300394 天孚通信
午间休市 02-05 11:30:00
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天孚通信：公司具体业绩情况请以相关定期报告和公告为准
证券之星 · 02-04 17:09
天孚通信：公司具体业绩情况请以相关定期报告和公告为准
天孚通信7日飙涨超42%创新高！光模块“估值盛宴”到哪了？创业板人工智能ETF（159363）获资金追捧
新浪基金 · 02-03 19:21
天孚通信7日飙涨超42%创新高！光模块“估值盛宴”到哪了？创业板人工智能ETF（159363）获资金追捧
7000亿龙头1年猛涨超400%，净利预增128%
21世纪经济报道 · 01-31
7000亿龙头1年猛涨超400%，净利预增128%
光模块CPO逆市走强，天孚通信飙涨11%！创业板人工智能ETF（159363）创新高，周线炸裂十连阳！
新浪基金 · 01-30
光模块CPO逆市走强，天孚通信飙涨11%！创业板人工智能ETF（159363）创新高，周线炸裂十连阳！
突发！国家队出手了！
市场资讯 · 01-30
突发！国家队出手了！
天孚通信涨10.91%，开源证券三个月前给出“买入”评级
证券之星 · 01-30
天孚通信涨10.91%，开源证券三个月前给出“买入”评级
1月29日增减持汇总：金田股份等2股增持 天孚通信等9股减持（表）
新浪证券 · 01-29
1月29日增减持汇总：金田股份等2股增持 天孚通信等9股减持（表）
天孚通信最新公告：董事王志弘减持计划实施完毕
证券之星 · 01-29
天孚通信最新公告：董事王志弘减持计划实施完毕
光模块王者归来，中际旭创全日成交242.7亿元位居A股首位，同类最低费率创业板人工智能ETF华夏（159381）涨超3%
证券之星 · 01-22
光模块王者归来，中际旭创全日成交242.7亿元位居A股首位，同类最低费率创业板人工智能ETF华夏（159381）涨超3%
2025年公募“冠军基”最新重仓股出炉！收益率233.29%创下历史新高
智通财经 · 01-22
2025年公募“冠军基”最新重仓股出炉！收益率233.29%创下历史新高
1月22日天孚通信涨5.96%，易方达创业板ETF基金重仓该股
证券之星 · 01-22
1月22日天孚通信涨5.96%，易方达创业板ETF基金重仓该股
东吴证券：给予天孚通信买入评级
证券之星 · 01-22
东吴证券：给予天孚通信买入评级
AI驱动+数据中心催化，光模块龙头净利涨超40%！创业板人工智能ETF（159363）继续反弹超2%
新浪基金 · 01-22
AI驱动+数据中心催化，光模块龙头净利涨超40%！创业板人工智能ETF（159363）继续反弹超2%
公告精选︱利民股份：预计2025年净利润同比增长471.55%-514.57%；天孚通信：预计2025年净利润同比增长40%～60%
格隆汇 · 01-21
公告精选︱利民股份：预计2025年净利润同比增长471.55%-514.57%；天孚通信：预计2025年净利润同比增长40%～60%
天孚通信(300394.SZ)发预增，预计2025年度归母净利润18.81亿元至21.5亿元，同比增长40%至60%
智通财经 · 01-21
天孚通信(300394.SZ)发预增，预计2025年度归母净利润18.81亿元至21.5亿元，同比增长40%至60%
新“易中天”来袭，AI的投资方向变了？
虎嗅APP · 01-19
新“易中天”来袭，AI的投资方向变了？
天孚通信：截至2026年1月9日股东人数为136433
证券之星 · 01-14
天孚通信：截至2026年1月9日股东人数为136433
天孚通信最新公告：高级管理人员合计减持8万股减持计划实施完毕
证券之星 · 01-12
天孚通信最新公告：高级管理人员合计减持8万股减持计划实施完毕
1月8日天孚通信现1笔大宗交易 机构净买入234.3万元
证券之星 · 01-08
1月8日天孚通信现1笔大宗交易 机构净买入234.3万元
每周股票复盘：天孚通信（300394）股东户数增至12.71万增3.17%
中金财经 · 01-04
每周股票复盘：天孚通信（300394）股东户数增至12.71万增3.17%
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公司概况
公司名称：
苏州天孚光通信股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2015-02-17
主营业务：
苏州天孚光通信股份有限公司的主营业务是高速光器件的研发、规模量产和销售业务。公司的主要产品是BOX器件封装技术平台/高速光引擎产品解决方案、相干光学技术平台/FAU无源光器件产品解决方案、微光学技术平台与产品解决方案、并行光学技术平台/AOC系列无源光器件产品解决方案、并行光学技术平台/PSM/DR系列光器件无源产品解决方案、TO封装技术平台/高速同轴光器件产品解决方案、超精密模具设计与制造技术平台/SR＆OBO用塑料透镜与光纤阵列解决方案、波分复用器件与模块解决方案、光纤连接器解决方案、WDM(AWG)耦合技术平台/MUX＆De-MUX产品解决方案、激光雷达领域应用方案、生物光子学领域应用方案。
发行价格：
21.41
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19:21","pubTimestamp":1770117660,"startTime":"0","endTime":"0","summary":"周二，A股反弹回暖，CPO光模块等算力方向大反攻，致尚科技大涨超15%，网宿科技涨超14%，天孚通信大涨超13%创新高，近7日累计反弹42.74%，首都在线、光库科技、太辰光等多股涨超8%。 热门ETF方面，重仓光模块龙头的创业板人工智能ETF全天“V型”回升，场内收涨3.7%，收盘价历史次高，单日成交9亿元，单日再度吸金8200万份，前一日资金已加仓近1.5亿元！光模块“估值盛宴”行至何处？","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://finance.sina.com.cn/money/fund/etf/2026-02-03/doc-inhkpvfi7279887.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SGXZ81163826.USD","BK0086","SGXZ49509284.SGD","000688.SH","BK0214","515890","159967","510300","000300.SH","512880","159363","300394","000905.SH","510880","BK0167","512510","399001"],"gpt_icon":0},{"id":"2607766950","title":"7000亿龙头1年猛涨超400%，净利预增128%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607766950","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607766950?lang=zh_cn&edition=full","pubTime":"2026-01-31 14:15","pubTimestamp":1769840100,"startTime":"0","endTime":"0","summary":"截至1月30日收盘，A股CPO三大龙头中际旭创、新易盛、天孚通信近一年来涨幅分别高达468%、369%、248%。