海光芯正(01191)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01191 海光芯正

交易中 10-15 13:31:33

86.850

-11.650

-11.83%

最高94.900	最低86.350	成交量96.94万
今开90.050	昨收98.500	日振幅8.68%
总市值79.52亿	流通市值79.52亿	总股本9,156万
成交额8,705万	换手率1.06%	流通股本9,156万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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16:20","pubTimestamp":1791879601,"startTime":"0","endTime":"0","summary":"科技股表现承压，恒生科技指数收报4,136.63点，跌0.79%。权重蓝筹对冲弱势科网，油气、家居建材等传统板块接力走强，提振指数小幅收红；科指下探后未能翻红，显示风险偏好仍待修复。","market":"us","thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"AIColumn","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HSCEI","01191","HSI","07747","HSTECH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131937166","title":"异动解读｜海光芯正盘中下跌5.01%，FCC限制传闻持续压制光通信板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1131937166","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1131937166?lang=zh_cn&edition=full","pubTime":"2026-10-13 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10:03","pubTimestamp":1791770624,"startTime":"0","endTime":"0","summary":"10月12日，海光芯正盘中下跌5.18%，报102.6港元，成交额1551.79万港元。光通信板块整体走弱，美国联邦通信委员会潜在限制传闻继续压制市场情绪。消息面上，摩根士丹利研报判断FCC对中国产光模块的限制最可能在3.2T代际落地，并提及美国含量豁免路径，但正式规则尚未落地。市场对远期政策的不确定性持续发酵，叠加光芯片价格预期松动，导致板块出现结构性抛压。海光芯正虽受益于1.6T光模块放量及港股通资金增持，但短期估值高位叠加行业利空，股价明显回落。北京海光芯正科技股份有限公司主要提供光电互连产品，包括光模块、有源光缆及光学次模组等，应用于人工智能数据中心，在中国国内及海外市场开展业务。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"海光芯正盘中下挫，FCC传闻压制光通信","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176388338","title":"异动解读｜海光芯正盘中下跌6.28%，FCC新规落地叠加光芯片价格松动引发板块重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1176388338","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1176388338?lang=zh_cn&edition=full","pubTime":"2026-10-09 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跌8.07%，胜宏科技跌5.37%，海光芯正跌4.24%，英诺赛科跌4.19%，长飞光纤光缆跌3.88%，澜起科技跌4.02%，天数智芯跌3.85%，广合科技跌3.91%，晶泰控股跌3.36%，剑桥科技跌3.61%，飞速创新跌3.35%。消息面上，据报道，OpenAI截至9月底年化收入接近500亿美元，较上月多个媒体所报道数字，低约200亿美元。报道提到，差异在于OpenAI与竞争对手Anthropic的计算方法不同，Anthropic将透过合作伙伴AWS及GoogleCloud等销售的收入也计算在内，OpenAI则不包括这类合作伙伴收入。","market":"other","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993367","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":null,"symbols":["09903","TECY","161631","MVPS","CHAT","AGIX","SQQQ","02577","MFIG","KOMP","02228","GK","QSWN","AIFD","AQGX","06809","PSQ","06166","01191","CPNQ","NJAN","QQQ","02476","688052","DQJN","FWD","01989","NEWZ","OGIG","TQQY","AIQU","TQQQ","QID","03355","ARTY","LCLG","PBOT","QQA","NJUL","WPAI","AIBU","CWC","QQQM","02676","NBDS","VUSE","TARK","06869","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673023327","title":"港股异动 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17:31","pubTimestamp":1791279111,"startTime":"0","endTime":"0","summary":"北京海光芯正科技股份有限公司（股票代码：01191）于2026年10月6日公布2026年9月股份变动月报表，披露2026年9月30日止当月公司股本及股份变动情况。\n根据报告，海光芯正注册股本为人民币91,556,745元，截至本报告期末已发行普通股H股数量为91,556,745股，均与上一月末保持一致，库藏股为0股。当月无新增发行、购回或注销股份活动。\n此外，公告显示，海光芯正仍持有在首次公开发售（IPO）前授予的购股权计划，相关股份期权数量为2,800,000份，报告期内未发生期权行使或转让行为。\n公司同时确认其已达到香港联交所规定的最低公众持股量要求。公告由公司董事胡勇签署。