688234 天岳先进
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港股异动 | 天岳先进(02631)涨超8% 公司8英寸产品市场份额领跑同业 SiC持续受益数据中心电源方案迭代
智通财经 · 07-09 14:55
港股异动 | 天岳先进(02631)涨超8% 公司8英寸产品市场份额领跑同业 SiC持续受益数据中心电源方案迭代
港股异动 | 天岳先进(02631)盘中涨超5% 碳化硅衬底大尺寸化有较好发展空间 公司未来有望受益行业回暖
智通财经 · 07-07
港股异动 | 天岳先进(02631)盘中涨超5% 碳化硅衬底大尺寸化有较好发展空间 公司未来有望受益行业回暖
每周股票复盘:天岳先进(688234)机构净买入4325.64万元
证券之星 · 07-05
每周股票复盘:天岳先进(688234)机构净买入4325.64万元
7月1日天岳先进发布公告,股东减持401.94万股
证券之星 · 07-01
7月1日天岳先进发布公告,股东减持401.94万股
天岳先进:碳化硅材料是多领域能效升级的关键基础材料
证券之星 · 07-01
天岳先进:碳化硅材料是多领域能效升级的关键基础材料
6月29日天岳先进现2笔折价10%的大宗交易 合计成交725.66万元
证券之星 · 06-29
6月29日天岳先进现2笔折价10%的大宗交易 合计成交725.66万元
每周股票复盘:天岳先进(688234)现多笔大宗交易且机构净买入
证券之星 · 06-28
每周股票复盘:天岳先进(688234)现多笔大宗交易且机构净买入
天岳先进(02631):冯显英获正式委任为非执行董事
智通财经 · 06-26
天岳先进(02631):冯显英获正式委任为非执行董事
天岳先进(688234)披露关于2025年年度报告的信息披露监管问询函的回复公告,6月25日股价下跌1.94%
证券之星 · 06-25
天岳先进(688234)披露关于2025年年度报告的信息披露监管问询函的回复公告,6月25日股价下跌1.94%
6月25日天岳先进现3笔折价10%的大宗交易 合计成交2232.72万元
证券之星 · 06-25
6月25日天岳先进现3笔折价10%的大宗交易 合计成交2232.72万元
6月23日天岳先进现11笔大宗交易 机构净买入1.18亿元
证券之星 · 06-23
6月23日天岳先进现11笔大宗交易 机构净买入1.18亿元
价格筑底、需求扩容!碳化硅迎来成长新周期,哪些企业受益?
中金财经 · 06-22
价格筑底、需求扩容!碳化硅迎来成长新周期,哪些企业受益?
港股异动 | 天岳先进(02631)早盘涨超10% 成交额已超4亿港元
智通财经 · 06-22
港股异动 | 天岳先进(02631)早盘涨超10% 成交额已超4亿港元
和讯投顾袁紫月:英特尔CEO陈立武给出AI基建未来3大紧缺环节
和讯网 · 06-22
和讯投顾袁紫月:英特尔CEO陈立武给出AI基建未来3大紧缺环节
每周股票复盘:天岳先进(688234)现折价17.15%大宗交易
证券之星 · 06-20
每周股票复盘:天岳先进(688234)现折价17.15%大宗交易
天岳先进(688234)披露补选非独立董事议案,6月18日股价下跌0.31%
证券之星 · 06-18
天岳先进(688234)披露补选非独立董事议案,6月18日股价下跌0.31%
天岳先进:公司持续布局高压大功率领域的碳化硅衬底应用
证券之星 · 06-18
天岳先进:公司持续布局高压大功率领域的碳化硅衬底应用
6月17日天岳先进现1笔折价17.15%的大宗交易 合计成交1984万元
证券之星 · 06-17
6月17日天岳先进现1笔折价17.15%的大宗交易 合计成交1984万元
港股异动 | 天岳先进(02631)尾盘涨超12% AI电源有望带动SiC衬底需求实现近8倍增长
智通财经 · 06-15
港股异动 | 天岳先进(02631)尾盘涨超12% AI电源有望带动SiC衬底需求实现近8倍增长
天岳先进:固态变压器与轨道交通、电网等传统高压场景对碳化硅衬底有共性要求
证券之星 · 06-12
天岳先进:固态变压器与轨道交通、电网等传统高压场景对碳化硅衬底有共性要求
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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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14:55","pubTimestamp":1783580105,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进涨超8%,截至发稿,涨7.38%,报82港元,成交额1.07亿港元。消息面上,根据TrendForce预测,8英寸SiC衬底的出货份额将于2030年突破20%。据公司官网披露,2025年公司碳化硅衬底整体市场份额及8英寸产品市场份额均位居全球第一。在硬件技术进步推动下,2026年数据中心高压架构迎来落地元年。","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/1465195.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","BK4588","BLOK","DTCR","VXUS","CLOU","AIFD","IDGT","FMET","BK0214","BK1169","AIBU","FCLD","BK4585","KCAI","SKYY","02631","CLDL","WISE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649680603","title":"港股异动 | 天岳先进(02631)盘中涨超5% 碳化硅衬底大尺寸化有较好发展空间 公司未来有望受益行业回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=2649680603","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649680603?lang=zh_cn&edition=full","pubTime":"2026-07-07 10:13","pubTimestamp":1783390387,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进盘中涨超5%,截至发稿,涨3.54%,报82港元,成交额1.07亿港元。消息面上,近日,天岳先进在路演活动中表示,公司关注到市场对碳化硅衬底下游应用拓展的相关讨论。公司始终认为,碳化硅衬底在大尺寸化、高效率应用方向上拥有较好的发展空间,正围绕该方向持续优化产品布局、推进客户合作,稳步夯实技术与产能基础,致力于提升经营成果。","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/1463908.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":["BK0214","BK4585","BK4588","02631","VXUS","688234","KCAI","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649469122","title":"每周股票复盘:天岳先进(688234)机构净买入4325.64万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2649469122","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649469122?lang=zh_cn&edition=full","pubTime":"2026-07-05 01:13","pubTimestamp":1783185189,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘,天岳先进报收于145.6元,较上周的168.63元下跌13.66%。