港股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

天岳先进

45.000

+0.3400.76%

成交量：301.62万

成交额：1.37亿

市值：214.86亿

市盈率：- -

高：46.320

开：44.900

低：44.760

收：44.660

52周最高：48.200

52周最低：43.000

股本：4.77亿

香港流通股本：4,774.57万

量比：0.27

换手率：6.32%

股息：- -

股息率：- -

净资产收益率：2.68%

总资产收益率：0.44%

市净率：3.70

市盈率(LYR):- -

市销率: 11.25

数据加载中...

总览公司新闻公告

节卡机器人取消审核，南模生物领跑科创板 | 科创板周报

科创板研究中心

广发科创主题灵活配置混合(LOF)近一周上涨1.67%

全球SiC龙头呼之欲出，天岳先进以“硬科技”领跑关键半导体材料

“中国芯之父”冲击IPO

大摩最新研判：AI 眼镜出货量将持续攀升，下一个智能入口要来了？

电子行业周报：英伟达有望采用GAN 看好化合物机会

天岳先进港股上市倒计时，14家A股电子公司布局“A+H”

一图解码：天岳先进过港交所聆讯国内碳化硅龙头首季业绩下滑

AI眼镜万亿赛道悄然启动，天岳先进(688234.SH)迎来重大新机遇

8月6日广发电子信息传媒股票C净值增长0.87%，近3个月累计上涨17.27%

新股解读｜传天岳先进（688234.SH）启动2.5-3亿美元IPO预路演强劲增长预期或催热投资情绪

港股迎SiC龙头天岳先进：8英寸量产加速全球版图扩张，AI+AR双赛道驱动业绩飞轮

电子行业周报：半导体维持高景气看好模拟及存储左侧布局良机

泰诺麦博拟登陆科创板募资15亿，云天励飞、欣旺达冲刺“A+H”

