002428 云南锗业
已收盘 05-15 15:00:00
资讯
新帖
简况
云南锗业（002428）披露2025年年度股东会决议公告，5月15日股价下跌7.07%
证券之星 · 05-15 22:00
云南锗业（002428）披露2025年年度股东会决议公告，5月15日股价下跌7.07%
云南锗业(002428.SZ)：2025年度化合物半导体材料产品营收约1.38亿元 占比较低
智通财经 · 05-12
云南锗业(002428.SZ)：2025年度化合物半导体材料产品营收约1.38亿元 占比较低
云南锗业最新公告：生产的化合物半导体材料磷化铟芯片可以用于生产光模块中的激光器、探测器芯片相关产品营收占比较低
证券之星 · 05-12
云南锗业最新公告：生产的化合物半导体材料磷化铟芯片可以用于生产光模块中的激光器、探测器芯片相关产品营收占比较低
从“跟跑”到“领跑”！光纤产业登顶全球，行业龙头业绩大爆发
中金财经 · 05-12
从“跟跑”到“领跑”！光纤产业登顶全球，行业龙头业绩大爆发
5月12日云南锗业现2笔折价13.64%的大宗交易 合计成交3677.9万元
证券之星 · 05-12
5月12日云南锗业现2笔折价13.64%的大宗交易 合计成交3677.9万元
异动快报：云南锗业（002428）5月12日14点51分触及涨停板
证券之星 · 05-12
异动快报：云南锗业（002428）5月12日14点51分触及涨停板
云南锗业：深圳市中颖投资管理有限公司、交银施罗德基金管理有限公司等多家机构于5月11日调研我司
证券之星 · 05-11
云南锗业：深圳市中颖投资管理有限公司、交银施罗德基金管理有限公司等多家机构于5月11日调研我司
云南锗业(002428)4月30日股东户数21.56万户，较上期增加52.68%
证券之星 · 05-11
云南锗业(002428)4月30日股东户数21.56万户，较上期增加52.68%
【机构调研记录】恒越基金调研云南锗业
证券之星 · 05-08
【机构调研记录】恒越基金调研云南锗业
【私募调研记录】睿扬投资调研云南锗业
证券之星 · 05-08
【私募调研记录】睿扬投资调研云南锗业
云南锗业：目前公司光纤级锗产品产能能够满足市场需求
证券日报 · 05-07
云南锗业：目前公司光纤级锗产品产能能够满足市场需求
云南锗业：公司控股子公司云南鑫耀半导体材料有限公司已批量化向下游客户供货
证券日报 · 05-07
云南锗业：公司控股子公司云南鑫耀半导体材料有限公司已批量化向下游客户供货
云南锗业：公司于2025年3月开始实施“空间太阳能电池用锗芯片建设项目”
证券日报 · 05-07
云南锗业：公司于2025年3月开始实施“空间太阳能电池用锗芯片建设项目”
云南锗业：目前公司主营产品均在出口管制之列
证券日报 · 05-07
云南锗业：目前公司主营产品均在出口管制之列
云南锗业：公司于2026年4月开始实施“高品质磷化铟单芯片建设项目”
证券日报 · 05-07
云南锗业：公司于2026年4月开始实施“高品质磷化铟单芯片建设项目”
云南锗业：部分原材料价格上涨对公司磷化铟产品的成本造成一定影响
证券日报 · 05-07
云南锗业：部分原材料价格上涨对公司磷化铟产品的成本造成一定影响
5月6日云南锗业（002428）涨停分析：AI光通信、航天光伏驱动
证券之星 · 05-06
5月6日云南锗业（002428）涨停分析：AI光通信、航天光伏驱动
异动快报：云南锗业（002428）5月6日13点58分触及涨停板
证券之星 · 05-06
异动快报：云南锗业（002428）5月6日13点58分触及涨停板
每周股票复盘：云南锗业（002428）股东户数减少2.26%，一季报净利降10.71%
证券之星 · 05-03
每周股票复盘：云南锗业（002428）股东户数减少2.26%，一季报净利降10.71%
云南锗业（002428）2026年一季报简析：增收不增利，公司应收账款体量较大
证券之星 · 05-01
云南锗业（002428）2026年一季报简析：增收不增利，公司应收账款体量较大
公司概况
公司名称：
云南临沧鑫圆锗业股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
2010-06-08
主营业务：
云南临沧鑫圆锗业股份有限公司的主营业务是锗矿开采、火法富集、湿法提纯、区熔精炼、精深加工及研究开发。公司的主要产品是材料级锗产品、红外级锗产品、光伏级锗产品、光纤级锗产品、化合物半导体材料。公司是国家工信部认定的第六批制造业单项冠军示范企业。
发行价格：
30.00
{"stockData":{"symbol":"002428","market":"SZ","secType":"STK","nameCN":"云南锗业","latestPrice":90.33,"timestamp":1778828631000,"preClose":97.2,"halted":0,"volume":118609108,"delay":0,"changeRate":-0.0707,"floatShares":653000000,"shares":653000000,"eps":0.0292,"marketStatus":"已收盘","change":-6.87,"latestTime":"05-15 15:00:00","open":96.02,"high":97.28,"low":88.86,"amount":10877000000,"amplitude":0.0866,"askPrice":90.33,"askSize":0,"bidPrice":90.32,"bidSize":46,"shortable":0,"etf":0,"ttmEps":0.0292,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1779067800000},"marketStatusCode":5,"adr":0,"adjPreClose":97.2,"symbolType":"stock","openAndCloseTimeList":[[1778808600000,1778815800000],[1778821200000,1778828400000]],"highLimit":106.92,"lowLimit":87.48,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":653120000,"isCdr":false,"pbRate":43.21,"roa":"--","peRate":3093.493151,"roe":"0.62%","epsLYR":0.03,"committee":0.809549,"marketValue":58996000000,"turnoverRate":0.1816,"status":1,"nextConnectDate":"根据港交所公布的数据，今日已停止北向交易，下一个交易日为北京时间 2026-05-18。","floatMarketCap":58989000000},"requestUrl":"/m/hq/s/002428/wiki","defaultTab":"wiki","newsList":[{"id":"2635038526","title":"云南锗业（002428）披露2025年年度股东会决议公告，5月15日股价下跌7.