下降810.36%。本报告期天岳先进三费占比上升明显,财务费用、销售费用和管理费用总和占总营收同比增幅达82.9%。持有天岳先进最多的基金为科创半导体ETF华夏,目前规模为80.79亿元,最新净值1.9011,较上一交易日上涨0.05%,近一年上涨92.91%。","market":"hk","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/RB2026043000023825.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["02631","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101033366","title":"摩根大通增持天岳先进H股 持股比例由4.81%升至5.40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101033366","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1101033366?lang=zh_cn&edition=full","pubTime":"2026-04-29 18:22","pubTimestamp":1777458137,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露数据,摩根大通于4月23日对天岳先进H股的长期持仓出现显著变动。该机构持股比例从先前公布的4.81%提升至5.40%,增幅达0.59个百分点。\n此次持股变动反映出国际金融机构对碳化硅半导体材料龙头企业的高度关注。作为全球金融巨头,摩根大通的增持行为往往被市场视为重要风向标。天岳先进作为国内第三代半导体材料领域的领军企业,其H股近期持续获得资本市场的青睐。\n值得关注的是,此次持股比例突破5%的关键节点,标志着摩根大通对天岳先进的投资策略可能进入新阶段。根据香港市场规则,当机构持股达到一定比例时需进行权益披露,此次变动正是遵循相关规定的正常披露。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["BK0214","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167905364","title":"摩根大通做空天岳先进H股比例增至5.56% 较4月23日4.89%显著攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=1167905364","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1167905364?lang=zh_cn&edition=full","pubTime":"2026-04-29 18:22","pubTimestamp":1777458136,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露数据,摩根大通对天岳先进H股的空头头寸出现明显变动。截至4月23日,其做空比例已从先前公布的4.89%提升至5.56%,增幅达到0.67个百分点。\n此次做空比例的上升反映出机构投资者对该股短期走势的审慎态度。做空头寸的扩大往往意味着市场参与者预期股价可能面临下行压力,或通过对冲策略管理投资组合风险。\n天岳先进作为碳化硅衬底材料领域的龙头企业,其H股股价波动一直备受市场关注。机构持仓变化特别是做空比例的调整,通常被视为研判资金流向的重要风向标。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["BK0214","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630583480","title":"天岳先进(02631)第一季度营业收入3.66亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2630583480","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630583480?lang=zh_cn&edition=full","pubTime":"2026-04-28 22:15","pubTimestamp":1777385700,"startTime":"0","endTime":"0","summary":"智通财经APP讯,天岳先进(02631)发布公告,于2026年第一季度,该集团取得营业收入3.66亿元,同比减少10.41%;归属于上市公司股东的净亏损6050.97万元,去年同期则取得净利润851.82万元;基本每股亏损0.13元。","market":"hk","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":"http://www.zhitongcaijing.com/content/detail/1435695.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":"stock_zhitongcaijing","symbols":["02631","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630698305","title":"天岳先进:董事方伟辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=2630698305","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630698305?lang=zh_cn&edition=full","pubTime":"2026-04-28 19:01","pubTimestamp":1777374060,"startTime":"0","endTime":"0","summary":"【天岳先进:董事方伟辞职】天岳先进公告,公司董事会于2026年4月27日收到董事方伟递交的书面辞职报告。方伟因个人工作原因,申请提前辞去公司第二届董事会董事职务,其原定任期至公司第二届董事会任期届满之日止。辞职后,方伟不再担任公司任何职务。","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://finance.eastmoney.com/a/202604283722558362.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","BK1169","688234","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630180922","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630180922","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630180922?lang=zh_cn&edition=full","pubTime":"2026-04-26 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17:51","pubTimestamp":1777110681,"startTime":"0","endTime":"0","summary":"产能紧张到“有价无市”","market":"sg","thumbnail":"https://img3.gelonghui.com/b2650-d399d92a-d5ad-4aa2-8b7c-e971d71cd0f0.jpg?guru_height=577&guru_width=885&guru_size=88851","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/b2650-d399d92a-d5ad-4aa2-8b7c-e971d71cd0f0.jpg?guru_height=577&guru_width=885&guru_size=88851"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4547358","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":"gelonghui_highlight","symbols":["688234","GLL","1OZmain","IAU","159831","GDX","GDXD","DZZ","PICK","PHYS","AIPO","GOLY","MGCmain","GDXU","GDXY","XME","688313","RING","AGIX","JDST","ARTY","OUNZ","CHAT","GDXJ","688498","GLTR","GBUG","DULL","DBC","AAAU","QOmain","BTGD","JNUG","PALL","USG","IAUM","UGL","002384","SGOL","IAUI","DUST","CEF","FGDL","300308","BAR","600206","GLDM","BEGS","DGP","GCmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629743180","title":"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)","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":"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/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","00580","03625","01385","LU0708995583.HKD","BK1526","LU0048580855.USD","688347","09903","SOX","LU0370786039.SGD","00981","688008","BK1163","INTC","LU0052750758.USD","AMD","NVDA","BK1610","SFDMY","IE0034224299.USD","02631","BK4585","00522","BK1589","02701","603501","02533","LU1171460220.USD","SG9999006597.SGD","00501","688234","02577","688385","BK1171","BK1607","BK4535","BK4588","04335","300077","IE0032431581.USD","688981","603986","03986","06082","03898","01347","688187","BK1116","ASMVY","BK1614","LU2279858448.HKD","06809","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629009820","title":"碳化硅概念震荡走强 天岳先进涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629009820","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629009820?lang=zh_cn&edition=full","pubTime":"2026-04-22 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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":"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://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":["BK0214","688234","02631","BK1169"],"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 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