天岳先进(02631.HK)今日盘中大幅下挫5.74%，引起市场关注。
消息面上，公司于盘前发布的2026年第一季度报告显示，其业绩出现显著恶化。报告期内，公司实现营业收入3.66亿元人民币，同比下降10.41%；归属于上市公司股东的净利润为亏损6050.97万元人民币，相较上年同期的盈利851.82万元，由盈转亏，同比大幅下降810.36%。
公司解释称，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，外汇汇率波动导致汇兑损失，令财务费用增加，以及公司计提了部分减值准备，进一步拖累了盈利表现。此外，公司于近期公告了董事方伟因个人工作原因辞去董事职务的消息，也可能在一定程度上影响了市场情绪。
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