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635038526","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635038526?lang=zh_cn&edition=full","pubTime":"2026-05-15 22:00","pubTimestamp":1778853643,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，云南锗业报收于90.33元，较前一交易日下跌7.07%，最新总市值为589.96亿元。该股当日开盘96.02元，最高97.28元，最低88.86元，成交额达108.77亿元，换手率为18.16%。云南临沧鑫圆锗业股份有限公司于2026年5月15日召开2025年年度股东会，会议由董事会召集，董事长包文东主持，采取现场与网络投票相结合方式召开。出席会议股东共1,138人，代表股份146,218,160股，占公司有表决权股份总数的22.3876%。","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/RB2026051500043658.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":["BK0028","BK0182","BK0188","BK0233","002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634216575","title":"云南锗业(002428.SZ)：2025年度化合物半导体材料产品营收约1.38亿元 占比较低","url":"https://stock-news.laohu8.com/highlight/detail?id=2634216575","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634216575?lang=zh_cn&edition=full","pubTime":"2026-05-12 19:52","pubTimestamp":1778586730,"startTime":"0","endTime":"0","summary":"智通财经APP讯，云南锗业 发布股价异动公告称，公司注意到近期市场对光通信概念关注度较高。截至目前，公司主要业务为锗系列产品的精深加工及研究开发。2025年度公司营业收入10.66亿元，其中化合物半导体材料产品营业收入约1.38亿元，占营业收入的比重为12.93%，占比较低，化合物半导体材料产品毛利仅占公司合并报表口径毛利的14.29%。请投资者充分关注磷化铟芯片价格涨跌趋势及未来供需关系变化均存在较大不确定性。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1440844.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":"stock_zhitongcaijing","symbols":["BK0188","BK0233","BK4588","BK0182","BK0028","BK4535","002428","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634216310","title":"云南锗业最新公告：生产的化合物半导体材料磷化铟芯片可以用于生产光模块中的激光器、探测器芯片相关产品营收占比较低","url":"https://stock-news.laohu8.com/highlight/detail?id=2634216310","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634216310?lang=zh_cn&edition=full","pubTime":"2026-05-12 19:40","pubTimestamp":1778586056,"startTime":"0","endTime":"0","summary":"截至目前，公司主要业务为锗系列产品的精深加工及研究开发。2025年度公司营业收入10.66亿元，其中化合物半导体材料产品营业收入约1.38亿元，占营业收入的比重为12.93%，占比较低，化合物半导体材料产品毛利仅占公司合并报表口径毛利的14.29%。请投资者充分关注磷化铟芯片价格涨跌趋势及未来供需关系变化均存在较大不确定性。目前公司主营产品均被列入国家出口管制清单。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051200035647.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":["002428","159813","159582"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634297543","title":"从“跟跑”到“领跑”！光纤产业登顶全球，行业龙头业绩大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2634297543","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634297543?lang=zh_cn&edition=full","pubTime":"2026-05-12 18:00","pubTimestamp":1778580001,"startTime":"0","endTime":"0","summary":"消息面上，我国光纤出货量已占据全球总出货量一半以上。CRU数据显示，2025年全球数据中心光纤用量大幅攀升，成为拉动行业增量的核心引擎，彻底打开了光纤行业的长期增长空间。业绩层面，公司充分受益行业量价齐升红利，2025年全年营收达142.52亿元，同比增长16.8%，毛利率稳步修复至30.7%；2026年一季度业绩迎来爆发式增长，实现营收36.95亿元，同比增长27.7%，归母净利润4.95亿元，同比大增226.4%，盈利弹性充分释放。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202605/12/20260512714488.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202605/12/20260512714488.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/ggzixun/20260512/32218336.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":"zhongjincaijing_highlight","symbols":["BK0028","300265","301196","BK0138","BK0100","BK0148","600869","BK0188","BK0201","BK0224","002491","BK0182","BK0090","BK0070","002254","BK0158","BK0037","BK0220","BK0155","BK0233","BK0208","BK0235","603688","BK0077","002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634917672","title":"5月12日云南锗业现2笔折价13.64%的大宗交易 合计成交3677.