本周,天岳先进7月1日盘中最高价报179.91元。来自股本股东变化:股东辽宁中德等在2026年5月28日至7月1日期间合计减持401.94万股,持股比例从6.8256%降至5.9962%。交易信息汇总6月30日天岳先进发生6笔大宗交易,机构净买入4325.64万元。6月29日公司出现2笔折价10%的大宗交易,合计成交金额为725.66万元。期间股价下跌2.87%,7月1日收盘价为162.2元。","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/RB2026070500000147.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":"stockstar","symbols":["BK1169","02631","BK0214","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648545520","title":"7月1日天岳先进发布公告,股东减持401.94万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2648545520","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648545520?lang=zh_cn&edition=full","pubTime":"2026-07-01 21:01","pubTimestamp":1782910864,"startTime":"0","endTime":"0","summary":"证券之星消息,7月1日天岳先进发布公告《天岳先进:关于持股5%以上股东权益变动触及1%刻度的提示性公告》,其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、国泰海通证裕投资有限公司于2026年5月28日至2026年7月1日间合计减持401.94万股,占公司目前总股本的0.8294%,变动期间该股股价下跌2.87%,截止7月1日收盘报162.2元。股东增减持详情见下表:根据天岳先进2026年一季报公布的十大股东详情如下:本文数据来源于天岳先进公告,仅供参考不构成投资建议。","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/RB2026070100041522.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":"stockstar","symbols":["BK0214","BK1169","02631","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648651671","title":"天岳先进:碳化硅材料是多领域能效升级的关键基础材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2648651671","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648651671?lang=zh_cn&edition=full","pubTime":"2026-07-01 17:00","pubTimestamp":1782896443,"startTime":"0","endTime":"0","summary":"证券之星消息,天岳先进(688234)07月01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:公司下游产品可以应用到哪些领域天岳先进回复:尊敬的投资者,您好!碳化硅材料具备耐高压、耐高频、高导热等核心特性,是多领域能效升级的关键基础材料。公司衬底产品经下游加工后,可广泛应用于新能源汽车、工业电源、光伏系统、数据中心供电、轨道交通电网、家电及先进通信基站等领域。感谢您的关注!本文数据来源于上海证券交易所e互动,仅供参考不构成投资建议。责任编辑:刘浩然","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/RB2026070100031941.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","BK1169","688234","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647320436","title":"6月29日天岳先进现2笔折价10%的大宗交易 合计成交725.66万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647320436","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647320436?lang=zh_cn&edition=full","pubTime":"2026-06-29 17:48","pubTimestamp":1782726497,"startTime":"0","endTime":"0","summary":"证券之星消息,6月29日天岳先进发生大宗交易,交易数据如下:近三个月该股共发生36笔大宗交易,合计成交2.58万手,折价成交36笔。该股近期无解禁股上市。截至2026年6月29日收盘,天岳先进(688234)报收于175.28元,上涨3.94%,换手率5.32%,成交量22.87万手,成交额38.21亿元。该股近半年内有股东持股变动,合计净减持174.86万股,股东增减持明细如下表:该股最近90天内共有7家机构给出评级,买入评级4家,增持评级3家;过去90天内机构目标均价为121.3。本文数据来源于上海证券交易所大宗交易信息披露,仅供参考不构成投资建议。","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/RB2026062900027674.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":["BK1169","688234","02631","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646318612","title":"每周股票复盘:天岳先进(688234)现多笔大宗交易且机构净买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2646318612","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646318612?lang=zh_cn&edition=full","pubTime":"2026-06-28 01:11","pubTimestamp":1782580270,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘,天岳先进报收于168.63元,较上周的149.2元上涨13.02%。本周,天岳先进6月25日盘中最高价报188.88元,股价触及近一年最高点。交易信息汇总6月26日天岳先进发生5笔大宗交易,机构净买入6101.15万元。