杰普特、致尚科技强势斩获20%涨停，亨通光电、长飞光纤紧随其后录得10%涨停，天孚通信盘中一度大涨近17%，表现尤为亮眼。个股层面，杰普特发布的业绩预告率先释放积极信号，公司预计2025年实现归母净利润同比大幅增长97.69%至132.88%。 中际旭创公告称，预计2025年归属于上市公司股东的净利润为98亿元—118亿元，比上年同期增长89.50%—128.17%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-01-31/doc-inhkepen9874087.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/wm/2026-01-31/doc-inhkepen9874087.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0871576103.HKD","SGXZ49509284.SGD","LU0082770016.SGD","SGXZ81163826.USD","BK0132","LU0348735423.USD","BK0086","LU1997245094.SGD","LU0348825331.USD","LU2476274308.USD","LU0348827113.USD","LU1781817850.SGD","BK0070","BK4551","LU2495084118.USD","LU0561508036.HKD","BK4023","LU0164939612.USD","LU2580892862.HKD","IE00B12V2V27.USD","LU0417516738.SGD","300394","BK0028","LU1251922891.USD","LU2399975544.HKD","IE00BYTNYN87.SGD","LU0540923850.HKD","BK4528","LU1961090484.USD","LU2580892789.USD","LU1064131003.USD","BK4587","BK4585","LU0164865239.USD","BK0148","BK0167","LU0620787316.HKD","LU1770034418.SGD","300308","LU2778985437.USD","IE00BYQNZ168.SGD","LU1580142542.USD","HK0000306685.HKD","LU0634319403.HKD","LU1655091616.SGD","LU2213484517.USD","HK0000320264.USD","300502","LU1303224171.USD"],"gpt_icon":1},{"id":"2607959012","title":"光模块CPO逆市走强，天孚通信飙涨11%！创业板人工智能ETF（159363）创新高，周线炸裂十连阳！","url":"https://stock-news.laohu8.com/highlight/detail?id=2607959012","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607959012?lang=zh_cn&edition=full","pubTime":"2026-01-30 19:36","pubTimestamp":1769772960,"startTime":"0","endTime":"0","summary":"周五，CPO光模块等算力方向逆市走强，创业板人工智能大涨创收盘新高。成份股方面，致尚科技20CM涨停，太辰光涨近13%，天孚通信涨近11%创历史新高，联特科技、新易盛、光库科技、中际旭创、长芯博创等多股大涨超5%。 热门ETF方面，双线布局“算力+AI应用”的创业板人工智能ETF场内收涨2.76%创收盘新高，单日放量成交9.16亿元，周线斩获十连阳！","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://finance.sina.com.cn/money/fund/etf/2026-01-30/doc-inhkauva0133436.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159363","BK0086","300394","510880","000905.SH","512510","159967","399001","BK0214","SGXZ81163826.USD","BK0167","510300","512880","SGXZ49509284.SGD","000300.SH","515890","000688.SH"],"gpt_icon":0},{"id":"2607191600","title":"突发！国家队出手了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2607191600","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607191600?lang=zh_cn&edition=full","pubTime":"2026-01-30 18:17","pubTimestamp":1769768220,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！人气股批量大涨，长飞光纤等收出涨停，天孚通信、源杰科技、仕佳光子等均迎来强劲反弹，普冉股份、中微半导等股价均加速创新高。 此外，还有其他一些典型事件的加持，如国家队出手加码半导体产业链公司。","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://finance.sina.com.cn/stock/roll/2026-01-30/doc-inhkauvf3524927.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":["688313","BK4588","300394","601869","BK4585","688498","BK4535","06869"],"gpt_icon":1},{"id":"2607090978","title":"天孚通信涨10.91%，开源证券三个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2607090978","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607090978?lang=zh_cn&edition=full","pubTime":"2026-01-30 16:42","pubTimestamp":1769762526,"startTime":"0","endTime":"0","summary":"今日天孚通信涨10.91%，收盘报248.43元。