一周港股IPO：问止中医、欣旺达等7家递表；天岳先进、银诺医药通过聆讯_凤凰网

以创新实现突围的天岳先进（688234.SH）样本，第二增长曲线AI应用已呼之欲出？

半导体行业研究周报：25Q2半导体持仓总结及Q3景气度展望关注旺季下的绩优赛道

碳化硅/氮化镓利好，这些板块有望受益（附名单）

港股IPO周报：726倍！中慧生物-B再续18A佳绩？IPO新规采取发行人“二选一”模式

东方证券-电子行业：AI算力设施需求驱动，SiC/GaN打开成长空间-250802

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/02631/news?page=3"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"02631","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02631\",,,,,undefined,":{"symbol":"02631","market":"HK","secType":"STK","nameCN":"天岳先进","latestPrice":45,"timestamp":1756109316489,"preClose":44.66,"halted":0,"volume":3016199,"delay":0,"floatShares":47745700,"shares":477456744,"eps":0,"marketStatus":"已收盘","change":0.34,"latestTime":"08-25 16:08:36","open":44.9,"high":46.32,"low":44.76,"amount":136668555,"amplitude":0.034931,"askPrice":45.04,"askSize":100,"bidPrice":45,"bidSize":47100,"shortable":0,"etf":0,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1756171800000},"marketStatusCode":5,"adr":0,"listingDate":1755619200000,"exchange":"SEHK","adjPreClose":44.66,"openAndCloseTimeList":[[1756085400000,1756094400000],[1756098000000,1756108800000]],"volumeRatio":0.268147,"lotSize":100,"spreadScale":0,"tradeCurrency":"HKD","astockBrief":{"symbol":"688234","market":"SH","secType":"STK","nameCN":"天岳先进","latestPrice":65.34,"timestamp":1756105200000,"preClose":65.94,"halted":0,"volume":13355600,"delay":0,"premium":"-36.88"}},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02631\",,,,,undefined,":{"symbol":"02631","floatShares":47745700,"roa":"0.44%","roe":"2.68%","lyrEps":0,"volumeRatio":0.268147,"shares":477456744,"dividePrice":0,"high":46.32,"amplitude":0.034931,"preClose":44.66,"low":44.76,"week52Low":43,"pbRate":"3.70","psRate":"11.25","week52High":48.2,"institutionHeld":0,"latestPrice":45,"committee":0.995763,"eps":0,"divideRate":0,"volume":3016199,"delay":0,"ttmEps":0,"open":44.9,"prevYearClose":42.8,"prevWeekClose":44.66,"prevMonthClose":42.8,"prevQuarterClose":42.8,"fiveDayClose":42.8,"twentyDayClose":42.8,"sixtyDayClose":42.8,"earningDate":1756483200000},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/02631\",params:#limit:5,,,undefined,":[{"date":"2025-08-30","symbol":"02631","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1756517400000,"name":null,"time":"","dateTimestamp":1756483200000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"02631\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"02631\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.2222,"buy":0.4444,"hold":0.1111,"sell":0,"strongSell":0.2222,"meanLabel":"HOLD","meanPercent":0.1111,"analysts":9,"updateTime":1741104000000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/02631\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"02631","date":"2025-08-22","current":213.218865,"percent":0.333333,"low":205.513996,"twenty":209.558589,"median":216.946235,"eighty":224.368256,"high":232.039023,"avg":217.69541,"sd":8.719087,"marketCap":32815552124.49},"quantilePoints":[{"date":"2025-08-15","current":216.946235,"twenty":210.304063,"median":212.794877,"eighty":215.285692,"marketCap":33494247871.88},{"date":"2025-08-22","current":213.218865,"twenty":209.558589,"median":216.946235,"eighty":224.368256,"marketCap":32815552124.49}],"updateTime":1756086389785},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"02631\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2558894556","title":"节卡机器人取消审核，南模生物领跑科创板 | 