6月24日发生4笔折价10%的大宗交易,合计成交1918万元。6月23日发生11笔大宗交易,机构净买入1.18亿元。国泰海通证券发布核查意见称,天岳先进2025年毛利率下降12.85个百分点至13.05%,碳化硅衬底销量增长75.33%,但受价格和结构影响收入下滑。","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/RB2026062800000080.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":["BK1169","688234","02631","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646736396","title":"天岳先进(02631):冯显英获正式委任为非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2646736396","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646736396?lang=zh_cn&edition=full","pubTime":"2026-06-26 22:14","pubTimestamp":1782483259,"startTime":"0","endTime":"0","summary":"智通财经APP讯,天岳先进(02631)发布公告,冯显英先生已于临时股东大会上获正式委任为非执行董事,任期自临时股东大会结束时起至本届董事会任期届满时止。","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/1459850.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688234","BK0214","BK1169","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646809354","title":"天岳先进(688234)披露关于2025年年度报告的信息披露监管问询函的回复公告,6月25日股价下跌1.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2646809354","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646809354?lang=zh_cn&edition=full","pubTime":"2026-06-25 22:11","pubTimestamp":1782396675,"startTime":"0","endTime":"0","summary":"截至2026年6月25日收盘,天岳先进报收于172.28元,较前一交易日下跌1.94%,最新总市值为834.9亿元。近日,山东天岳先进科技股份有限公司发布《关于2025年年度报告的信息披露监管问询函的回复公告》。公告显示,公司就2025年年度报告收到上交所问询函,针对经营业绩下滑、毛利率下降、境外收入占比高、存货及应收账款增加等问题作出回复。公司已采取降本增效措施,2026年一季度收入和毛利率环比提升。","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/RB2026062500043990.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":["02631","688234","BK0214","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646876257","title":"6月25日天岳先进现3笔折价10%的大宗交易 合计成交2232.72万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2646876257","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646876257?lang=zh_cn&edition=full","pubTime":"2026-06-25 17:38","pubTimestamp":1782380306,"startTime":"0","endTime":"0","summary":"证券之星消息,6月25日天岳先进发生大宗交易,交易数据如下:近三个月该股共发生29笔大宗交易,合计成交2.11万手,折价成交29笔。该股近期无解禁股上市。截至2026年6月25日收盘,天岳先进(688234)报收于172.28元,下跌1.94%,换手率6.62%,成交量28.43万手,成交额49.69亿元。该股近半年内有股东持股变动,合计净减持174.86万股,股东增减持明细如下表:该股最近90天内共有8家机构给出评级,买入评级4家,增持评级4家;过去90天内机构目标均价为121.3。本文数据来源于上海证券交易所大宗交易信息披露,仅供参考不构成投资建议。","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/RB2026062500032335.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":["BK1169","688234","02631","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645887566","title":"6月23日天岳先进现11笔大宗交易 机构净买入1.18亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2645887566","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645887566?lang=zh_cn&edition=full","pubTime":"2026-06-23 17:52","pubTimestamp":1782208356,"startTime":"0","endTime":"0","summary":"证券之星消息,6月23日天岳先进发生大宗交易,交易数据如下:近三个月该股共发生22笔大宗交易,合计成交1.85万手,折价成交22笔。该股近期无解禁股上市。截至2026年6月23日收盘,天岳先进(688234)报收于163.37元,上涨3.4%,换手率5.68%,成交量24.4万手,成交额38.79亿元。该股近半年内有股东持股变动,合计净减持174.86万股,股东增减持明细如下表:该股最近90天内共有8家机构给出评级,买入评级4家,增持评级4家;过去90天内机构目标均价为121.3。本文数据来源于上海证券交易所大宗交易信息披露,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/RB2026062300031077.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","BK1169","688234","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645046427","title":"价格筑底、需求扩容!碳化硅迎来成长新周期,哪些企业受益?","url":"https://stock-news.laohu8.com/highlight/detail?id=2645046427","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645046427?lang=zh_cn&edition=full","pubTime":"2026-06-22 14:00","pubTimestamp":1782108001,"startTime":"0","endTime":"0","summary":"6月22日早盘,碳化硅概念震荡拉升,板块指数涨超4%。