2025年10月30日，开源证券研究员蒋颖发布了对天孚通信的研报《公司信息更新报告：业绩符合预期，积极布局前沿技术》，该研报对天孚通信给出“买入”评级。此外，东吴证券研究员张良卫，民生证券研究员马佳伟,朱正卿近期也对该股发布了研报，同样给出“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026013000028021.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":["300394","161027"],"gpt_icon":0},{"id":"2607508771","title":"1月29日增减持汇总：金田股份等2股增持 天孚通信等9股减持（表）","url":"https://stock-news.laohu8.com/highlight/detail?id=2607508771","media":"新浪证券","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607508771?lang=zh_cn&edition=full","pubTime":"2026-01-29 21:04","pubTimestamp":1769691840,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，1月29日，盘后金田股份、恒源煤电披露增持情况。包括燕东微、康恩贝、光莆股份、四川黄金、中曼石油、天孚通信、德邦科技、上海建工、时空科技在内的9家A股上市公司披露减持情况。\n\n\n\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":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-01-29/doc-inhiyrwf4227584.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["300394","BK0233","BK0167","BK0086","BK0214","SGXZ49509284.SGD","601609","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2607480083","title":"天孚通信最新公告：董事王志弘减持计划实施完毕","url":"https://stock-news.laohu8.com/highlight/detail?id=2607480083","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607480083?lang=zh_cn&edition=full","pubTime":"2026-01-29 18:41","pubTimestamp":1769683276,"startTime":"0","endTime":"0","summary":"天孚通信(300394.SZ)公告称，公司董事王志弘已完成减持计划，共计减持39.48万股，占公司总股本的0.0508%。减持后，王志弘持有公司118.58万股，占总股本的0.1525%。王志弘本次减持不会对公司治理结构及持续经营产生影响，不会导致公司控制权发生变更。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/RB2026012900034432.shtml","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":"stockstar","symbols":["BK0086","BK0214","300394","SGXZ81163826.USD","SGXZ49509284.SGD","BK0167"],"gpt_icon":0},{"id":"2605246280","title":"光模块王者归来，中际旭创全日成交242.7亿元位居A股首位，同类最低费率创业板人工智能ETF华夏（159381）涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605246280","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605246280?lang=zh_cn&edition=full","pubTime":"2026-01-22 18:00","pubTimestamp":1769076054,"startTime":"0","endTime":"0","summary":"1月22日，AI+延续修复，CPO概念再度活跃，光模块“三剑客”集体放量飙升，中际旭创涨6.72%，全日成交242.7亿元，位居A股成交额首位；新易盛、天孚通信分别上涨3.77%、5.96%，全日分别成交176.1亿元、100.2亿元。相关ETF中，同类费率最低的创业板人工智能ETF华夏收涨3.05%领涨AI类标的，全天成交额达3.67亿元。低费率创业板人工智能ETF华夏助力布局AI高景气方向。目前该ETF场内综合费率仅0.20%，位居同类最低。","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/SS2026012200030110.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":["HK0000320264.USD","300502","IE00B12V2V27.USD","LU2476274720.SGD","LU0082770016.USD","512510","399001","LU0531971595.HKD","SG9999011746.SGD","SGXZ81163826.USD","HK0000320223.HKD","LU0164939612.USD","512880","LU0348827113.USD","LU2778985437.USD","IE00BYTNYN87.SGD","BK0077","LU1997244956.HKD","LU1580142542.USD","BK0028","LU0417516902.SGD","LU1303224171.USD","LU0082770016.SGD","LU1781817850.SGD","LU2148510915.USD","LU1961090484.USD","000688.SH","BK0214","LU0871576103.HKD","LU0164865239.USD","LU1719994722.HKD","IE00BYQNZ168.SGD","LU0039217434.USD","LU1770034418.SGD","LU0620787316.HKD","300394","LU2399975544.HKD","LU1720050803.USD","SGXZ49509284.SGD","510880","LU0561508036.HKD","HK0000306701.USD","LU1064130708