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634917672","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634917672?lang=zh_cn&edition=full","pubTime":"2026-05-12 17:17","pubTimestamp":1778577463,"startTime":"0","endTime":"0","summary":"证券之星消息，5月12日云南锗业发生大宗交易，交易数据如下：近三个月该股共发生4笔大宗交易，合计成交5849.0手，折价成交3笔。该股近期无解禁股上市。截至2026年5月12日收盘，云南锗业(002428)报收于101.42元，上涨10.0%，涨停，换手率17.26%，成交量112.75万手，成交额107.64亿元。该股最近90天内共有2家机构给出评级，增持评级2家。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026051200029139.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":["BK0182","BK0028","BK0233","002428","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634604260","title":"异动快报：云南锗业（002428）5月12日14点51分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2634604260","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634604260?lang=zh_cn&edition=full","pubTime":"2026-05-12 14:55","pubTimestamp":1778568922,"startTime":"0","endTime":"0","summary":"证券之星5月12日盘中消息，14点51分云南锗业触及涨停板。其所属行业小金属目前下跌。该股为光纤概念，光通信，碳化硅概念热股，当日光纤概念概念上涨2.27%，光通信概念上涨1.58%，碳化硅概念上涨0.58%。5月11日的资金流向数据方面，主力资金净流出3.84亿元，占总成交额3.84%，游资资金净流入1.67亿元，占总成交额1.67%，散户资金净流入2.17亿元，占总成交额2.17%。","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/RB2026051200019764.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":["BK0188","BK0028","BK0233","BK0182","002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634289836","title":"云南锗业：深圳市中颖投资管理有限公司、交银施罗德基金管理有限公司等多家机构于5月11日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2634289836","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634289836?lang=zh_cn&edition=full","pubTime":"2026-05-11 20:03","pubTimestamp":1778500992,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月11日云南锗业发布公告称深圳市中颖投资管理有限公司戴晶晶、交银施罗德基金管理有限公司李震琦、中泰证券股份有限公司孙悦文、财信基金管理有限公司李孝林、财信证券股份有限公司孙帼泽 廖敏、薛志强,黄时勇于2026年5月11日调研我司。公司各期来自境外的销售收入情况可参阅公司各年度及半年度报告。","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":"https://stock.stockstar.com/RB2026051100031807.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":["002428","BK0028","BK0233","BK0188","BK0182"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634404266","title":"云南锗业(002428)4月30日股东户数21.56万户，较上期增加52.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2634404266","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634404266?lang=zh_cn&edition=full","pubTime":"2026-05-11 17:26","pubTimestamp":1778491599,"startTime":"0","endTime":"0","summary":"证券之星消息，近日云南锗业披露，截至2026年4月30日公司股东户数为21.56万户，较4月20日增加7.44万户，增幅为52.68%。在小金属行业个股中，云南锗业股东户数高于行业平均水平，截至4月30日，小金属行业平均股东户数为12.03万户。从股价来看，2026年4月20日至2026年4月30日，云南锗业区间涨幅为2.65%，在此期间股东户数增加7.44万户，增幅为52.68%。","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/RB2026051100024056.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":["BK0188","BK0182","BK0028","002428","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633395109","title":"【机构调研记录】恒越基金调研云南锗业","url":"https://stock-news.laohu8.com/highlight/detail?id=2633395109","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633395109?lang=zh_cn&edition=full","pubTime":"2026-05-08 08:06","pubTimestamp":1778198794,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月7日披露的机构调研信息，恒越基金近期对1家上市公司进行了调研，相关名单如下：1）云南锗业 调研纪要：公司磷化铟芯片截至2025年底产能为15万片/年，2025年产量10.01万片，2026年计划生产18万片。恒越基金成立于2017年，截至目前，资产管理规模54.83亿元，排名155/212；资产管理规模54.83亿元，排名134/212；管理公募基金数29只，排名128/212；旗下公募基金经理8人，排名120/212。","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":"https://stock.stockstar.com/RB2026050800006525.