科创板周报","url":"https://stock-news.laohu8.com/highlight/detail?id=2558894556","media":"科创板研究中心","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558894556?lang=zh_cn&edition=fundamental","pubTime":"2025-08-10 20:45","pubTimestamp":1754829900,"startTime":"0","endTime":"0","summary":"本周，A股主要宽基指数呈现普涨，中证1000居前，科创200、科创100紧随其后，分别涨2.5%、2.0%，科创50涨0.7%低于中位数。","market":"sh","thumbnail":"https://img.cls.cn/images/20250810/anqcb83fGQ_1000x661.jpg","type":0,"news_type":0,"thumbnails":["https://img.cls.cn/images/20250810/anqcb83fGQ_1000x661.jpg"],"rights":{"source":"starmarket_stock","url":"https://www.chinastarmarket.cn/detail/2111139","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chinastarmarket.cn/detail/2111139","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"starmarket_stock","symbols":["BK0216","02631","688265","159982"],"gpt_icon":0},{"id":"2558688260","title":"广发科创主题灵活配置混合(LOF)近一周上涨1.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=2558688260","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558688260?lang=zh_cn&edition=fundamental","pubTime":"2025-08-10 10:34","pubTimestamp":1754793257,"startTime":"0","endTime":"0","summary":"金融界2025年8月10日消息，广发科创主题灵活配置混合(LOF)(501078) 最新净值2.0337元，该基金近一周收益率1.67%，近3个月收益率11.05%，今年来收益率15.93%。广发科创主题灵活配置混合(LOF)基金成立于2019年6月11日，基金经理李巍、贾乃鑫，截至2025年6月30日，广发科创主题灵活配置混合(LOF)规模6.10亿元。该基金股票持仓前十分别为：英维克、思源电气、天岳先进、巨人网络、景旺电子、欣旺达、菲利华、立讯精密、保隆科技、江海股份。前十持仓占比合计37.62%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/08/10103452330054.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":"jinrongjie_stock","symbols":["02631","159982"],"gpt_icon":0},{"id":"2558688644","title":"全球SiC龙头呼之欲出，天岳先进以“硬科技”领跑关键半导体材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2558688644","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558688644?lang=zh_cn&edition=fundamental","pubTime":"2025-08-10 09:16","pubTimestamp":1754788579,"startTime":"0","endTime":"0","summary":"碳化硅领域龙头企业天岳先进港股上市正稳步推进。近期，天岳先进正进行IPO路演，此前公司已于7月30日通过香港联交所上市聆讯。自上市以来，天岳先进发展迅猛，市占率快速攀升。“硬科技”属性明显的天岳先进上市后，港股将再增加一家“硬科技”龙头企业。在这方面，天岳先进凭借领先的技术优势，目前已处于国际第一梯队。与此同时，天岳先进于2024年11月率先推出业内首款12英寸碳化硅衬底。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1327704.html","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":"stock_zhitongcaijing","symbols":["02631","BK0214","688234"],"gpt_icon":0},{"id":"2558068885","title":"“中国芯之父”冲击IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2558068885","media":"集微网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558068885?lang=zh_cn&edition=fundamental","pubTime":"2025-08-10 07:24","pubTimestamp":1754781875,"startTime":"0","endTime":"0","summary":"公开资料显示，中星技术曾于2018年启动IPO，2020年7月申请从证监会平移至深交所创业板审核。根据备案报告，堆龙中星微管理咨询有限公司持有中星技术20.24%的股份，为公司控股股东。据第三方机构预测，2025年中国智能安防市场规模将突破1500亿元。据悉，万润科技围绕国家和湖北省产业发展规划、结合自身实际情况，确立大力发展以半导体电子产业为核心的新一代信息技术“主产业”战略。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810072725a47f5189&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810072725a47f5189&s=b","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":"tencent","symbols":["BK0225","688337","159982","02631"],"gpt_icon":0},{"id":"2557348526","title":"大摩最新研判：AI 眼镜出货量将持续攀升，下一个 智能入口 要来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2557348526","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557348526?lang=zh_cn&edition=fundamental","pubTime":"2025-08-08 18:58","pubTimestamp":1754650714,"startTime":"0","endTime":"0","summary":"大摩预计 Celeste 将在 9 月的 Meta Connect 大会上正式发布。从 Meta 2025 年第二季度财报电话会议中获得的要点在 Meta 2025 年的财报电话会议上，该公司宣布，人工智能眼镜将成为我们将超级智能融入日常生活的主要方式。