.USD","HK0000306685.HKD","LU0417516738.SGD","LU0634319403.HKD","LU1064131003.USD","LU1794554557.SGD","LU1997245094.SGD","000905.SH","159381","515890","510300","BK0167","IE0034224299.USD","LU2476274308.USD","LU2580892789.USD","300308","LU2213484517.USD","LU2289578879.USD","LU1997245177.USD","000300.SH","LU2580892862.HKD","BK0070","LU0348735423.USD","LU1251922891.USD","LU1655091616.SGD","LU0540923850.HKD","LU0348825331.USD","LU2495084118.USD","159967"],"gpt_icon":0},{"id":"2605465984","title":"2025年公募“冠军基”最新重仓股出炉！收益率233.29%创下历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2605465984","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605465984?lang=zh_cn&edition=full","pubTime":"2026-01-22 16:08","pubTimestamp":1769069298,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，2025年A股以全年超18%的涨幅收官，而任桀管理的永赢科技智选以233.26%的年度收益率表现，摘得2025年公募基金冠军。这不仅是公募基金行业再次出现年度收益翻倍的“两倍基”，更一举打破了由王亚伟保持了18年之久的冠军收益率纪录。具体来看，2025年四季度期间，永赢科技智选的前十大重仓股依次为：生益科技、中际旭创、沪电股份、新易盛、深南电路、天孚通信、东山精密、景旺电子、工业富联、剑桥科技。","market":"us","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/1396112.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_zhitongcaijing","symbols":["LU0082770016.SGD","600183","002384","300548","LU0082770016.USD","HK0000306685.HKD","LU1997245094.SGD","LU2148510915.USD","BK0102","LU2580892789.USD","IE00BYTNYN87.SGD","LU1251922891.USD","688008","SGXZ49509284.SGD","BK0132","LU2399975544.HKD","300394","BK0077","LU1794554557.SGD","BK0185","SGXZ81163826.USD","IE00B12V2V27.USD","LU0164939612.USD","LU0620787316.HKD","BK0141","LU1770034418.SGD","LU0348827113.USD","LU1146622755.USD","688313","002463","LU0320764599.SGD","BK0188","LU1979443071.USD","LU1303224171.USD","603083","603228","300308","LU1064130708.USD","LU0211977185.USD","LU1655091616.SGD","LU2097828631.EUR","601138","300570","HK0000320223.HKD","LU1961090484.USD","LU2097828557.USD","002916","LU0417516902.SGD","HK0000320264.USD","300502"],"gpt_icon":0},{"id":"2605542463","title":"1月22日天孚通信涨5.96%，易方达创业板ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2605542463","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605542463?lang=zh_cn&edition=full","pubTime":"2026-01-22 15:39","pubTimestamp":1769067549,"startTime":"0","endTime":"0","summary":"证券之星消息，1月22日天孚通信涨5.96%，收盘报199.98元，换手率6.55%，成交量50.81万手，成交额100.19亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共249家，其中持有数量最多的公募基金为易方达基金的易方达创业板ETF。易方达创业板ETF目前规模为4.46亿元，最新净值3.282，较上一交易日上涨0.54%，近一年上涨58.47%。","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/RB2026012200019725.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":["SGXZ49509284.SGD","SGXZ81163826.USD","300394","BK0167","159958","BK0086","BK0214"],"gpt_icon":0},{"id":"2605459107","title":"东吴证券：给予天孚通信买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2605459107","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605459107?lang=zh_cn&edition=full","pubTime":"2026-01-22 12:07","pubTimestamp":1769054848,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司欧子兴近期对天孚通信进行研究并发布了研究报告《2025年业绩预告点评：业绩符合预期，看好新产品贡献》，给予天孚通信买入评级。此外因汇兑损失，财务费用同比上升，对业绩增长产生一定负向影响。最新盈利预测明细如下：该股最近90天内共有16家机构给出评级，买入评级15家，增持评级1家；过去90天内机构目标均价为230.96。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012200017253.