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":["BK0233","BK0028","BK0182","BK0188","002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633109364","title":"【私募调研记录】睿扬投资调研云南锗业","url":"https://stock-news.laohu8.com/highlight/detail?id=2633109364","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633109364?lang=zh_cn&edition=full","pubTime":"2026-05-08 08:05","pubTimestamp":1778198751,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月7日披露的机构调研信息，知名私募睿扬投资近期对1家上市公司进行了调研，相关名单如下：1）云南锗业 调研纪要：公司磷化铟芯片截至2025年底产能为15万片/年，2025年产量10.01万片，2026年计划生产18万片。公司于2026年4月启动“高品质磷化铟单芯片建设项目”，建设期18个月，目标达产45万片/年，产能将逐步释放。原材料涨价带来的成本压力已通过价格调整顺利传导。","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":"https://fund.stockstar.com/RB2026050800006448.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":["BK0182","002428","BK0028","BK0188","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633412639","title":"云南锗业：目前公司光纤级锗产品产能能够满足市场需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2633412639","media":"证券日报 ","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633412639?lang=zh_cn&edition=full","pubTime":"2026-05-07 21:52","pubTimestamp":1778161920,"startTime":"0","endTime":"0","summary":"证券日报网5月7日讯 ，云南锗业在接受调研者提问时表示，目前公司光纤级锗产品产能能够满足市场需求，后期如有扩产计划公司将按规定进行公开披露。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxnx2624262.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxnx2624262.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["002428","BK0028","BK0188","BK0233","BK0182"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633268011","title":"云南锗业：公司控股子公司云南鑫耀半导体材料有限公司已批量化向下游客户供货","url":"https://stock-news.laohu8.com/highlight/detail?id=2633268011","media":"证券日报 ","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633268011?lang=zh_cn&edition=full","pubTime":"2026-05-07 21:52","pubTimestamp":1778161920,"startTime":"0","endTime":"0","summary":"证券日报网5月7日讯 ，云南锗业在接受调研者提问时表示，目前在全球范围内有日本住友电气工业株式会社、美国AXT、JX日矿日石金属株式会社等国际知名企业从事磷化铟芯片的生产、销售，上述企业均拥有较强的研发能力、技术储备、销售渠道和市场声誉。近年来，国内化合物半导体材料行业发展速度明显加快，国产化趋势明显加快。公司控股子公司云南鑫耀半导体材料有限公司已批量化向下游客户供货，并与下游客户长期保持良好的合作与互动。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxnx8100847.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxnx8100847.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0028","BK4588","BK0233","BK0182","BK4585","BK4535","002428","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633263431","title":"云南锗业：公司于2025年3月开始实施“空间太阳能电池用锗芯片建设项目”","url":"https://stock-news.laohu8.com/highlight/detail?id=2633263431","media":"证券日报 ","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633263431?lang=zh_cn&edition=full","pubTime":"2026-05-07 21:52","pubTimestamp":1778161920,"startTime":"0","endTime":"0","summary":"证券日报网5月7日讯 ，云南锗业在接受调研者提问时表示，经公司董事会批准，公司于2025年3月开始实施“空间太阳能电池用锗芯片建设项目”，该项目计划建设期为18个月，计划在现有产能基础上新建产能，2025年末达到年产125万片（折合4英寸）锗芯片的产能，项目完全建成后达到年产250万片（折合4英寸）锗芯片的产能。目前上述项目建设工作正按计划开展。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxpc4646422.