尽管 Quest 销量疲软，但凭借强劲的人工智能眼镜销量，Meta 的现实实验室收入在第二季度同比增长了 5%。","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=nesSN20250808190538a47d1f9c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808190538a47d1f9c&s=b","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":"tencent","symbols":["LU2133065610.SGD","BK4534","LU1769817179.HKD","LU0979878070.USD","LU1152091168.USD","LU0225283273.USD","LU0106831901.USD","ALBmain","BK4554","LU1152091754.HKD","LU0251143458.SGD","BK4524","BK4127","LU0328353924.USD","LU1282648689.USD","LU1235294995.USD","BK4502","LU1732799900.SGD","02631","BK4543","BK4504","LU2111349929.HKD","BK4503","LU1008478684.HKD","LU2028103732.USD","BK4538","BK4575","LU0314104364.USD","LU0067412154.USD","LU0348816934.USD","META","09988","LU0052756011.USD","LU0912757837.SGD","LU1051768304.USD","BK4565","BK4614","LU0267386448.USD","LU1720051017.SGD","LU1046422090.SGD","BK4548","LU0795875086.SGD","LU1105468828.SGD","BABA","89988","LU1515016050.SGD","LU1732800096.USD","LU1242518857.USD","LU1051769294.HKD","IE00B0JY6N72.USD","LU1989772923.USD","LU2271345857.HKD","LU0106959298.USD"],"gpt_icon":1},{"id":"2557529992","title":"电子行业周报：英伟达有望采用GAN 看好化合物机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2557529992","media":"甬兴证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557529992?lang=zh_cn&edition=fundamental","pubTime":"2025-08-08 00:00","pubTimestamp":1754582400,"startTime":"0","endTime":"0","summary":"核心观点本周核心观点与重点要闻回顾算力产业链：英诺赛科与英伟达达成合作，化合物半导体有望进入800V 架构。随着英诺赛科的GaN 器件与英伟达的合作，我们认为新的功率器件有望持续导入供应链，带动相关产业链不断发展，如GaN和SiC 等，看好相关投资机会。AI 眼镜持续受到消费者认可，销量有望持续增长，我们看好相关产业发展。美国司法部周一宣布，EDA 巨头Cadence 已同意认罪，并支付超1.4 亿美元罚金，以了结美国方面对其的指控。","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=nesSN20250808193730a47d2b31&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808193730a47d2b31&s=b","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":"tencent","symbols":["688608","BK1608","LU1831875114.USD","BK1589","688332","688661","600641","BK1170","688372","688200","603296","688048","688498","688629","02577","02382","688072","LU0326950275.SGD","688206","688120","688220","BK1504","02631","BK1163","688521","BK1521","600114","LU1211504680.USD","688127","688012","688037","688234","688018","688409"],"gpt_icon":1},{"id":"2557553733","title":"天岳先进港股上市倒计时，14家A股电子公司布局“A+H”","url":"https://stock-news.laohu8.com/highlight/detail?id=2557553733","media":"红刊财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557553733?lang=zh_cn&edition=fundamental","pubTime":"2025-08-07 17:26","pubTimestamp":1754558790,"startTime":"0","endTime":"0","summary":"随着 天岳先进 通过香港联交所上市聆讯，其距离正式上市仅一步之遥。在天岳先进即将达成H股上市之际，据不完全统计，截至8月4日，A股市场申万电子行业包括天岳先进在内共有14家公司正在筹划H股上市。在天岳先进之前，年内已经有两家A股电子龙头实现“A+H”上市，这两家公司分别是 蓝 思科 技 和 峰岹科技 ，均于7月9日在港股市场挂牌交易。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807172937a47a9f5e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807172937a47a9f5e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["603986","BK0214","688595","159982","LU1997245177.USD","01304","LU2148510915.USD","399300","BK0125","603501","LU2495084118.USD","LU1997244956.HKD","688008","LU1997245094.SGD","06613","688234","688279","603341","688052","02631","SG9999014674.SGD","LU1064130708.USD","688141","LU1064131003.USD","LU1328615791.USD"],"gpt_icon":1},{"id":"2557530246","title":"一图解码：天岳先进过港交所聆讯 国内碳化硅龙头 首季业绩下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2557530246","media":"IPO解码","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557530246?lang=zh_cn&edition=fundamental","pubTime":"2025-08-07 16:20","pubTimestamp":1754554848,"startTime":"0","endTime":"0","summary":"近日，天岳先进通过了港交所聆讯，并于7月30日更新了聆讯后招股书。