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":["300394","601555"],"gpt_icon":0},{"id":"2605458049","title":"AI驱动+数据中心催化，光模块龙头净利涨超40%！创业板人工智能ETF（159363）继续反弹超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605458049","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605458049?lang=zh_cn&edition=full","pubTime":"2026-01-22 10:01","pubTimestamp":1769047260,"startTime":"0","endTime":"0","summary":"22日早盘，受光模块CPO板块业绩预期驱动，创业板人工智能继续上扬逾1%，其中天孚通信大涨6%，中际旭创涨超2%，新易盛涨超1%。此外，AI应用表现活跃，深信服领涨7%，中文在线、蓝色光标等多股跟涨超2%。 热门ETF方面，双线布局“算力+AI应用”的创业板人工智能ETF场内继续上涨2%，实时成交超1.5亿元，资金近五日加仓逾10亿元！","market":"sg","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://finance.sina.com.cn/money/fund/etf/2026-01-22/doc-inhicwuz7426623.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":"sina","symbols":["000688.SH","512510","510880","510300","000905.SH","159363","515890","159967","399001","000300.SH","512880","300394"],"gpt_icon":0},{"id":"2605487100","title":"公告精选︱利民股份：预计2025年净利润同比增长471.55%-514.57%；天孚通信：预计2025年净利润同比增长40%～60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605487100","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605487100?lang=zh_cn&edition=full","pubTime":"2026-01-21 21:50","pubTimestamp":1769003452,"startTime":"0","endTime":"0","summary":"路维光电：拟定增募资不超13.8亿元","market":"sg","thumbnail":"https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3639811","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":"gelonghui_highlight","symbols":["002734","300394"],"gpt_icon":0},{"id":"2605174994","title":"天孚通信(300394.SZ)发预增，预计2025年度归母净利润18.81亿元至21.5亿元，同比增长40%至60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605174994","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605174994?lang=zh_cn&edition=full","pubTime":"2026-01-21 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19:01","pubTimestamp":1768820460,"startTime":"0","endTime":"0","summary":"2025年，AI算力的代表性企业新易盛、中际旭创、天孚通信的涨幅分别达到了424.03%、396.38%、213.72%，被称为“易中天”组合，被股民津津乐道。然而，2026年以来老“易中天”的股价有所调整，新“易中天”组合又被挖掘出来了。当时，不少观点认为，AI的投资风向将从AI算力基础设施到AI应用。新“易中天”为代表的AI应用的股价也开始纷纷回调。正因如此，AI正重塑消费决策全链路。正因如此，近日GEO概念、AI漫剧概念纷纷上涨。","market":"us","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://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656146143&idx=3&sn=c7439a406d43240ef187d9ed260b8ddb&chksm=67be907c9b190d8793d892652570f7607e0a0f058a2aad2a5f73199ea6fd4396ef5edb5bde45&scene=0#rd","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":"weixin_highlight","symbols":["BK4548","LU1235294995.USD","LU1048596156.SGD","BK4502","LU1051768304.USD","BK4527","BK4531","300364","LU0072913022.USD","BK4526","BK4534","LU0738911758.USD","LU0128525689.USD","BK4023","LU0880133367.SGD","LU0553294199.USD","LU1823568750.SGD","LU2148611432.USD","BK4165","LU1051769294.HKD","LU0072462343.USD","LU0545039389.USD","301171","LU1008478684.HKD","LU1769817096.USD","BK4524","BK4554","LU0918141705.HKD","BK4504","LU0501845795.SGD","BK4585","LU0821914370.USD","300394","LU0328353924.USD","LU1048588211.SGD","BK4588","LU0348814723.USD","LU1880383366.USD","LU1242518857.USD","BK4575","LU1242518931.SGD","LU1003077747.HKD","IE00B0JY6N72.USD","BK4122","BK4614","LU1688375341.USD","