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673199777","title":"光通信板块继续走强 京信通信（02342）涨15.05%、剑桥科技（06166）涨8.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673199777","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673199777?lang=zh_cn&edition=full","pubTime":"2026-10-05 13:40","pubTimestamp":1791178833,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块继续走强，截至发稿，京信通信 涨15.05%，剑桥科技涨8.60%，俊知集团涨8.38%，海光芯正涨5.77%，中际旭创涨3.45%，华虹宏力涨3.13%，长飞光纤光缆涨2.34%，汇聚科技涨1.52%，蓝思科技涨1.40%。按照大摩测算，3.2T光模块预计2028年起放量，大范围普及接近2029年。2025年下半年以来，在供给受限及技术迭代等因素的驱动下，光模块龙头企业纷纷加紧产能扩张，旺盛的固定资产投资对于光模块设备需求提供了有力保障。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993060","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":null,"symbols":["BK1116","BK1533","BK1614","01347","LU0052750758.USD","601869","06613","BK1249","06869","01300","BK1170","BK1506","SG9999006597.SGD","LU1813983027.USD","LU1770034418.SGD","688347","LU1303224171.USD","LU1251922891.USD","BK1589","BK1147","BK1523","BK1122","BK1240","TCHI","LU0708995583.HKD","LU2279858448.HKD","LU1171460220.USD","300308","300433","01729","01191","02342","LU1255011170.USD","06166","BK1537","LU1655091616.SGD","BK1163","BK1607","03308","LU0314109678.HKD","LU0588546209.SGD","LU1328277881.USD","BK1529","IE0034224299.USD","BK1149","LU0320764599.SGD","LU1719994722.HKD","LU1206782309.USD","603083","LU2039709279.SGD","LU0307460666.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177869604","title":"港股异动 | 光通信概念股走高，海光芯正涨近7% 剑桥科技涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177869604","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1177869604?lang=zh_cn&edition=full","pubTime":"2026-10-05 10:55","pubTimestamp":1791168924,"startTime":"0","endTime":"0","summary":"10月5日，光通信概念股走高，截至发稿，$京信通信$涨超15%，$海光芯正$涨近7%，$剑桥科技$涨超5%，$中际旭创 $涨近4%，$长飞光纤光缆$、$汇聚科技$涨近2%。消息面上，上周五美国9月非农“爆冷”削弱10月加息预期，美股光通信等科技股联袂大涨。结合今年展会调研，部分高速光芯片企业订单排期已延伸至2028年及以后，光模块订单能见度覆盖2027年及以后；头部光模块厂商积极锁定DSP、mSAP PCB、高速光芯片等核心物料。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/20b5cec81dbc3ae87e2e982afc18fcf8","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/20b5cec81dbc3ae87e2e982afc18fcf8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://news.futunn.com/post/1000561344/most-hong-kong-listed-stocks-in-the-optical-communications-sector?chain_id=vEx2pBO3MUUFp1.1lc645m&futusource=news_headline_list&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D&report_id=1000561344&report_type=market&src=3&level=1&data_ticket=1789619415608725","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU1861215975.USD","IE00B66KJ199.SGD","LU2322448957.HKD","LU1992135472.HKD","LU2187417386.USD","LU0912757837.SGD","LU2347655156.SGD","LU2360107168.USD","BK1149","LU2272731600.USD","BK4588","LU0158827948.USD","LU0557290698.USD","LU2487616109.SGD","LU1244550494.USD","LU0359201612.USD","SGXZ51526630.SGD","LU0314104364.USD","LU0106261372.USD","BK4127","LU0390134368.USD","LU0053666078.USD","BK4157","LU0259732245.USD","LUMA","LU2322448791.USD","IE0031619046.USD","LU1171460220.USD","EGGY","BK4585","LU1244550577.SGD","FOTO","LU2357305700.SGD","LU0359202008.SGD","LU0588546209.SGD","LU1162221912.USD","BK