而在此之前，天岳先进已于2022年1月在科创板挂牌上市，股票代码为688234。天岳先进专注于碳化硅材料行业已超过14年。天岳先进是第一批在国内实现了半绝缘型碳化硅衬底的产业化的公司，并进一步实现导电型碳化硅衬底的产业化。","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=nesSN20250807164258a47a8334&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807164258a47a8334&s=b","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":"tencent","symbols":["00388","688234","BK1131","02631","80388"],"gpt_icon":0},{"id":"2557748535","title":"AI眼镜万亿赛道悄然启动，天岳先进(688234.SH)迎来重大新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2557748535","media":"市场资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557748535?lang=zh_cn&edition=fundamental","pubTime":"2025-08-07 13:13","pubTimestamp":1754543580,"startTime":"0","endTime":"0","summary":"对比现在智能手机的体量，AI眼镜将是个万亿产值的赛道。由于碳化硅材料卓越的光学特性，AI 眼镜行业市场预计将大幅增长，至 2030年，全球出货量将超过6000万副。碳化硅衬底在 AR 市场空间远期可达到 300 亿元 ，天岳先进有望在下一代AR眼镜镜片技术研发中取得突破，带来新的增长空间。据了解，天岳先进是行业内率先推出12英寸碳化硅晶圆的厂商，目前正在将12英寸芯片推向产业化。","market":"sg","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://finance.sina.com.cn/stock/t/2025-08-07/doc-infkcrxc4641547.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0214","02631","162414","688234"],"gpt_icon":0},{"id":"2557716603","title":"8月6日广发电子信息传媒股票C净值增长0.87%，近3个月累计上涨17.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2557716603","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557716603?lang=zh_cn&edition=fundamental","pubTime":"2025-08-06 19:54","pubTimestamp":1754481297,"startTime":"0","endTime":"0","summary":"金融界2025年8月6日消息，广发电子信息传媒股票C 最新净值2.4170元，增长0.87%。该基金近1个月收益率12.65%，同类排名59|453；近3个月收益率17.27%，同类排名116|446；今年来收益率12.16%，同类排名232|441。公开资料显示，广发电子信息传媒股票C基金成立于2020年9月24日，截至2025年6月30日，广发电子信息传媒股票C规模20.17亿元，基金经理为冯骋。2020年8月7日起担任广发基金管理有限公司广发电子信息传媒产业精选股票型发起式证券投资基金基金经理。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/08/06195452256141.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":"jinrongjie_stock","symbols":["01981","BK1128","02631"],"gpt_icon":0},{"id":"2557345883","title":"新股解读｜传天岳先进（688234.SH）启动2.5-3亿美元IPO预路演 强劲增长预期或催热投资情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=2557345883","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557345883?lang=zh_cn&edition=fundamental","pubTime":"2025-08-06 09:08","pubTimestamp":1754442517,"startTime":"0","endTime":"0","summary":"据港交所披露，天岳先进已于7月30日成功通过港交所上市聆讯，中金公司和中信证券为其联席保荐人。近期又有进一步消息指出，天岳先进正进行香港IPO预路演，募资规模约为2.5至3亿美元。以2024年为例，天岳先进在衬底端实现了高达41%的营收增长。发展势头正盛，更值得称道的是，到目前为止天岳先进的增长后劲很可能还是为外界所低估了。","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/1326127.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":["02631","BK0214","688234"],"gpt_icon":0},{"id":"2557135305","title":"港股迎SiC龙头天岳先进：8英寸量产加速全球版图扩张，AI+AR双赛道驱动业绩飞轮","url":"https://stock-news.laohu8.com/highlight/detail?id=2557135305","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557135305?lang=zh_cn&edition=fundamental","pubTime":"2025-08-05 09:38","pubTimestamp":1754357909,"startTime":"0","endTime":"0","summary":"港股半导体领域即将迎来又一龙头。根据Yole旗下的知识产权调查公司数据，2024年度，天岳先进在碳化硅衬底专利领域位列全球前五。在核心技术的强劲支撑下，天岳先进的全球市场地位不断攀升，并赢得顶尖机构的权威背书。更为关键的是，Yole在其报告中已明确将天岳先进标识为能向开放市场\"大批量交付8英寸晶圆\"的领军力量。目前，天岳先进累计交付的碳化硅衬底已突破100万片。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508050938529734243f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508050938529734243f&s=b","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":"tencent","symbols":["688234","BK0214","02631"],"gpt_icon":0},{"id":"2557361726","title":"电子行业周报：半导体维持高景气 看好模拟及存储左侧布局良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2557361726","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557361726?lang=zh_cn&edition=fundamental","pubTime":"2025-08-05 00:00","pubTimestamp":1754323200,"startTime":"0","endTime":"0","summary":"过去一周上证下跌0.94%，电子上涨0.28%，子行业中元件上涨7.77%，半导体下跌1.43%。