BK4528","BK4579","LU0106959298.USD","LU1282648689.USD","LU0651947912.USD","BK4220","BK4558","IE00BF5LJ272.USD","LU1152091754.HKD","LU0067412154.USD","LU0251143458.SGD","IE00BFMHRM44.USD","BK4607","LU1515016050.SGD","LU0661504455.SGD","ALBmain","LU0797268264.HKD","159852","LU2226246903.HKD","300502","BK4533","300308","LU0047713382.USD","LU0348816934.USD","BK4551","LU1105468828.SGD","LU0979878070.USD","LU0651946864.USD","BK4581","BK4547","BK4535","LU1769817179.HKD","LU1267930227.SGD","BK4538","LU1046421795.USD","LU0918141887.USD","BK4505","BK4516","LU0052756011.USD","300063","LU0310800965.SGD","LU0949170772.SGD","BK4084","BK4503","LU1046422090.SGD","BK4587","BK4543","LU1152091168.USD","BK4565"],"gpt_icon":1},{"id":"2603692325","title":"天孚通信：截至2026年1月9日股东人数为136433","url":"https://stock-news.laohu8.com/highlight/detail?id=2603692325","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603692325?lang=zh_cn&edition=full","pubTime":"2026-01-14 18:24","pubTimestamp":1768386245,"startTime":"0","endTime":"0","summary":"证券之星消息，天孚通信(300394)01月14日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的董秘，你好!请问截止至2026年1月10日，公司股东人数总数是多少?谢谢!天孚通信回复：截至2026年01月09日收盘，公司股东人数为136433（合并信用账户）。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/RB2026011400033033.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":["BK0167","BK0086","SGXZ81163826.USD","SGXZ49509284.SGD","BK0214","300394"],"gpt_icon":0},{"id":"2602129295","title":"天孚通信最新公告：高级管理人员合计减持8万股减持计划实施完毕","url":"https://stock-news.laohu8.com/highlight/detail?id=2602129295","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602129295?lang=zh_cn&edition=full","pubTime":"2026-01-12 20:20","pubTimestamp":1768220444,"startTime":"0","endTime":"0","summary":"天孚通信(300394.SZ)公告称，公司高级管理人员陈凯荣和吴文太的股份减持计划已实施完毕。陈凯荣1月9日和1月2日合计减持5.6万股，占总股本0.0072%；吴文太1月9日减持2.4万股，占总股本0.0031%。减持后，陈凯荣持有16.98万股，吴文太持有7.2万股。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/RB2026011200033322.shtml","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":"stockstar","symbols":["BK0086","BK0214","SGXZ81163826.USD","BK0167","SGXZ49509284.SGD","300394"],"gpt_icon":0},{"id":"2601352753","title":"1月8日天孚通信现1笔大宗交易 机构净买入234.3万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2601352753","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601352753?lang=zh_cn&edition=full","pubTime":"2026-01-08 17:27","pubTimestamp":1767864434,"startTime":"0","endTime":"0","summary":"证券之星消息，1月8日天孚通信发生大宗交易，交易数据如下：大宗交易成交价格195.25元，成交1.2万股，成交金额234.3万元，买方营业部为机构专用，卖方营业部为中信证券股份有限公司泉州温陵北路证券营业部。近三个月该股共发生8笔大宗交易，合计成交1421.0手，折价成交2笔。截至2026年1月8日收盘，天孚通信报收于195.25元，下跌3.43%，换手率3.69%，成交量28.6万手，成交额56.31亿元。","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/RB2026010800027547.shtml","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":"stockstar","symbols":["BK0086","SGXZ81163826.USD","300394","BK0167","BK0214","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2600975010","title":"每周股票复盘：天孚通信（300394）股东户数增至12.71万增3.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2600975010","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600975010?lang=zh_cn&edition=full","pubTime":"2026-01-04 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