港股詳情

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天岳先進

88.550

+18.05025.60%

成交量：1,467.09萬

成交額：12.20億

市值：429.47億

市盈率：-163.44

高：88.600

開：71.500

低：71.000

收：70.500

52周最高：88.600

52周最低：40.820

股本：4.85億

香港流通股本：5,490.75萬

量比：3.39

換手率：26.72%

股息：- -

股息率：- -

每股收益(LYR):-0.542

淨資產收益率：-4.47%

總資產收益率：-1.70%

市淨率：5.24

市盈率(LYR):-163.44

市銷率: 26.19

資料載入中...

總覽公司新聞資訊公告

天岳先進升逾20%創新高！公司毛利率按月改善，8英寸Sic襯底有望快速放量

老虎资讯综合

港股異動 | 天岳先進(02631)升逾20%創新高公司毛利率按月改善 8英寸Sic襯底有望快速放量

異動解讀 | 天岳先進盤中大漲14.26%，機構研報看好碳化硅龍頭地位及業績拐點

A股異動 | 天岳先進(688234.SH)盤中升逾9% AI打開碳化硅需求公司市佔率行業領先

異動解讀 | 機構研報看好碳化硅龍頭地位，天岳先進盤中大漲5.98%

異動解讀 | 天岳先進盤中大漲15.69% 機構看好碳化硅行業格局明朗及公司龍頭地位

天岳先進(02631)揚升13.83% 機構料碳化硅行業格局逐步明朗看好其龍頭地位

天岳先進：多位股東計劃減持公司股份

南方财经网

異動解讀 | 天岳先進盤中大跌5.02%，一季度由盈轉虧受碳化硅降價拖累

異動解讀 | 天岳先進盤中大跌5.74%，首季業績由盈轉虧及碳化硅降價拖累股價

天岳先進2026年第一季度營收3.66億元，扣非淨利潤-0.59億元

天岳先進2025年營收降至14.65億元，淨虧2.08億元，資產規模逆勢擴大

天岳先進(02631)第一季度營業收入3.66億元

天岳先進：董事方偉辭職

南方财经网

今年以來多家上市公司陸續發布補税公告補税金額合計逾20億元

经济参考网

港股概念追蹤|AI算力需求持續爆發芯片行業或掀起新一輪漲價潮（附概念股）

碳化硅概念震盪走強天岳先進升逾10%

每日经济新闻

天岳先進(02631)出現大手賣出15.76萬股，成交價$64.45，涉資1.016千萬

阿斯达克财经

異動解讀 | 台積電業績超預期提振SiC材料前景，天岳先進盤中大漲5.16%

天岳先進：國材股權投資基金（濟南）合夥企業（有限合夥）持股比例已降至4.81%

南方财经网

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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":"1188779287","title":"異動解讀 | 機構研報看好碳化硅龍頭地位，天岳先進盤中大漲5.98%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188779287","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188779287?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 10:50","pubTimestamp":1778035847,"startTime":"0","endTime":"0","summary":"天岳先进今日盘中大涨5.98%，引起了市场的广泛关注。消息面上，国投证券近日发布研报，对公司未来业绩给予积极预测，并维持其“买入-A”评级。研报预计公司未来三年收入将持续增长，归母净利润将显著提升。同时，研报指出碳化硅行业格局逐步明朗，天岳先进作为碳化硅衬底龙头，全球导电型碳化硅衬底市占率达27.6%居行业第一，8英寸细分市占率突破51.3%。机构采用PS估值法给予30倍PS，对应六个月目标价121.3元。此外，公司一季度毛利率从-5.89%跳升至19.12%，释放了降本增效的积极信号，增强了市场对其盈利拐点到来的预期，共同推动了股价的上涨。","market":"nz","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122645584","title":"異動解讀 | 天岳先進盤中大漲15.69% 機構看好碳化硅行業格局明朗及公司龍頭地位","url":"https://stock-news.laohu8.com/highlight/detail?id=1122645584","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122645584?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 11:02","pubTimestamp":1777863759,"startTime":"0","endTime":"0","summary":"天岳先进(02631)今日盘中股价大幅上涨，涨幅达到15.69%，引起了市场的重点关注。消息面上，国投证券发布研究报告，预计公司2026年至2028年收入将持续增长，归母净利润也将显著提升。报告指出，碳化硅行业格局正逐步明朗，天岳先进作为碳化硅衬底行业的龙头企业，其市场地位得到巩固。基于此，国投证券采用PS估值法，给予公司2026年30倍PS，对应六个月目标价121.3元，并维持“买入-A”的投资评级。这份积极的机构评级和盈利预测，显著增强了投资者对公司未来发展的信心，是推动股价在交易时段内强劲上扬的主要动力。","market":"sg","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632982225","title":"天岳先進(02631)揚升13.83% 機構料碳化硅行業格局逐步明朗 看好其龍頭地位","url":"https://stock-news.laohu8.com/highlight/detail?id=2632982225","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632982225?lang=zh_tw&edition=fundamental","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":"2631052689","title":"天岳先進：多位股東計劃減持公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2631052689","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631052689?lang=zh_tw&edition=fundamental","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":"1189622129","title":"異動解讀 | 天岳先進盤中大跌5.02%，一季度由盈轉虧受碳化硅降價拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1189622129","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189622129?lang=zh_tw&edition=fundamental","pubTime":"2026-04-30 10:39","pubTimestamp":1777516774,"startTime":"0","endTime":"0","summary":"天岳先进今日盘中股价大幅下跌5.02%，引发了市场关注。消息面上，公司近日披露的2026年第一季度财务报告表现疲软。报告期内，公司实现营业收入3.66亿元，同比下降10.41%；归属于上市公司股东的净亏损为6050.97万元，而去年同期为盈利851.82万元，业绩由盈转亏。公司表示，业绩下滑主要受碳化硅产品销售价格同比下降影响，导致营业收入及毛利减少。同时，销售费用、管理费用及财务费用占总营收的比例同比大幅上升82.9%，进一步侵蚀了利润。","market":"nz","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143360077","title":"異動解讀 | 天岳先進盤中大跌5.74%，首季業績由盈轉虧及碳化硅降價拖累股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1143360077","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143360077?lang=zh_tw&edition=fundamental","pubTime":"2026-04-29 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22:39","pubTimestamp":1777387155,"startTime":"0","endTime":"0","summary":"在业绩方面，2025年度公司实现收入14.65亿元人民币，较上年度的17.68亿元人民币下降17.2%，与2023年度的12.51亿元人民币相比则增长17.1%。年度经营转为亏损，2025年度税前亏损1.99亿元人民币，最终录得归属于公司股东的净亏损2.08亿元人民币，而2024年度为净利润1.79亿元人民币。年度全面亏损总额达2.10亿元人民币。","market":"hk","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":"天岳先进2025年营收降至14.65亿元，净亏2.08亿元，资产规模逆势扩大","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630583480","title":"天岳先進(02631)第一季度營業收入3.66億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2630583480","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630583480?lang=zh_tw&edition=fundamental","pubTime":"2026-04-28 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補税金額合計逾20億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2629848494","media":"经济参考网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629848494?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 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芯片行業或掀起新一輪漲價潮（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://ttm.financial/m/news/2629743180?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 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天岳先進升逾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://ttm.financial/m/news/2629009820?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 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":["02631","688234","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629093875","title":"天岳先進(02631)出現大手賣出15.76萬股，成交價$64.45，涉資1.016千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2629093875","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629093875?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 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| 台積電業績超預期提振SiC材料前景，天岳先進盤中大漲5.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125586516","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125586516?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 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