业内人士表示,碳化硅概念近期反复活跃的深层原因,是行业基本面逐步改善。经历2025年的价格阵痛后,碳化硅市场正逐步回暖。近年来,该行业集中度持续提升,天岳先进已成为全球碳化硅衬底领域的领军企业。分析人士表示,碳化硅产业链覆盖从衬底、器件到设备材料,每个环节都有中国企业在加速突破。随着8英寸量产爬坡和终端需求放量,碳化硅产业化进程正在全面提速。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202606/22/20260622851189.jpg","type":0,"news_type":0,"thumbnails":[" 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成交额已超4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2645017250","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645017250?lang=zh_cn&edition=full","pubTime":"2026-06-22 10:11","pubTimestamp":1782094266,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进早盘涨超10%,截至发稿,涨6.84%,报105.5港元,成交额4.05亿港元。此外,英飞凌预计2027财年AI数据中心收入将超过25亿欧元,3年翻10倍;意法半导体预计2027年AI数据中心收入将达到20亿美金。该行将天岳先进H股的预测市销率估值倍数由12倍调升至14倍,H股目标价由86.6港元上调至106.6港元,维持“跑赢大市”评级。","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/1456727.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_zhitongcaijing","symbols":["BK0214","02631","BK4588","688234","BK4585","VXUS","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645017831","title":"和讯投顾袁紫月:英特尔CEO陈立武给出AI基建未来3大紧缺环节","url":"https://stock-news.laohu8.com/highlight/detail?id=2645017831","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645017831?lang=zh_cn&edition=full","pubTime":"2026-06-22 09:42","pubTimestamp":1782092571,"startTime":"0","endTime":"0","summary":"关于英特尔CEO陈立武在最新访谈中提到的AI基建瓶颈环节,其所涉及的氮化镓、碳化硅、磷化铟、玻璃基板和人造金刚石等方向,表面看似分散,实则可归纳为“光、电、热”三条主线,以下对产业链线索进行逐一拆解。这也是陈立武重点提及EMIB的原因,其核心在于解决芯片间互联的速度、成本及良率问题。 综观陈立武此次访谈,其真正给出的并非一张概念股名单,而是一张AI基建瓶颈地图。","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://news.hexun.com/2026-06-22/224370343.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":null,"symbols":["LU2357627491.SGD","LU2543165471.USD","BK0009","BK4550","LU2720916845.USD","BK0070","INTC","688234","BK0064","BK0141","LU0321505439.SGD","BK4575","04335","BK0108","BK0187","BK0188","IE0000B7K699.USD","LU0149725797.USD","BK0028","IE000BZT7R73.USD","000960","BK4529","HK0000304797.USD","BK4535","IE000MB6IJN5.SGD","BK0233","BK0214","BK4588","LU2931357623.SGD","BK0012","BK0182","BK0196","BK4585","BK0175","300179","BK4512","BK4141","BK4554","LU2764263203.CNY","002428","HK0000304805.HKD","LU0719512351.SGD","LU0081259029.USD","603773","LU2764263039.SGD","IE000SO60NU8.SGD","BK4533","600703","BK4515","INTW","LU2764262908.HKD","IE000WAW04H5.SGD","LU0859254822.USD","IE000M9KFDE8.USD","BK4534","BK0102","LU0154236417.USD","LU0321505868.SGD","BK0235","BK4527","BK4602","BK4612","BK0183","LU0097036916.USD","LU2089985449.USD","LU2148611432.USD","BK4543","IE000F7OJYX1.SGD","BK4605","LINT","LU0274383776.USD","BK4579","LU0082616367.USD","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644068419","title":"每周股票复盘:天岳先进(688234)现折价17.15%大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2644068419","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644068419?lang=zh_cn&edition=full","pubTime":"2026-06-20 01:21","pubTimestamp":1781889670,"startTime":"0","endTime":"0","summary":"截至2026年6月18日收盘,天岳先进报收于149.2元,较上周的123.7元上涨20.61%。本周,天岳先进6月18日盘中最高价报157.5元。天岳先进当前最新总市值723.05亿元,在半导体板块市值排名42/173,在两市A股市值排名298/5206。本周关注点交易信息汇总:6月17日天岳先进发生1笔折价17.15%的大宗交易,合计成交1984万元。因原董事方伟先生辞职,董事会提名冯显英先生为非独立董事候选人,任期至第二届董事会届满。","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/RB2026062000000205.