2Q25 全球硅晶圆出货面积同环比增长，创3Q23 以来的新高。利基存储价格走向回暖，看好全年存储价格修复趋势。网信办约谈H20 后门安全风险，看好国产算力自主可控。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805171721a6d430ce&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805171721a6d430ce&s=b","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":"tencent","symbols":["603986","BK0028","LU1979443071.USD","600460","BK0214","LU1064131003.USD","159582","BK0188","BK0072","LU1934453819.USD","LU2148510915.USD","600584","LU1328615791.USD","LU1064130708.USD","BK0125","02631","688256"],"gpt_icon":0},{"id":"2556384059","title":"泰诺麦博拟登陆科创板募资15亿，云天励飞、欣旺达冲刺“A+H”","url":"https://stock-news.laohu8.com/highlight/detail?id=2556384059","media":"洞察IPO","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556384059?lang=zh_cn&edition=fundamental","pubTime":"2025-08-04 18:52","pubTimestamp":1754304746,"startTime":"0","endTime":"0","summary":"泰诺麦博于7月31日披露招股书拟登陆上交所科创板7月31日，珠海泰诺麦博制药股份有限公司沪市科创板IPO获受理，保荐机构为华泰联合证券。招股书显示，泰诺麦博拟发行不超过6908.19万股，计划募集资金15亿元，将用于新药研发项目、抗体生产基地扩建项目、补充营运资金项目。终止上市审核7月28日-8月3日，上交所、深交所均无公司终止上市审核。递交上市申请7月28日-8月3日，港交所有7家公司递交主板上市申请。具体募资金额未披露。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804194712a474614f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804194712a474614f&s=b","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":"tencent","symbols":["BK0155","BK0171","300207","BK0108","BK0231","BK0012","BK0224","02631","BK0072","BK0077","159982","BK0028","688343"],"gpt_icon":0},{"id":"2556389118","title":"一周港股IPO：问止中医、欣旺达等7家递表；天岳先进、银诺医药通过聆讯_凤凰网","url":"https://stock-news.laohu8.com/highlight/detail?id=2556389118","media":"财经网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556389118?lang=zh_cn&edition=fundamental","pubTime":"2025-08-04 17:59","pubTimestamp":1754301552,"startTime":"0","endTime":"0","summary":"据港交所披露，上周共有7家公司递表，2家公司通过聆讯；另有1家公司招股，暂无新股上市。业绩方面，2022年至2024年以及2025年截至3月31日止三个月，欣旺达实现收入分别约为521.62亿元、478.62亿元、560.21亿元以及122.89亿元；同期，年/期内利润分别约为7.63亿元、3.31亿元、5.34亿元以及2.99亿元。2）广州银诺医药集团股份有限公司7月31日，银诺医药通过港交所上市聆讯，中信证券和中金公司担任其联席保荐人。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419370794cead47&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419370794cead47&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0171","BK0155","02631","BK0077","159938","BK0028","688234","BK0108","300207","BK0072","02591","BK0012","BK0224","BK0214"],"gpt_icon":1},{"id":"2556587690","title":"以创新实现突围的天岳先进（688234.SH）样本，第二增长曲线AI应用已呼之欲出？","url":"https://stock-news.laohu8.com/highlight/detail?id=2556587690","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556587690?lang=zh_cn&edition=fundamental","pubTime":"2025-08-04 09:00","pubTimestamp":1754269241,"startTime":"0","endTime":"0","summary":"天岳先进的“A+H”资本布局，即将迎来关键里程碑。而在这一行业突破式发展的关键期，天岳先进完成港股上市，对于其进一步扩大竞争优势、巩固长期增长动能，预计也将会大有裨益。2022年，公司登陆科创板，同一年，天岳先进签订价值13.93亿元的长期订单。不仅行业地位突出，同时更难得的是，从成长性来看，天岳先进同样稳居第一档。据悉，凭借自身在碳化硅衬底领域的领先地位，天岳先进已经进入了英伟达供应链。","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/1325171.html","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":"stock_zhitongcaijing","symbols":["688234","02631","BK0214"],"gpt_icon":0},{"id":"2556800229","title":"半导体行业研究周报：25Q2半导体持仓总结及Q3景气度展望 关注旺季下的绩优赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2556800229","media":"天风证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556800229?lang=zh_cn&edition=fundamental","pubTime":"2025-08-04 00:00","pubTimestamp":1754236800,"startTime":"0","endTime":"0","summary":"2025Q2，A 股电子行业配置比例为 18.67%，保持全市场第一位置，超配比例环比25Q1 上升0.12pct。