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。
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