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","688234","BK1169","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644108142","title":"天岳先进(688234)披露补选非独立董事议案,6月18日股价下跌0.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644108142","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644108142?lang=zh_cn&edition=full","pubTime":"2026-06-18 22:07","pubTimestamp":1781791637,"startTime":"0","endTime":"0","summary":"截至2026年6月18日收盘,天岳先进报收于149.2元,较前一交易日下跌0.31%,最新总市值为723.05亿元。该股当日开盘150.98元,最高157.5元,最低147.03元,成交额达34.9亿元,换手率为5.35%。公告显示,公司拟召开2026年第一次临时股东会,审议关于补选第二届董事会非独立董事的议案。因原董事方伟先生辞职,董事会提名冯显英先生为非独立董事候选人,任期至第二届董事会届满。","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/RB2026061800042276.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","688234","02631","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644704655","title":"天岳先进:公司持续布局高压大功率领域的碳化硅衬底应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2644704655","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644704655?lang=zh_cn&edition=full","pubTime":"2026-06-18 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合计成交1984万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2644078712","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644078712?lang=zh_cn&edition=full","pubTime":"2026-06-17 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15:40","pubTimestamp":1781509225,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进尾盘涨超12%,截至发稿,涨10.53%,报93.4港元,成交额5.72亿港元。预计2024-2030年SiC市场规模由35亿美元增至124亿美元,AI基础设施将贡献近半数需求。公开资料显示,天岳先进是国内SiC衬底的绝对龙头,其8英寸衬底已实现批量供应,12英寸产品更是全球首发,并已间接进入英伟达供应链。华西证券近期指出,随着AI电源需求爆发,预计到2030年,仅AI电源领域的SiC衬底需求就有望接近700亿元,实现近8倍的增长。","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/1454333.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":["02631","BK1169","688234","AGIX","CHAT","BK0214","VXUS","ARTY","BK4585","AIPO","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642265006","title":"天岳先进:固态变压器与轨道交通、电网等传统高压场景对碳化硅衬底有共性要求","url":"https://stock-news.laohu8.com/highlight/detail?id=2642265006","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642265006?lang=zh_cn&edition=full","pubTime":"2026-06-12 16:43","pubTimestamp":1781253817,"startTime":"0","endTime":"0","summary":"请问在数据中心高压配电这一新兴应用场景中,公司是否感受到来自时代半导体等客户的拉货需求在增长?SiC衬底在SST应用中对缺陷密度、晶圆尺寸的要求,与轨交、电网等传统高压场景有何异同?固态变压器与轨道交通、电网等传统高压场景对碳化硅衬底有共性要求,均需具备高耐压、高导热及极端环境下的运行可靠性,因此对碳化硅衬底的缺陷控制标准更为严格。","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/RB2026061200025807.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":["BK1169","02631","688234","BK0214"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1783815646585,"stockEarnings":[{"period":"1week","weight":-0.0262},{"period":"1month","weight":0.1333},{"period":"3month","weight":0.4632},{"period":"6month","weight":0.5253},{"period":"1year","weight":1.4979},{"period":"ytd","weight":0.5952}],"compareEarnings":[{"period":"1week","weight":-0.0117},{"period":"1month","weight":0.0007},{"period":"3month","weight":0.0025},{"period":"6month","weight":-0.0302},{"period":"1year","weight":0.1386},{"period":"ytd","weight":0.0069}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"山东天岳先进科技股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"21719人(较上一季度减少1.06%)","perCapita":"19785股","listingDate":"2022-01-12","address":"山东省济南市槐荫区天岳南路99号","registeredCapital":"48461万元","survey":" 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