堆叠结构提升响应速度与能效，匹配端侧AI 需求。综合来看2025 年，全球半导体增长延续乐观增长走势，2025 年AI 驱下游增长。存储板块预估3Q25 存储器合约价涨幅持续高增，企业级产品持续推进，带动龙头公司季度业绩环比增长明确，利基型存储25Q3 有望开启涨价。功率模拟板块市场复苏信号已现，2 季度业绩增速喜人。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804180718a474359f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804180718a474359f&s=b","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":"tencent","symbols":["588080","588350","BK0121","588320","588220","588360","562950","561100","588190","588060","BK0028","BK0214","600460","562590","501079","561310","159582","BK0188","588110","BK0141","588390","588290","02631","588050","588030","561600","588260","588200","600745","588090","BK0038","BK0125","588300","588370","560800","588310","501081","588460","BK0152","588380","588020"],"gpt_icon":0},{"id":"2556682042","title":"碳化硅/氮化镓利好，这些板块有望受益（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2556682042","media":"投研大叔","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556682042?lang=zh_cn&edition=fundamental","pubTime":"2025-08-03 20:59","pubTimestamp":1754225997,"startTime":"0","endTime":"0","summary":"2025年8月1日，英伟达官网更新800V直流电源架构合作商名录，全球氮化镓龙头企业英诺赛科正式上榜，为英伟达Kyber机架系统提供全链路氮化镓电源解决方案，英伟达合作商名录显示，英诺赛科等企业将共同推动800V HVDC架构，支持下一代AI数据中心建设，凸显SiC/GaN在高压供电中的核心地位。2024年SiC在全球功率半导体中渗透率仅4.9%，GaN仅0.5%，主要受限于新能源车等传统应用。中标英伟达凸显技术领先，700V SolidGaN平台新品适配AI服务器电源，实现96%+转换效率。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250803210649a47292d5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250803210649a47292d5&s=b","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":"tencent","symbols":["BK0077","688469","BK0133","688396","BK0113","BK0139","688012","BK0070","BK0090","02631","600745","BK0214","605111","600563","BK0004"],"gpt_icon":0},{"id":"2556722827","title":"港股IPO周报：726倍！中慧生物-B再续18A佳绩？IPO新规采取发行人“二选一”模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2556722827","media":"活报告","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556722827?lang=zh_cn&edition=fundamental","pubTime":"2025-08-03 17:01","pubTimestamp":1754211660,"startTime":"0","endTime":"0","summary":"截至8月3日，孖展认购倍数已超726倍，不知是否可以再续18A佳绩？同时，港交所决定保留现有的基石投资6个月禁售期规定，以维持投资者对发售的承诺。公司是致力于研发流感疫苗的生物医药公司。","market":"other","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://finance.sina.com.cn/cj/2025-08-03/doc-infitaat6642896.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":"sina","symbols":["02627","YANG","HSTECH","BK4614","02631","HSCEI"],"gpt_icon":1},{"id":"2556782674","title":"东方证券-电子行业：AI算力设施需求驱动，SiC/GaN打开成长空间-250802","url":"https://stock-news.laohu8.com/highlight/detail?id=2556782674","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556782674?lang=zh_cn&edition=fundamental","pubTime":"2025-08-02 22:05","pubTimestamp":1754143500,"startTime":"0","endTime":"0","summary":"但我们认为，SiC/GaN在AI算力设施供电系统中的应用潜力尚未完全挖掘。未来，AI服务器及数据中心对SiC/GaN器件需求有望持续提升，打开产业成长空间。　　SiC/GaN可用于HVDC、电源模块等场景，适配AI算力设施的大功率供电需求。目前头部厂商正在持续推动SiC/GaN在AI数据中心领域应用。2025年7月Navitas宣布与力积电建立战略合作伙伴关系，将采用力积电8寸0.18微米制程生产GaN产品。风险提示消费电子需求不及预期，AI落地不及预期，竞争格局变化","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://finance.sina.com.cn/roll/2025-08-02/doc-infirpzp2007061.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":["BK0012","BK0188","BK1564","BK0028","BK1147","600958","02631","BK0183","03958","BK0276"],"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":3,"totalSize":90,"code":"91000000","status":"200"}]}}