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxpc4646422.shtml","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":"sina","symbols":["BK0182","BK0028","BK0188","BK0233","BK4535","BK0271","BK4585","BK4588","BK0132","BK0054","002428","BK4596"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633263281","title":"云南锗业：目前公司主营产品均在出口管制之列","url":"https://stock-news.laohu8.com/highlight/detail?id=2633263281","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633263281?lang=zh_cn&edition=full","pubTime":"2026-05-07 21:52","pubTimestamp":1778161920,"startTime":"0","endTime":"0","summary":"证券日报网5月7日讯 ，云南锗业在接受调研者提问时表示，目前公司主营产品均在出口管制之列。在涉及出口管制公告相关类别的产品时，公司已按照国家法律法规及相关规定申请办理相关出口许可，且部分订单按规定报批后已获得许可并出口。公司各期来自境外的销售收入情况可参阅公司各年度及半年度报告。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxpc4647035.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxpc4647035.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":["002428","BK0028","BK0182","BK0233","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633126844","title":"云南锗业：公司于2026年4月开始实施“高品质磷化铟单芯片建设项目”","url":"https://stock-news.laohu8.com/highlight/detail?id=2633126844","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633126844?lang=zh_cn&edition=full","pubTime":"2026-05-07 21:52","pubTimestamp":1778161920,"startTime":"0","endTime":"0","summary":"证券日报网5月7日讯 ，云南锗业在接受调研者提问时表示，经公司董事会批准，公司于2026年4月开始实施“高品质磷化铟单芯片建设项目”，该项目计划建设期为18个月，计划在现有产能基础上扩建一条年产30万片（折合4英寸计算，其中包括6000片6英寸）高品质磷化铟单芯片生产线，最终达到年产45万片（折合4英寸）高品质磷化铟单芯片的产能。目前上述项目建设工作正按计划开展，项目产能将随着建设进度逐步释放。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxpc4646696.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxaxpc4646696.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":["002428","BK0028","BK0233","BK0188","BK0182"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633263171","title":"云南锗业：部分原材料价格上涨对公司磷化铟产品的成本造成一定影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2633263171","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633263171?lang=zh_cn&edition=full","pubTime":"2026-05-07 21:48","pubTimestamp":1778161680,"startTime":"0","endTime":"0","summary":"证券日报网5月7日讯 ，云南锗业在接受调研者提问时表示，部分原材料价格上涨对公司磷化铟产品的成本造成一定影响，公司已积极与下游协商，根据市场化原则，合理调整了产品价格，产品成本传导顺畅。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxatez2752214.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-07/doc-inhxatez2752214.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":["002428","BK0182","BK0028","BK0188","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633302902","title":"5月6日云南锗业（002428）涨停分析：AI光通信、航天光伏驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2633302902","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633302902?lang=zh_cn&edition=full","pubTime":"2026-05-06 15:44","pubTimestamp":1778053481,"startTime":"0","endTime":"0","summary":"证券之星消息，云南锗业5月6日涨停收盘，收盘价77.01元。今日云南锗业涨停的可能因素有：公司锚定AI光通信与商业航天高景气赛道，加速推进光伏级锗、光纤级锗、磷化铟及砷化镓等高端产品产能建设；2026年一季报显示营收同比增长20.31%，合同负债激增近700%，订单饱满支撑业绩兑现；多个子公司获评专精特新，磷化铟单芯片建设项目落地，技术自主可控且契合绿色产业政策方向。","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/RB2026050600019273.shtml","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":"stockstar","symbols":["BK0028","BK0182","BK0188","BK0233","002428"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633590687","title":"异动快报：云南锗业（002428）5月6日13点58分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2633590687","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633590687?lang=zh_cn&edition=full","pubTime":"2026-05-06 14:01","pubTimestamp":1778047272,"startTime":"0","endTime":"0","summary":"证券之星5月6日盘中消息，13点58分云南锗业触及涨停板。其所属行业小金属目前上涨。