1147","IE00BZ1G4Q59.USD","BK4516","IAI","BK1529","BK1240","LU0266013472.USD","LU2272731865.HKD","LU0267386448.USD","SG9999002828.SGD","LU0158827781.USD","LU1988902786.USD","LU0971096721.USD","LU2272731782.SGD","LU1989772923.USD","SGXZ99366536.SGD","02342","LU2111349929.HKD","LU0528227936.USD","LU1668664300.SGD","LU0795875169.SGD","LU2351347302.SGD","LU0795875086.SGD","LU1791710400.SGD","LU1548497426.USD","LU1989772840.SGD","LU2279858448.HKD","LU2028103732.USD","BK1537","LU2089284900.SGD","LU2264538146.SGD","LU1023057109.AUD","LU0106831901.USD","LU2089283258.USD","LU2473716301.USD","KCAI","LU0320765646.SGD","LU0307460666.USD","LU0882574139.USD","BK1116","LU2133065610.SGD","01191","IE00BKVL7J92.USD","LU2023251221.USD","BK1506","LU2271345857.HKD","LU1861220033.SGD","BK1170","LU2290526834.HKD","IE00B19Z4B17.USD","LU0225283273.USD","LU1244550221.USD","AAOZ","SGXZ81514606.USD","LU1732800096.USD","SG9999006597.SGD","BK1523","SPRX","IE00B775SV38.USD","LU1074936037.SGD","LYTE","LU2211815571.USD","BK4581","LU1732799900.SGD","LU2089985449.USD","LU0234570918.USD","IE00B3S45H60.SGD","LU1992135399.USD","BK4504","BK1501","SIXG","LU1720051108.HKD","LU2931357623.SGD","BK1564","BK4148","VXUS","LU1363072403.SGD","LU0006306889.USD","BK1516","BK4534","KBWB","LU0274383776.USD","LU1064131342.USD","LU0359201885.HKD","LU0210528500.USD","LU1720051017.SGD","IE00B7SZL793.SGD","LU1791710582.SGD","LU0098860793.USD","LU2929501877.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2673748437","title":"港股异动 | 光通信概念股多数走高 海光芯正(01191.HK)涨超9% 剑桥科技(06166.HK)涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673748437","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673748437?lang=zh_cn&edition=full","pubTime":"2026-10-05 10:32","pubTimestamp":1791167525,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["BK1149","BK1147","06166","BK1170","BK1537","BK1240","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672796958","title":"光通信概念局部走强 剑桥科技（06166）涨超3% 机构看好1.6T光模块规模化交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2672796958","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2672796958?lang=zh_cn&edition=full","pubTime":"2026-10-02 10:35","pubTimestamp":1790908547,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信概念局部走强，截至发稿，剑桥科技（06166）涨3.79%，中际旭创（03308）涨3.58%，海光芯正（01191）涨3.53%，长飞光纤光缆（06869）涨3.03%。消息面上，中国银河证券表示，AI算力资本开支持续上行，光通信进入需求高增、供给受限、技术迭代、国产替代四重共振阶段。北美云厂商资本开支指引上调，AI集群扩张倒逼光互连架构升级，产业价值重心从模块组装向上游光引擎、硅光芯片转移。1.6T光模块进入规模化交付周期，NPO、CPO等下一代光电封装技术加速推进；上游高速光芯片国产替代迎来放量拐点，交付能力取代单纯拿订单，成为龙头核心竞争力。","market":"sh","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":"1992911","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOX","BK1122","AAOZ","LYTE","LU0588546209.SGD","SGXZ49509284.SGD","BK1523","SG9999006597.SGD","FOTO","BK1170","BK1240","06869","BK1533","LUMA","03308","AAOG","BK1149","SIXG","LU1655091616.SGD","LU0307460666.USD","01191","BK1537","BK0214","BK1506","LU1255011170.USD","06166","BK1147","SGXZ81163826.USD","BK1249","603083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672679573","title":"港股异动 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