领涨股为西部材料。该股为光纤概念，碳化硅，半导体概念热股，当日光纤概念概念上涨3.76%，碳化硅概念上涨3.75%，半导体概念上涨3.73%。4月30日的资金流向数据方面，主力资金净流入4.02亿元，占总成交额5.51%，游资资金净流入1135.31万元，占总成交额0.16%，散户资金净流出4.13亿元，占总成交额5.67%。","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":"https://stock.stockstar.com/RB2026050600016841.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":["002428","BK0028","BK0233","BK0188","BK0182"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632723679","title":"每周股票复盘：云南锗业（002428）股东户数减少2.26%，一季报净利降10.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632723679","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632723679?lang=zh_cn&edition=full","pubTime":"2026-05-03 01:09","pubTimestamp":1777741749,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘，云南锗业报收于70.01元，较上周的77.12元下跌9.22%。本周，云南锗业4月27日盘中最高价报77.95元。本周关注点股本股东变化：股东户数减少2.26%，户均持股增至4624股业绩披露要点：一季报归母净利润同比下降10.71%股本股东变化股东户数变动截至2026年4月20日，云南锗业股东户数为14.12万户，较4月10日减少3272户，减幅2.26%。","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/RB2026050300000059.shtml","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":"stockstar","symbols":["002428","BK0182","BK0233","BK0188","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632601686","title":"云南锗业（002428）2026年一季报简析：增收不增利，公司应收账款体量较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2632601686","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632601686?lang=zh_cn&edition=full","pubTime":"2026-05-01 06:41","pubTimestamp":1777588879,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期云南锗业发布2026年一季报。截至本报告期末，公司营业总收入2.89亿元，同比上升20.31%，归母净利润910.71万元，同比下降10.71%。本报告期云南锗业公司应收账款体量较大，当期应收账款占最新年报归母净利润比达2023.51%。本次财报公布的各项数据指标表现一般。持有云南锗业最多的基金为同泰慧盈混合A，目前规模为0.46亿元，最新净值1.3758，较上一交易日下跌0.35%，近一年上涨56.47%。","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/RB2026050100006825.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":["002428","BK0233","BK0188","BK0028","BK0182"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1779011506135,"stockEarnings":[{"period":"1week","weight":0.0495},{"period":"1month","weight":0.5806},{"period":"3month","weight":1.5786},{"period":"6month","weight":2.4716},{"period":"1year","weight":3.6733},{"period":"ytd","weight":1.845}],"compareEarnings":[{"period":"1week","weight":-0.0107},{"period":"1month","weight":0.0269},{"period":"3month","weight":0.0131},{"period":"6month","weight":0.0363},{"period":"1year","weight":0.2232},{"period":"ytd","weight":0.042}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"云南临沧鑫圆锗业股份有限公司","boardCode":"AI0032","boardName":"有色金属冶炼和压延加工业","stockholders":"215647人(较上一季度增加52.68%)","perCapita":"3028股","listingDate":"2010-06-08","address":"云南省临沧市临翔区忙畔街道办事处忙畔社区喜鹊窝组168号","registeredCapital":"65312万元","survey":" 云南临沧鑫圆锗业股份有限公司的主营业务是锗矿开采、火法富集、湿法提纯、区熔精炼、精深加工及研究开发。公司的主要产品是材料级锗产品、红外级锗产品、光伏级锗产品、光纤级锗产品、化合物半导体材料。公司是国家工信部认定的第六批制造业单项冠军示范企业。","listedPrice":30},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"云南锗业(002428)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供云南锗业(002428)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"云南锗业,002428,云南锗业股票,云南锗业股票老虎,云南锗业股票老虎国际,云南锗业行情,云南锗业股票行情,云南锗业股价,云南锗业股市,云南锗业股票价格,云南锗业股票交易,云南锗业股票购买,云南锗业股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"云南锗业(002428)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供云南锗业(002428)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}